| |
| |
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| Insider
Information: |
Morgan Peter J. Iii |
| Relationship: |
General Counsel |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
0 |
|
|
Indirect Shares
|
148 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$11,140 |
|
|
| Total
Shares |
148 |
|
|
| Total
Value |
$11,140 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
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 |
General Counsel |
2024-04-16 |
0 |
2024-04-16 |
148 |
Premium* |
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Records found :
30 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
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| 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, EVP, and General Counsel |
• – – |
2022-11-01 |
4 |
D |
$80.26 |
$105,295 |
D/D |
(1,312) |
3,266 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, EVP, and General Counsel |
• – – |
2022-11-08 |
4 |
S |
$80.04 |
$117,104 |
D/D |
(1,463) |
1,803 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
MD, General Counsel |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$775,330 |
D/D |
(10,140) |
16,014 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, General Counsel |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
24,351 |
26,154 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, General Counsel |
• – – |
2023-08-29 |
4 |
S |
$59.61 |
$476,872 |
D/D |
(8,000) |
8,014 |
0 |
% |
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30 Records found
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Page 2 of 2 |
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Free Registration Required For Full Results. Limit: 25
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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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