Every SEC Form 3/4/5 on record for this filer (CIK 1739929) — 1 issuer, 22 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | Director | 2018-05-16 → 2026-05-28 | 52 | −$589,074 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SCHW | 2025-05-21 | Sell | 5,556 | $87.65 | $486,983 | 16,594 |
| SCHW | 2024-11-13 | Sell | 2,998 | $78.65 | $235,793 | 13,498 |
| SCHW | 2023-08-17 | Buy | 833 | $60.55 | $50,438 | 3,386 |
| SCHW | 2023-02-16 | Sell | 5,176 | $80.88 | $418,635 | 12,073 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.