| Filed | As-Of/On | Form | Fullname | Symbol | Country | Industry | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypothetical Return | Hypothetical Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 116,250 | No Change | 0 | 0 % | $2,727,225 | $2,533,088 | $-194,138 | -7.11 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2009-08-03 | 2009-06-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 116,250 | No Change | 0 | 0 % | $2,814,413 | $2,533,088 | $-281,325 | -9.99 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 116,250 | Added More | 10,700 | 10.13 % | $2,413,350 | $2,533,088 | $119,738 | 4.96 % | $11,021 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2009-02-13 | 2008-12-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 105,550 | Sold Some | -10,400 | -8.96 % | $1,622,304 | $2,299,935 | $677,631 | 41.76 % | $-66,768 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2008-11-06 | 2008-09-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 115,950 | No Change | 0 | 0 % | $1,667,361 | $2,526,551 | $859,190 | 51.52 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2008-08-14 | 2008-06-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 115,950 | Added More | 1,500 | 1.31 % | $2,601,918 | $2,526,551 | $-75,368 | -2.89 % | $-975 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2008-05-14 | 2008-03-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 114,450 | Added More | 500 | 0.43 % | $2,831,493 | $2,493,866 | $-337,628 | -11.92 % | $-1,475 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2008-02-14 | 2007-12-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 113,950 | Added More | 1,400 | 1.24 % | $2,226,583 | $2,482,971 | $256,388 | 11.51 % | $3,150 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2007-11-14 | 2007-09-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 112,550 | Added More | 2,000 | 1.80 % | $2,579,646 | $2,452,465 | $-127,182 | -4.93 % | $-2,260 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2007-08-10 | 2007-06-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 110,550 | Added More | 75,445 | 214.91 % | $2,782,544 | $2,408,885 | $-373,659 | -13.42 % | $-255,004 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2007-05-15 | 2007-03-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 35,105 | No Change | 0 | 0 % | $905,007 | $764,938 | $-140,069 | -15.47 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2007-02-14 | 2006-12-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 35,105 | No Change | 0 | 0 % | $837,254 | $764,938 | $-72,316 | -8.63 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2006-11-14 | 2006-09-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 35,105 | No Change | 0 | 0 % | $848,488 | $764,938 | $-83,550 | -9.84 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2006-08-14 | 2006-06-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 35,105 | Sold Some | -56,644 | -61.73 % | $751,949 | $764,938 | $12,989 | 1.72 % | $-20,958 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2006-05-15 | 2006-03-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 91,749 | Sold Some | -39,175 | -29.92 % | $2,268,953 | $1,999,211 | $-269,742 | -11.88 % | $115,175 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2006-02-14 | 2005-12-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 130,924 | Sold Some | -8,000 | -5.75 % | $3,684,201 | $2,852,834 | $-831,367 | -22.56 % | $50,800 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2005-11-10 | 2005-09-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 138,924 | No Change | 0 | 0 % | $4,195,505 | $3,027,154 | $-1,168,351 | -27.84 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2005-08-08 | 2005-06-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 138,924 | No Change | 0 | 0 % | $3,552,287 | $3,027,154 | $-525,133 | -14.78 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2005-05-05 | 2005-03-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 138,924 | Added More | 89,424 | 180.65 % | $2,839,607 | $3,027,154 | $187,547 | 6.60 % | $120,722 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2005-02-10 | 2004-12-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 49,500 | No Change | 0 | 0 % | $862,785 | $1,078,605 | $215,820 | 25.01 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Adtran Inc | ADTN | US | Telecommunication Equip | 49,500 | New Holding | 49,500 | 100 % | $1,169,190 | $1,078,605 | $-90,585 | -7.74 % | $-90,585 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2004-08-13 | 2004-06-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 0 | Sold All | -49,500 | -100 % | - | - | - | -5.95 % | $68,310 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2004-05-12 | 2004-03-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 49,500 | Sold Some | -300 | -0.60 % | $1,296,405 | $1,078,605 | $-217,800 | -16.80 % | $1,320 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2004-02-13 | 2003-12-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 49,800 | Added More | 22,400 | 81.75 % | $1,568,700 | $1,085,142 | $-483,558 | -30.82 % | $-217,504 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2003-11-14 | 2003-09-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 27,400 | Added More | 400 | 1.48 % | $1,787,850 | $597,046 | $-1,190,804 | -66.60 % | $-17,384 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2003-08-12 | 2003-06-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 27,000 | Sold Some | -3,700 | -12.05 % | $1,262,520 | $588,330 | $-674,190 | -53.40 % | $92,389 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2003-05-14 | 2003-03-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 30,700 | Sold Some | -62,100 | -66.91 % | $1,385,184 | $668,953 | $-716,231 | -51.70 % | $1,448,793 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2003-02-11 | 2002-12-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 92,800 | Sold Some | -6,000 | -6.07 % | $3,281,408 | $2,022,112 | $-1,259,296 | -38.37 % | $81,420 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2002-11-14 | 2002-09-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 98,800 | Sold Some | -2,200 | -2.17 % | $2,701,192 | $2,152,852 | $-548,340 | -20.29 % | $12,210 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2001-05-23 | 2001-03-31 | 13F-HR/A | Adtran Inc | ADTN | US | Telecommunication Equip | 101,000 | Added More | 77,700 | 333.47 % | $2,949,200 | $2,200,790 | $-748,410 | -25.37 % | $-575,757 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2000-05-12 | 2000-03-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 23,300 | Sold Some | -63,800 | -73.24 % | $1,502,850 | $507,707 | $-995,143 | -66.21 % | $2,724,898 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 2000-02-11 | 1999-12-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 87,100 | Added More | 39,000 | 81.08 % | $6,075,225 | $1,897,909 | $-4,177,316 | -68.75 % | $-1,870,440 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 1999-11-12 | 1999-09-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 48,100 | Added More | 3,300 | 7.36 % | $1,887,925 | $1,048,099 | $-839,826 | -44.48 % | $-57,618 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 1999-08-12 | 1999-06-30 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 44,800 | Added More | 500 | 1.12 % | $1,792,000 | $976,192 | $-815,808 | -45.52 % | $-9,105 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
| 1999-05-14 | 1999-03-31 | 13F-HR | Adtran Inc | ADTN | US | Telecommunication Equip | 44,300 | No Compare | - | - % | $1,129,650 | $965,297 | $-164,353 | -14.54 % | | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Adtran Inc |
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