| |
| |
|
| Insider
Information: |
Murtagh Nigel J |
| Relationship: |
Chief Risk Officer |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
71,313 |
|
|
Indirect Shares
|
1,800 |
|
|
| Direct
Value |
$5,626,596 |
|
|
|
Indirect Value
|
$142,020 |
|
|
| Total
Shares |
73,113 |
|
|
| Total
Value |
$5,768,616 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
7
|
|
Stock
price went up :
|
0
|
3
|
| Stock
price went down : |
0
|
4
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
 -20.2%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Chief Risk Officer |
2024-04-16 |
71,313 |
2024-04-16 |
1,800 |
Premium* |
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Records found :
64 |
Free Registration Required For Full Results. Limit: 25
|
 |
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 - Corporate Risk |
• • – |
2017-11-22 |
4 |
S |
$45.79 |
$457,874 |
D/D |
(10,000) |
23,441 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2018-02-26 |
4 |
OE |
$16.40 |
$246,000 |
D/D |
15,000 |
38,579 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2018-02-26 |
4 |
S |
$53.28 |
$799,235 |
D/D |
(15,000) |
23,579 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2018-03-02 |
4 |
OE |
$51.62 |
$358,415 |
D/D |
6,944 |
30,523 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2018-03-05 |
4 |
OE |
$52.82 |
$108,968 |
D/D |
2,063 |
32,586 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2018-04-27 |
4 |
S |
$55.97 |
$727,580 |
D/D |
(13,000) |
32,630 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2018-04-27 |
4 |
OE |
$13.64 |
$195,260 |
D/D |
13,000 |
45,630 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$648,139 |
D/D |
13,858 |
46,722 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2019-04-16 |
4 |
OE |
$11.75 |
$1,784,673 |
D/D |
73,234 |
120,075 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2019-04-16 |
4 |
S |
$45.64 |
$2,601,611 |
D/D |
(57,000) |
63,075 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2019-04-17 |
4 |
S |
$45.70 |
$1,060,300 |
D/D |
(23,200) |
39,875 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2019-05-31 |
4 |
GD |
$0.00 |
$0 |
D/D |
236 |
39,639 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$378,880 |
D/D |
9,284 |
49,405 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2021-02-12 |
4 |
S |
$57.92 |
$2,123,651 |
D/D |
(36,665) |
50,275 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2021-02-12 |
4 |
OE |
$28.44 |
$1,075,623 |
D/D |
36,665 |
86,940 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2021-03-01 |
4 |
OE |
$63.75 |
$450,521 |
D/D |
7,067 |
57,484 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2021-05-28 |
4 |
OE |
$30.17 |
$754,250 |
D/D |
25,000 |
82,484 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2021-05-28 |
4 |
S |
$74.01 |
$1,850,178 |
D/D |
(25,000) |
57,484 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2021-08-25 |
4 |
S |
$74.76 |
$1,868,918 |
D/D |
(25,000) |
57,484 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2021-08-25 |
4 |
OE |
$26.39 |
$659,750 |
D/D |
25,000 |
82,484 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2021-10-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
239 |
57,245 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2021-10-22 |
4 |
S |
$83.26 |
$2,331,232 |
D/D |
(28,000) |
57,484 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2021-10-22 |
4 |
OE |
$26.39 |
$738,920 |
D/D |
28,000 |
85,484 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, EVP - Corporate Risk |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$793,900 |
D/D |
9,916 |
67,568 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, EVP - Corporate Risk |
• – – |
2022-10-28 |
4 |
S |
$80.00 |
$1,293,444 |
D/D |
(16,169) |
51,798 |
0 |
% |
|
64 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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