| |
| |
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| Insider
Information: |
Kallsen Terri R |
| Relationship: |
EVP - Investor Services |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
860 |
|
|
Indirect Shares
|
1,249 |
|
|
| Direct
Value |
$65,455 |
|
|
|
Indirect Value
|
$95,061 |
|
|
| Total
Shares |
2,109 |
|
|
| Total
Value |
$160,516 |
|
|
|
|
|
|
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|
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 - Investor Services |
2018-11-05 |
860 |
2019-03-06 |
1,249 |
Premium* |
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Records found :
58 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 1 of 3
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| 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 - Investor Services |
• • – |
2017-07-03 |
4 |
AS |
$43.15 |
$454,659 |
I/I |
(10,536) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-08-02 |
4 |
AS |
$43.07 |
$86,137 |
I/I |
(2,000) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-09-06 |
4 |
AS |
$38.99 |
$38,987 |
I/I |
(1,000) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-10-04 |
4 |
AS |
$44.36 |
$44,357 |
I/I |
(1,000) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-10-06 |
4 |
AS |
$46.02 |
$196,357 |
I/I |
(4,267) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-02 |
4 |
AS |
$44.18 |
$87,516 |
I/I |
(1,981) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-06 |
4 |
AS |
$44.64 |
$38,439 |
I/I |
(861) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-08 |
4 |
AS |
$43.97 |
$35,836 |
I/I |
(815) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-12-06 |
4 |
AS |
$50.55 |
$100,189 |
I/I |
(1,982) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-01-03 |
4 |
AS |
$51.30 |
$103,942 |
I/I |
(2,026) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-02-07 |
4 |
AS |
$51.94 |
$105,236 |
I/I |
(2,026) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-03-01 |
4 |
AS |
$52.94 |
$264,722 |
I/I |
(5,000) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-03-07 |
4 |
AS |
$54.00 |
$494,424 |
I/I |
(9,156) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2018-12-03 |
4 |
AS |
$46.06 |
$226,441 |
I/I |
(4,913) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2019-03-01 |
4 |
AS |
$46.66 |
$1,049,082 |
I/I |
(22,482) |
16,346 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2019-03-04 |
4 |
AS |
$46.84 |
$880,819 |
I/I |
(18,803) |
16,346 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2019-03-06 |
4 |
AS |
$45.93 |
$750,804 |
I/I |
(16,346) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2015-06-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(329) |
18,377 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2015-11-02 |
4 |
D |
$30.98 |
$46,648 |
D/D |
(1,506) |
16,871 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2015-11-03 |
4 |
D |
$31.45 |
$20,125 |
D/D |
(640) |
16,231 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2016-06-01 |
4 |
D |
$30.45 |
$11,782 |
D/D |
(387) |
14,460 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2016-11-01 |
4 |
D |
$31.72 |
$48,088 |
D/D |
(1,516) |
9,412 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2016-11-03 |
4 |
D |
$31.22 |
$27,820 |
D/D |
(891) |
8,521 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-01 |
4 |
D |
$44.76 |
$42,072 |
D/D |
(940) |
4,272 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Services |
• • – |
2017-11-03 |
4 |
D |
$44.69 |
$39,770 |
D/D |
(890) |
3,382 |
0 |
- |
|
58 Records found
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Page 1 of 3 |
| |
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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