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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
|
1,249 |
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Direct
Value |
$62,152 |
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Indirect Value
|
$90,265 |
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Total
Shares |
2,109 |
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Total
Value |
$152,417 |
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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 |
|
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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2018-11-05 |
4 |
D |
$46.95 |
$39,720 |
D/D |
(846) |
860 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2018-12-03 |
4 |
AS |
$46.06 |
$226,441 |
I/I |
(4,913) |
0 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2018-12-03 |
4 |
OE |
$28.44 |
$115,267 |
I/I |
4,053 |
4,913 |
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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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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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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2019-03-04 |
4 |
OE |
$30.17 |
$567,287 |
I/I |
18,803 |
35,149 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Investor Services |
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2019-03-06 |
4 |
AS |
$45.93 |
$750,804 |
I/I |
(16,346) |
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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