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Insider Information:   Murtagh Nigel J
Relationship:   Chief Risk Officer
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   71,313    

Indirect Shares

   1,800      
Direct Value   $5,626,596    

Indirect Value

   $142,020      
Total Shares   73,113      
Total Value   $5,768,616      


Charles Schwab Corp $5,626,596 Charles Schwab Corp $5,626,596
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    7    

     Stock price went up :
    0   
    3    
     Stock price went down :
    0   
    4    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -20.2%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW Chief Risk Officer 2024-04-16 71,313 2024-04-16 1,800    Premium*  
* Premium Members only  

Records found :    25         Free Registration Required For Full Results.    Limit: 25

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  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 EVP - Corporate Risk   •       •      –    2015-11-11 4 S $33.55 $83,882 D/D (2,500) 33,564 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-05-27 4 S $30.29 $75,715 D/D (2,500) 39,012 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-08-05 4 S $29.72 $74,303 D/D (2,500) 35,137 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-10-20 4 S $32.22 $483,230 D/D (15,000) 35,137 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-11-10 4 S $34.38 $343,770 D/D (10,000) 35,137 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-11-23 4 S $38.82 $504,665 D/D (13,000) 34,863 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-10-31 4/A S $45.15 $361,194 D/D (8,000) 23,622 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-10-31 4 S $45.15 $361,194 D/D (8,000) 15,622 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-11-22 4 S $45.79 $457,874 D/D (10,000) 23,441 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2018-02-26 4 S $53.28 $799,235 D/D (15,000) 23,579 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2018-04-27 4 S $55.97 $727,580 D/D (13,000) 32,630 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2019-04-16 4 S $45.64 $2,601,611 D/D (57,000) 63,075 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2019-04-17 4 S $45.70 $1,060,300 D/D (23,200) 39,875 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2021-02-12 4 S $57.92 $2,123,651 D/D (36,665) 50,275 0 %
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2021-05-28 4 S $74.01 $1,850,178 D/D (25,000) 57,484 0 %
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2021-08-25 4 S $74.76 $1,868,918 D/D (25,000) 57,484 0 %
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2021-10-22 4 S $83.26 $2,331,232 D/D (28,000) 57,484 0 %
SCHW Charles Schwab Corp MD, Chief Risk Officer   •       –      –    2022-10-28 4/A S $80.00 $1,293,444 D/D (16,169) 68,105 0 -
SCHW Charles Schwab Corp MD, EVP - Corporate Risk   •       –      –    2022-10-28 4 S $80.00 $1,293,444 D/D (16,169) 51,798 0 %
SCHW Charles Schwab Corp MD, Chief Risk Officer   •       –      –    2023-02-24 4 S $80.23 $866,145 D/D (10,796) 57,322 0 %
SCHW Charles Schwab Corp Chief Risk Officer   •       –      –    2024-04-16 4 S $72.40 $723,975 D/D (10,000) 71,446 0 %
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-03-01 4 OE $25.90 $93,395 D/D 3,606 37,138 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-03-02 4 OE $26.54 $46,396 D/D 1,748 38,886 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-03-03 4 OE $26.73 $68,295 D/D 2,555 41,441 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-10-20 4 OE $11.75 $176,250 D/D 15,000 50,137 0 -
  25  Records found
  1     
  Page 1 of 1  
 
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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