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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Feb-24 9:36 PM View:  | Schwab Charles Corp (SCHW) | 01-Feb-24 | Option Exercise | 10,511 | $25.01 | $262,880.00 | 5% 222.3K to 232.81K | |
| 05-Feb-24 9:36 PM View: | Schwab Charles Corp (SCHW) | 01-Feb-24 | Option Sale | 7,587 | $62.25 | $472,277.00 | (3%) 232.81K to 225.23K | |
| 24-May-23 8:10 PM View: | Schwab Charles Corp (SCHW) | 22-May-23 | Grant | 2,496 | -- | -- | 1% 212.55K to 215.05K | |
| 16-Feb-23 7:22 PM View: | Schwab Charles Corp (SCHW) | 14-Feb-23 | Gift | 14,345 | -- | -- | 7% 207.34K to 221.69K | |
| 16-Feb-23 7:22 PM View: | Schwab Charles Corp (SCHW) | 14-Feb-23 | Gift | 14,345 | -- | -- | (6%) 236.03K to 221.69K | |
| 16-Feb-23 7:22 PM View: | Schwab Charles Corp (SCHW) | 14-Feb-23 | Option Exercise | 14,345 | $19.21 | $275,567.00 | 6% 221.69K to 236.03K | |
| 16-Feb-23 7:22 PM View: | Schwab Charles Corp (SCHW) | 14-Feb-23 | Option Sale | 9,139 | $80.87 | $739,051.00 | (4%) 221.69K to 212.55K | |
| 23-May-22 5:04 PM View: | Schwab Charles Corp (SCHW) | 19-May-22 | Grant | 2,054 | -- | -- | 1% 205.29K to 207.34K | |
| 10-Feb-22 2:09 PM View: | Schwab Charles Corp (SCHW) | 08-Feb-22 | Payment of Exercise | 2,209 | $94.48 | $208,712.00 | (1%) 207.5K to 205.29K | |
| 10-Feb-22 2:09 PM View: | Schwab Charles Corp (SCHW) | 08-Feb-22 | Option Exercise | 16,491 | $12.66 | $208,776.00 | 9% 191.01K to 207.5K | |
| 19-May-21 5:48 PM View: | Schwab Charles Corp (SCHW) | 17-May-21 | Grant | 1,529 | -- | -- | < 1% 189.48K to 191.01K | |
| 13-Nov-20 1:49 PM View: | Schwab Charles Corp (SCHW) | 11-Nov-20 | Payment of Exercise | 4,281 | $46.69 | $199,858.00 | (2%) 193.76K to 189.48K | (77%) |
| 13-Nov-20 1:49 PM View: | Schwab Charles Corp (SCHW) | 11-Nov-20 | Option Exercise | 11,344 | $17.62 | $199,881.00 | 6% 182.42K to 193.76K | |
| 18-May-20 4:30 PM View: | Schwab Charles Corp (SCHW) | 14-May-20 | Grant | 3,396 | -- | -- | 2% 179.02K to 182.42K | |
| 27-Nov-19 7:13 PM View: | Schwab Charles Corp (SCHW) | 26-Nov-19 | Payment of Exercise | 3,912 | $49.22 | $192,568.00 | (2%) 182.93K to 179.02K | (65%) |
| 27-Nov-19 7:13 PM View: | Schwab Charles Corp (SCHW) | 26-Nov-19 | Option Exercise | 11,082 | $17.38 | $192,605.00 | 6% 171.85K to 182.93K | |
| 21-May-19 6:05 PM View: | Schwab Charles Corp (SCHW) | 17-May-19 | Grant | 1,841 | -- | -- | 1% 170.35K to 172.19K | |
| 07-May-19 6:23 PM View: | Amgen Inc. (AMGN) | 03-May-19 | Grant | 1,127 | -- | -- | 2% 51.55K to 52.67K | |
| 27-Feb-19 7:26 PM View: | Schwab Charles Corp (SCHW) | 25-Feb-19 | Payment of Exercise | 3,237 | $46.47 | $150,407.00 | (2%) 173.25K to 170.01K | (74%) |
| 27-Feb-19 7:26 PM View: | Schwab Charles Corp (SCHW) | 25-Feb-19 | Option Exercise | 8,356 | $18.00 | $150,408.00 | 5% 164.89K to 173.25K | |
| 21-May-18 4:23 PM View: | Schwab Charles Corp (SCHW) | 17-May-18 | Grant | 1,351 | -- | -- | < 1% 163.54K to 164.89K | |
| 01-May-18 6:42 PM View: | Amgen Inc. (AMGN) | 27-Apr-18 | Grant | 1,127 | -- | -- | 2% 66.9K to 68.03K | |
| 31-Jan-18 7:42 PM View: | Schwab Charles Corp (SCHW) | 30-Jan-18 | Payment of Exercise | 3,116 | $53.79 | $167,602.00 | (2%) 166.66K to 163.54K | (49%) |
| 31-Jan-18 7:42 PM View: | Schwab Charles Corp (SCHW) | 30-Jan-18 | Option Exercise | 7,486 | $22.39 | $167,612.00 | 5% 159.17K to 166.66K | |
| 22-May-17 2:15 PM View: | Schwab Charles Corp (SCHW) | 18-May-17 | Grant | 1,831 | -- | -- | 1% 157.34K to 159.17K | |
| 03-May-17 8:30 PM View: | Amgen Inc. (AMGN) | 01-May-17 | Grant | 1,230 | -- | -- | 3% 47.93K to 49.16K | |
| 05-Apr-17 5:01 PM View: | Schwab Charles Corp (SCHW) | 04-Apr-17 | Payment of Exercise | 3,905 | $40.33 | $157,489.00 | (2%) 161.24K to 157.34K | (98%) |
| 05-Apr-17 5:01 PM View: | Schwab Charles Corp (SCHW) | 04-Apr-17 | Option Exercise | 7,823 | $20.14 | $157,519.00 | 5% 153.42K to 161.24K | |
| 01-Dec-16 1:48 PM View: | Schwab Charles Corp (SCHW) | 30-Nov-16 | Gift | 9,150 | -- | -- | (6%) 162.57K to 153.42K | |
| 23-May-16 4:28 PM View: | Schwab Charles Corp (SCHW) | 19-May-16 | Grant | 2,412 | -- | -- | 1% 160.86K to 163.28K | |
| 05-May-16 8:05 PM View: | Amgen Inc. (AMGN) | 03-May-16 | Grant | 1,279 | -- | -- | 3% 46.14K to 47.42K | |
| 21-Apr-16 2:48 PM View: | Schwab Charles Corp (SCHW) | 20-Apr-16 | Payment of Exercise | 2,751 | $28.91 | $79,521.00 | (2%) 162.91K to 160.16K | (179%) |
| 21-Apr-16 2:48 PM View: | Schwab Charles Corp (SCHW) | 20-Apr-16 | Option Exercise | 5,244 | $15.17 | $79,542.60 | 3% 157.66K to 162.91K | |
| 16-Mar-16 6:48 PM View: | Amgen Inc. (AMGN) | 14-Mar-16 | Payment of Exercise | 1,745 | $144.57 | $252,275.00 | (4%) 47.76K to 46.02K | (49%) |
| 16-Mar-16 6:48 PM View: | Amgen Inc. (AMGN) | 14-Mar-16 | Option Exercise | 5,000 | $50.44 | $252,200.00 | 12% 42.76K to 47.76K | |
| 30-Nov-15 1:18 PM View: | Schwab Charles Corp (SCHW) | 25-Nov-15 | Gift | 6,000 | -- | -- | (4%) 163.66K to 157.66K | |
| 19-May-15 1:18 PM View: | Schwab Charles Corp (SCHW) | 15-May-15 | Grant | 2,227 | -- | -- | 1% 161.44K to 163.66K | |
| 29-Apr-15 11:09 AM View: | Schwab Charles Corp (SCHW) | 27-Apr-15 | Payment of Exercise | 1,909 | $30.33 | $57,890.40 | (1%) 163.35K to 161.44K | (168%) |
| 29-Apr-15 11:09 AM View: | Schwab Charles Corp (SCHW) | 27-Apr-15 | Option Exercise | 5,244 | $11.04 | $57,894.30 | 3% 158.1K to 163.35K | |
| 28-Apr-15 7:18 PM View: | Amgen Inc. (AMGN) | 24-Apr-15 | Grant | 1,191 | -- | -- | 3% 41.3K to 42.49K | |
| 05-Feb-15 8:11 PM View: | Amgen Inc. (AMGN) | 05-Feb-15 | Payment of Exercise | 1,391 | $151.45 | $210,667.00 | (3%) 42.6K to 41.21K | (38%) |
| 05-Feb-15 8:11 PM View: | Amgen Inc. (AMGN) | 05-Feb-15 | Option Exercise | 5,000 | $42.13 | $210,650.00 | 14% 34.6K to 39.6K | |
| 05-Feb-15 8:11 PM View: | Amgen Inc. (AMGN) | 05-Feb-15 | Market Purchase | 3,000 | $152.29 | $456,870.00 | 8% 39.6K to 42.6K | 38% |
| 02-Feb-15 5:28 PM View: | Safeway Inc. (SWY) | 30-Jan-15 | Disposition | 23,000 | -- | -- | (100%) 23.0K to 0 | |
| 21-May-14 4:03 PM View: | Schwab Charles Corp (SCHW) | 19-May-14 | Grant | 2,819 | -- | -- | 2% 159.22K to 162.04K | |
| 29-Apr-14 5:16 PM View: | Amgen Inc. (AMGN) | 25-Apr-14 | Grant | 1,795 | -- | -- | 6% 32.59K to 34.38K | |
| 03-Apr-14 4:17 PM View: | Schwab Charles Corp (SCHW) | 02-Apr-14 | Payment of Exercise | 1,718 | $27.64 | $47,476.90 | (1%) 157.0K to 155.28K | (196%) |
| 03-Apr-14 4:17 PM View: | Schwab Charles Corp (SCHW) | 02-Apr-14 | Option Exercise | 5,244 | $9.06 | $47,495.40 | 3% 151.76K to 157.0K | |
| 26-Feb-14 8:21 PM View: | Amgen Inc. (AMGN) | 25-Feb-14 | Payment of Exercise | 2,487 | $125.79 | $312,840.00 | (7%) 37.51K to 35.03K | (64%) |
| 26-Feb-14 8:21 PM View: | Amgen Inc. (AMGN) | 25-Feb-14 | Gift | 2,513 | -- | -- | 8% 30.0K to 32.51K |