Terri R Kallsen - Net Worth and Insider Trading
Terri R Kallsen Net Worth
The estimated net worth of Terri R Kallsen is at least $91,389 dollars as of 2024-11-08. 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 $91,389. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Terri R Kallsen has not made any transactions after 2019-03-06 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 $91,389.
Latest Holdings of Terri R Kallsen
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SCHW | Charles Schwab Corp | 2019-03-06 | 1,249 | 73.17 | 91,389 |
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 , President Richard A Wurster , and EVP/COO - Individual Investor Walter W Bettinger .
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 186,351 shares made by Carolyn Schwab-pomerantz , a net sale of 1,041,545 shares made by Charles R. Schwab , and a net sale of 45,483 shares made by Peter B. Crawford .
In summary, during the past 3 months, insiders sold 139,690 shares of Charles Schwab Corp (SCHW) in total and bought 0 shares, with a net sale of 139,690 shares. During the past 18 months, 1,623,021 shares of Charles Schwab Corp (SCHW) were sold and 35,833 shares were bought by its insiders, resulting in a net sale of 1,587,188 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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