| |
| |
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| Insider
Information: |
Craig Jonathan M. |
| Relationship: |
Please see remarks |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
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|
|
Companies Owned : |
1 |
|
| Direct
Shares |
0 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
0 |
|
|
| Total
Value |
$0 |
|
|
|
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|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
1
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
-1.0
|
| Percentage
Gain/Loss : |
0.0%
|
 -16.5%
|
| |
|
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|
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|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Please see remarks |
2024-03-21 |
0 |
2024-03-21 |
0 |
Premium* |
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Records found :
84 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 4
|
| 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 |
Senior EVP |
• • – |
2021-03-12 |
4 |
OE |
$27.45 |
$231,211 |
I/I |
8,423 |
8,423 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-03-12 |
4 |
AS |
$67.01 |
$564,437 |
I/I |
(8,423) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-04-27 |
4 |
AS |
$69.00 |
$581,264 |
I/I |
(8,424) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-04-27 |
4 |
OE |
$27.45 |
$231,239 |
I/I |
8,424 |
8,424 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-04-28 |
4 |
OE |
$28.44 |
$221,633 |
I/I |
7,793 |
7,793 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-04-28 |
4 |
AS |
$70.00 |
$545,526 |
I/I |
(7,793) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-04-29 |
4 |
AS |
$70.99 |
$553,325 |
I/I |
(7,794) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-04-29 |
4 |
OE |
$28.44 |
$221,661 |
I/I |
7,794 |
7,794 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-04-29 |
4 |
AS |
$72.00 |
$899,984 |
I/I |
(12,500) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-04-29 |
4 |
OE |
$26.39 |
$329,875 |
I/I |
12,500 |
12,500 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-05-27 |
4 |
OE |
$26.39 |
$329,875 |
I/I |
12,500 |
12,500 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-05-27 |
4 |
AS |
$73.99 |
$924,850 |
I/I |
(12,500) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-06-03 |
4 |
AS |
$75.90 |
$948,769 |
I/I |
(12,500) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-06-03 |
4 |
OE |
$26.39 |
$329,875 |
I/I |
12,500 |
12,500 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-09-28 |
4 |
OE |
$26.39 |
$23,804 |
I/I |
902 |
902 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-09-28 |
4 |
AS |
$77.96 |
$70,316 |
I/I |
(902) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-10-11 |
4 |
OE |
$26.39 |
$306,071 |
I/I |
11,598 |
11,598 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2021-10-11 |
4 |
AS |
$77.98 |
$904,414 |
I/I |
(11,598) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2022-01-12 |
4 |
AS |
$95.00 |
$472,723 |
I/I |
(4,976) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2022-01-12 |
4 |
OE |
$26.39 |
$131,317 |
I/I |
4,976 |
4,976 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, Senior EVP |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$1,286,364 |
I/I |
16,067 |
16,067 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, Senior EVP |
• • – |
2022-04-07 |
4 |
AS |
$80.02 |
$321,379 |
I/I |
(4,016) |
12,051 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Please see remarks |
• • – |
2022-08-12 |
4 |
AS |
$75.00 |
$602,414 |
I/I |
(8,032) |
4,019 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Please see remarks |
• – – |
2022-10-28 |
4 |
S |
$79.08 |
$317,802 |
I/I |
(4,019) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Please see remarks |
• – – |
2023-01-18 |
4 |
OE |
$30.17 |
$1,543,014 |
D/D |
51,144 |
0 |
0 |
- |
|
84 Records found
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Page 3 of 4 |
| |
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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