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Insider Information:   Goldfarb Mark A
Relationship:   Director
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   7,395    

Indirect Shares

  19,917      
Direct Value   $582,578    

Indirect Value

  $1,569,061      
Total Shares   27,312      
Total Value   $2,151,639      


Charles Schwab Corp
 $582,578 Charles Schwab Corp
 $582,578
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    2   
    3    

     Stock price went up :

    2   
    3    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   2.0   
   3.0   
     Percentage Gain/Loss :
   37.0%
 78.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW Director 2024-04-16 7,395 2024-04-16 19,917    Premium*  
* Premium Members only  

Records found :    26         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 2
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   •       •      –    2021-02-10 4 S $55.76 $1,501,233 I/I (26,925) 29,099 0 %

  26  Records found
  1   2     
  Page 2 of 2  
 
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