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Insider Information:   Crawford Peter B.
Relationship:   CFO
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   0    

Indirect Shares

  60,567      
Direct Value   $0    

Indirect Value

  $4,771,468      
Total Shares   60,567      
Total Value   $4,771,468      


                                          Charting Not Avaliable
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    17    

     Stock price went up :

    1   
    12    
     Stock price went down :
    0   
    5    
   
     Gain/Loss Ratio :
   1.0   
   2.4   
     Percentage Gain/Loss :
   5.2%
 202.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW CFO 2024-04-24 0 2024-04-24 60,567    Premium*  
* Premium Members only  

Records found :    59         Free Registration Required For Full Results.    Limit: 25

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  Page 2 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 EVP and CFO   •       •      –    2018-08-03 4 D $50.32 $25,110 I/I (499) 11,537 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2019-03-01 4 OE $46.77 $292,967 I/I 6,264 19,376 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2019-06-03 4 D $41.80 $16,552 I/I (396) 18,980 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2019-08-05 4 D $39.18 $28,049 I/I (716) 20,505 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2020-03-02 4 OE $40.81 $235,637 I/I 5,774 26,279 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2020-11-03 4 S $42.74 $354,384 I/I (8,292) 27,077 0 %
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2020-11-03 4 OE $11.75 $97,431 I/I 8,292 35,369 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-02-25 4 GD $0.00 $0 I/I 2,000 25,077 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-03-01 4 OE $63.75 $447,398 I/I 7,018 32,095 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-03-12 4 AS $68.00 $238,004 I/I (3,500) 32,095 0 %
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-03-12 4 OE $13.64 $47,740 I/I 3,500 35,595 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-04-29 4 OE $13.64 $47,740 I/I 3,500 35,595 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-04-29 4 S $71.68 $250,896 I/I (3,500) 32,095 0 %
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-05-24 4 S $73.00 $876,011 I/I (12,000) 32,095 0 %
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-05-24 4 OE $13.64 $163,680 I/I 12,000 44,095 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-06-01 4 D $74.82 $29,630 I/I (396) 32,497 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-06-03 4 AS $75.52 $641,883 I/I (8,500) 32,497 0 %
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-06-03 4 OE $13.64 $115,940 I/I 8,500 40,997 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-08-23 4 S $72.42 $325,899 I/I (4,500) 27,997 0 %
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-10-22 4 S $83.38 $917,134 I/I (11,000) 16,997 0 %
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2021-11-22 4 GD $0.00 $0 I/I 2,000 14,997 0 -
SCHW Charles Schwab Corp EVP and CFOOfficer   •       –      –    2017-05-16 3 IO $0.00 $0 D/D 0 9,442 -
SCHW Charles Schwab Corp EVP and CFOOfficer   •       –      –    2017-05-16 3 IO $0.00 $0 I/I 0 9,161 -
SCHW Charles Schwab Corp MD and CFO   •       –      –    2023-03-02 4 D $76.46 $1,480,314 D/D (19,360) 0 0 -
SCHW Charles Schwab Corp MD and CFO   •       –      –    2023-03-02 4 A $0.00 $0 D/D 42,974 42,974 0 -

  59  Records found
  1   2  3      
  Page 2 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