| |
| |
|
| 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 |
$64,732 |
|
|
|
Indirect Value
|
$94,012 |
|
|
| Total
Shares |
2,109 |
|
|
| Total
Value |
$158,744 |
|
|
|
|
|
|
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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
|
| 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 |
• • – |
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 |
OE |
$28.44 |
$57,619 |
I/I |
2,026 |
2,026 |
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 |
• • – |
2017-03-02 |
4 |
OE |
$42.51 |
$92,842 |
I/I |
2,184 |
2,184 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2016-03-02 |
4 |
OE |
$26.54 |
$57,995 |
D/D |
2,185 |
14,847 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2016-11-03 |
4 |
S |
$31.32 |
$78,123 |
D/D |
(2,494) |
6,027 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2016-07-22 |
4 |
OE |
$12.10 |
$40,680 |
D/D |
3,362 |
17,822 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-12-03 |
4 |
OE |
$28.44 |
$115,267 |
I/I |
4,053 |
4,913 |
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 |
• • – |
2017-10-06 |
4 |
OE |
$30.17 |
$128,735 |
I/I |
4,267 |
4,267 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-12-03 |
4 |
AS |
$46.06 |
$226,441 |
I/I |
(4,913) |
0 |
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 |
• • – |
2016-11-03 |
4 |
OE |
$13.64 |
$70,928 |
I/I |
5,200 |
5,200 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2016-11-03 |
4 |
S |
$31.33 |
$162,924 |
I/I |
(5,200) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2016-07-22 |
4 |
S |
$27.99 |
$193,093 |
D/D |
(6,894) |
10,928 |
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 |
• • – |
2017-07-03 |
4 |
OE |
$30.17 |
$317,871 |
I/I |
10,536 |
10,536 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-07-03 |
4 |
AS |
$43.15 |
$454,659 |
I/I |
(10,536) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2015-11-04 |
4 |
OE |
$12.10 |
$194,360 |
D/D |
11,900 |
28,131 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2015-11-04 |
4 |
S |
$31.55 |
$488,454 |
D/D |
(15,469) |
12,662 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2019-03-06 |
4 |
AS |
$45.93 |
$750,804 |
I/I |
(16,346) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2019-03-04 |
4 |
AS |
$46.84 |
$880,819 |
I/I |
(18,803) |
16,346 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2019-03-04 |
4 |
OE |
$30.17 |
$567,287 |
I/I |
18,803 |
35,149 |
0 |
- |
|
58 Records found
|
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Page 2 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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