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Insider Information:   Levitt Brian M
Relationship:   Director
City:   Montreal
State:   A8
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   6,070    

Indirect Shares

  21,846      
Direct Value   $455,189    

Indirect Value

  $1,638,232      
Total Shares   27,916      
Total Value   $2,093,421      


Charles Schwab Corp
 $455,189 Charles Schwab Corp
 $455,189
 


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 Director 2023-05-22 6,070 2023-05-22 21,846    Premium*  
* Premium Members only  

Records found :    10         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 Director   –       •      –    2023-05-22 4 A $0.00 $0 D/D 2,496 6,070 0 -
SCHW Charles Schwab Corp Director   –       •      –    2023-05-19 4 D $51.67 $8,370 D/D (162) 3,574 0 -
SCHW Charles Schwab Corp Director   –       •      –    2023-05-17 4 D $51.12 $6,185 D/D (121) 3,736 0 -
SCHW Charles Schwab Corp Director   •       •      –    2022-10-24 4 D $70.41 $2,605 D/D (37) 3,857 0 -
SCHW Charles Schwab Corp Director   •       •      –    2022-05-19 4 A $0.00 $0 D/D 2,054 3,894 0 -
SCHW Charles Schwab Corp Director   •       •      –    2022-05-17 4 D $65.31 $7,902 D/D (121) 1,840 0 -
SCHW Charles Schwab Corp Director   •       •      –    2021-10-22 4 D $83.00 $3,071 D/D (37) 1,961 0 -
SCHW Charles Schwab Corp Director   •       •      –    2021-05-17 4 A $0.00 $0 D/D 1,529 1,998 0 -
SCHW Charles Schwab Corp Director   •       •      –    2020-10-22 4 A $0.00 $0 D/D 469 469 0 -
SCHW Charles Schwab Corp Director   •       •      –    2020-10-06 4 A $0.00 $0 D/D 21,846 21,846 0 -

  10  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