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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 |
|
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| 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
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|
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 |
• • – |
2021-05-06 |
4 |
S |
$70.79 |
$8,906,789 |
D/D |
(124,670) |
207,914 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-10 |
4 |
OE |
$27.45 |
$562,258 |
D/D |
20,483 |
228,397 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-10 |
4 |
S |
$72.48 |
$1,484,583 |
D/D |
(20,483) |
207,914 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-14 |
4 |
OE |
$27.45 |
$1,400,113 |
D/D |
49,788 |
257,702 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-14 |
4 |
S |
$72.47 |
$3,608,176 |
D/D |
(49,788) |
207,914 |
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 |
CEO |
• • – |
2021-10-19 |
4 |
OE |
$30.17 |
$7,398,861 |
D/D |
245,239 |
453,153 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2021-10-20 |
4 |
OE |
$30.17 |
$6,215,774 |
D/D |
206,025 |
413,939 |
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 |
CEO |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$6,782,174 |
D/D |
84,711 |
292,625 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2022-04-25 |
4 |
B |
$69.49 |
$2,545,960 |
D/D |
36,640 |
329,265 |
2.81 |
% |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2022-04-26 |
4 |
B |
$68.55 |
$1,789,688 |
D/D |
26,108 |
355,373 |
2.81 |
% |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2022-04-27 |
4 |
B |
$68.55 |
$297,567 |
D/D |
4,341 |
359,714 |
2.81 |
% |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2022-04-28 |
4 |
B |
$68.16 |
$662,677 |
D/D |
9,723 |
369,437 |
2.81 |
% |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2022-04-29 |
4 |
B |
$67.07 |
$4,238,234 |
D/D |
63,188 |
432,625 |
2.81 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman and CEO |
• • – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
300,813 |
733,438 |
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 |
Co-Chairman and CEO |
• • – |
2023-03-14 |
4 |
B |
$59.31 |
$2,965,500 |
D/D |
50,000 |
656,501 |
2.81 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman and CEO |
• • – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
251,296 |
907,797 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman and CEO |
• • – |
2024-03-01 |
4 |
D |
$66.36 |
$6,995,271 |
D/D |
(105,420) |
802,377 |
0 |
- |
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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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