| |
| |
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| Insider
Information: |
Martinetto Joseph R |
| Relationship: |
COO |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
84,414 |
|
|
Indirect Shares
|
288,520 |
|
|
| Direct
Value |
$6,305,726 |
|
|
|
Indirect Value
|
$21,552,444 |
|
|
| Total
Shares |
372,934 |
|
|
| Total
Value |
$27,858,170 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
5
|
|
Stock
price went up :
|
0
|
4
|
| Stock
price went down : |
0
|
1
|
| |
|
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|
Gain/Loss Ratio : |
0.0
|
4.0
|
| Percentage
Gain/Loss : |
0.0%
|
 77.3%
|
| |
|
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|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
COO |
2024-03-01 |
84,414 |
2024-04-18 |
288,520 |
Premium* |
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Records found :
100 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 1 of 4
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| 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 and CFO |
• – – |
2007-05-18 |
4 |
A |
$20.37 |
$202,498 |
D/D |
9,941 |
48,224 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
10,987 |
58,647 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2008-11-03 |
4 |
A |
$19.17 |
$240,008 |
D/D |
12,520 |
68,887 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2010-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
3,301 |
62,253 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2012-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
8,892 |
66,092 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2013-01-02 |
4 |
A |
$0.00 |
$0 |
D/D |
5,388 |
68,350 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2013-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
6,265 |
74,615 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2013-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
7,474 |
82,089 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD and COO |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
93,109 |
93,109 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
COO |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
155,296 |
155,296 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and COO |
• • – |
2021-10-11 |
4 |
AS |
$78.05 |
$1,989,098 |
I/I |
(25,484) |
206,651 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and COO |
• • – |
2021-10-15 |
4 |
AS |
$79.42 |
$2,860,150 |
I/I |
(35,515) |
196,620 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and COO |
• • – |
2021-10-26 |
4 |
AS |
$83.99 |
$2,121,173 |
I/I |
(25,255) |
196,620 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-10-30 |
4 |
D |
$23.12 |
$13,039 |
D/D |
(564) |
47,660 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-12-15 |
4 |
D |
$24.42 |
$35,439 |
D/D |
(1,451) |
57,196 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2008-10-30 |
4 |
D |
$18.55 |
$10,167 |
D/D |
(548) |
57,348 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2008-11-01 |
4 |
D |
$19.19 |
$18,829 |
D/D |
(981) |
56,367 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2008-12-15 |
4 |
D |
$16.45 |
$18,655 |
D/D |
(1,134) |
67,753 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2009-05-18 |
4 |
D |
$17.57 |
$15,598 |
D/D |
(888) |
66,865 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2009-10-30 |
4 |
D |
$17.59 |
$9,883 |
D/D |
(562) |
66,303 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2010-05-18 |
4 |
D |
$0.00 |
$0 |
D/D |
(911) |
59,515 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2010-11-01 |
4 |
D |
$15.45 |
$8,696 |
D/D |
(563) |
58,952 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2011-05-18 |
4 |
D |
$17.50 |
$40,600 |
D/D |
(2,320) |
54,056 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2011-11-01 |
4 |
D |
$11.87 |
$15,217 |
D/D |
(1,282) |
55,881 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2011-11-03 |
4 |
D |
$12.46 |
$18,197 |
D/D |
(1,461) |
57,200 |
0 |
- |
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100 Records found
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Page 1 of 4 |
| |
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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