| |
| |
|
| Insider
Information: |
Schwab Charles R |
| Relationship: |
10% Owner |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
7,831 |
|
|
Indirect Shares
|
110,784,355 |
|
|
| Direct
Value |
$153,723 |
|
|
|
Indirect Value
|
$7,334,944,244 |
|
|
| Total
Shares |
110,792,186 |
|
|
| Total
Value |
$7,335,097,967 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
79
|
|
Stock
price went up :
|
0
|
28
|
| Stock
price went down : |
3
|
51
|
| |
|
|
|
Gain/Loss Ratio : |
-3.0
|
-3.0
|
| Percentage
Gain/Loss : |
 -66.7%
|
-23.5%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Co-Chairman, Director |
2024-03-01 |
0 |
2024-05-20 |
98,678,219 |
Premium* |
|
|
ALTABA Inc |
AABA |
Director |
2015-12-31 |
7,831 |
2015-12-31 |
321,616 |
Premium* |
|
|
Local Bounti Corporation |
LOCL |
10% Owner |
2021-12-02 |
0 |
2022-10-21 |
11,784,520 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
629 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 26
|
| 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 |
Chairman and CEO |
• • • |
2004-05-11 |
5 |
GD |
$0.00 |
$0 |
I/I |
7,920 |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-02-01 |
4 |
OE |
$16.40 |
$1,985,482 |
D/D |
121,066 |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-03-02 |
4 |
D |
$76.46 |
$3,507,411 |
D/D |
(45,871) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-05-22 |
4 |
OE |
$22.67 |
$1,760,099 |
D/D |
77,640 |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-07-24 |
4 |
OE |
$23.12 |
$1,665,727 |
D/D |
72,047 |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-02-15 |
4 |
OE |
$25.86 |
$1,841,904 |
D/D |
71,226 |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-03-01 |
4 |
D |
$66.36 |
$2,211,785 |
D/D |
(33,332) |
0 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-06-24 |
4 |
GD |
$0.00 |
$0 |
D/D |
6,616 |
393 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-06-24 |
4 |
A |
$0.00 |
$0 |
D/D |
5,862 |
6,255 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2014-06-25 |
4 |
A |
$0.00 |
$0 |
D/D |
6,616 |
6,616 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
445 |
6,700 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
393 |
7,009 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
605 |
7,305 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
526 |
7,831 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-04-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
11,880 |
7,920 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
84,706 |
84,706 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
111,730 |
111,730 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-03-02 |
4 |
OE |
$29.77 |
$781,879 |
D/D |
26,264 |
141,396 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-03-03 |
4 |
OE |
$29.95 |
$206,865 |
D/D |
6,907 |
148,303 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-06-24 |
4 |
GA |
$0.00 |
$0 |
I/I |
6,616 |
321,616 |
0 |
- |
|
| LOCL |
Local Bounti Corporation |
10% Owner |
– – • |
2021-12-02 |
4 |
B |
$6.41 |
$6,409 |
I/I |
1,000 |
616,826 |
1.5 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-09-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
138,000 |
659,448 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-11-03 |
4 |
OE |
$28.59 |
$458,355 |
D/D |
16,032 |
675,480 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-07-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,000 |
797,448 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-05-01 |
4 |
S |
$26.60 |
$3,324,388 |
D/D |
(125,000) |
853,448 |
0 |
- |
|
629 Records found
|
|
Page 1 of 26 |
| |
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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|
