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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   •       •      –    2017-01-06 4 OE $23.12 $30,056 I/I 1,300 4,318 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-01-06 4 AS $41.51 $53,962 I/I (1,300) 3,018 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-01-13 4 OE $23.12 $178,163 I/I 7,706 10,724 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   •       •      –    2017-01-24 4 OE $25.86 $172,667 I/I 6,677 9,695 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   •       •      –    2017-03-01 4 AS $41.63 $630,097 I/I (15,134) 3,018 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   •       •      –    2017-03-01 4 OE $42.38 $234,107 I/I 5,524 23,676 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-02 4 OE $42.51 $85,318 I/I 2,007 10,549 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-03 4 OE $42.42 $146,476 I/I 3,453 14,002 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   •       •      –    2017-03-13 4 OE $25.86 $230,232 I/I 8,903 22,905 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   •       •      –    2017-03-16 4 OE $27.45 $173,402 I/I 6,317 20,319 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-06-29 4 AS $44.00 $4,400 I/I (100) 14,002 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-06-29 4 OE $27.45 $2,745 I/I 100 14,102 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-08-01 4 AS $43.17 $418,925 I/I (9,705) 14,002 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   •       •      –    2017-08-09 4 S $41.96 $293,815 I/I (7,002) 7,000 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   •       •      –    2017-09-27 4 OE $27.45 $165,194 I/I 6,018 13,018 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   •       •      –    2017-10-03 4 OE $27.45 $123,525 I/I 4,500 11,500 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-10-04 4 AS $44.51 $174,621 I/I (3,923) 7,000 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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