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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   $6,330,206    

Indirect Value

  $21,636,115      
Total Shares   372,934      
Total Value   $27,966,321      


Charles Schwab Corp
 $6,330,206 Charles Schwab Corp
 $6,330,206
 


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%
 76.5%
     
   
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*  
* 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 COO   •       –      –    2024-04-18 4 GD $0.00 $0 I/I 13,353 246,433 0 -
SCHW Charles Schwab Corp COO   •       –      –    2024-04-16 4 S $70.83 $3,045,595 I/I (43,000) 41,414 0 %
SCHW Charles Schwab Corp COO   •       –      –    2024-03-01 4 D $66.36 $4,703,460 D/D (70,882) 84,414 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 MD and COO   •       –      –    2023-03-02 4 D $76.46 $3,379,566 D/D (44,199) 0 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 MD, Senior EVP and COO   •       •      –    2022-03-01 4 OE $80.06 $1,944,558 I/I 24,288 210,876 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 Senior EVP and COO   •       •      –    2021-10-26 4 OE $42.99 $1,085,712 I/I 25,255 221,875 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-25 4 S $83.99 $19,319 I/I (230) 196,620 0 %
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-25 4 OE $42.99 $9,888 I/I 230 196,850 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   •       •      –    2021-10-15 4 OE $42.99 $1,095,557 I/I 25,484 232,135 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   •       •      –    2021-10-11 4 OE $42.99 $1,095,557 I/I 25,484 232,135 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 Senior EVP and COO   •       •      –    2021-05-06 4 S $70.62 $1,160,556 I/I (16,433) 208,651 0 %
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-04-29 4 S $71.70 $18,305,443 I/I (255,321) 225,084 0 %
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-04-29 4 OE $26.39 $7,288,047 I/I 255,321 480,405 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-03-01 4 OE $63.75 $779,790 I/I 12,232 220,883 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-02-11 4 S $55.95 $9,808,778 I/I (175,323) 208,651 0 %
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-02-11 4 OE $22.67 $4,445,309 I/I 175,323 383,974 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2020-03-02 4 OE $40.81 $633,738 I/I 15,529 208,651 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2019-06-03 4 D $41.80 $39,206 D/D (938) 193,122 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2019-03-01 4 OE $46.77 $1,060,136 D/D 22,667 194,060 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