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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 |
$58,068,023 |
|
|
|
Indirect Value
|
$920,185 |
|
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| Total
Shares |
815,092 |
|
|
| Total
Value |
$58,988,208 |
|
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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 |
• • – |
2016-12-23 |
4 |
OE |
$15.05 |
$4,825,767 |
D/D |
320,649 |
564,308 |
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 |
• • – |
2017-01-25 |
4 |
OE |
$13.64 |
$4,433,000 |
D/D |
325,000 |
568,659 |
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 |
• • – |
2017-01-13 |
4 |
OE |
$12.45 |
$4,225,854 |
D/D |
339,426 |
583,085 |
0 |
- |
|
| 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 |
• • – |
2013-11-22 |
4 |
OE |
$23.33 |
$8,123,099 |
D/D |
348,190 |
923,570 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2011-04-18 |
4 |
S |
$18.02 |
$7,350,274 |
D/D |
(407,918) |
409,228 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2011-04-18 |
4 |
OE |
$8.76 |
$4,382,316 |
D/D |
407,918 |
817,146 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-04 |
4 |
OE |
$11.75 |
$5,961,700 |
D/D |
484,400 |
728,059 |
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 |
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 |
• • – |
2016-10-20 |
4 |
S |
$32.34 |
$19,356,619 |
D/D |
(598,596) |
344,459 |
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 |
• • – |
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 |
OE |
$24.37 |
$18,502,191 |
D/D |
759,220 |
1,404,193 |
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 |
- |
|
| 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 |
- |
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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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