| |
| |
|
| Insider
Information: |
Ruffel Charles A. |
| Relationship: |
Director |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
14,641 |
|
|
Indirect Shares
|
12,742 |
|
|
| Direct
Value |
$1,097,929 |
|
|
|
Indirect Value
|
$955,523 |
|
|
| Total
Shares |
27,383 |
|
|
| Total
Value |
$2,053,451 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
4
|
1
|
|
Stock
price went up :
|
4
|
0
|
| Stock
price went down : |
0
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
4.0
|
-1.0
|
| Percentage
Gain/Loss : |
 57.7%
|
 -30.5%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Director |
2023-08-17 |
14,641 |
2023-08-17 |
12,742 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
14 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
– • – |
2023-08-17 |
4 |
B |
$60.55 |
$50,440 |
I/I |
833 |
3,386 |
2.1 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
14,608 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2023-02-16 |
4 |
S |
$80.88 |
$418,656 |
D/D |
(5,176) |
12,073 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
17,152 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2022-01-13 |
4 |
OE |
$41.58 |
$120,454 |
D/D |
2,798 |
15,076 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2022-01-06 |
4 |
OE |
$59.32 |
$177,841 |
D/D |
2,998 |
12,278 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2021-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,529 |
9,280 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2021-02-04 |
4 |
B |
$54.08 |
$196,642 |
I/I |
3,636 |
9,092 |
2.1 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2020-07-22 |
4 |
B |
$34.91 |
$99,633 |
I/I |
2,854 |
5,409 |
2.1 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2020-05-14 |
4 |
A |
$0.00 |
$0 |
D/D |
3,396 |
7,751 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2020-04-27 |
4 |
B |
$36.74 |
$90,368 |
I/I |
2,460 |
2,460 |
2.1 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2019-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,567 |
4,355 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2019-05-03 |
4 |
B |
$46.10 |
$115,250 |
I/I |
2,500 |
2,500 |
2.1 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
788 |
788 |
0 |
- |
|
14 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
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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