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Insider Information:   Allen Jay L
Relationship:   EVP and Chief Admin Of...
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   2,185    

Indirect Shares

   7,527      
Direct Value   $164,465    

Indirect Value

   $566,557      
Total Shares   9,712      
Total Value   $731,022      


Charles Schwab Corp $164,465 Charles Schwab Corp $164,465
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW EVP and Chief Admin Of... 2012-11-01 2,185 2015-06-11 7,527    Premium*  
* Premium Members only  

Records found :    61         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 3
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 EVP - Human Resources   •       •      –    2013-05-17 4 OE $18.29 $388,914 I/I 21,262 52,229 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-05-17 4 S $19.15 $407,129 I/I (21,262) 30,967 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-08-07 4 S $22.12 $298,619 I/I (13,500) 17,467 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-10-16 4 OE $11.75 $1,266,848 I/I 88,542 106,009 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-10-16 4 S $23.54 $2,202,799 I/I (93,542) 12,467 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-11-01 4 A $0.00 $0 I/I 4,009 16,476 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-11-05 4 OE $11.75 $386,077 I/I 28,654 45,130 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-11-05 4 S $23.05 $660,426 I/I (28,654) 16,476 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-02 4 OE $17.38 $4,048,525 I/I 213,930 230,406 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-02 4 AS $24.91 $5,482,727 I/I (219,960) 10,446 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-06 4 OE $18.66 $9,330 I/I 500 10,946 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-06 4 AS $24.97 $12,485 I/I (500) 10,446 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-09 4 AS $25.03 $772,676 I/I (30,832) 7,467 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-09 4 OE $18.66 $600,062 I/I 27,853 38,299 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-11 4 OE $23.33 $182,273 I/I 7,813 15,280 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-11 4 AS $25.10 $196,102 I/I (7,813) 7,467 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2014-03-03 4 OE $13.91 $851,795 I/I 44,676 52,354 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2014-03-03 4 AS $25.93 $863,453 I/I (33,303) 19,051 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2014-03-06 4 AS $27.00 $226,771 I/I (8,397) 10,654 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2014-03-19 4 AS $27.50 $137,500 I/I (5,000) 5,654 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-08-01 4 AS $27.51 $541,770 I/I (19,693) 5,654 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-08-01 4 OE $12.45 $269,225 I/I 19,693 25,347 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-08-04 4 OE $15.00 $121,980 I/I 8,132 13,786 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-08-04 4 AS $27.44 $223,132 I/I (8,132) 5,654 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-08-20 4 OE $22.67 $146,675 I/I 6,470 12,124 0 -
  61  Records found
  1   2  3      
  Page 2 of 3  
 
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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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