| |
| |
|
| 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 |
$5,367,730 |
|
|
|
Indirect Value
|
$135,486 |
|
|
| Total
Shares |
73,113 |
|
|
| Total
Value |
$5,503,216 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
64 |
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 |
MD, Chief Risk Officer |
• – – |
2023-02-24 |
4 |
S |
$80.23 |
$866,145 |
D/D |
(10,796) |
57,322 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
MD, Chief Risk Officer |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$1,399,111 |
D/D |
(18,298) |
79,849 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, Chief Risk Officer |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
40,825 |
98,147 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chief Risk Officer |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
55,060 |
136,506 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chief Risk Officer |
• – – |
2024-03-01 |
4 |
D |
$66.36 |
$1,663,484 |
D/D |
(25,069) |
111,437 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chief Risk Officer |
• – – |
2024-03-06 |
4 |
AS |
$67.72 |
$2,033,271 |
D/D |
(29,991) |
81,446 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chief Risk Officer |
• – – |
2024-03-21 |
4 |
OE |
$26.39 |
$341,698 |
D/D |
12,948 |
94,394 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chief Risk Officer |
• – – |
2024-03-21 |
4 |
AS |
$70.03 |
$906,686 |
D/D |
(12,948) |
81,446 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chief Risk Officer |
• – – |
2024-04-16 |
4 |
S |
$72.40 |
$723,975 |
D/D |
(10,000) |
71,446 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chief Risk Officer |
• – – |
2024-04-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
133 |
71,313 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corporate Risk |
• • – |
2017-10-31 |
4/A |
OE |
$12.45 |
$102,000 |
D/D |
8,000 |
31,622 |
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 |
MD, Chief Risk Officer |
• – – |
2022-10-28 |
4/A |
S |
$80.00 |
$1,293,444 |
D/D |
(16,169) |
68,105 |
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 |
- |
|
64 Records found
|
|
Page 3 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 |
| |
|
|
|
|
|
