Terri R Kallsen - Net Worth and Insider Trading
Terri R Kallsen Net Worth
The estimated net worth of Terri R Kallsen is at least $95,998 dollars as of 2024-05-06. Terri R Kallsen is the EVP - Investor Services of Charles Schwab Corp and owns about 1,249 shares of Charles Schwab Corp (SCHW) stock worth over $95,998. Details can be seen in Terri R Kallsen's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Terri R Kallsen has not made any transactions after 2019-03-06 and currently still holds the listed stock(s).
Transaction Summary of Terri R Kallsen
Terri R Kallsen Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Terri R Kallsen owns 1 companies in total, including Charles Schwab Corp (SCHW) .
Click here to see the complete history of Terri R Kallsen’s form 4 insider trades.
Insider Ownership Summary of Terri R Kallsen
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
SCHW | Charles Schwab Corp | 2019-03-06 | EVP - Investor Services |
Terri R Kallsen Latest Holdings Summary
Terri R Kallsen currently owns a total of 1 stock. Terri R Kallsen owns 1,249 shares of Charles Schwab Corp (SCHW) as of March 6, 2019, with a value of $95,998.
Latest Holdings of Terri R Kallsen
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
SCHW | Charles Schwab Corp | 2019-03-06 | 1,249 | 76.86 | 95,998 |
Holding Weightings of Terri R Kallsen
Terri R Kallsen Form 4 Trading Tracker
According to the SEC Form 4 filings, Terri R Kallsen has made a total of 0 transactions in Charles Schwab Corp (SCHW) over the past 5 years. The most-recent trade in Charles Schwab Corp is the sale of 16,346 shares on March 6, 2019, which brought Terri R Kallsen around $750,772.
Insider Trading History of Terri R Kallsen
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Terri R Kallsen Trading Performance
Terri R Kallsen Ownership Network
Ownership Network List of Terri R Kallsen
Ownership Network Relation of Terri R Kallsen
Terri R Kallsen Owned Company Details
What does Charles Schwab Corp do?
Who are the key executives at Charles Schwab Corp?
Terri R Kallsen is the EVP - Investor Services of Charles Schwab Corp. Other key executives at Charles Schwab Corp include director & Co-Chairman Charles R. Schwab , CFO Peter B. Crawford , and General Counsel Morgan Peter J. Iii .
Charles Schwab Corp (SCHW) Insider Trades Summary
Over the past 18 months, Terri R Kallsen made no insider transaction in Charles Schwab Corp (SCHW). Other recent insider transactions involving Charles Schwab Corp (SCHW) include a net sale of 1,591,210 shares made by Charles R. Schwab , a net sale of 40,483 shares made by Peter B. Crawford , and a net sale of 139,539 shares made by Jonathan M. Craig .
In summary, during the past 3 months, insiders sold 694,821 shares of Charles Schwab Corp (SCHW) in total and bought 0 shares, with a net sale of 694,821 shares. During the past 18 months, 2,067,977 shares of Charles Schwab Corp (SCHW) were sold and 136,677 shares were bought by its insiders, resulting in a net sale of 1,931,300 shares.
Charles Schwab Corp (SCHW)'s detailed insider trading history can be found in Insider Trading Tracker table.
Charles Schwab Corp Insider Transactions
Terri R Kallsen Mailing Address
Above is the net worth, insider trading, and ownership report for Terri R Kallsen. You might contact Terri R Kallsen via mailing address: C/o The Charles Schwab Corporation, 211 Main Street, San Francisco Ca 94105.