| |
| |
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| Insider
Information: |
Kallsen Terri R |
| Relationship: |
EVP - Investor Services |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
860 |
|
|
Indirect Shares
|
1,249 |
|
|
| Direct
Value |
$67,854 |
|
|
|
Indirect Value
|
$98,546 |
|
|
| Total
Shares |
2,109 |
|
|
| Total
Value |
$166,400 |
|
|
|
|
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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%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
EVP - Investor Services |
2018-11-05 |
860 |
2019-03-06 |
1,249 |
Premium* |
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Records found :
58 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 2 of 3
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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 |
EVP - Investor Services |
• • – |
2017-08-02 |
4 |
AS |
$43.07 |
$86,137 |
I/I |
(2,000) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-09-06 |
4 |
OE |
$30.17 |
$30,170 |
I/I |
1,000 |
1,000 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-09-06 |
4 |
AS |
$38.99 |
$38,987 |
I/I |
(1,000) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-10-04 |
4 |
AS |
$44.36 |
$44,357 |
I/I |
(1,000) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-10-04 |
4 |
OE |
$30.17 |
$30,170 |
I/I |
1,000 |
1,000 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-10-06 |
4 |
OE |
$30.17 |
$128,735 |
I/I |
4,267 |
4,267 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-10-06 |
4 |
AS |
$46.02 |
$196,357 |
I/I |
(4,267) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-01 |
4 |
D |
$44.76 |
$42,072 |
D/D |
(940) |
4,272 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-02 |
4 |
OE |
$23.12 |
$45,801 |
I/I |
1,981 |
1,981 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-02 |
4 |
AS |
$44.18 |
$87,516 |
I/I |
(1,981) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-03 |
4 |
D |
$44.69 |
$39,770 |
D/D |
(890) |
3,382 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-06 |
4 |
AS |
$44.64 |
$38,439 |
I/I |
(861) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-08 |
4 |
AS |
$43.97 |
$35,836 |
I/I |
(815) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-12-06 |
4 |
OE |
$23.12 |
$45,824 |
I/I |
1,982 |
1,982 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-12-06 |
4 |
AS |
$50.55 |
$100,189 |
I/I |
(1,982) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-01-03 |
4 |
OE |
$28.44 |
$57,619 |
I/I |
2,026 |
2,026 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-01-03 |
4 |
AS |
$51.30 |
$103,942 |
I/I |
(2,026) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-02-07 |
4 |
AS |
$51.94 |
$105,236 |
I/I |
(2,026) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-02-07 |
4 |
OE |
$28.44 |
$57,619 |
I/I |
2,026 |
2,026 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-03-01 |
4 |
OE |
$26.39 |
$131,950 |
I/I |
5,000 |
5,000 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-03-01 |
4 |
AS |
$52.94 |
$264,722 |
I/I |
(5,000) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-03-02 |
4 |
OE |
$51.62 |
$472,587 |
I/I |
9,156 |
9,156 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-03-07 |
4 |
AS |
$54.00 |
$494,424 |
I/I |
(9,156) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-04-24 |
4 |
OE |
$26.39 |
$1,028,636 |
I/I |
36,285 |
36,285 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-04-24 |
4 |
S |
$55.89 |
$2,027,871 |
I/I |
(36,285) |
0 |
0 |
- |
|
58 Records found
|
|
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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