Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 buys in history.
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 | 54,174,341 | reported | 22 May 2026 | tx 239+2,259,262−25,538,825 |
| Local Bounti Corporation/DE | 0 | reported | 13 Mar 2026 | tx 18+43,314,311−10,439,138 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 May 2026 | GIFT | SCHWAB CHARLES CORP | 210,000 | 0.00 USD | |
| 19 May 2026 | SALE | SCHWAB CHARLES CORP | 27,500 | 92.22 USD | |
| 15 May 2026 | GIFT | SCHWAB CHARLES CORP | 5,300 | 0.00 USD | |
| 18 May 2026 | SALE | SCHWAB CHARLES CORP | 27,500 | 92.40 USD | |
| 04 May 2026 | SALE | SCHWAB CHARLES CORP | 109,300 | 91.50 USD | |
| 06 May 2026 | SALE | SCHWAB CHARLES CORP | 109,300 | 92.01 USD | |
| 23 Apr 2026 | SALE | SCHWAB CHARLES CORP | 36,450 | 90.50 USD | |
| 27 Apr 2026 | SALE | SCHWAB CHARLES CORP | 36,450 | 90.00 USD | |
| 13 Mar 2026 | PURCHASE | Local Bounti Corporation/DE | — | — | deriv |
| 13 Mar 2026 | PURCHASE | Local Bounti Corporation/DE | 5,500,000 | — | deriv |
| 01 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 38,838 | 0.00 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 15,283 | 95.31 USD | |
| 02 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 72,489 | 0.00 USD | deriv |
| 10 Feb 2026 | SALE | SCHWAB CHARLES CORP | 32,413 | 105.58 USD | |
| 09 Feb 2026 | GIFT | SCHWAB CHARLES CORP | 60,000 | 0.00 USD | |
| 09 Feb 2026 | SALE | SCHWAB CHARLES CORP | 126,200 | 106.55 USD | |
| 03 Feb 2026 | SALE | SCHWAB CHARLES CORP | 96,625 | 103.74 USD | |
| 04 Feb 2026 | SALE | SCHWAB CHARLES CORP | 67,975 | 103.81 USD | |
| 29 Jan 2026 | SALE | SCHWAB CHARLES CORP | 145,650 | 103.16 USD | |
| 26 Jan 2026 | EXERCISE | SCHWAB CHARLES CORP | 134,895 | 26.39 USD | |
| 28 Jan 2026 | SALE | SCHWAB CHARLES CORP | 26,475 | 103.22 USD | |
| 28 Jan 2026 | SALE | SCHWAB CHARLES CORP | 44,962 | 103.20 USD | |
| 26 Jan 2026 | SALE | SCHWAB CHARLES CORP | 134,895 | 103.09 USD | |
| 28 Jan 2026 | EXERCISE | SCHWAB CHARLES CORP | 44,962 | 26.39 USD | |
| 28 Jan 2026 | EXERCISE | SCHWAB CHARLES CORP | 44,962 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 31 Mar 2025.