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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   $160,051    

Indirect Value

   $551,353      
Total Shares   9,712      
Total Value   $711,404      


Charles Schwab Corp $160,051 Charles Schwab Corp $160,051
 


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 and Chief Admin Officer   •       •      –    2015-03-06 4 AS $30.75 $258,208 I/I (8,397) 8,659 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2015-03-09 4 AS $31.00 $93,155 I/I (3,005) 5,654 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2015-06-11 4 AS $33.62 $201,827 I/I (6,004) 5,654 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       –      –    2011-11-01 4 D $11.87 $18,042 D/D (1,520) 6,802 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       –      –    2011-11-03 4 D $12.46 $9,528 D/D (765) 6,037 0 -
SCHW Charles Schwab Corp EVP - Human ResourcesOfficer   •       –      –    2007-10-18 3 IO $0.00 $0 D/D 0 15,931 -
SCHW Charles Schwab Corp EVP - Human Resources   •       –      –    2010-12-02 4/A OE $8.76 $153,722 I/I 17,545 34,322 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       –      –    2010-12-08 4/A OE $8.76 $153,722 I/I 17,545 34,322 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       –      –    2010-12-16 4 OE $8.76 $28,913 I/I 3,300 20,077 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       –      –    2010-12-17 4 OE $8.76 $124,818 I/I 14,246 31,023 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       –      –    2011-11-01 4 OE $0.00 $0 I/I 2,307 25,643 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       –      –    2011-11-02 4 OE $0.00 $0 I/I 2,063 27,706 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2012-11-21 4 OE $8.93 $23,423 I/I 2,622 40,160 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-01-29 4 OE $8.93 $23,423 I/I 2,622 40,478 0 -
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   •       •      –    2013-10-16 4 OE $11.75 $1,266,848 I/I 88,542 106,009 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   •       •      –    2013-12-02 4 OE $17.38 $4,048,525 I/I 213,930 230,406 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-06 4 OE $18.66 $9,330 I/I 500 10,946 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   •       •      –    2014-03-03 4 OE $13.91 $851,795 I/I 44,676 52,354 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   •       •      –    2014-08-20 4 OE $22.67 $146,675 I/I 6,470 12,124 0 -
  61  Records found
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  Page 2 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  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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