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| |
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| Insider
Information: |
Bettinger Walter W |
| Relationship: |
Co-Chairman and CEO, D... |
| City: |
San Francisco |
| State: |
CA |
| |
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| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
827,377 |
|
|
Indirect Shares
|
12,724 |
|
|
| Direct
Value |
$53,721,589 |
|
|
|
Indirect Value
|
$826,169 |
|
|
| Total
Shares |
840,101 |
|
|
| Total
Value |
$54,547,758 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
|
2
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
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|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 -47.4%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Co-Chairman and CEO, D... |
2024-07-17 |
827,377 |
2024-07-17 |
12,724 |
Premium* |
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Records found :
121 |
Free Registration Required For Full Results. Limit: 25
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Page 3 of 5
|
| 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 and CEO |
• • – |
2014-12-05 |
4 |
OE |
$24.37 |
$18,502,191 |
D/D |
759,220 |
1,404,193 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and COO |
• – – |
2007-11-30 |
4 |
S |
$24.64 |
$1,854,979 |
D/D |
(75,000) |
363,636 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-11-22 |
4 |
S |
$24.83 |
$8,644,478 |
D/D |
(348,190) |
575,380 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-05-21 |
4 |
OE |
$25.86 |
$2,943,696 |
D/D |
113,832 |
355,835 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-05-22 |
4 |
OE |
$25.86 |
$6,934,104 |
D/D |
251,300 |
493,303 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-03-01 |
4 |
OE |
$25.90 |
$1,290,960 |
D/D |
49,844 |
330,603 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2014-03-03 |
4 |
OE |
$25.97 |
$1,684,064 |
D/D |
64,859 |
610,239 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-03-02 |
4 |
OE |
$26.54 |
$347,839 |
D/D |
13,105 |
343,708 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-03-03 |
4 |
OE |
$26.73 |
$399,988 |
D/D |
14,964 |
358,672 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-11-07 |
4 |
B |
$27.19 |
$1,973,177 |
D/D |
72,510 |
72,510 |
2.81 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-10 |
4 |
OE |
$27.45 |
$562,258 |
D/D |
20,483 |
228,397 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-14 |
4 |
OE |
$27.45 |
$1,400,113 |
D/D |
49,788 |
257,702 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2014-11-03 |
4 |
OE |
$28.59 |
$993,045 |
D/D |
34,734 |
644,973 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-03-02 |
4 |
OE |
$29.77 |
$1,523,688 |
D/D |
51,182 |
696,155 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-04-26 |
4 |
S |
$29.78 |
$297,811 |
D/D |
(10,000) |
334,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-03-03 |
4 |
OE |
$29.95 |
$448,172 |
D/D |
14,964 |
711,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2014-12-05 |
4 |
AS |
$30.01 |
$22,786,318 |
D/D |
(759,220) |
644,973 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2021-10-19 |
4 |
OE |
$30.17 |
$7,398,861 |
D/D |
245,239 |
453,153 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2021-10-20 |
4 |
OE |
$30.17 |
$6,215,774 |
D/D |
206,025 |
413,939 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-04-21 |
4 |
S |
$30.28 |
$3,027,850 |
D/D |
(100,000) |
611,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-04-30 |
4 |
S |
$30.75 |
$3,074,890 |
D/D |
(100,000) |
511,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-11-02 |
4 |
OE |
$30.98 |
$608,349 |
D/D |
19,640 |
280,759 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-06-03 |
4 |
AS |
$32.12 |
$3,211,790 |
D/D |
(100,000) |
411,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-10-20 |
4 |
S |
$32.34 |
$19,356,619 |
D/D |
(598,596) |
344,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-10-19 |
4 |
S |
$32.65 |
$19,981,372 |
D/D |
(612,000) |
344,459 |
0 |
- |
|
121 Records found
|
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Page 3 of 5 |
| |
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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