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Insider Information:   Chandoha Marie A
Relationship:   Director
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   16,620    

Indirect Shares

   17,777      
Direct Value   $1,271,264    

Indirect Value

   $1,338,075      
Total Shares   34,397      
Total Value   $2,609,339      


State Street Corp $1,271,264 State Street Corp $1,271,264
 


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 CEO - CSIM 0 2019-03-05 17,777    Premium*  
            State Street Corp STT Director 2024-05-15 16,620 2019-09-19 0    Premium*  
* Premium Members only  

Records found :    74         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 President - CSIM   •       •      –    2018-03-05 4 OE $52.82 $192,318 I/I 3,641 14,606 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-10-04 4 AS $32.00 $194,432 I/I (6,076) 28,044 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-10-03 4 AS $44.50 $200,255 I/I (4,500) 7,000 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-01-04 4 OE $23.12 $208,219 I/I 9,006 12,024 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-12-20 4 OE $22.67 $220,012 I/I 9,705 12,723 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-08-01 4 OE $22.67 $220,012 I/I 9,705 23,707 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-10-05 4 OE $28.44 $221,633 I/I 7,793 14,793 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2018-11-05 4 OE $28.44 $221,661 I/I 7,794 12,400 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-13 4 OE $25.86 $230,232 I/I 8,903 22,905 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2018-10-16 4 OE $27.45 $231,239 I/I 8,424 13,030 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-01 4 OE $42.38 $234,107 I/I 5,524 23,676 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-12-01 4 OE $16.40 $248,181 I/I 15,133 18,151 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-01 4 OE $16.40 $248,198 I/I 15,134 18,152 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-09-27 4 AS $44.06 $265,179 I/I (6,018) 7,000 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-16 4 AS $43.50 $274,809 I/I (6,317) 14,002 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-01-24 4 AS $42.03 $280,639 I/I (6,677) 3,018 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-03-01 4 OE $25.90 $285,573 I/I 11,026 28,044 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-08-09 4 S $41.96 $293,815 I/I (7,002) 7,000 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-10-26 4 S $45.59 $319,150 I/I (7,000) 0 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-01-13 4 AS $41.64 $320,899 I/I (7,706) 3,018 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-10-05 4 AS $45.01 $350,732 I/I (7,793) 7,000 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-01-04 4 AS $41.10 $370,135 I/I (9,006) 3,018 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-13 4 AS $43.01 $382,940 I/I (8,903) 14,002 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-11-10 4 AS $35.00 $385,910 I/I (11,026) 3,018 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-11-10 4/A AS $35.00 $385,910 I/I (11,026) 17,018 0 -
  74  Records found
  1   2  3      
  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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