Every SEC Form 3/4/5 on record for this filer (CIK 2031313) — 1 issuer, 38 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 | MD, Chief Banking Officer | 2024-08-02 → 2026-04-16 | 20 | −$10M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SCHW | 2026-04-15 | Sell | 7,941 | $100.00 | $794,100 | 29,866 |
| SCHW | 2026-04-14 | Sell | 7,942 | $98.00 | $778,316 | 29,866 |
| SCHW | 2026-03-03 | Sell | 3,626 | $94.41 | $342,331 | 32,366 |
| SCHW | 2026-03-03 | Sell | 2,500 | $94.89 | $237,225 | 29,866 |
| SCHW | 2026-03-02 | Sell | 7,942 | $94.23 | $748,375 | 43,934 |
| SCHW | 2026-03-02 | Sell | 7,942 | $96.00 | $762,432 | 35,992 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.