| |
| |
|
| 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 |
$8,311,742 |
|
|
|
Indirect Value
|
$2,605,977 |
|
|
| Total
Shares |
145,589 |
|
|
| Total
Value |
$10,917,719 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
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 - Client Solutions |
• • – |
2015-06-05 |
4 |
OE |
$19.36 |
$1,239,040 |
D/D |
64,000 |
174,838 |
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 |
• • – |
2015-03-06 |
4 |
OE |
$17.38 |
$1,286,120 |
D/D |
74,000 |
184,838 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2015-03-03 |
4 |
OE |
$29.95 |
$135,015 |
D/D |
4,508 |
110,838 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2015-03-02 |
4 |
OE |
$29.77 |
$415,024 |
D/D |
13,941 |
106,330 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2014-11-03 |
4 |
OE |
$28.59 |
$213,939 |
D/D |
7,483 |
92,388 |
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 |
• • – |
2014-08-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
4,500 |
119,905 |
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 - Client Solutions |
• • – |
2014-07-18 |
4 |
OE |
$23.33 |
$2,436,930 |
D/D |
104,457 |
221,263 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2014-03-03 |
4 |
OE |
$25.97 |
$386,645 |
D/D |
14,891 |
116,805 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2013-12-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
4,000 |
101,913 |
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 - Client Solutions |
• • – |
2013-08-13 |
4 |
S |
$22.32 |
$1,945,164 |
D/D |
(87,163) |
98,431 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2013-08-13 |
4 |
OE |
$11.75 |
$1,185,240 |
D/D |
87,163 |
185,594 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2013-05-29 |
4 |
S |
$19.88 |
$704,312 |
D/D |
(35,436) |
98,431 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Client Solutions |
• • – |
2013-05-29 |
4 |
OE |
$18.29 |
$648,178 |
D/D |
35,436 |
133,867 |
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 - Institutional Services |
• • – |
2012-12-10 |
4 |
D |
$13.30 |
$3,312 |
D/D |
(249) |
91,547 |
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 - 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 - Institutional Services |
• – – |
2011-12-12 |
4 |
D |
$11.68 |
$2,897 |
D/D |
(248) |
76,307 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Institutional Services |
• – – |
2011-11-03 |
4 |
D |
$12.46 |
$14,884 |
D/D |
(1,195) |
76,555 |
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 |
| |
|
|
|
|
|
