Kallsen Terri R

EVP - Investor Services at SCHWAB CHARLES CORP · on record since Dec 17, 2014

Insider trading activity of Kallsen Terri R

Transactions on record: 97; since Mar 4, 2015

Open-market buys: 0

Open-market sells: 31; $9.9M

Companies traded: 1; last filing Mar 7, 2019

Figures computed from official regulatory filings — .

Companies where Kallsen Terri R has traded

SCHWAB CHARLES CORP97 tx · $16.5M · Mar 7, 2019

Track record of Kallsen Terri R

Insufficient history for a statistical track record (fewer than 5 open-market buys).

Transaction history of Kallsen Terri R

Co-insiders of Kallsen Terri R

ADAMS JOHN K JRSCHWAB CHARLES CORP
ALDINGER WILLIAM F IIISCHWAB CHARLES CORP
Allen Jay LSCHWAB CHARLES CORP
ATWELL WILLIAM LSCHWAB CHARLES CORP
Beatty Jonathan SSCHWAB CHARLES CORP
BECHTLE NANCY HSCHWAB CHARLES CORP
Bettinger Walter WSCHWAB CHARLES CORP
BILNEY JODY LSCHWAB CHARLES CORP
Brigeman Benjamin LSCHWAB CHARLES CORP
Brown Jeffrey TSCHWAB CHARLES CORP
Brown Marianne CatherineSCHWAB CHARLES CORP
BUTCHER C PRESTONSCHWAB CHARLES CORP
Chafkin Jeremiah HSCHWAB CHARLES CORP
Chandoha Marie ASCHWAB CHARLES CORP
Clark Bernard J.SCHWAB CHARLES CORP
Clendening John SSCHWAB CHARLES CORP
COGHLAN JOHN PHILIPSCHWAB CHARLES CORP
Craig Jonathan M.SCHWAB CHARLES CORP
Crawford Peter B.SCHWAB CHARLES CORP
Dea JoanSCHWAB CHARLES CORP
DODDS CHRISTOPHER VSCHWAB CHARLES CORP
Dwyer Carrie ESCHWAB CHARLES CORP
Ellis Stephen ASCHWAB CHARLES CORP
FISHER DONALD GSCHWAB CHARLES CORP
FRANK ANTHONY MSCHWAB CHARLES CORP
Garfield David RSCHWAB CHARLES CORP
Gill George A.SCHWAB CHARLES CORP
Goldfarb Mark ASCHWAB CHARLES CORP
Goldman Charles GSCHWAB CHARLES CORP
GORMAN LONSCHWAB CHARLES CORP
Haraf William SSCHWAB CHARLES CORP
Hathi NeeshaSCHWAB CHARLES CORP

This page republishes public regulatory disclosures.

Company	Filed	Type	Qty	Price	Value · USD	Signals	Src
SCHWAB CHARLES CORPListing on record	Mar 7, 2019	Sell	-16,346	45.93 USD	$750.8K		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	Exercise	18,803	30.17 USD	$567.3K		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	ExerciseD (derivative)	-18,803	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	ExerciseD (derivative)	-22,482	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	AwardD (derivative)	66,856	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	Exercise	16,346	46.77 USD	$764.5K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	Sell	-18,803	46.84 USD	$880.7K		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	Sell	-22,482	46.66 USD	$1M	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	Exercise	22,482	26.39 USD	$593.3K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Dec 4, 2018	Sell	-860	46.06 USD	$39.6K		SEC
SCHWAB CHARLES CORPListing on record	Dec 4, 2018	Sell	-4,053	46.10 USD	$186.8K		SEC
SCHWAB CHARLES CORPListing on record	Dec 4, 2018	ExerciseD (derivative)	-4,053	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Dec 4, 2018	Exercise	4,053	28.44 USD	$115.3K		SEC
SCHWAB CHARLES CORPListing on record	Nov 7, 2018	Other	-846	46.95 USD	$39.7K		SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	Exercise	17,482	26.39 USD	$461.3K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	ExerciseD (derivative)	-17,482	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	ExerciseD (derivative)	-18,803	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	Exercise	18,803	30.17 USD	$567.3K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	Sell	-18,803	55.89 USD	$1.1M	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	Sell	-17,482	55.89 USD	$977.1K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Mar 8, 2018	Sell	-9,156	54.00 USD	$494.4K		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2018	AwardD (derivative)	52,415	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2018	Exercise	9,156	51.62 USD	$472.6K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Mar 1, 2018	ExerciseD (derivative)	-5,000	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Mar 1, 2018	Sell	-5,000	52.94 USD	$264.7K		SEC

Company	Filed	Type	Qty	Price	Value · USD	Signals	Src
SCHWAB CHARLES CORPListing on record	Mar 7, 2019	Sell	-16,346	45.93 USD	$750.8K		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	Exercise	18,803	30.17 USD	$567.3K		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	ExerciseD (derivative)	-18,803	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	ExerciseD (derivative)	-22,482	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	AwardD (derivative)	66,856	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	Exercise	16,346	46.77 USD	$764.5K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	Sell	-18,803	46.84 USD	$880.7K		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	Sell	-22,482	46.66 USD	$1M	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2019	Exercise	22,482	26.39 USD	$593.3K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Dec 4, 2018	Sell	-860	46.06 USD	$39.6K		SEC
SCHWAB CHARLES CORPListing on record	Dec 4, 2018	Sell	-4,053	46.10 USD	$186.8K		SEC
SCHWAB CHARLES CORPListing on record	Dec 4, 2018	ExerciseD (derivative)	-4,053	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Dec 4, 2018	Exercise	4,053	28.44 USD	$115.3K		SEC
SCHWAB CHARLES CORPListing on record	Nov 7, 2018	Other	-846	46.95 USD	$39.7K		SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	Exercise	17,482	26.39 USD	$461.3K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	ExerciseD (derivative)	-17,482	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	ExerciseD (derivative)	-18,803	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	Exercise	18,803	30.17 USD	$567.3K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	Sell	-18,803	55.89 USD	$1.1M	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Apr 24, 2018	Sell	-17,482	55.89 USD	$977.1K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Mar 8, 2018	Sell	-9,156	54.00 USD	$494.4K		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2018	AwardD (derivative)	52,415	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Mar 5, 2018	Exercise	9,156	51.62 USD	$472.6K	Unusual size	SEC
SCHWAB CHARLES CORPListing on record	Mar 1, 2018	ExerciseD (derivative)	-5,000	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
SCHWAB CHARLES CORPListing on record	Mar 1, 2018	Sell	-5,000	52.94 USD	$264.7K		SEC