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Insider Information:   Martin-Flickinger Gerri
Relationship:   Director
City:   Seattle
State:   WA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   2,496    

Indirect Shares

  8,455      
Direct Value   $187,175    

Indirect Value

  $634,040      
Total Shares   10,951      
Total Value   $821,215      


Charles Schwab Corp
 $187,175 Charles Schwab Corp
 $187,175
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    0    

     Stock price went up :

    1   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   0.0   
     Percentage Gain/Loss :
   11.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Tableau Software Inc DATA Director 2019-08-01 0 2018-02-15 0    Premium*  
            Charles Schwab Corp SCHW Director 2023-05-22 2,496 2023-05-22 8,455    Premium*  
* Premium Members only  

Records found :    8         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
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 Director   –       •      –    2023-05-22 4 A $0.00 $0 D/D 2,496 2,496 0 -
SCHW Charles Schwab Corp Director   –       •      –    2023-03-17 4 B $54.16 $200,396 I/I 3,700 8,455 2.1 %
SCHW Charles Schwab Corp Director   •       •      –    2022-05-19 4 A $0.00 $0 D/D 2,054 4,755 0 -
SCHW Charles Schwab Corp Director   •       •      –    2021-05-17 4 A $0.00 $0 D/D 1,529 2,701 0 -
SCHW Charles Schwab Corp Director   •       •      –    2020-10-22 4 A $0.00 $0 D/D 1,172 1,172 0 -
DATA Tableau Software Inc Director   –       •      –    2019-08-01 4 D $0.00 $0 D/D (1,452) 0 0 -
DATA Tableau Software Inc   –       •      –    2019-05-21 4 A $0.00 $0 D/D 2,051 6,698 0 -
DATA Tableau Software Inc   –       •      –    2018-02-15 4 A $0.00 $0 D/D 4,647 4,647 0 -

  8  Records found
  1     
  Page 1 of 1  
 
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