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| |
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| Insider
Information: |
Bettinger Walter W |
| Relationship: |
Co-Chairman and CEO, D... |
| City: |
San Francisco |
| State: |
CA |
| |
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| Insider
Summary: |
|
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|
|
Companies Owned : |
1 |
|
| Direct
Shares |
802,377 |
|
|
Indirect Shares
|
12,715 |
|
|
| Direct
Value |
$63,307,545 |
|
|
|
Indirect Value
|
$1,003,214 |
|
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| Total
Shares |
815,092 |
|
|
| Total
Value |
$64,310,759 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
|
6
|
6
|
|
Stock
price went up :
|
6
|
4
|
| Stock
price went down : |
0
|
2
|
| |
|
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|
Gain/Loss Ratio : |
6.0
|
2.0
|
| Percentage
Gain/Loss : |
 13.8%
|
51.6%
|
| |
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|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Co-Chairman and CEO, D... |
2024-03-01 |
802,377 |
2024-03-01 |
12,715 |
Premium* |
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Records found :
120 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 5 of 5
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| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-11-22 |
4 |
S |
$24.83 |
$8,644,478 |
D/D |
(348,190) |
575,380 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-06 |
4 |
S |
$70.79 |
$8,906,789 |
D/D |
(124,670) |
207,914 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman and CEO |
• • – |
2023-03-02 |
4 |
D |
$76.46 |
$9,705,920 |
D/D |
(126,937) |
606,501 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-10-20 |
4 |
OE |
$15.00 |
$9,944,453 |
D/D |
598,596 |
943,055 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-10-19 |
4 |
OE |
$17.38 |
$10,636,560 |
D/D |
612,000 |
956,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-11-29 |
4 |
S |
$48.15 |
$12,631,228 |
D/D |
(262,309) |
277,464 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-12-23 |
4 |
AS |
$40.35 |
$12,939,053 |
D/D |
(320,649) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-25 |
4 |
AS |
$42.31 |
$13,750,945 |
D/D |
(325,000) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-13 |
4 |
AS |
$41.75 |
$14,171,986 |
D/D |
(339,426) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-05-22 |
4 |
S |
$59.71 |
$15,006,153 |
D/D |
(251,300) |
242,003 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2021-10-20 |
4 |
S |
$81.19 |
$16,727,747 |
D/D |
(206,025) |
207,914 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-04-29 |
4 |
S |
$70.68 |
$17,105,863 |
D/D |
(242,002) |
332,584 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2014-12-05 |
4 |
OE |
$24.37 |
$18,502,191 |
D/D |
759,220 |
1,404,193 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-10-20 |
4 |
S |
$32.34 |
$19,356,619 |
D/D |
(598,596) |
344,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-07-24 |
4 |
OE |
$18.65 |
$19,559,992 |
D/D |
1,048,900 |
1,589,546 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-04 |
4 |
AS |
$40.70 |
$19,777,736 |
D/D |
(484,400) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2021-10-19 |
4 |
S |
$81.12 |
$19,893,444 |
D/D |
(245,239) |
207,914 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-10-19 |
4 |
S |
$32.65 |
$19,981,372 |
D/D |
(612,000) |
344,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2014-12-05 |
4 |
AS |
$30.01 |
$22,786,318 |
D/D |
(759,220) |
644,973 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-07-24 |
4 |
S |
$22.16 |
$23,239,533 |
D/D |
(1,048,900) |
540,646 |
0 |
- |
|
120 Records found
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Page 5 of 5 |
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Free Registration Required For Full Results. Limit: 25
|
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| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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