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| Insider
Information: |
Bettinger Walter W |
| Relationship: |
Co-Chairman and CEO, D... |
| City: |
San Francisco |
| State: |
CA |
| |
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| Insider
Summary: |
|
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Companies Owned : |
1 |
|
| Direct
Shares |
802,377 |
|
|
Indirect Shares
|
12,715 |
|
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| Direct
Value |
$60,531,321 |
|
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Indirect Value
|
$959,220 |
|
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| Total
Shares |
815,092 |
|
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| Total
Value |
$61,490,540 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
|
6
|
6
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|
Stock
price went up :
|
6
|
4
|
| Stock
price went down : |
0
|
2
|
| |
|
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|
Gain/Loss Ratio : |
6.0
|
2.0
|
| Percentage
Gain/Loss : |
 13.8%
|
51.6%
|
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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 |
Co-Chairman and CEO, D... |
2024-03-01 |
802,377 |
2024-03-01 |
12,715 |
Premium* |
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Records found :
120 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 5
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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 - Investor Center NetworkO |
• – – |
2004-06-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
138,607 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Center NetworkO |
• – – |
2004-06-28 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
6,953 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Center Network |
• – – |
2004-07-26 |
4 |
A |
$0.00 |
$0 |
D/D |
117,028 |
255,635 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO - Individual Investor |
• • – |
2005-11-23 |
4 |
S |
$15.30 |
$1,846,179 |
D/D |
(120,000) |
136,525 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Schwab Investor Services |
• – – |
2006-10-30 |
4 |
A |
$0.00 |
$0 |
D/D |
41,842 |
179,913 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President & COO |
• – – |
2007-02-20 |
4 |
A |
$0.00 |
$0 |
D/D |
250,000 |
430,633 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and COO |
• – – |
2007-11-12 |
4 |
OE |
$8.32 |
$78,508 |
D/D |
9,436 |
448,072 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and COO |
• – – |
2007-11-12 |
4 |
S |
$23.24 |
$219,293 |
D/D |
(9,436) |
438,636 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and COO |
• – – |
2007-11-30 |
4 |
S |
$24.64 |
$1,854,979 |
D/D |
(75,000) |
363,636 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
124,019 |
487,889 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2008-11-17 |
4 |
D |
$19.19 |
$79,806 |
D/D |
(4,158) |
483,731 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2010-02-20 |
4 |
D |
$18.73 |
$472,969 |
D/D |
(25,258) |
458,473 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2010-02-20 |
4/A |
D |
$18.73 |
$457,988 |
D/D |
(24,458) |
459,273 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2010-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
14,774 |
474,047 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2011-02-22 |
4 |
D |
$19.08 |
$1,037,151 |
D/D |
(54,358) |
409,228 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2011-04-18 |
4 |
S |
$18.02 |
$7,350,274 |
D/D |
(407,918) |
409,228 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2011-04-18 |
4 |
OE |
$8.76 |
$4,382,316 |
D/D |
407,918 |
817,146 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2011-11-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,830 |
422,437 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2011-11-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
15,056 |
437,493 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-02-03 |
4 |
OE |
$9.26 |
$881,230 |
D/D |
78,666 |
516,159 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-10-01 |
4 |
D |
$12.92 |
$503,930 |
D/D |
(39,019) |
477,140 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-10-01 |
4/A |
D |
$12.92 |
$560,756 |
D/D |
(43,419) |
472,740 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
38,729 |
511,469 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
29,177 |
540,646 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-05-17 |
4 |
OE |
$18.29 |
$2,592,692 |
D/D |
141,743 |
682,389 |
0 |
- |
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120 Records found
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Page 1 of 5 |
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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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