| |
| |
|
| Insider
Information: |
Wurster Richard A |
| Relationship: |
President |
| City: |
Westlake |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
134,228 |
|
|
Indirect Shares
|
3,942 |
|
|
| Direct
Value |
$10,065,758 |
|
|
|
Indirect Value
|
$295,611 |
|
|
| Total
Shares |
138,170 |
|
|
| Total
Value |
$10,361,368 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
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 |
President |
2024-03-01 |
134,228 |
2024-03-01 |
3,942 |
Premium* |
|
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|
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|
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|
Records found :
18 |
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 |
President |
• – – |
2024-03-01 |
4 |
D |
$66.36 |
$1,615,110 |
D/D |
(24,340) |
134,228 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
58,354 |
158,568 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• – – |
2023-06-05 |
4 |
D |
$54.02 |
$63,584 |
D/D |
(1,177) |
100,214 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• – – |
2023-03-17 |
4 |
B |
$54.39 |
$108,773 |
D/D |
2,000 |
101,391 |
2.74 |
% |
|
| SCHW |
Charles Schwab Corp |
President |
• – – |
2023-03-14 |
4/A |
B |
$57.28 |
$286,397 |
D/D |
5,000 |
99,391 |
2.74 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• – – |
2023-03-14 |
4 |
S |
$57.28 |
$286,397 |
D/D |
(5,000) |
99,391 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
President |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$1,030,791 |
D/D |
(13,481) |
94,391 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
31,514 |
107,872 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• – – |
2022-11-01 |
4 |
D |
$80.26 |
$86,996 |
D/D |
(1,084) |
76,358 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• • – |
2022-10-25 |
4 |
D |
$71.66 |
$532,362 |
D/D |
(7,429) |
77,442 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• • – |
2022-06-03 |
4 |
D |
$70.63 |
$104,744 |
D/D |
(1,483) |
84,871 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• • – |
2022-02-09 |
4 |
GD |
$0.00 |
$0 |
D/D |
600 |
86,354 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• • – |
2022-02-09 |
4 |
S |
$94.62 |
$5,811,715 |
D/D |
(61,423) |
86,954 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
President |
• • – |
2022-02-09 |
4 |
OE |
$41.63 |
$2,681,280 |
D/D |
61,423 |
148,377 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• • – |
2021-11-01 |
4 |
D |
$82.10 |
$181,102 |
D/D |
(2,206) |
86,954 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President |
• • – |
2021-10-25 |
4 |
A |
$0.00 |
$0 |
D/D |
59,931 |
89,160 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
PresidentOfficer |
• – – |
2021-10-15 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
2,868 |
|
% |
|
| SCHW |
Charles Schwab Corp |
PresidentOfficer |
• – – |
2021-10-15 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
29,229 |
|
% |
|
18 Records found
|
1
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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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