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 | 3,646 | reported | 27 May 2025 | tx 13+40,027 |
| Tableau Software Inc | 0 | reported | 01 Aug 2019 | tx 4+6,698−6,698 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 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 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 |
| 17 Mar 2023 | PURCHASE | SCHWAB CHARLES CORP | 3,700 | 54.16 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 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 |
| 22 Oct 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,172 | 0.00 USD | |
| 22 Oct 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,106 | 0.00 USD | deriv |
| 01 Aug 2019 | TENDER | Tableau Software Inc | 1,452 | — | |
| 01 Aug 2019 | OTHER | Tableau Software Inc | 5,246 | 0.00 USD | deriv |
| 21 May 2019 | GRANT_AWARD | Tableau Software Inc | 2,051 | 0.00 USD | |
| 15 Feb 2018 | GRANT_AWARD | Tableau Software Inc | 4,647 | 0.00 USD |