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Insider Information:   Craig Jonathan M.
Relationship:   Please see remarks
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   0    

Indirect Shares

  0      
Direct Value   $0    

Indirect Value

  $0      
Total Shares   0      
Total Value   $0      


                                          Charting Not Avaliable
 


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%
     
   
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*  
* Premium Members only  

Records found :    84         Free Registration Required For Full Results.    Limit: 25

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  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   •       •      –    2018-03-05 4 OE $52.82 $96,132 I/I 1,820 8,046 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2020-12-29 4 AS $52.99 $202,064 I/I (3,813) 0 0 %
SCHW Charles Schwab Corp Senior EVP   •       •      –    2018-03-07 4 AS $53.92 $335,701 I/I (6,226) 1,820 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2021-01-06 4 AS $54.99 $409,266 I/I (7,316) 0 0 %
SCHW Charles Schwab Corp Senior EVP   •       •      –    2018-03-08 4 AS $55.63 $101,239 I/I (1,820) 0 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2018-06-15 4 AS $56.03 $147,297 I/I (2,629) 0 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2018-03-12 4 AS $58.01 $290,041 I/I (5,000) 0 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2021-01-07 4 AS $58.98 $206,613 I/I (3,503) 0 0 %
SCHW Charles Schwab Corp Senior EVP   •       •      –    2018-05-21 4 AS $60.00 $600,001 I/I (10,000) 0 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2021-01-12 4 AS $60.98 $213,613 I/I (3,503) 0 0 %
SCHW Charles Schwab Corp Senior EVP   •       •      –    2021-02-19 4 AS $63.01 $560,999 I/I (8,903) 0 0 %
SCHW Charles Schwab Corp Senior EVP   •       •      –    2021-03-01 4 OE $63.75 $433,245 I/I 6,796 6,796 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2021-03-04 4 AS $64.81 $440,462 I/I (6,796) 0 0 %
SCHW Charles Schwab Corp Senior EVP   •       •      –    2021-02-24 4 AS $65.00 $578,720 I/I (8,904) 0 0 %
SCHW Charles Schwab Corp Please see remarks   •       –      –    2024-03-01 4 D $66.36 $2,885,499 D/D (43,485) 0 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 Please see remarks   •       –      –    2024-03-06 4 AS $67.71 $3,305,083 I/I (48,751) 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   •       •      –    2021-04-28 4 AS $70.00 $545,526 I/I (7,793) 0 0 %
SCHW Charles Schwab Corp Please see remarks   •       –      –    2024-03-21 4 AS $70.01 $348,430 I/I (4,977) 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 AS $72.00 $899,984 I/I (12,500) 0 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 Please see remarks   •       •      –    2022-08-12 4 AS $75.00 $602,414 I/I (8,032) 4,019 0 %
SCHW Charles Schwab Corp Senior EVP   •       •      –    2021-06-03 4 AS $75.90 $948,769 I/I (12,500) 0 0 %

  84  Records found
  1   2   3  4      
  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