Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NAVIENT CORP | 36,220 | reported | 05 Feb 2018 | tx 5+35,956 |
| SCHWAB CHARLES CORP | 3,977 | reported | 26 May 2026 | tx 35+146,646−47,103 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,602 | 0.00 USD | |
| 26 May 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,977 | 0.00 USD | deriv |
| 27 May 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,462 | 0.00 USD | |
| 27 May 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,646 | 0.00 USD | deriv |
| 28 May 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,809 | 0.00 USD | |
| 28 May 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 4,496 | 0.00 USD | deriv |
| 22 Mar 2024 | EXERCISE | SCHWAB CHARLES CORP | 7,835 | 31.21 USD | |
| 22 Mar 2024 | SALE | SCHWAB CHARLES CORP | 15,701 | 72.64 USD | |
| 22 Mar 2024 | EXERCISE | SCHWAB CHARLES CORP | 7,866 | 28.96 USD | |
| 22 Mar 2024 | EXERCISE | SCHWAB CHARLES CORP | 7,866 | 0.00 USD | deriv |
| 22 Mar 2024 | EXERCISE | SCHWAB CHARLES CORP | 7,835 | 0.00 USD | deriv |
| 22 May 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 2,496 | 0.00 USD | |
| 22 May 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 5,464 | 0.00 USD | deriv |
| 14 Mar 2023 | PURCHASE | SCHWAB CHARLES CORP | 5,000 | 59.31 USD | first after silence |
| 19 May 2022 | GRANT_AWARD | SCHWAB CHARLES CORP | 2,054 | 0.00 USD | |
| 19 May 2022 | GRANT_AWARD | SCHWAB CHARLES CORP | 4,703 | 0.00 USD | deriv |
| 17 May 2021 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,529 | 0.00 USD | |
| 17 May 2021 | GRANT_AWARD | SCHWAB CHARLES CORP | 4,390 | 0.00 USD | deriv |
| 14 May 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,396 | 0.00 USD | |
| 14 May 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 6,655 | 0.00 USD | deriv |
| 17 May 2019 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,567 | 0.00 USD | |
| 17 May 2019 | GRANT_AWARD | SCHWAB CHARLES CORP | 8,584 | 0.00 USD | deriv |
| 17 May 2018 | GRANT_AWARD | SCHWAB CHARLES CORP | 2,617 | 0.00 USD | |
| 17 May 2018 | GRANT_AWARD | SCHWAB CHARLES CORP | 5,139 | 0.00 USD | deriv |
| 05 Feb 2018 | GRANT_AWARD | NAVIENT CORP | 9,537 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 14 Mar 2023.