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| |
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| Insider
Information: |
Lyons Jeffrey M |
| Relationship: |
Executive Vice President |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
138,068 |
|
|
Indirect Shares
|
369,501 |
|
|
| Direct
Value |
$10,353,719 |
|
|
|
Indirect Value
|
$27,708,880 |
|
|
| Total
Shares |
507,569 |
|
|
| Total
Value |
$38,062,599 |
|
|
|
|
|
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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%
|
| |
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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 |
Executive Vice President |
2004-07-26 |
138,068 |
2004-12-16 |
369,501 |
Premium* |
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Records found :
8 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
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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 |
Executive Vice President |
• – – |
2004-12-16 |
4 |
AS |
$11.90 |
$297,500 |
I/I |
(25,000) |
369,501 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Executive Vice President |
• – – |
2004-11-30 |
4 |
OE |
$3.35 |
$241,402 |
I/I |
52,314 |
419,815 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Executive Vice President |
• – – |
2004-11-30 |
4 |
S |
$10.74 |
$272,550 |
I/I |
(25,314) |
394,501 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Executive Vice President |
• – – |
2004-11-29 |
4 |
S |
$10.95 |
$273,895 |
I/I |
(25,000) |
367,501 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Executive Vice President |
• – – |
2004-11-16 |
4 |
S |
$10.37 |
$261,151 |
I/I |
(25,000) |
392,501 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP and Enterprise President |
• – – |
2004-07-26 |
4 |
A |
$0.00 |
$0 |
D/D |
117,028 |
138,068 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP and Enterprise PresidentOf |
• – – |
2004-06-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
21,040 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP and Enterprise PresidentOf |
• – – |
2004-06-28 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
683,785 |
|
- |
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8 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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