James D Mccool - Net Worth and Insider Trading

James D Mccool Net Worth

The estimated net worth of James D Mccool is at least $11 Million dollars as of 2024-11-08. James D Mccool is the EVP - Client Solutions of Charles Schwab Corp and owns about 145,590 shares of Charles Schwab Corp (SCHW) stock worth over $11 Million. Details can be seen in James D Mccool'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 James D Mccool has not made any transactions after 2015-06-05 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of James D Mccool

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James D Mccool Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, James D Mccool owns 1 companies in total, including Charles Schwab Corp (SCHW) .

Click here to see the complete history of James D Mccool’s form 4 insider trades.

Insider Ownership Summary of James D Mccool

Ticker Comapny Transaction Date Type of Owner
SCHW Charles Schwab Corp 2015-06-05 EVP - Institutional Services

James D Mccool Latest Holdings Summary

James D Mccool currently owns a total of 1 stock. James D Mccool owns 145,590 shares of Charles Schwab Corp (SCHW) as of June 5, 2015, with a value of $11 Million.

Latest Holdings of James D Mccool

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SCHW Charles Schwab Corp 2015-06-05 145,590 73.17 10,652,820

Holding Weightings of James D Mccool


James D Mccool Form 4 Trading Tracker

According to the SEC Form 4 filings, James D Mccool 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 64,000 shares on June 5, 2015, which brought James D Mccool around $2 Million.

Insider Trading History of James D Mccool

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

James D Mccool Trading Performance

GuruFocus tracks the stock performance after each of James D Mccool's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James D Mccool is 8.27%. GuruFocus also compares James D Mccool's trading performance to market benchmark return within the same time period. The performance of stocks bought by James D Mccool within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how James D Mccool's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of James D Mccool

Average Return

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Average return per transaction

Outperforming Transactions

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1 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 3.77 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -0.19 LIMIT LIMIT LIMIT LIMIT LIMIT

James D Mccool Ownership Network

Ownership Network List of James D Mccool

No Data

Ownership Network Relation of James D Mccool

Insider Network Chart

James D Mccool Owned Company Details

What does Charles Schwab Corp do?

Who are the key executives at Charles Schwab Corp?

James D Mccool is the EVP - Institutional 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, James D Mccool 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.

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Charles Schwab Corp Insider Transactions

No Available Data

James D Mccool Mailing Address

Above is the net worth, insider trading, and ownership report for James D Mccool. You might contact James D Mccool via mailing address: C/o The Charles Schwab Corporation, 120 Kearny Street, San Francisco Ca 94108.