| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
4.0
|
| Percentage
Gain/Loss : |
0.0%
|
 77.3%
|
| |
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
100 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 4
|
| 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 CFOOfficer |
• – – |
2007-05-18 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
38,283 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFOOfficer |
• – – |
2007-05-18 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
522 |
|
- |
|
| 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 |
• – – |
2010-05-18 |
4 |
D |
$0.00 |
$0 |
D/D |
(911) |
59,515 |
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 |
• – – |
2011-11-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,107 |
57,163 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2011-11-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,780 |
58,661 |
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 |
EVP and CFO |
• • – |
2015-06-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,934 |
127,760 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2015-11-09 |
4 |
OE |
$0.00 |
$0 |
D/D |
50,000 |
181,688 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and COO |
• • – |
2021-05-12 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,000 |
206,651 |
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 |
COO |
• – – |
2024-04-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
13,353 |
246,433 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2011-04-21 |
4 |
OE |
$8.76 |
$461,181 |
D/D |
52,636 |
109,012 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2012-08-07 |
4 |
OE |
$9.26 |
$48,540 |
D/D |
5,244 |
62,444 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2011-08-30 |
4 |
OE |
$9.72 |
$128,519 |
D/D |
13,216 |
67,272 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2017-11-29 |
4 |
OE |
$11.75 |
$1,167,285 |
D/D |
94,988 |
250,904 |
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 |
• – – |
2011-08-30 |
4 |
S |
$12.36 |
$163,352 |
D/D |
(13,216) |
54,056 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2011-11-03 |
4 |
D |
$12.46 |
$18,197 |
D/D |
(1,461) |
57,200 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2012-08-07 |
4 |
S |
$13.11 |
$68,758 |
D/D |
(5,244) |
57,200 |
0 |
- |
|
100 Records found
|
|
Page 1 of 4 |
| |
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 |
| |
|
|
|
|
|
