| |
| |
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| Insider
Information: |
Mccool James D |
| Relationship: |
EVP - Client Solutions |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
110,838 |
|
|
Indirect Shares
|
34,751 |
|
|
| Direct
Value |
$8,468,023 |
|
|
|
Indirect Value
|
$2,654,976 |
|
|
| Total
Shares |
145,589 |
|
|
| Total
Value |
$11,123,000 |
|
|
|
|
|
|
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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%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
EVP - Client Solutions |
2015-06-05 |
110,838 |
2015-06-05 |
34,751 |
Premium* |
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Records found :
46 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 2
|
| 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 - Corp & Retirement Svcs. |
• – – |
2007-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
10,987 |
76,616 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corp & Retirement Svcs. |
• – – |
2008-11-03 |
4 |
A |
$19.17 |
$250,015 |
D/D |
13,042 |
77,557 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Institutional Services |
• – – |
2008-12-10 |
4 |
A |
$0.00 |
$0 |
D/D |
2,713 |
80,525 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Institutional Services |
• – – |
2010-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
3,851 |
79,641 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Institutional Services |
• • – |
2012-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
9,908 |
95,057 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2013-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
6,698 |
98,245 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2013-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
7,482 |
105,913 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corp & Retirement Svcs. |
• – – |
2008-09-15 |
4 |
AS |
$23.20 |
$1,887,204 |
D/D |
(81,345) |
64,515 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corp & Retirement Svcs. |
• – – |
2008-09-16 |
4 |
AS |
$24.89 |
$297,585 |
D/D |
(11,956) |
64,515 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corp & Retirement Svcs. |
• – – |
2008-09-19 |
4 |
AS |
$26.00 |
$502,795 |
D/D |
(19,152) |
64,515 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2014-09-17 |
4 |
AS |
$30.10 |
$1,053,525 |
D/D |
(35,000) |
84,905 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2015-03-06 |
4 |
AS |
$31.39 |
$2,322,904 |
D/D |
(74,000) |
110,838 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2015-06-05 |
4 |
AS |
$33.19 |
$2,124,032 |
D/D |
(64,000) |
110,838 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Institutional Services |
• – – |
2012-05-31 |
4 |
B |
$12.46 |
$246,918 |
I/I |
19,817 |
28,682 |
1.99 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Institutional Services |
• – – |
2012-05-31 |
4 |
B |
$12.43 |
$93,225 |
D/D |
7,500 |
85,149 |
2.74 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corp & Retirement Svcs. |
• – – |
2007-02-25 |
4 |
D |
$18.96 |
$28,991 |
D/D |
(1,529) |
65,403 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Institutional Services |
• – – |
2011-11-01 |
4 |
D |
$11.87 |
$11,953 |
D/D |
(1,007) |
73,898 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Institutional Services |
• – – |
2011-11-03 |
4 |
D |
$12.46 |
$14,884 |
D/D |
(1,195) |
76,555 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Institutional Services |
• – – |
2011-12-12 |
4 |
D |
$11.68 |
$2,897 |
D/D |
(248) |
76,307 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Institutional Services |
• • – |
2012-12-10 |
4 |
D |
$13.30 |
$3,312 |
D/D |
(249) |
91,547 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2014-07-18 |
4 |
D |
$27.52 |
$2,665,048 |
D/D |
(96,858) |
124,405 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corp & Retirement Svcs. |
• – – |
2007-12-31 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,000 |
77,177 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corp & Retirement Svcs. |
• – – |
2007-12-31 |
4/A |
GD |
$0.00 |
$0 |
D/D |
3,000 |
73,690 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Corp & Retirement Svcs. |
• – – |
2008-08-26 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,000 |
81,943 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2013-12-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
4,000 |
101,913 |
0 |
- |
|
46 Records found
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|
Page 1 of 2 |
| |
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 |
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