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 | 4,496 | reported | 28 May 2024 | tx 19+50,499−1,078 |
| TD AMERITRADE HOLDING CORP | 0 | reported | 06 Oct 2020 | tx 22+20,147−20,160 |
| Domtar CORP | 0 | reported | 30 Nov 2021 | tx 226+103,402.53−96,937.68 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 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 May 2024 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 197 | 78.71 USD | |
| 17 May 2024 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 241 | 77.92 USD | |
| 19 May 2024 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 162 | 78.50 USD | |
| 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 |
| 19 May 2023 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 162 | 51.67 USD | |
| 17 May 2023 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 121 | 51.12 USD | |
| 24 Oct 2022 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 37 | 70.41 USD | |
| 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 2022 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 121 | 65.31 USD | |
| 30 Nov 2021 | OTHER | Domtar CORP | 2,558.21 | 55.50 USD | deriv |
| 30 Nov 2021 | OTHER | Domtar CORP | 44,870.13 | 55.50 USD | deriv |
| 22 Oct 2021 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 37 | 83.00 USD | |
| 30 Sept 2021 | OTHER | Domtar CORP | 1,023.03 | 54.54 USD | |
| 30 Sept 2021 | EXERCISE | Domtar CORP | 1,023.03 | — | |
| 30 Sept 2021 | EXERCISE | Domtar CORP | 1,023.03 | 54.54 USD | deriv |
| 30 Sept 2021 | GRANT_AWARD | Domtar CORP | 492.76 | 0.00 USD | deriv |
| 30 Jun 2021 | OTHER | Domtar CORP | 1,273.09 | 54.96 USD | |
| 30 Jun 2021 | EXERCISE | Domtar CORP | 1,273.09 | — | |
| 30 Jun 2021 | EXERCISE | Domtar CORP | 1,273.09 | 54.96 USD | deriv |
| 30 Jun 2021 | GRANT_AWARD | Domtar CORP | 488.99 | 0.00 USD | deriv |
| 17 May 2021 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,529 | 0.00 USD |