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Insider
Information: |
Kallsen Terri R |
Relationship: |
EVP - Investor Services |
City: |
San Francisco |
State: |
CA |
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Insider
Summary: |
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Companies Owned : |
1 |
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Direct
Shares |
860 |
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Indirect Shares
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1,249 |
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Direct
Value |
$64,732 |
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Indirect Value
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$94,012 |
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Total
Shares |
2,109 |
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Total
Value |
$158,744 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
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Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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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 3 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
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3m +/- |
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Form |
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2019-03-04 |
4 |
AS |
$46.84 |
$880,819 |
I/I |
(18,803) |
16,346 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2016-11-14 |
4 |
OE |
$23.12 |
$890,844 |
I/I |
30,933 |
30,933 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2018-04-24 |
4 |
OE |
$26.39 |
$1,028,636 |
I/I |
36,285 |
36,285 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2017-04-19 |
4 |
S |
$38.35 |
$1,040,467 |
I/I |
(27,122) |
0 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2019-03-01 |
4 |
AS |
$46.66 |
$1,049,082 |
I/I |
(22,482) |
16,346 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2016-11-14 |
4 |
S |
$36.94 |
$1,142,702 |
I/I |
(30,933) |
0 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2019-03-01 |
4 |
OE |
$26.39 |
$1,357,802 |
I/I |
38,828 |
38,828 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2018-04-24 |
4 |
S |
$55.89 |
$2,027,871 |
I/I |
(36,285) |
0 |
0 |
- |
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58 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 |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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