| |
| |
|
| 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
|
$7,269,492,888 |
|
|
| Total
Shares |
110,792,186 |
|
|
| Total
Value |
$7,269,646,611 |
|
|
|
|
|
|
|
|
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%
|
-36.8%
|
| |
|
|
|
|
|
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 :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• • • |
2003-07-30 |
4 |
S |
$10.40 |
$6,238,800 |
I/I |
(600,000) |
173,242,048 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2003-08-01 |
4 |
S |
$10.04 |
$10,071,900 |
I/I |
(1,000,000) |
171,242,048 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2003-08-04 |
4 |
S |
$9.88 |
$9,879,500 |
I/I |
(1,000,000) |
170,242,048 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2004-08-12 |
4 |
S |
$8.61 |
$865,187 |
I/I |
(100,000) |
45,103,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2004-08-13 |
4 |
S |
$8.55 |
$861,371 |
I/I |
(100,000) |
45,003,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2004-10-28 |
4 |
S |
$9.15 |
$184,260 |
I/I |
(20,000) |
44,983,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2004-10-29 |
4 |
S |
$9.09 |
$730,791 |
I/I |
(80,000) |
44,903,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-01-26 |
4 |
S |
$11.24 |
$1,126,748 |
I/I |
(100,000) |
44,803,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-26 |
4 |
S |
$13.65 |
$1,372,617 |
D/D |
(100,350) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-26 |
4 |
S |
$13.35 |
$2,560,338 |
D/D |
(189,300) |
14,168,195 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-26 |
4/A |
S |
$13.35 |
$2,445,678 |
D/D |
(180,900) |
14,457,845 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-27 |
4 |
S |
$13.56 |
$3,555,691 |
D/D |
(260,450) |
14,378,295 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-27 |
4 |
S |
$13.81 |
$287,726 |
D/D |
(20,800) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-28 |
4 |
S |
$13.92 |
$6,960 |
D/D |
(500) |
44,703,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-28 |
4 |
S |
$13.62 |
$1,367,866 |
D/D |
(99,500) |
44,704,458 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-15 |
4 |
S |
$13.70 |
$3,872,331 |
D/D |
(281,250) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-16 |
4 |
S |
$13.94 |
$2,835,066 |
D/D |
(202,100) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-16 |
4 |
S |
$13.75 |
$1,097,310 |
D/D |
(79,150) |
14,559,595 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-22 |
4 |
S |
$13.90 |
$3,956,939 |
D/D |
(281,250) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-23 |
4 |
S |
$13.91 |
$3,937,838 |
D/D |
(281,250) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-11-18 |
4 |
S |
$14.90 |
$5,228,782 |
I/I |
(350,000) |
44,353,958 |
|
- |
|
| 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 |
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2006-02-02 |
4 |
S |
$14.64 |
$92,232 |
D/D |
(6,300) |
13,857,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2006-02-02 |
4 |
S |
$14.33 |
$7,066,694 |
D/D |
(489,000) |
13,868,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2006-02-03 |
4 |
S |
$14.61 |
$1,152,550 |
D/D |
(78,805) |
13,357,495 |
|
- |
|
25 Records found
|
1
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Page 1 of 1 |
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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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