Roger O. Walther

All filings by Roger O. Walther on record concern Schwab Charles Corp. Over a trading history stretching from 22 May 2006 to 18 November 2020, the count stands at 55 filings.

On the open market, the record shows 3 purchases worth €66k and 5 sales worth €5.6M. The net balance comes to €5.6M on the selling side. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. Outside the open market, there are 17 share grants and 18 option exercises. So far in 2020, the count stands at no purchases and 3 sales.

A typical purchase (the median) is worth €24k. For 3 purchases whose 90-day window has closed, the share price was higher on day 90 than the day after publication in 100% of cases, with a median move of +18.7%. This is a record of the past, not a forecast.

The record was last updated on 19 November 2020 with an open-market sale (€1.2M) in Schwab Charles Corp. The latest purchase dates back some time: it was published 5,396 days ago, on 30 January 2012. Filings reach the SEC (Form 4) feed a median of 2 days after the trade. For comparison, the SEC allows two business days to file a Form 4. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.