| |
| |
|
| 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 |
|
|
|
|
|
|
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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%
|
| |
|
|
|
|
|
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 4 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 |
Please see remarks |
• – – |
2023-01-18 |
4 |
AS |
$80.15 |
$4,106,685 |
I/I |
(51,144) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Please see remarks |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
68,758 |
68,758 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Please see remarks |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$2,606,683 |
D/D |
(34,091) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Please see remarks |
• – – |
2023-03-06 |
4 |
AS |
$76.33 |
$2,646,240 |
I/I |
(34,667) |
11,159 |
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 |
Please see remarks |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
92,236 |
92,236 |
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 |
Please see remarks |
• – – |
2024-03-21 |
4 |
OE |
$26.39 |
$131,343 |
D/D |
4,977 |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Please see remarks |
• – – |
2024-03-21 |
4 |
AS |
$70.01 |
$348,430 |
I/I |
(4,977) |
0 |
0 |
% |
|
84 Records found
|
|
Page 4 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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