Terri R Kallsen - Net Worth and Insider Trading
Terri R Kallsen Net Worth
The estimated net worth of Terri R Kallsen is at least $91,090 dollars as of 2024-04-19. 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 $91,090. 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 $91,090.
Latest Holdings of Terri R Kallsen
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SCHW | Charles Schwab Corp | 2019-03-06 | 1,249 | 72.93 | 91,090 |
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 CFO Peter B. Crawford , General Counsel Morgan Peter J. Iii , and MD and COO Joseph R Martinetto .
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 1,654,284 shares made by Charles R. Schwab , a net sale of 35,002 shares made by Peter B. Crawford , and a net sale of 143,558 shares made by Jonathan M. Craig .
In summary, during the past 3 months, insiders sold 476,999 shares of Charles Schwab Corp (SCHW) in total and bought 0 shares, with a net sale of 476,999 shares. During the past 18 months, 2,182,507 shares of Charles Schwab Corp (SCHW) were sold and 136,677 shares were bought by its insiders, resulting in a net sale of 2,045,830 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.
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