| |
| |
|
| Insider
Information: |
Schwab-Pomerantz Carolyn |
| Relationship: |
Director |
| City: |
Westlake |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
6,353 |
|
|
Indirect Shares
|
580,655 |
|
|
| Direct
Value |
$476,411 |
|
|
|
Indirect Value
|
$43,543,318 |
|
|
| Total
Shares |
587,008 |
|
|
| Total
Value |
$44,019,730 |
|
|
|
|
|
|
|
|
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 |
Director |
2024-04-18 |
6,353 |
2024-04-19 |
580,655 |
Premium* |
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|
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|
Records found :
17 |
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 |
– • – |
2024-04-19 |
4 |
AS |
$73.16 |
$658,468 |
I/I |
(9,000) |
577,857 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2024-04-18 |
4 |
AS |
$73.47 |
$549,667 |
I/I |
(7,482) |
1,719,399 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2024-04-18 |
4 |
OE |
$28.44 |
$212,788 |
D/D |
7,482 |
6,353 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2024-03-21 |
4 |
AS |
$70.66 |
$637,848 |
I/I |
(9,000) |
581,457 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2024-02-28 |
4 |
AS |
$65.28 |
$587,609 |
I/I |
(9,000) |
585,057 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2024-01-02 |
4 |
D |
$69.22 |
$209,237 |
D/D |
(3,023) |
6,353 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2023-11-30 |
4 |
S |
$61.28 |
$748,109 |
I/I |
(12,208) |
1,722,400 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2023-10-19 |
4 |
D |
$52.04 |
$505,016 |
I/I |
(9,704) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2023-03-01 |
4 |
D |
$77.25 |
$37,773 |
D/D |
(489) |
10,401 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2023-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,107 |
10,890 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2022-11-02 |
4 |
S |
$79.29 |
$497,164 |
I/I |
(6,270) |
1,733,853 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2022-11-02 |
4 |
D |
$79.50 |
$11,210 |
D/D |
(141) |
7,783 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2022-11-01 |
4 |
S |
$79.82 |
$500,463 |
I/I |
(6,270) |
1,739,557 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2022-11-01 |
4 |
D |
$80.26 |
$52,728 |
D/D |
(657) |
8,220 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2022-10-28 |
4 |
S |
$80.00 |
$2,556,208 |
I/I |
(31,950) |
596,456 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2022-10-26 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
2,380,222 |
|
% |
|
| SCHW |
Charles Schwab Corp |
Director |
– • – |
2022-10-26 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
10,255 |
|
% |
|
17 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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