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| |
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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 |
$157,910 |
|
|
|
Indirect Value
|
$543,976 |
|
|
| Total
Shares |
9,712 |
|
|
| Total
Value |
$701,886 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
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|
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 - Human Resources |
• • – |
2013-12-09 |
4 |
OE |
$18.66 |
$600,062 |
I/I |
27,853 |
38,299 |
0 |
- |
|
| 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 - Human Resources |
• • – |
2012-11-21 |
4 |
OE |
$8.93 |
$23,423 |
I/I |
2,622 |
40,160 |
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 - 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 |
• • – |
2013-03-01 |
4 |
A |
$0.00 |
$0 |
I/I |
3,476 |
41,332 |
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 |
• • – |
2013-05-17 |
4 |
OE |
$18.29 |
$388,914 |
I/I |
21,262 |
52,229 |
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 |
• • – |
2013-10-16 |
4 |
OE |
$11.75 |
$1,266,848 |
I/I |
88,542 |
106,009 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Human Resources |
• • – |
2013-12-02 |
4 |
OE |
$17.38 |
$4,048,525 |
I/I |
213,930 |
230,406 |
0 |
- |
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61 Records found
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Page 3 of 3 |
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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 |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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