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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 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-06-29 4 OE $27.45 $2,745 I/I 100 14,102 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-06-29 4 AS $44.00 $4,400 I/I (100) 14,002 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2018-04-30 4 OE $42.99 $4,299 I/I 100 14,706 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2018-04-30 4 S $56.29 $5,629 I/I (100) 14,606 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   •       •      –    2017-01-06 4 AS $41.51 $53,962 I/I (1,300) 3,018 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-02 4 OE $42.51 $85,318 I/I 2,007 10,549 0 -
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   –       •      –    2021-05-19 4 A $0.00 $0 D/D 2,319 7,788 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2016-03-02 4 OE $26.54 $69,594 I/I 2,622 30,666 0 -
STT State Street Corp Director   –       •      –    2023-05-17 4 A $0.00 $0 D/D 2,849 13,792 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   –       •      –    2020-05-20 4 A $0.00 $0 D/D 3,341 5,469 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-03 4 OE $42.42 $146,476 I/I 3,453 14,002 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   •       •      –    2018-03-05 4 OE $52.82 $192,318 I/I 3,641 14,606 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2015-11-02 4 OE $30.98 $117,024 I/I 3,778 17,018 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-10-04 4 OE $27.45 $107,686 I/I 3,923 10,923 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-10-04 4 AS $44.51 $174,621 I/I (3,923) 7,000 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-10-03 4 OE $27.45 $123,525 I/I 4,500 11,500 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-10-03 4 AS $44.50 $200,255 I/I (4,500) 7,000 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-03-01 4 OE $42.38 $234,107 I/I 5,524 23,676 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-09-27 4 OE $27.45 $165,194 I/I 6,018 13,018 0 -
SCHW Charles Schwab Corp President - CSIM   •       •      –    2017-09-27 4 AS $44.06 $265,179 I/I (6,018) 7,000 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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