| |
| |
|
| Insider
Information: |
Chandoha Marie A |
| Relationship: |
Director |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
16,620 |
|
|
Indirect Shares
|
17,777 |
|
|
| Direct
Value |
$1,271,264 |
|
|
|
Indirect Value
|
$1,338,075 |
|
|
| Total
Shares |
34,397 |
|
|
| Total
Value |
$2,609,339 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
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 |
CEO - CSIM |
|
0 |
2019-03-05 |
17,777 |
Premium* |
|
|
State Street Corp |
STT |
Director |
2024-05-15 |
16,620 |
2019-09-19 |
0 |
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 |
| STT |
State Street Corp |
Director |
– • – |
2019-09-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,128 |
2,128 |
0 |
- |
|
| STT |
State Street Corp |
Director |
– • – |
2020-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
3,341 |
5,469 |
0 |
- |
|
| STT |
State Street Corp |
Director |
– • – |
2021-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,319 |
7,788 |
0 |
- |
|
| STT |
State Street Corp |
Director |
– • – |
2022-05-18 |
4 |
A |
$0.00 |
$0 |
D/D |
2,912 |
10,758 |
0 |
- |
|
| STT |
State Street Corp |
Director |
– • – |
2023-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
2,849 |
13,792 |
0 |
- |
|
| STT |
State Street Corp |
Director |
– • – |
2024-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,514 |
16,620 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIMOfficer |
• – – |
2015-10-22 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
13,240 |
|
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2015-11-02 |
4 |
OE |
$30.98 |
$117,024 |
I/I |
3,778 |
17,018 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-03-01 |
4 |
OE |
$25.90 |
$285,573 |
I/I |
11,026 |
28,044 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-03-02 |
4 |
OE |
$26.54 |
$69,594 |
I/I |
2,622 |
30,666 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-03-03 |
4 |
OE |
$26.73 |
$92,325 |
I/I |
3,454 |
34,120 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-10-04 |
4 |
AS |
$32.00 |
$194,432 |
I/I |
(6,076) |
28,044 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-10-20 |
4 |
S |
$32.28 |
$451,878 |
I/I |
(14,000) |
14,044 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-11-10 |
4/A |
AS |
$35.00 |
$385,910 |
I/I |
(11,026) |
17,018 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-11-10 |
4 |
AS |
$35.00 |
$385,910 |
I/I |
(11,026) |
3,018 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-11-16 |
4 |
S |
$36.65 |
$3,733,481 |
I/I |
(101,866) |
3,018 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-11-16 |
4 |
OE |
$11.75 |
$1,318,902 |
I/I |
101,866 |
104,884 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-12-01 |
4 |
AS |
$39.11 |
$591,908 |
I/I |
(15,133) |
3,018 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-12-01 |
4 |
OE |
$16.40 |
$248,181 |
I/I |
15,133 |
18,151 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-12-20 |
4 |
AS |
$40.04 |
$388,606 |
I/I |
(9,705) |
3,018 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2016-12-20 |
4 |
OE |
$22.67 |
$220,012 |
I/I |
9,705 |
12,723 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2017-01-04 |
4 |
OE |
$23.12 |
$208,219 |
I/I |
9,006 |
12,024 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2017-01-04 |
4 |
AS |
$41.10 |
$370,135 |
I/I |
(9,006) |
3,018 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2017-01-06 |
4 |
AS |
$41.51 |
$53,962 |
I/I |
(1,300) |
3,018 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President - CSIM |
• • – |
2017-01-06 |
4 |
OE |
$23.12 |
$30,056 |
I/I |
1,300 |
4,318 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
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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