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 | 168,191 | reported | 21 Apr 2020 | tx 181+530,063−295,065 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Apr 2020 | SALE | SCHWAB CHARLES CORP | 11,082 | 35.61 USD | |
| 21 Apr 2020 | EXERCISE | SCHWAB CHARLES CORP | 11,082 | 17.38 USD | |
| 21 Apr 2020 | EXERCISE | SCHWAB CHARLES CORP | 11,082 | 0.00 USD | deriv |
| 01 Apr 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 2,770 | — | deriv |
| 13 Feb 2020 | EXERCISE | SCHWAB CHARLES CORP | 5,364 | 18.62 USD | |
| 13 Feb 2020 | SALE | SCHWAB CHARLES CORP | 5,364 | 47.29 USD | |
| 13 Feb 2020 | EXERCISE | SCHWAB CHARLES CORP | 5,364 | 0.00 USD | deriv |
| 02 Jan 2020 | GRANT_AWARD | SCHWAB CHARLES CORP | 2,861 | — | deriv |
| 02 Jan 2020 | EXERCISE | SCHWAB CHARLES CORP | 4,800 | 19.78 USD | |
| 02 Jan 2020 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 1,979 | 47.97 USD | |
| 02 Jan 2020 | EXERCISE | SCHWAB CHARLES CORP | 4,800 | 0.00 USD | deriv |
| 01 Oct 2019 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,464 | — | deriv |
| 21 Aug 2019 | SALE | SCHWAB CHARLES CORP | 5,093 | 37.56 USD | |
| 21 Aug 2019 | EXERCISE | SCHWAB CHARLES CORP | 5,093 | 18.54 USD | |
| 21 Aug 2019 | EXERCISE | SCHWAB CHARLES CORP | 5,093 | 0.00 USD | deriv |
| 01 Jul 2019 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,435 | — | deriv |
| 04 Jun 2019 | EXERCISE | SCHWAB CHARLES CORP | 5,299 | 17.23 USD | |
| 04 Jun 2019 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 2,116 | 43.15 USD | |
| 04 Jun 2019 | EXERCISE | SCHWAB CHARLES CORP | 5,299 | 0.00 USD | deriv |
| 17 May 2019 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,567 | 0.00 USD | |
| 17 May 2019 | GRANT_AWARD | SCHWAB CHARLES CORP | 8,584 | 0.00 USD | deriv |
| 16 May 2019 | SALE | SCHWAB CHARLES CORP | 4,356 | 43.85 USD | |
| 16 May 2019 | EXERCISE | SCHWAB CHARLES CORP | 4,356 | 18.00 USD | |
| 16 May 2019 | EXERCISE | SCHWAB CHARLES CORP | 4,356 | 0.00 USD | deriv |
| 16 Apr 2019 | SALE | SCHWAB CHARLES CORP | 4,000 | 45.59 USD |