Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMGEN INC | 35,522 | reported | 03 May 2019 | tx 55+95,705.98−63,136 |
| AT&T CORP | 6,053 | reported | 27 May 2004 | tx 3+7,557.534 |
| SCHWAB CHARLES CORP | 3,977 | reported | 26 May 2026 | tx 210+588,034.22−424,201 |
| UNOCAL CORP | 2,284 | reported | 01 May 2004 | tx 7+5,311.566 |
| SAFEWAY INC | 0 | reported | 30 Jan 2015 | tx 70+115,151.39−113,285.17 |
| 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 |
| 28 Apr 2026 | EXERCISE | SCHWAB CHARLES CORP | 7,866 | 28.96 USD | |
| 28 Apr 2026 | SALE | SCHWAB CHARLES CORP | 2,520 | 90.60 USD | |
| 28 Apr 2026 | EXERCISE | SCHWAB CHARLES CORP | 7,866 | 0.00 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 431 | — | deriv |
| 01 Oct 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 921 | — | deriv |
| 01 Oct 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 224 | — | deriv |
| 01 Jul 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 227 | — | deriv |
| 01 Jul 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 909 | — | 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 |
| 21 Apr 2025 | EXERCISE | SCHWAB CHARLES CORP | 8,548 | 31.21 USD | |
| 21 Apr 2025 | SALE | SCHWAB CHARLES CORP | 3,592 | 74.26 USD | |
| 21 Apr 2025 | EXERCISE | SCHWAB CHARLES CORP | 8,548 | 0.00 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 266 | — | deriv |
| 01 Apr 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,078 | — | deriv |
| 02 Jan 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,132 | — | deriv |
| 02 Jan 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 280 | — | deriv |
| 01 Oct 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 2,621 | — | deriv |
| 01 Jul 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 2,244 | — | 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 |
| 01 Apr 2024 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,858 | — | deriv |
| 01 Feb 2024 | SALE | SCHWAB CHARLES CORP | 7,587 | 62.25 USD |
3 purchases reported after at least 12 months of silence — most recent on 05 Feb 2015.