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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-May-24 8:58 PM View:  | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | < 1% 536.58K to 538.38K | |
| 24-May-23 8:05 PM View: | Schwab Charles Corp (SCHW) | 22-May-23 | Grant | 2,496 | -- | -- | < 1% 534.08K to 536.58K | |
| 14-Mar-23 7:07 PM View: | Schwab Charles Corp (SCHW) | 14-Mar-23 | Private Purchase | 10,000 | $56.79 | $567,862.00 | 2% 524.08K to 534.08K | |
| 23-May-22 6:10 PM View: | Schwab Charles Corp (SCHW) | 19-May-22 | Grant | 2,054 | -- | -- | < 1% 522.02K to 524.08K | |
| 20-Oct-21 6:32 PM View: | Schwab Charles Corp (SCHW) | 19-Oct-21 | Gift | 12,909 | -- | -- | 3% 509.12K to 522.02K | |
| 19-May-21 5:47 PM View: | Schwab Charles Corp (SCHW) | 17-May-21 | Grant | 1,529 | -- | -- | < 1% 507.59K to 509.12K | |
| 26-Oct-20 5:33 PM View: | Schwab Charles Corp (SCHW) | 22-Oct-20 | Grant | 469 | -- | -- | < 1% 506.99K to 507.46K | |
| 08-Oct-20 6:43 PM View: | Schwab Charles Corp (SCHW) | 06-Oct-20 | Grant | 203,801 | -- | -- | 100% 0 to 203.8K | |
| 08-Oct-20 6:43 PM View: | Schwab Charles Corp (SCHW) | 06-Oct-20 | Grant | 303,187 | -- | -- | 149% 203.8K to 506.99K | |
| 07-Oct-20 6:01 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 06-Oct-20 | Disposition | 188,057 | -- | -- | (40%) 467.83K to 279.77K | |
| 07-Oct-20 6:01 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 06-Oct-20 | Disposition | 279,773 | -- | -- | (100%) 279.77K to 0 | |
| 25-Aug-20 6:08 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 21-Aug-20 | Grant | 24 | -- | -- | < 1% 467.81K to 467.83K | |
| 22-May-20 6:18 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 20-May-20 | Grant | 26 | -- | -- | < 1% 467.78K to 467.81K | |
| 26-Feb-20 4:27 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 24-Feb-20 | Grant | 5,352 | -- | -- | 1% 462.43K to 467.78K | |
| 21-Feb-20 4:46 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 19-Feb-20 | Grant | 16 | -- | -- | < 1% 462.41K to 462.43K | |
| 21-Nov-19 4:21 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 19-Nov-19 | Grant | 20 | -- | -- | < 1% 462.39K to 462.41K | |
| 22-Aug-19 4:27 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 20-Aug-19 | Grant | 18 | -- | -- | < 1% 462.37K to 462.39K | |
| 23-May-19 4:27 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 21-May-19 | Grant | 14 | -- | -- | < 1% 462.36K to 462.37K | |
| 21-Feb-19 4:39 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 20-Feb-19 | Grant | 4,544 | -- | -- | < 1% 457.82K to 462.36K | |
| 21-Feb-19 4:39 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 19-Feb-19 | Grant | 12 | -- | -- | < 1% 457.8K to 457.82K | |
| 21-Feb-19 4:39 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 12-Dec-18 | Gift | 870 | -- | -- | (< 1%) 458.67K to 457.8K | |
| 21-Nov-18 4:26 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 20-Nov-18 | Grant | 13 | -- | -- | < 1% 457.79K to 457.8K | |
| 23-Aug-18 4:28 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 21-Aug-18 | Grant | 8 | -- | -- | < 1% 457.78K to 457.79K | |
| 24-May-18 4:19 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 22-May-18 | Grant | 7 | -- | -- | < 1% 457.78K to 457.78K | |
| 22-Feb-18 4:44 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 20-Feb-18 | Grant | 2,343 | -- | -- | < 1% 455.43K to 457.78K | |
| 22-Nov-17 4:34 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 21-Nov-17 | Grant | 12 | -- | -- | < 1% 455.42K to 455.43K | |
| 17-Aug-17 4:37 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 15-Aug-17 | Grant | 12 | -- | -- | < 1% 455.41K to 455.42K | |
| 18-May-17 4:33 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 16-May-17 | Grant | 13 | -- | -- | < 1% 455.4K to 455.41K | |
| 24-Feb-17 4:22 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 22-Feb-17 | Grant | 2,970 | -- | -- | < 1% 452.43K to 455.4K | |
| 25-Nov-16 1:21 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 22-Nov-16 | Grant | 18 | -- | -- | < 1% 452.41K to 452.43K | |
| 22-Aug-16 4:36 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 18-Aug-16 | Grant | 22 | -- | -- | < 1% 452.39K to 452.41K | |
| 19-May-16 4:35 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 17-May-16 | Grant | 23 | -- | -- | < 1% 452.36K to 452.39K | |
| 19-Feb-16 10:00 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 17-Feb-16 | Grant | 24 | -- | -- | < 1% 452.34K to 452.36K | |
| 25-Jan-16 7:21 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 21-Jan-16 | Grant | 4,042 | -- | -- | < 1% 448.3K to 452.34K | |
| 27-Nov-15 2:09 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 24-Nov-15 | Grant | 17 | -- | -- | < 1% 448.28K to 448.3K | |
| 20-Aug-15 4:16 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 18-Aug-15 | Grant | 15 | -- | -- | < 1% 448.26K to 448.28K | |
| 19-May-15 4:12 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 15-May-15 | Grant | 15 | -- | -- | < 1% 448.25K to 448.26K | |
| 19-May-15 4:12 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 12-May-15 | Gift | 8,121 | -- | -- | (2%) 456.37K to 448.25K | |
| 20-Feb-15 4:20 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 18-Feb-15 | Grant | 15 | -- | -- | < 1% 456.36K to 456.37K | |
| 23-Jan-15 4:17 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 21-Jan-15 | Grant | 3,746 | -- | -- | < 1% 452.61K to 456.36K | |
| 12-Feb-14 5:23 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 03-Feb-14 | Gift | 817 | -- | -- | (< 1%) 505.72K to 504.9K | |
| 17-Jan-14 6:07 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 15-Jan-14 | Grant | 711 | -- | -- | < 1% 505.01K to 505.72K | |
| 19-Dec-13 6:53 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 17-Dec-13 | Grant | 129 | -- | -- | < 1% 504.88K to 505.01K | |
| 19-Dec-13 6:53 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 11-Dec-13 | Gift | 2,490 | -- | -- | (< 1%) 507.37K to 504.88K | |
| 21-Nov-13 5:18 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 19-Nov-13 | Grant | 31 | -- | -- | < 1% 504.85K to 504.88K | |
| 21-Nov-13 5:18 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 27-Aug-13 | Gift | 85,509 | -- | -- | 20% 419.34K to 504.85K | |
| 19-Aug-13 6:02 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 15-Aug-13 | Grant | 25 | -- | -- | < 1% 419.31K to 419.34K | |
| 17-May-13 4:43 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 15-May-13 | Grant | 30 | -- | -- | < 1% 419.28K to 419.31K | |
| 20-Feb-13 7:48 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 15-Feb-13 | Grant | 33 | -- | -- | < 1% 419.25K to 419.28K | |
| 18-Jan-13 4:30 PM View: | TD AMERITRADE Holding Corpo... (AMTD) | 16-Jan-13 | Grant | 7,462 | -- | -- | 2% 411.79K to 419.25K |