Terri R Kallsen Net Worth

The estimated Net Worth of Terri R Kallsen is at least $6.8 Million dollars as of 1 March 2019. Terri Kallsen owns over 57,631 units of Charles Schwab stock worth over $2,228,798 and over the last 10 years Terri sold SCHW stock worth over $4,575,501.

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Terri Kallsen SCHW stock SEC Form 4 insiders trading

Terri has made over 28 trades of the Charles Schwab stock since 2015, according to the Form 4 filled with the SEC. Most recently Terri sold 16,346 units of SCHW stock worth $750,772 on 6 March 2019.

The largest trade Terri's ever made was exercising 57,631 units of Charles Schwab stock on 1 March 2019 worth over $1,924,875. On average, Terri trades about 7,898 units every 32 days since 2015. As of 1 March 2019 Terri still owns at least 35,149 units of Charles Schwab stock.

You can see the complete history of Terri Kallsen stock trades at the bottom of the page.

Insiders trading at Charles Schwab

Over the last 21 years, insiders at Charles Schwab have traded over $2,794,361,829 worth of Charles Schwab stock and bought 622,547 units worth $29,281,798 . The most active insiders traders include Charles R. Schwab, Walter W Bettinger, and Joseph R Martinetto. On average, Charles Schwab executives and independent directors trade stock every 7 days with the average trade being worth of $7,559,043. The most recent stock trade was executed by Carolyn Schwab Pomerantz on 15 August 2024, trading 21,320 units of SCHW stock currently worth $1,389,211.

What does Charles Schwab do?

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. 

Complete history of Terri Kallsen stock trades at Charles Schwab

Charles Schwab executives and stock owners

Charles Schwab executives and other stock owners filed with the SEC include:

• Walter Bettinger,
  President, Chief Executive Officer, Director
• Charles Schwab,
  Chairman of the Board
• Walter William Bettinger II,
  CEO & Director
• Joseph Martinetto,
  Chief Operating Officer, Senior Executive Vice President
• Jonathan Craig,
  Senior Executive Vice President
• Bernard Clark,
  Executive Vice President - Advisor Services
• Peter Crawford,
  Chief Financial Officer, Executive Vice President
• Joseph Raymond Martinetto B.A., M.B.A.,
  MD, Sr. EVP & COO
• Jonathan M. Craig,
  MD & Head of Investor Services and Marketing
• Peter Brooks Crawford,
  Exec. VP, CFO & MD
• Christopher Dodds,
  Independent Director
• John Adams,
  Independent Director
• William Haraf,
  Independent Director
• Joan Dea,
  Independent Director
• Charles Ruffel,
  Independent Director
• Mark Goldfarb,
  Independent Director
• Frank Herringer,
  Independent Director
• Roger Walther,
  Independent Director
• Arun Sarin,
  Independent Director
• Stephen Ellis,
  Independent Director
• Paula Sneed,
  Independent Director
• Todd Ricketts,
  Independent Director
• Bharat Masrani,
  Independent Director
• Brian Levitt,
  Independent Vice Chairman of the Board
• Gerri Martin-Flickinger,
  Independent Director
• Marianne Brown,
  Independent Director
• Peter Morgan,
  Executive Vice President, General Counsel, Corporate Secretary
• Richard Fowler,
  Senior Vice President - Investor Relations
• Nigel Murtagh,
  Executive Vice President - Corporate Risk
• Richard A. Wurster CFA, CMT,
  Pres
• Catherine Casey,
  Exec. VP of HR
• Joe Carberry,
  Sr. VP of Corp. Communications
• Peter J. Morgan III,
  MD, Gen. Counsel & Corp. Sec.
• Dennis Howard,
  Exec. VP & Chief Information Officer
• Tim Heier,
  Exec. VP & CTO
• George P Shultz,
  Director
• Jeffrey M Lyons,
  EVP and Enterprise President
• David S Pottruck,
  President and CEO
• William L Atwell,
  Executive Vice President
• Alan J Weber,
  Executive Vice President
• Jody L Bilney,
  Executive Vice President
• Anthony M Frank,
  Director
• C Preston Butcher,
  Director
• David R Garfield,
  EVP and General Counsel
• Terri R Kallsen,
  EVP - Investor Services
• Robert N Wilson,
  Director
• Nancy H Bechtle,
  Director
• Stephen T Mclin,
  Director
• Marie A Chandoha,
  President - CSIM
• Jay L Allen,
  EVP - Human Resources
• James D Mc Cool,
  EVP - Corp & Retirement Svcs.
• George A. Gill,
  EVP - Investor Services
• John S Clendening,
  EVP-Shared Strategic Services
• Carrie E Dwyer,
  EVP and General Counsel
• Rebecca Saeger,
  EVP - Brand and Marketing
• Benjamin L Brigeman,
  EVP - Schwab Investor Services
• Donald G Fisher,
  Director
• Charles G Goldman,
  EVP - Strategy and Corp. Dev.
• William F Iii Aldinger,
  Director
• Deborah D Mcwhinney,
  EVP - Schwab Institutional
• Marjorie Magner,
  Director
• Randall W Merk,
  EVP - Asset Management
• David B Yoffie,
  Director
• Gideon Sasson,
  Executive Vice President & CIO
• Peter K Scaturro,
  EVP and CEO - U.S. Trust
• Jan Hier King,
  EVP - Human Resources
• Carolyn Schwab Pomerantz,
  Director
• Richard A Wurster,
  President
• Jonathan S Beatty,
  MD, Head of Advisor Services
• Paul V Woolway,
  MD, Chief Banking Officer