Every SEC Form 3/4/5 on record for this filer (CIK 1171694) — 2 issuers, 44 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SCHW | 2026-04-28 | Sell | 2,520 | $90.60 | $228,312 | 177,508 |
| SCHW | 2025-04-21 | Sell | 3,592 | $74.26 | $266,742 | 172,162 |
| SCHW | 2024-02-01 | Sell | 7,587 | $62.25 | $472,291 | 167,206 |
2 of 2 issuers are covered and open a security page; the rest are on file here only.