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Insider Information:   Allen Jay L
Relationship:   EVP and Chief Admin Of...
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   2,185    

Indirect Shares

   7,527      
Direct Value   $166,300    

Indirect Value

   $572,880      
Total Shares   9,712      
Total Value   $739,180      


Charles Schwab Corp $166,300 Charles Schwab Corp $166,300
 


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 and Chief Admin Of... 2012-11-01 2,185 2015-06-11 7,527    Premium*  
* Premium Members only  

Records found :    61         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 3
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 - Human Resources   •       •      –    2014-03-19 4 AS $27.50 $137,500 I/I (5,000) 5,654 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-08-01 4 AS $27.51 $541,770 I/I (19,693) 5,654 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-08-04 4 AS $27.44 $223,132 I/I (8,132) 5,654 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-08-20 4 AS $28.39 $183,710 I/I (6,470) 5,654 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-11-06 4 AS $28.69 $115,027 I/I (4,009) 5,654 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2015-03-09 4 AS $31.00 $93,155 I/I (3,005) 5,654 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2015-06-11 4 AS $33.62 $201,827 I/I (6,004) 5,654 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       –      –    2011-11-03 4 D $12.46 $9,528 D/D (765) 6,037 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       –      –    2011-11-01 4 D $11.87 $18,042 D/D (1,520) 6,802 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-09 4 AS $25.03 $772,676 I/I (30,832) 7,467 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-11 4 AS $25.10 $196,102 I/I (7,813) 7,467 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2015-03-06 4 AS $30.75 $258,208 I/I (8,397) 8,659 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-11-03 4 AS $28.58 $819,422 I/I (28,653) 9,663 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-02 4 AS $24.91 $5,482,727 I/I (219,960) 10,446 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-06 4 AS $24.97 $12,485 I/I (500) 10,446 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2014-03-06 4 AS $27.00 $226,771 I/I (8,397) 10,654 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-06 4 OE $18.66 $9,330 I/I 500 10,946 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2015-06-11 4 OE $23.12 $138,812 I/I 6,004 11,658 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-08-20 4 OE $22.67 $146,675 I/I 6,470 12,124 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-10-16 4 S $23.54 $2,202,799 I/I (93,542) 12,467 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2014-08-04 4 OE $15.00 $121,980 I/I 8,132 13,786 0 -
SCHW Charles Schwab Corp EVP and Chief Admin Officer   •       •      –    2015-03-02 4 AS $29.36 $782,758 I/I (26,279) 14,051 0 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-12-11 4 OE $23.33 $182,273 I/I 7,813 15,280 0 -
SCHW Charles Schwab Corp EVP - Human ResourcesOfficer   •       –      –    2007-10-18 3 IO $0.00 $0 D/D 0 15,931 -
SCHW Charles Schwab Corp EVP - Human Resources   •       •      –    2013-11-01 4 A $0.00 $0 I/I 4,009 16,476 0 -
  61  Records found
  1  2   3      
  Page 1 of 3  
 
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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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