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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      


Charles Schwab Corp $5,626,596 Charles Schwab Corp $5,626,596
 


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*  
* Premium Members only  

Records found :    64         Free Registration Required For Full Results.    Limit: 25

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  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   •       •      –    2016-03-03 4 OE $26.73 $68,295 D/D 2,555 41,441 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   •       •      –    2016-08-05 4 S $29.72 $74,303 D/D (2,500) 35,137 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 MD, Chief Risk Officer   •       –      –    2022-10-28 4/A OE $30.17 $487,819 D/D 16,169 84,274 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-05-27 4 S $30.29 $75,715 D/D (2,500) 39,012 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2015-11-02 4 D $30.98 $30,634 D/D (989) 36,064 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-10-20 4 S $32.22 $483,230 D/D (15,000) 35,137 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2015-11-11 4 S $33.55 $83,882 D/D (2,500) 33,564 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-11-10 4 S $34.38 $343,770 D/D (10,000) 35,137 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-11-23 4 S $38.82 $504,665 D/D (13,000) 34,863 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   •       •      –    2017-03-01 4 OE $42.38 $117,054 D/D 2,762 20,261 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-03-03 4 OE $42.42 $82,974 D/D 1,956 23,555 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-03-02 4 OE $42.51 $56,878 D/D 1,338 21,599 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-10-31 4/A S $45.15 $361,194 D/D (8,000) 23,622 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-10-31 4 S $45.15 $361,194 D/D (8,000) 15,622 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   •       •      –    2017-11-22 4 S $45.79 $457,874 D/D (10,000) 23,441 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   •       •      –    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   •       •      –    2018-02-26 4 S $53.28 $799,235 D/D (15,000) 23,579 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2018-04-27 4 S $55.97 $727,580 D/D (13,000) 32,630 0 -
  64  Records found
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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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