| |
| |
|
| 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 |
• • • |
2006-02-08 |
4 |
S |
$14.77 |
$1,477 |
I/I |
(100) |
162,256,290 |
|
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
393 |
7,009 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-01-28 |
4 |
S |
$27.00 |
$10,800 |
I/I |
(400) |
111,953,853 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
445 |
6,700 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-28 |
4 |
S |
$13.92 |
$6,960 |
D/D |
(500) |
44,703,958 |
|
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
526 |
7,831 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
605 |
7,305 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-09 |
4 |
S |
$14.88 |
$10,422 |
I/I |
(700) |
161,756,290 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-10-27 |
4 |
OE |
$12.45 |
$9,562 |
I/I |
768 |
81,936,092 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-10-27 |
4 |
S |
$83.00 |
$63,744 |
I/I |
(768) |
81,935,324 |
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 |
• • • |
2004-02-23 |
4 |
AS |
$12.28 |
$13,508 |
I/I |
(1,100) |
170,335,198 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-08-17 |
4 |
S |
$16.67 |
$23,378 |
I/I |
(1,400) |
156,922,858 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-01 |
4 |
S |
$89.43 |
$126,987 |
I/I |
(1,420) |
75,889,462 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-11-08 |
4 |
S |
$81.75 |
$161,293 |
I/I |
(1,973) |
31,447,606 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman |
• • – |
2022-11-01 |
4 |
S |
$79.81 |
$172,459 |
I/I |
(2,160) |
69,182,722 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-07-21 |
4 |
AS |
$70.00 |
$182,004 |
I/I |
(2,600) |
31,992,656 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,778 |
75,886,684 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-10-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,147 |
83,615,010 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-07-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,220 |
84,792,802 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-04-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,601 |
86,446,262 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2017-03-02 |
4 |
OE |
$42.51 |
$170,678 |
I/I |
4,015 |
94,807,407 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2016-03-02 |
4 |
OE |
$26.54 |
$106,595 |
I/I |
4,016 |
102,490,836 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2006-02-02 |
4 |
D |
$14.62 |
$68,714 |
D/D |
(4,700) |
13,863,795 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-02 |
4/A |
S |
$14.62 |
$68,714 |
D/D |
(4,700) |
13,863,795 |
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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