| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | Director | Common Stock | 96,974 | $9,258,123 | $95.47 | 13 Nov 2025 | by Trust |
| SCHWAB CHARLES CORP | Director | Common Stock | 8,073 | $770,729 | $95.47 | 13 Nov 2025 | Direct |
| BERRY GLOBAL GROUP, INC. | Director | Common Stock | 4,808 | $314,059 | $65.32 | 26 Nov 2022 | Direct |
| BERRY GLOBAL GROUP, INC. | Director | Restricted Stock Units | 1,970 | $127,676 | $64.81 | 26 Nov 2022 | Direct |
| BERRY GLOBAL GROUP, INC. | Director | Director Stock Option (Right to Buy) | 34,497 | 26 Nov 2021 | Direct | ||
| SCHWAB CHARLES CORP | Director | Nonqualified Stock Option (right to buy) | 3,646 | 27 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 13 Nov 2025 | 1 | $0 | 4 | Director | 14 Nov 2025, 19:01 |
| SCHW | SCHWAB CHARLES CORP | 27 May 2025 | 3 | -$761,479 | 4 | Director | 29 May 2025, 19:00 |
| SCHW | SCHWAB CHARLES CORP | 28 May 2024 | 2 | $0 | 4 | Director | 30 May 2024, 19:54 |
| SCHW | SCHWAB CHARLES CORP | 24 Oct 2023 | 1 | -$345,737 | 4 | Director | 26 Oct 2023, 16:58 |
| SCHW | SCHWAB CHARLES CORP | 22 May 2023 | 2 | $0 | 4 | Director | 24 May 2023, 20:06 |
| SCHW | SCHWAB CHARLES CORP | 06 Feb 2023 | 9 | -$713,495 | 4 | Director | 08 Feb 2023, 17:45 |
| SCHW | SCHWAB CHARLES CORP | 19 May 2022 | 2 | $0 | 4 | Director | 23 May 2022, 16:56 |
| BERY | BERRY GLOBAL GROUP, INC. | 26 Nov 2021 | 2 | $0 | 4 | Director | 30 Nov 2021, 16:02 |
| BERY | BERRY GLOBAL GROUP, INC. | 23 Nov 2021 | 4 | $0 | 4 | Director | 29 Nov 2022, 15:34 |
| SCHW | SCHWAB CHARLES CORP | 23 Aug 2021 | 7 | -$1,194,010 | 4 | Director | 24 Aug 2021, 18:29 |
| SCHW | SCHWAB CHARLES CORP | 17 May 2021 | 2 | $0 | 4 | Director | 19 May 2021, 17:46 |