Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Artisan Partners Asset Management Inc. | 5,752 | reported | 29 Jan 2026 | tx 1+5,752 |
| SCHWAB CHARLES CORP | 0 | reported | 24 Apr 2024 | tx 77+650,913−278,611 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 Jan 2026 | GRANT_AWARD | Artisan Partners Asset Management Inc. | 5,752 | 0.00 USD | |
| 24 Apr 2024 | EXERCISE | SCHWAB CHARLES CORP | 5,481 | 28.44 USD | |
| 24 Apr 2024 | SALE | SCHWAB CHARLES CORP | 5,481 | 75.51 USD | |
| 24 Apr 2024 | EXERCISE | SCHWAB CHARLES CORP | 5,481 | 0.00 USD | deriv |
| 18 Apr 2024 | SALE | SCHWAB CHARLES CORP | 5,482 | 73.46 USD | |
| 16 Apr 2024 | SALE | SCHWAB CHARLES CORP | 6,114 | 71.02 USD | |
| 18 Apr 2024 | EXERCISE | SCHWAB CHARLES CORP | 5,482 | 28.44 USD | |
| 18 Apr 2024 | EXERCISE | SCHWAB CHARLES CORP | 5,482 | 0.00 USD | deriv |
| 01 Mar 2024 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 37,430 | 66.36 USD | |
| 01 Mar 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 80,000 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 67,051 | 0.00 USD | deriv |
| 28 Feb 2024 | SALE | SCHWAB CHARLES CORP | 5,500 | 65.71 USD | |
| 15 Feb 2024 | SALE | SCHWAB CHARLES CORP | 8,000 | 64.76 USD | |
| 22 Jan 2024 | SALE | SCHWAB CHARLES CORP | 4,000 | 64.49 USD | |
| 30 Nov 2023 | SALE | SCHWAB CHARLES CORP | 4,000 | 60.56 USD | |
| 30 Nov 2023 | EXERCISE | SCHWAB CHARLES CORP | 4,000 | 28.44 USD | |
| 30 Nov 2023 | EXERCISE | SCHWAB CHARLES CORP | 4,000 | 0.00 USD | deriv |
| 03 Nov 2023 | SALE | SCHWAB CHARLES CORP | 3,114 | 56.19 USD | |
| 18 Sept 2023 | SALE | SCHWAB CHARLES CORP | 3,792 | 57.31 USD | |
| 18 Sept 2023 | EXERCISE | SCHWAB CHARLES CORP | 3,792 | 23.12 USD | |
| 18 Sept 2023 | EXERCISE | SCHWAB CHARLES CORP | 3,792 | 0.00 USD | deriv |
| 14 Mar 2023 | PURCHASE | SCHWAB CHARLES CORP | 5,000 | 57.96 USD | |
| 02 Mar 2023 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 19,360 | 76.46 USD | |
| 02 Mar 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 42,974 | 0.00 USD | |
| 01 Mar 2023 | GRANT_AWARD | SCHWAB CHARLES CORP | 58,368 | 0.00 USD | deriv |