| |
| |
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| Insider
Information: |
Morgan Peter J. Iii |
| Relationship: |
General Counsel |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
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|
|
Companies Owned : |
1 |
|
| Direct
Shares |
0 |
|
|
Indirect Shares
|
148 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$11,264 |
|
|
| Total
Shares |
148 |
|
|
| Total
Value |
$11,264 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
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|
| Stock
price went down : |
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| |
|
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|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
General Counsel |
2024-04-16 |
0 |
2024-04-16 |
148 |
Premium* |
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Records found :
30 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 1 of 2
|
| 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 |
EVP and General CounselOfficer |
• – – |
2019-10-23 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
11,122 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General CounselOfficer |
• – – |
2019-10-23 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
1,154 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2019-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
7,211 |
18,333 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, General Counsel |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
24,351 |
26,154 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
General Counsel |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
44,236 |
44,236 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2020-01-31 |
4 |
OE |
$28.44 |
$516,916 |
D/D |
16,738 |
30,294 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2021-02-24 |
4 |
OE |
$31.65 |
$613,364 |
D/D |
14,612 |
22,970 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2020-11-06 |
4 |
S |
$41.38 |
$145,714 |
D/D |
(3,521) |
8,358 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2019-11-01 |
4 |
D |
$41.61 |
$48,886 |
D/D |
(1,175) |
17,158 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2020-11-02 |
4 |
D |
$41.79 |
$70,082 |
D/D |
(1,677) |
11,879 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2021-04-29 |
4 |
OE |
$41.98 |
$307,336 |
D/D |
7,321 |
15,679 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, EVP, and General Counsel |
• – – |
2022-10-31 |
4 |
OE |
$41.98 |
$307,378 |
D/D |
7,322 |
11,900 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2019-11-04 |
4 |
D |
$42.71 |
$20,414 |
D/D |
(478) |
16,680 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, EVP, and General Counsel |
• • – |
2022-02-08 |
4 |
OE |
$44.24 |
$202,932 |
D/D |
4,480 |
9,058 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2020-01-31 |
4 |
S |
$46.11 |
$771,774 |
D/D |
(16,738) |
13,556 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2019-11-29 |
4 |
S |
$49.70 |
$31,011 |
D/D |
(624) |
13,556 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, General Counsel |
• – – |
2023-08-29 |
4 |
S |
$59.61 |
$476,872 |
D/D |
(8,000) |
8,014 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
General Counsel |
• – – |
2023-11-30 |
4 |
S |
$60.72 |
$434,875 |
D/D |
(7,162) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2021-02-24 |
4 |
S |
$64.11 |
$936,736 |
D/D |
(14,612) |
8,358 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
General Counsel |
• – – |
2024-03-01 |
4 |
D |
$66.36 |
$1,308,279 |
D/D |
(19,716) |
24,520 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2021-04-29 |
4 |
S |
$70.85 |
$518,703 |
D/D |
(7,321) |
8,358 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
General Counsel |
• – – |
2024-04-16 |
4 |
S |
$72.23 |
$1,771,151 |
D/D |
(24,520) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2021-08-27 |
4 |
S |
$75.58 |
$78,814 |
I/I |
(1,043) |
0 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
MD, General Counsel |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$775,330 |
D/D |
(10,140) |
16,014 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, EVP, and General Counsel |
• – – |
2022-10-31 |
4 |
S |
$80.03 |
$585,968 |
D/D |
(7,322) |
4,578 |
0 |
% |
|
30 Records found
|
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Page 1 of 2 |
| |
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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