| |
| |
|
| Insider
Information: |
Ellis Stephen A |
| Relationship: |
Director |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
7,395 |
|
|
Indirect Shares
|
108,574 |
|
|
| Direct
Value |
$554,551 |
|
|
|
Indirect Value
|
$8,141,964 |
|
|
| Total
Shares |
115,969 |
|
|
| Total
Value |
$8,696,515 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
1
|
|
Stock
price went up :
|
1
|
1
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
1.0
|
1.0
|
| Percentage
Gain/Loss : |
 5.2%
|
2.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Director |
2024-04-19 |
7,395 |
2024-04-19 |
108,574 |
Premium* |
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Records found :
21 |
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 |
– • – |
2024-04-19 |
4 |
S |
$73.21 |
$1,079,774 |
I/I |
(14,750) |
108,574 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2024-04-19 |
4 |
OE |
$25.01 |
$381,709 |
D/D |
14,750 |
7,395 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2024-03-26 |
4 |
A |
$0.00 |
$0 |
I/I |
2,165 |
108,574 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2024-03-26 |
4 |
OE |
$27.45 |
$59,429 |
D/D |
2,165 |
7,395 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2023-12-15 |
4 |
OE |
$25.82 |
$58,018 |
D/D |
2,247 |
7,395 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2023-03-14 |
4 |
B |
$56.08 |
$378,928 |
I/I |
6,757 |
65,414 |
2.1 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2022-11-10 |
4 |
OE |
$13.67 |
$312,271 |
D/D |
17,030 |
4,899 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2021-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,529 |
4,997 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2020-05-14 |
4 |
A |
$0.00 |
$0 |
D/D |
3,396 |
7,167 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,841 |
5,772 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,351 |
6,105 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2017-05-18 |
4 |
A |
$0.00 |
$0 |
D/D |
1,831 |
6,767 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2016-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,412 |
7,314 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2015-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,227 |
32,112 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2014-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,819 |
29,885 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2013-07-25 |
4 |
B |
$22.00 |
$242,000 |
D/D |
11,000 |
27,066 |
2.39 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2013-07-18 |
4 |
B |
$21.45 |
$250,162 |
D/D |
11,665 |
16,066 |
2.81 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2013-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
3,642 |
4,401 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2012-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
759 |
759 |
0 |
- |
|
21 Records found
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1
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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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