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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 21-Jun-24 6:31 PM View:  | Okta, Inc. (OKTA) | 19-Jun-24 | Option Exercise | 2,818 | -- | -- | 27% 10.37K to 13.19K | |
| 23-Jun-23 7:49 PM View: | Okta, Inc. (OKTA) | 21-Jun-23 | Option Exercise | 2,378 | -- | -- | 30% 7.99K to 10.37K | |
| 21-Jun-22 5:22 PM View: | Okta, Inc. (OKTA) | 17-Jun-22 | Option Exercise | 862 | -- | -- | 12% 7.13K to 7.99K | |
| 25-Jan-22 5:01 PM View: | Okta, Inc. (OKTA) | 22-Jan-22 | Option Exercise | 1,511 | -- | -- | 27% 5.62K to 7.13K | |
| 21-Jun-21 5:13 PM View: | Okta, Inc. (OKTA) | 16-Jun-21 | Option Exercise | 1,064 | -- | -- | 23% 4.56K to 5.62K | |
| 26-Jan-21 5:02 PM View: | Okta, Inc. (OKTA) | 22-Jan-21 | Option Exercise | 1,511 | -- | -- | 50% 3.05K to 4.56K | |
| 05-Oct-20 5:30 PM View: | E*TRADE Financial Corporation (ETFC) | 02-Oct-20 | Disposition | 34,787 | -- | -- | (100%) 34.79K to 0 | |
| 15-Jun-20 5:21 PM View: | Okta, Inc. (OKTA) | 13-Jun-20 | Option Exercise | 1,535 | -- | -- | 102% 1.51K to 3.05K | |
| 12-May-20 6:43 PM View: | E*TRADE Financial Corporation (ETFC) | 08-May-20 | Grant | 3,186 | -- | -- | 10% 31.6K to 34.79K | |
| 24-Jan-20 5:03 PM View: | Okta, Inc. (OKTA) | 22-Jan-20 | Option Exercise | 1,511 | -- | -- | 100% 0 to 1.51K | |
| 14-May-19 5:20 PM View: | E*TRADE Financial Corporation (ETFC) | 10-May-19 | Grant | 2,630 | -- | -- | 9% 28.97K to 31.6K | |
| 15-May-18 5:11 PM View: | E*TRADE Financial Corporation (ETFC) | 11-May-18 | Grant | 2,010 | -- | -- | 7% 26.96K to 28.97K | |
| 16-May-17 5:38 PM View: | E*TRADE Financial Corporation (ETFC) | 12-May-17 | Grant | 3,777 | -- | -- | 16% 23.18K to 26.96K | |
| 17-May-16 5:19 PM View: | E*TRADE Financial Corporation (ETFC) | 13-May-16 | Grant | 3,954 | -- | -- | 21% 19.23K to 23.18K | |
| 12-May-15 5:06 PM View: | E*TRADE Financial Corporation (ETFC) | 08-May-15 | Grant | 3,448 | -- | -- | 22% 15.78K to 19.23K | |
| 09-May-14 5:05 PM View: | E*TRADE Financial Corporation (ETFC) | 07-May-14 | Grant | 4,687 | -- | -- | 42% 11.1K to 15.78K | |
| 13-May-13 5:01 PM View: | E*TRADE Financial Corporation (ETFC) | 09-May-13 | Grant | 4,575 | -- | -- | 70% 6.52K to 11.1K | |
| 14-May-12 4:59 PM View: | E*TRADE Financial Corporation (ETFC) | 10-May-12 | Grant | 5,154 | -- | -- | 377% 1.37K to 6.52K | |
| 14-Feb-12 5:03 PM View: | E*TRADE Financial Corporation (ETFC) | 10-Feb-12 | Grant | 1,366 | -- | -- | 100% 0 to 1.37K | |
| 04-Nov-10 2:24 PM View: | Schwab Charles Corp (SCHW) | 02-Nov-10 | Grant | 2,063 | -- | -- | 3% 73.83K to 75.89K | |
| 25-Nov-09 12:32 PM View: | Schwab Charles Corp (SCHW) | 24-Nov-09 | Option Exercise | 35,289 | $9.04 | $319,088.00 | 54% 65.96K to 101.25K | |
| 25-Nov-09 12:32 PM View: | Schwab Charles Corp (SCHW) | 24-Nov-09 | Market Option Sale | 27,422 | $18.14 | $497,515.00 | (27%) 101.25K to 73.83K | (351%) |
| 23-Nov-09 12:52 PM View: | Schwab Charles Corp (SCHW) | 19-Nov-09 | Payment of Exercise | 2,278 | $18.40 | $41,903.80 | (3%) 68.24K to 65.96K | (344%) |
| 24-Nov-08 4:51 PM View: | Schwab Charles Corp (SCHW) | 17-Nov-08 | Payment of Exercise | 2,233 | $19.19 | $42,858.60 | (3%) 74.48K to 72.25K | 7% |
| 05-Nov-08 1:03 PM View: | Schwab Charles Corp (SCHW) | 03-Nov-08 | Grant | 8,347 | $19.17 | $160,012.00 | 13% 66.13K to 74.48K | 343% |
| 05-Nov-08 1:03 PM View: | Schwab Charles Corp (SCHW) | 01-Nov-08 | Payment of Exercise | 879 | $19.19 | $16,870.90 | (1%) 67.01K to 66.13K | (342%) |
| 22-Aug-08 11:54 AM View: | Schwab Charles Corp (SCHW) | 20-Aug-08 | Option Exercise | 30,000 | $8.76 | $262,848.00 | 45% 67.01K to 97.01K | 168% |
| 22-Aug-08 11:54 AM View: | Schwab Charles Corp (SCHW) | 20-Aug-08 | Market Option Sale | 30,000 | $22.76 | $682,806.00 | (31%) 97.01K to 67.01K | (273%) |
| 22-Apr-08 4:51 PM View: | Schwab Charles Corp (SCHW) | 20-Apr-08 | Payment of Exercise | 6,700 | $21.29 | $142,618.00 | (9%) 73.71K to 67.01K | (301%) |
| 05-Nov-07 6:10 PM View: | Schwab Charles Corp (SCHW) | 02-Nov-07 | Option Exercise | 23,600 | $10.51 | $248,036.00 | 48% 49.51K to 73.11K | |
| 05-Nov-07 6:10 PM View: | Schwab Charles Corp (SCHW) | 01-Nov-07 | Grant | 7,691 | -- | -- | 17% 44.16K to 51.85K | |
| 05-Nov-07 6:10 PM View: | Schwab Charles Corp (SCHW) | 01-Nov-07 | Payment of Exercise | 1,744 | $22.81 | $39,779.90 | (3%) 51.85K to 50.11K | (276%) |
| 23-Apr-07 6:03 PM View: | Schwab Charles Corp (SCHW) | 20-Apr-07 | Payment of Exercise | 5,362 | $19.46 | $104,365.00 | (11%) 49.53K to 44.16K | (364%) |
| 01-Nov-06 5:40 PM View: | Schwab Charles Corp (SCHW) | 30-Oct-06 | Grant | 19,526 | -- | -- | 65% 30.0K to 49.53K |