| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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
|
 |
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 - Investor Services |
• • – |
2017-04-19 |
4 |
OE |
$26.39 |
$593,300 |
I/I |
22,482 |
24,666 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2019-03-01 |
4 |
AS |
$46.66 |
$1,049,082 |
I/I |
(22,482) |
16,346 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-04-19 |
4 |
S |
$38.35 |
$1,040,467 |
I/I |
(27,122) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2016-11-14 |
4 |
S |
$36.94 |
$1,142,702 |
I/I |
(30,933) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2016-11-14 |
4 |
OE |
$23.12 |
$890,844 |
I/I |
30,933 |
30,933 |
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 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2019-03-01 |
4 |
OE |
$26.39 |
$1,357,802 |
I/I |
38,828 |
38,828 |
0 |
- |
|
58 Records found
|
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Page 3 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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