| 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 | Massey Energy Co | MEE | US | Coal | 164,614 | Added More | 27,653 | 20.19 % | $5,392,755 | $6,253,686 | $860,931 | 15.96 % | $144,625 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2009-08-03 | 2009-06-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 136,961 | Added More | 18,800 | 15.91 % | $3,858,191 | $5,203,148 | $1,344,957 | 34.85 % | $184,616 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2009-05-04 | 2009-03-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 118,161 | Sold Some | -34,328 | -22.51 % | $2,586,544 | $4,488,936 | $1,902,392 | 73.54 % | $-552,681 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2009-02-13 | 2008-12-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 152,489 | Sold Some | -347,847 | -69.52 % | $2,351,380 | $5,793,057 | $3,441,677 | 146.36 % | $-7,850,907 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2008-11-06 | 2008-09-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 500,336 | Sold Some | -94,493 | -15.88 % | $9,076,095 | $19,007,765 | $9,931,670 | 109.42 % | $-1,875,686 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2008-08-14 | 2008-06-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 594,829 | Sold Some | -84,167 | -12.39 % | $36,427,328 | $22,597,554 | $-13,829,774 | -37.96 % | $1,956,883 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2008-05-14 | 2008-03-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 678,996 | Added More | 534,042 | 368.42 % | $39,497,197 | $25,795,058 | $-13,702,139 | -34.69 % | $-10,776,968 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2008-02-14 | 2007-12-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 144,954 | Added More | 97,213 | 203.62 % | $6,048,930 | $5,506,802 | $-542,128 | -8.96 % | $-363,577 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2007-11-14 | 2007-09-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 47,741 | Added More | 2,400 | 5.29 % | $1,444,165 | $1,813,681 | $369,515 | 25.58 % | $18,576 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2007-08-10 | 2007-06-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 45,341 | Added More | 12,340 | 37.39 % | $868,734 | $1,722,505 | $853,771 | 98.27 % | $232,362 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2007-05-15 | 2007-03-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 33,001 | No Change | 0 | 0 % | $898,287 | $1,253,708 | $355,421 | 39.56 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2007-02-14 | 2006-12-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 33,001 | No Change | 0 | 0 % | $794,664 | $1,253,708 | $459,044 | 57.76 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2006-11-14 | 2006-09-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 33,001 | No Change | 0 | 0 % | $812,485 | $1,253,708 | $441,223 | 54.30 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2006-08-14 | 2006-06-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 33,001 | No Change | 0 | 0 % | $805,224 | $1,253,708 | $448,484 | 55.69 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2006-05-15 | 2006-03-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 33,001 | No Change | 0 | 0 % | $1,363,931 | $1,253,708 | $-110,223 | -8.08 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2006-02-14 | 2005-12-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 33,001 | No Change | 0 | 0 % | $1,209,157 | $1,253,708 | $44,551 | 3.68 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2005-11-10 | 2005-09-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 33,001 | Sold Some | -77,300 | -70.08 % | $1,284,069 | $1,253,708 | $-30,361 | -2.36 % | $71,116 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2005-08-08 | 2005-06-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 110,301 | Added More | 65,500 | 146.20 % | $5,007,665 | $4,190,335 | $-817,330 | -16.32 % | $-485,355 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2005-05-05 | 2005-03-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 44,801 | Sold Some | -2,499 | -5.28 % | $1,748,135 | $1,701,990 | $-46,145 | -2.63 % | $2,574 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2005-02-10 | 2004-12-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 47,300 | Sold Some | -700 | -1.45 % | $1,854,633 | $1,796,927 | $-57,706 | -3.11 % | $854 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Massey Energy Co | MEE | US | Coal | 48,000 | New Holding | 48,000 | 100 % | $1,521,600 | $1,823,520 | $301,920 | 19.84 % | $301,920 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2004-08-13 | 2004-06-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 0 | Sold All | -58,900 | -100 % | - | - | - | 47.47 % | $-720,347 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2004-05-12 | 2004-03-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 58,900 | Sold Some | -131,000 | -68.98 % | $1,285,787 | $2,237,611 | $951,824 | 74.02 % | $-2,116,960 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2004-02-13 | 2003-12-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 189,900 | Added More | 1,700 | 0.90 % | $3,879,657 | $7,214,301 | $3,334,644 | 85.95 % | $29,852 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2003-11-14 | 2003-09-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 188,200 | Sold Some | -21,300 | -10.16 % | $2,600,924 | $7,149,718 | $4,548,794 | 174.89 % | $-514,821 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2003-08-12 | 2003-06-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 209,500 | Added More | 7,600 | 3.76 % | $2,530,760 | $7,958,905 | $5,428,145 | 214.48 % | $196,916 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2003-05-14 | 2003-03-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 201,900 | Added More | 141,700 | 235.38 % | $2,578,263 | $7,670,181 | $5,091,918 | 197.49 % | $3,573,674 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2003-02-11 | 2002-12-31 | 13F-HR | Massey Energy Co | MEE | US | Coal | 60,200 | Sold Some | -1,000 | -1.63 % | $479,192 | $2,286,998 | $1,807,806 | 377.26 % | $-30,030 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2002-11-14 | 2002-09-30 | 13F-HR | Massey Energy Co | MEE | US | Coal | 61,200 | Sold Some | -151,200 | -71.18 % | $502,452 | $2,324,988 | $1,822,536 | 362.72 % | $-4,502,736 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
| 2001-05-23 | 2001-03-31 | 13F-HR/A | Massey Energy Co | MEE | US | Coal | 212,400 | New Holding | 212,400 | 100 % | $5,826,132 | $8,069,076 | $2,242,944 | 38.49 % | $2,242,944 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Massey Energy Co |
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