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Insider Information:   Murtagh Nigel J
Relationship:   Chief Risk Officer
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   71,313    

Indirect Shares

   1,800      
Direct Value   $5,379,853    

Indirect Value

   $135,792      
Total Shares   73,113      
Total Value   $5,515,645      


Charles Schwab Corp $5,379,853 Charles Schwab Corp $5,379,853
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    7    

     Stock price went up :
    0   
    3    
     Stock price went down :
    0   
    4    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -23.9%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW Chief Risk Officer 2024-04-16 71,313 2024-04-16 1,800    Premium*  
* Premium Members only  

Records found :    64         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 3
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 MD, Chief Risk Officer   •       –      –    2023-03-02 4 A $0.00 $0 D/D 40,825 98,147 0 -
SCHW Charles Schwab Corp Chief Risk Officer   •       –      –    2024-03-01 4 A $0.00 $0 D/D 55,060 136,506 0 -
SCHW Charles Schwab Corp Chief Risk Officer   •       –      –    2024-03-06 4 AS $67.72 $2,033,271 D/D (29,991) 81,446 0 %
SCHW Charles Schwab Corp Chief Risk Officer   •       –      –    2024-03-21 4 AS $70.03 $906,686 D/D (12,948) 81,446 0 %
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2015-11-02 4 D $30.98 $30,634 D/D (989) 36,064 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-07-05 4 D $24.50 $35,763 D/D (1,460) 37,552 0 -
SCHW Charles Schwab Corp MD, Chief Risk Officer   •       –      –    2023-03-02 4 D $76.46 $1,399,111 D/D (18,298) 79,849 0 -
SCHW Charles Schwab Corp Chief Risk Officer   •       –      –    2024-03-01 4 D $66.36 $1,663,484 D/D (25,069) 111,437 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2015-11-12 4 GD $0.00 $0 D/D 150 33,414 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-11-10 4 GD $0.00 $0 D/D 274 34,863 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-02-22 4 GD $0.00 $0 D/D 17,506 17,499 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-11-02 4 GD $0.00 $0 D/D 181 23,441 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2019-05-31 4 GD $0.00 $0 D/D 236 39,639 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2021-10-22 4 GD $0.00 $0 D/D 239 57,245 0 -
SCHW Charles Schwab Corp MD, Chief Risk Officer   •       –      –    2022-11-28 4 GD $0.00 $0 D/D 171 68,118 0 -
SCHW Charles Schwab Corp Chief Risk Officer   •       –      –    2024-04-16 4 GD $0.00 $0 D/D 133 71,313 0 -
SCHW Charles Schwab Corp EVP - Corporate RiskOfficer   •       –      –    2015-07-23 3 IO $0.00 $0 D/D 0 37,053 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-03-01 4 OE $25.90 $93,395 D/D 3,606 37,138 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-03-02 4 OE $26.54 $46,396 D/D 1,748 38,886 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-03-03 4 OE $26.73 $68,295 D/D 2,555 41,441 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-10-20 4 OE $11.75 $176,250 D/D 15,000 50,137 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-11-10 4 OE $12.93 $129,300 D/D 10,000 45,137 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2016-11-23 4 OE $12.45 $161,850 D/D 13,000 47,863 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-03-01 4 OE $42.38 $117,054 D/D 2,762 20,261 0 -
SCHW Charles Schwab Corp EVP - Corporate Risk   •       •      –    2017-03-02 4 OE $42.51 $56,878 D/D 1,338 21,599 0 -
  64  Records found
  1  2   3      
  Page 1 of 3  
 
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
 
 
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