| |
| |
|
| 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 |
$554,551 |
|
|
|
Indirect Value
|
$1,493,576 |
|
|
| Total
Shares |
27,312 |
|
|
| Total
Value |
$2,048,127 |
|
|
|
|
|
|
|
|
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%
|
74.1%
|
| |
|
|
|
|
|
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* |
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Records found :
25 |
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 |
– • – |
2024-04-16 |
4 |
S |
$70.82 |
$503,081 |
I/I |
(7,100) |
19,917 |
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 |
– • – |
2023-03-16 |
4 |
B |
$58.37 |
$233,468 |
I/I |
4,000 |
27,017 |
2.1 |
% |
|
| 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 |
• • – |
2021-05-25 |
4 |
S |
$73.06 |
$706,247 |
I/I |
(9,667) |
21,417 |
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 |
• • – |
2021-02-10 |
4 |
OE |
$25.01 |
$757,463 |
I/I |
26,925 |
56,024 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2021-02-10 |
4 |
S |
$55.76 |
$1,501,233 |
I/I |
(26,925) |
29,099 |
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 |
• • – |
2020-04-17 |
4 |
B |
$36.18 |
$200,048 |
I/I |
5,530 |
27,385 |
2.1 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2019-08-05 |
4 |
B |
$38.68 |
$100,367 |
I/I |
2,595 |
21,855 |
2.1 |
- |
|
| 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 |
• • – |
2018-06-01 |
4 |
AS |
$56.67 |
$123,209 |
I/I |
(2,174) |
16,145 |
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 |
• • – |
2017-12-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
965 |
22,013 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2017-05-18 |
4 |
A |
$0.00 |
$0 |
D/D |
1,831 |
22,978 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2017-04-27 |
4 |
B |
$26.97 |
$49,888 |
D/D |
1,850 |
1,850 |
2.39 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2017-02-13 |
4 |
S |
$40.94 |
$642,228 |
D/D |
(15,688) |
21,147 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2017-02-13 |
4 |
OE |
$13.67 |
$293,926 |
D/D |
15,688 |
36,835 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2016-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,412 |
21,147 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2015-10-16 |
4 |
B |
$28.57 |
$202,842 |
D/D |
7,100 |
18,735 |
2.39 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2015-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,227 |
11,635 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2015-02-10 |
4 |
B |
$29.21 |
$74,992 |
D/D |
2,567 |
9,408 |
2.81 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2014-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,819 |
6,841 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2013-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
3,642 |
4,022 |
0 |
- |
|
25 Records found
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1
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Page 1 of 1 |
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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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