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Insider Information:   Chandoha Marie A
Relationship:   Director
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   13,792    

Indirect Shares

   17,777      
Direct Value   $1,056,191    

Indirect Value

   $1,353,007      
Total Shares   31,569      
Total Value   $2,409,199      


State Street Corp $1,056,191 State Street Corp $1,056,191
 


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 CEO - CSIM 0 2019-03-05 17,777    Premium*  
            State Street Corp STT Director 2023-05-17 13,792 2019-09-19 0    Premium*  
* Premium Members only  

Records found :    73         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 President - CSIMOfficer   •       –      –    2015-10-22 3 IO $0.00 $0 I/I 0 13,240 -
STT State Street Corp Director   –       •      –    2019-09-19 4 A $0.00 $0 D/D 2,128 2,128 0 -
STT State Street Corp Director   –       •      –    2020-05-20 4 A $0.00 $0 D/D 3,341 5,469 0 -
STT State Street Corp Director   –       •      –    2021-05-19 4 A $0.00 $0 D/D 2,319 7,788 0 -
STT State Street Corp Director   –       •      –    2022-05-18 4 A $0.00 $0 D/D 2,912 10,758 0 -
STT State Street Corp Director   –       •      –    2023-05-17 4 A $0.00 $0 D/D 2,849 13,792 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-11-16 4 OE $11.75 $1,318,902 I/I 101,866 104,884 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-12-01 4 OE $16.40 $248,181 I/I 15,133 18,151 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-01 4 OE $16.40 $248,198 I/I 15,134 18,152 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-12-20 4 OE $22.67 $220,012 I/I 9,705 12,723 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-08-01 4 OE $22.67 $220,012 I/I 9,705 23,707 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-01-04 4 OE $23.12 $208,219 I/I 9,006 12,024 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-01-06 4 OE $23.12 $30,056 I/I 1,300 4,318 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-01-13 4 OE $23.12 $178,163 I/I 7,706 10,724 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-11-08 4 OE $23.12 $429,852 I/I 16,799 16,799 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-01-24 4 OE $25.86 $172,667 I/I 6,677 9,695 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-13 4 OE $25.86 $230,232 I/I 8,903 22,905 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2018-04-20 4 OE $25.86 $823,557 I/I 31,386 45,992 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-03-01 4 OE $25.90 $285,573 I/I 11,026 28,044 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-11-27 4 OE $26.39 $1,614,404 I/I 56,327 56,327 0 -
SCHW Charles Schwab Corp CEO - CSIM   •       •      –    2019-03-05 4 OE $26.39 $1,274,056 I/I 45,046 62,823 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-03-02 4 OE $26.54 $69,594 I/I 2,622 30,666 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-03-03 4 OE $26.73 $92,325 I/I 3,454 34,120 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-16 4 OE $27.45 $173,402 I/I 6,317 20,319 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-06-29 4 OE $27.45 $2,745 I/I 100 14,102 0 -
  73  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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