Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SCHWAB CHARLES CORP | 8,262 | reported | 26 May 2026 | tx 122+343,986−125,178 |
| 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 |
| 24 Mar 2026 | EXERCISE | SCHWAB CHARLES CORP | 7,866 | 28.96 USD | |
| 24 Mar 2026 | EXERCISE | SCHWAB CHARLES CORP | 1,899 | 28.38 USD | |
| 24 Mar 2026 | EXERCISE | SCHWAB CHARLES CORP | 1,899 | 1899.00 USD | deriv |
| 24 Mar 2026 | EXERCISE | SCHWAB CHARLES CORP | 7,866 | 7866.00 USD | deriv |
| 26 Feb 2026 | SALE | SCHWAB CHARLES CORP | 10,725 | 96.57 USD | |
| 02 Jan 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 357 | — | deriv |
| 16 Dec 2025 | EXERCISE | SCHWAB CHARLES CORP | 1,922 | 31.98 USD | |
| 16 Dec 2025 | EXERCISE | SCHWAB CHARLES CORP | 1,922 | 0.00 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 366 | — | deriv |
| 23 Sept 2025 | EXERCISE | SCHWAB CHARLES CORP | 2,105 | 28.55 USD | |
| 23 Sept 2025 | EXERCISE | SCHWAB CHARLES CORP | 2,105 | 0.00 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 371 | — | deriv |
| 24 Jun 2025 | EXERCISE | SCHWAB CHARLES CORP | 1,853 | 33.12 USD | |
| 24 Jun 2025 | EXERCISE | SCHWAB CHARLES CORP | 1,853 | 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 |
| 01 Apr 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 435 | — | deriv |
| 02 Jan 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 458 | — | deriv |
| 18 Dec 2024 | EXERCISE | SCHWAB CHARLES CORP | 8,548 | 31.21 USD | |
| 18 Dec 2024 | EXERCISE | SCHWAB CHARLES CORP | 1,997 | 30.22 USD | |
| 18 Dec 2024 | EXERCISE | SCHWAB CHARLES CORP | 2,005 | 29.93 USD | |
| 18 Dec 2024 | EXERCISE | SCHWAB CHARLES CORP | 8,548 | 0.00 USD | deriv |
| 18 Dec 2024 | EXERCISE | SCHWAB CHARLES CORP | 1,997 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 14 Mar 2023.