| |
| |
|
| Insider
Information: |
Ricketts Todd M |
| Relationship: |
Director |
| City: |
Omaha |
| State: |
NE |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
233,388 |
|
|
Indirect Shares
|
303,187 |
|
|
| Direct
Value |
$17,501,766 |
|
|
|
Indirect Value
|
$22,735,993 |
|
|
| Total
Shares |
536,575 |
|
|
| Total
Value |
$40,237,759 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
1.0
|
0.0
|
| Percentage
Gain/Loss : |
 5.2%
|
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 |
233,388 |
2023-05-22 |
303,187 |
Premium* |
|
|
|
|
|
|
|
|
|
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Records found :
10 |
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 |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
233,388 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2023-03-14 |
4 |
B |
$56.79 |
$567,862 |
D/D |
10,000 |
230,892 |
2.39 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
220,892 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2021-10-19 |
4 |
GA |
$0.00 |
$0 |
D/D |
12,909 |
218,838 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2021-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,529 |
205,929 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2020-10-22 |
4 |
A |
$0.00 |
$0 |
D/D |
469 |
204,270 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2020-10-06 |
4 |
A |
$0.00 |
$0 |
D/D |
203,801 |
203,801 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2020-10-06 |
4 |
A |
$0.00 |
$0 |
I/I |
303,187 |
295,320 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2020-10-06 |
4/A |
A |
$0.00 |
$0 |
D/D |
203,796 |
203,931 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2020-10-06 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
135 |
|
- |
|
10 Records found
|
1
|
Page 1 of 1 |
| |
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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