|
|
|
Insider
Information: |
Kallsen Terri R |
Relationship: |
EVP - Investor Services |
City: |
San Francisco |
State: |
CA |
|
|
Insider
Summary: |
|
|
|
Companies Owned : |
1 |
|
Direct
Shares |
860 |
|
Indirect Shares
|
1,249 |
|
|
Direct
Value |
$55,840 |
|
|
Indirect Value
|
$81,098 |
|
|
Total
Shares |
2,109 |
|
|
Total
Value |
$136,937 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
0
|
0
|
Stock
price went up :
|
0
|
0
|
Stock
price went down : |
0
|
0
|
|
|
|
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 |
EVP - Investor Services |
2018-11-05 |
860 |
2019-03-06 |
1,249 |
Premium* |
|
|
|
|
|
|
|
|
|
|
Records found :
58 |
Free Registration Required For Full Results. Limit: 25
|
|
Download |
Page 1 of 3
|
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 - Investor Services |
|
2015-06-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(329) |
18,377 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2015-11-02 |
4 |
D |
$30.98 |
$46,648 |
D/D |
(1,506) |
16,871 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2015-11-03 |
4 |
D |
$31.45 |
$20,125 |
D/D |
(640) |
16,231 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2015-11-04 |
4 |
S |
$31.55 |
$488,454 |
D/D |
(15,469) |
12,662 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2015-11-04 |
4 |
OE |
$12.10 |
$194,360 |
D/D |
11,900 |
28,131 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-03-02 |
4 |
OE |
$26.54 |
$57,995 |
D/D |
2,185 |
14,847 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-06-01 |
4 |
D |
$30.45 |
$11,782 |
D/D |
(387) |
14,460 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-07-22 |
4 |
OE |
$12.10 |
$40,680 |
D/D |
3,362 |
17,822 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-07-22 |
4 |
S |
$27.99 |
$193,093 |
D/D |
(6,894) |
10,928 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-11-01 |
4 |
D |
$31.72 |
$48,088 |
D/D |
(1,516) |
9,412 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-11-03 |
4 |
S |
$31.33 |
$162,924 |
I/I |
(5,200) |
0 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-11-03 |
4 |
OE |
$13.64 |
$70,928 |
I/I |
5,200 |
5,200 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-11-03 |
4 |
S |
$31.32 |
$78,123 |
D/D |
(2,494) |
6,027 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-11-03 |
4 |
D |
$31.22 |
$27,820 |
D/D |
(891) |
8,521 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-11-07 |
4 |
S |
$32.10 |
$26,165 |
D/D |
(815) |
5,212 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-11-14 |
4 |
S |
$36.94 |
$1,142,702 |
I/I |
(30,933) |
0 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2016-11-14 |
4 |
OE |
$23.12 |
$890,844 |
I/I |
30,933 |
30,933 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2017-03-02 |
4 |
OE |
$42.51 |
$92,842 |
I/I |
2,184 |
2,184 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2017-04-19 |
4 |
OE |
$26.39 |
$593,300 |
I/I |
22,482 |
24,666 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2017-04-19 |
4 |
S |
$38.35 |
$1,040,467 |
I/I |
(27,122) |
0 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2017-07-03 |
4 |
OE |
$30.17 |
$317,871 |
I/I |
10,536 |
10,536 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2017-07-03 |
4 |
AS |
$43.15 |
$454,659 |
I/I |
(10,536) |
0 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2017-08-02 |
4 |
AS |
$43.07 |
$86,137 |
I/I |
(2,000) |
0 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2017-08-02 |
4 |
OE |
$30.17 |
$60,340 |
I/I |
2,000 |
2,000 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Investor Services |
|
2017-09-06 |
4 |
OE |
$30.17 |
$30,170 |
I/I |
1,000 |
1,000 |
0 |
- |
|
58 Records found
|
|
Page 1 of 3 |
|
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 |
|
|
|
|
|
|