| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
74 |
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 |
President - CSIM |
• • – |
2016-03-01 |
4 |
OE |
$25.90 |
$285,573 |
I/I |
11,026 |
28,044 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-11-10 |
4/A |
AS |
$35.00 |
$385,910 |
I/I |
(11,026) |
17,018 |
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 |
• • – |
2018-11-05 |
4 |
S |
$47.16 |
$585,016 |
I/I |
(12,400) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-10-20 |
4 |
S |
$32.28 |
$451,878 |
I/I |
(14,000) |
14,044 |
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 |
• • – |
2016-12-01 |
4 |
AS |
$39.11 |
$591,908 |
I/I |
(15,133) |
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 |
• • – |
2017-11-08 |
4 |
S |
$44.31 |
$744,412 |
I/I |
(16,799) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2017-11-08 |
4 |
OE |
$23.12 |
$429,852 |
I/I |
16,799 |
16,799 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO - CSIM |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$831,430 |
I/I |
17,777 |
17,777 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2017-10-06 |
4 |
AS |
$45.94 |
$876,166 |
I/I |
(19,074) |
7,000 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2017-10-06 |
4 |
OE |
$28.44 |
$561,981 |
I/I |
19,074 |
26,074 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2018-04-20 |
4 |
OE |
$25.86 |
$823,557 |
I/I |
31,386 |
45,992 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2018-04-20 |
4 |
S |
$54.79 |
$1,719,777 |
I/I |
(31,386) |
14,606 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2018-05-01 |
4 |
OE |
$30.17 |
$1,292,688 |
I/I |
36,798 |
51,404 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2018-05-01 |
4 |
S |
$55.24 |
$2,032,710 |
I/I |
(36,798) |
14,606 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO - CSIM |
• • – |
2019-03-05 |
4 |
OE |
$26.39 |
$1,274,056 |
I/I |
45,046 |
62,823 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO - CSIM |
• • – |
2019-03-05 |
4 |
AS |
$45.48 |
$2,048,679 |
I/I |
(45,046) |
17,777 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2017-11-27 |
4 |
S |
$45.86 |
$2,583,089 |
I/I |
(56,327) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2017-11-27 |
4 |
OE |
$26.39 |
$1,614,404 |
I/I |
56,327 |
56,327 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-11-16 |
4 |
OE |
$11.75 |
$1,318,902 |
I/I |
101,866 |
104,884 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-11-16 |
4 |
S |
$36.65 |
$3,733,481 |
I/I |
(101,866) |
3,018 |
0 |
- |
|
74 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 |
| |
|
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|
