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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 |
• • – |
2018-03-02 |
4 |
OE |
$51.62 |
$2,335,527 |
D/D |
45,249 |
226,226 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-03-05 |
4 |
OE |
$52.82 |
$833,341 |
D/D |
15,777 |
242,003 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-05-21 |
4 |
OE |
$25.86 |
$2,943,696 |
D/D |
113,832 |
355,835 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-05-21 |
4 |
S |
$59.72 |
$6,798,229 |
D/D |
(113,832) |
242,003 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-05-22 |
4 |
OE |
$25.86 |
$6,934,104 |
D/D |
251,300 |
493,303 |
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 |
President and CEO |
• • – |
2018-12-24 |
4 |
AB |
$39.09 |
$3,639,167 |
D/D |
93,090 |
335,093 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-12-26 |
4 |
AB |
$37.97 |
$1,198,906 |
D/D |
31,579 |
366,672 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$4,149,013 |
D/D |
88,711 |
455,383 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$2,505,244 |
D/D |
61,388 |
516,771 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-03-01 |
4 |
OE |
$63.75 |
$3,685,706 |
D/D |
57,815 |
574,586 |
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 |
• • – |
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 |
President and COO |
• – – |
2007-11-12 |
4 |
S |
$23.24 |
$219,293 |
D/D |
(9,436) |
438,636 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and COO |
• – – |
2007-11-12 |
4 |
OE |
$8.32 |
$78,508 |
D/D |
9,436 |
448,072 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and COO |
• – – |
2007-11-30 |
4 |
S |
$24.64 |
$1,854,979 |
D/D |
(75,000) |
363,636 |
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 |
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IO |
- Initital Ownership |
D |
- Disposed |
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