| 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 | Southern Union Co | SUG | US | Gas-Distribution | 77,716 | Added More | 10,100 | 14.93 % | $1,503,805 | $1,533,337 | $29,532 | 1.96 % | $3,838 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2009-08-03 | 2009-06-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 67,616 | Added More | 3,000 | 4.64 % | $1,346,235 | $1,334,064 | $-12,171 | -0.90 % | $-540 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2009-05-04 | 2009-03-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 64,616 | Sold Some | -10,470 | -13.94 % | $1,054,533 | $1,274,874 | $220,341 | 20.89 % | $-35,703 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2009-02-13 | 2008-12-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 75,086 | Added More | 10,000 | 15.36 % | $1,035,436 | $1,481,447 | $446,011 | 43.07 % | $59,400 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2008-11-06 | 2008-09-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 65,086 | No Change | 0 | 0 % | $1,011,436 | $1,284,147 | $272,710 | 26.96 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2008-08-14 | 2008-06-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 65,086 | No Change | 0 | 0 % | $1,690,934 | $1,284,147 | $-406,788 | -24.05 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2008-05-14 | 2008-03-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 65,086 | No Change | 0 | 0 % | $1,718,270 | $1,284,147 | $-434,124 | -25.26 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2008-02-14 | 2007-12-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 65,086 | Added More | 3,800 | 6.20 % | $1,819,805 | $1,284,147 | $-535,658 | -29.43 % | $-31,274 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2007-11-14 | 2007-09-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 61,286 | Added More | 3,500 | 6.05 % | $1,891,899 | $1,209,173 | $-682,726 | -36.08 % | $-38,990 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2007-08-10 | 2007-06-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 57,786 | Added More | 10,850 | 23.11 % | $1,654,413 | $1,140,118 | $-514,295 | -31.08 % | $-96,565 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2007-05-15 | 2007-03-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 46,936 | No Change | 0 | 0 % | $1,532,930 | $926,047 | $-606,882 | -39.58 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2007-02-14 | 2006-12-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 46,936 | No Change | 0 | 0 % | $1,379,918 | $926,047 | $-453,871 | -32.89 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2006-11-14 | 2006-09-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 46,936 | No Change | 0 | 0 % | $1,297,780 | $926,047 | $-371,733 | -28.64 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2006-08-14 | 2006-06-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 46,936 | No Change | 0 | 0 % | $1,260,232 | $926,047 | $-334,184 | -26.51 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2006-05-15 | 2006-03-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 46,936 | Sold Some | -9,458 | -16.77 % | $1,141,014 | $926,047 | $-214,967 | -18.83 % | $43,318 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2006-02-14 | 2005-12-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 56,394 | Sold Some | -2,914 | -4.91 % | $1,350,072 | $1,112,654 | $-237,419 | -17.58 % | $12,268 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2005-11-10 | 2005-09-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 59,308 | Sold Some | -5,476 | -8.45 % | $1,364,084 | $1,170,147 | $-193,937 | -14.21 % | $17,907 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2005-08-08 | 2005-06-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 64,784 | Sold Some | -10,400 | -13.83 % | $1,618,952 | $1,278,188 | $-340,764 | -21.04 % | $54,704 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2005-05-05 | 2005-03-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 75,184 | Added More | 55,224 | 276.67 % | $1,840,504 | $1,483,380 | $-357,124 | -19.40 % | $-262,314 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2005-02-10 | 2004-12-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 19,960 | Sold Some | -700 | -3.38 % | $494,609 | $393,811 | $-100,798 | -20.37 % | $3,535 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Southern Union Co | SUG | US | Gas-Distribution | 20,660 | New Holding | 20,660 | 100 % | $480,345 | $407,622 | $-72,723 | -15.13 % | $-72,723 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2004-08-13 | 2004-06-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 0 | Sold All | -16,439 | -100 % | - | - | - | 2.38 % | $-7,562 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2004-05-12 | 2004-03-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 16,439 | Sold Some | -158,473 | -90.60 % | $326,150 | $324,341 | $-1,808 | -0.55 % | $17,432 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2004-02-13 | 2003-12-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 174,912 | Sold Some | -100 | -0.05 % | $3,328,575 | $3,451,014 | $122,438 | 3.67 % | $-70 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2003-11-14 | 2003-09-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 175,012 | Added More | 6,028 | 3.56 % | $3,181,718 | $3,452,987 | $271,269 | 8.52 % | $9,343 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2003-08-12 | 2003-06-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 168,984 | Added More | 18,600 | 12.36 % | $2,619,252 | $3,334,054 | $714,802 | 27.29 % | $78,678 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2003-05-14 | 2003-03-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 150,384 | Sold Some | -2,900 | -1.89 % | $1,948,977 | $2,967,076 | $1,018,100 | 52.23 % | $-19,633 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2003-02-11 | 2002-12-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 153,284 | Sold Some | -5,800 | -3.64 % | $2,107,655 | $3,024,293 | $916,638 | 43.49 % | $-34,684 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2002-11-14 | 2002-09-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 159,084 | Added More | 116,904 | 277.15 % | $2,060,138 | $3,138,727 | $1,078,590 | 52.35 % | $792,609 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2001-05-23 | 2001-03-31 | 13F-HR/A | Southern Union Co | SUG | US | Gas-Distribution | 42,180 | Sold Some | -59,252 | -58.41 % | $837,273 | $832,211 | $-5,062 | -0.60 % | $7,110 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2000-05-12 | 2000-03-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 101,432 | Added More | 11,600 | 12.91 % | $1,660,442 | $2,001,253 | $340,812 | 20.52 % | $38,976 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 2000-02-11 | 1999-12-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 89,832 | Added More | 53,557 | 147.64 % | $1,403,176 | $1,772,385 | $369,210 | 26.31 % | $220,119 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 1999-11-12 | 1999-09-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 36,275 | Added More | 1,727 | 4.99 % | $725,500 | $715,706 | $-9,794 | -1.35 % | $-466 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 1999-08-12 | 1999-06-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 34,548 | Added More | 500 | 1.46 % | $682,323 | $681,632 | $-691 | -0.10 % | $-10 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
| 1999-05-14 | 1999-03-31 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 34,048 | No Compare | - | - % | $732,032 | $671,767 | $-60,265 | -8.23 % | | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co |
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