Every SEC Form 3/4/5 on record for this filer (CIK 1889263) — 1 issuer, 28 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 | President & CEO · Director | 2021-10-27 → 2026-05-28 | 24 | −$6M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SCHW | 2026-05-28 | Buy | 21,959 | $84.23 | $2M | 218,409 |
| SCHW | 2025-07-29 | Sell | 20,500 | $99.16 | $2M | 157,189 |
| SCHW | 2025-05-09 | Sell | 15,345 | $84.08 | $1M | 177,689 |
| SCHW | 2024-07-17 | Buy | 10,000 | $62.05 | $620,500 | 144,228 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.