| |
| |
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| Insider
Information: |
Allen Jay L |
| Relationship: |
EVP and Chief Admin Of... |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
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|
|
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 |
|
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|
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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%
|
| |
|
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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 |
EVP and Chief Admin Of... |
2012-11-01 |
2,185 |
2015-06-11 |
7,527 |
Premium* |
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Records found :
61 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 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 |
• • – |
2014-11-03 |
4 |
OE |
$11.75 |
$500,683 |
I/I |
32,662 |
38,316 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and Chief Admin Officer |
• • – |
2014-11-06 |
4 |
AS |
$28.69 |
$115,027 |
I/I |
(4,009) |
5,654 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and Chief Admin Officer |
• • – |
2015-03-02 |
4 |
OE |
$13.91 |
$678,290 |
I/I |
34,676 |
40,330 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and Chief Admin Officer |
• • – |
2015-03-02 |
4 |
AS |
$29.36 |
$782,758 |
I/I |
(26,279) |
14,051 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and Chief Admin Officer |
• • – |
2015-03-03 |
4 |
OE |
$29.95 |
$90,000 |
I/I |
3,005 |
17,056 |
0 |
- |
|
| 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 |
OE |
$23.12 |
$138,812 |
I/I |
6,004 |
11,658 |
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 |
• – – |
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 |
- |
|
61 Records found
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Page 3 of 3 |
| |
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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