| |
| |
|
| Insider
Information: |
Schwab Charles R |
| Relationship: |
10% Owner |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
7,831 |
|
|
Indirect Shares
|
110,848,455 |
|
|
| Direct
Value |
$153,723 |
|
|
|
Indirect Value
|
$7,820,586,773 |
|
|
| Total
Shares |
110,856,286 |
|
|
| Total
Value |
$7,820,740,495 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
79
|
|
Stock
price went up :
|
0
|
34
|
| Stock
price went down : |
3
|
45
|
| |
|
|
|
Gain/Loss Ratio : |
-3.0
|
-3.0
|
| Percentage
Gain/Loss : |
 -66.7%
|
 35.0%
|
| |
|
|
|
|
|
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 |
2024-05-15 |
98,742,319 |
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 :
628 |
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 |
| AABA |
ALTABA Inc |
Director |
• • – |
2014-06-25 |
4 |
A |
$0.00 |
$0 |
D/D |
6,616 |
6,616 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
393 |
7,009 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-06-24 |
4 |
A |
$0.00 |
$0 |
D/D |
5,862 |
6,255 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-06-24 |
4 |
GA |
$0.00 |
$0 |
I/I |
6,616 |
321,616 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-06-24 |
4 |
GD |
$0.00 |
$0 |
D/D |
6,616 |
393 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
445 |
6,700 |
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 |
- |
|
| LOCL |
Local Bounti Corporation |
10% Owner |
– – • |
2021-12-02 |
4 |
B |
$6.41 |
$6,409 |
I/I |
1,000 |
616,826 |
1.5 |
% |
|
| LOCL |
Local Bounti Corporation |
10% Owner |
– – • |
2022-01-04 |
4 |
B |
$7.23 |
$137,416 |
I/I |
19,000 |
2,440,653 |
1.5 |
% |
|
| LOCL |
Local Bounti Corporation |
10% Owner |
– – • |
2022-10-21 |
4 |
B |
$2.50 |
$7,500,000 |
I/I |
3,000,000 |
11,157,694 |
1.5 |
% |
|
| 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 |
• • • |
2003-07-31 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,000,000 |
172,242,048 |
|
- |
|
| 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 |
• • • |
2003-12-19 |
4 |
GD |
$0.00 |
$0 |
I/I |
56,850 |
170,185,198 |
|
- |
|
| 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 |
• • • |
2004-02-23 |
4 |
AS |
$12.16 |
$3,058,381 |
I/I |
(248,900) |
170,336,298 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-02-24 |
4 |
AS |
$11.96 |
$3,016,581 |
I/I |
(250,000) |
170,085,198 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-03-01 |
4 |
AS |
$12.21 |
$3,083,882 |
I/I |
(250,000) |
169,835,198 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-03-02 |
4 |
AS |
$12.19 |
$3,073,762 |
I/I |
(250,000) |
169,585,198 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-03-08 |
4 |
AS |
$11.92 |
$3,014,679 |
I/I |
(250,000) |
169,335,198 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-03-09 |
4 |
AS |
$11.92 |
$64,368 |
I/I |
(5,400) |
169,085,198 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-03-09 |
4 |
AS |
$11.41 |
$2,830,837 |
I/I |
(244,600) |
169,090,598 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2004-03-15 |
4 |
AS |
$10.92 |
$2,779,283 |
I/I |
(250,000) |
168,835,198 |
|
- |
|
628 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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|
