Every SEC Form 3/4/5 on record for this filer (CIK 1950787) — 1 issuer, 87 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 | 2022-11-01 → 2026-05-28 | 41 | −$48M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SCHW | 2026-05-05 | Sell | 9,910 | $92.29 | $914,594 | 1,396,459 |
| SCHW | 2026-01-22 | Sell | 9,525 | $105.19 | $1M | 1,405,984 |
| SCHW | 2026-01-22 | Sell | 9,525 | $105.18 | $1M | 1,396,459 |
| SCHW | 2026-01-22 | Sell | 4,765 | $105.02 | $500,420 | 436,149 |
| SCHW | 2026-01-22 | Sell | 19,050 | $105.25 | $2M | 1,415,509 |
| SCHW | 2025-10-02 | Sell | 14,400 | $92.55 | $1M | 1,434,857 |
| SCHW | 2025-10-02 | Sell | 9,600 | $92.55 | $888,480 | 440,914 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.