Congressional trading

Lisa McClain

1,423 transactions across 429 symbols, dated 2024-03-11 to 2026-07-15, totalling $2,914,423 – $24,770,000 across the reported bands. Voting record and sponsored bills →

What this page does and does not contain

Period covered: filings from 2025-01-01 to 2026-09-09. Everything Congress has filed since we began keeping the record, not a rolling window.

This is what we could read from the filings, not everything Congress filed. Assets without a ticker symbol — mutual funds, bonds, real estate and private funds — are now extracted and appear under Asset classes, though they cannot be grouped by symbol the way listed equities can. Some filings still use a layout our parser cannot read. Separately, some members file on paper: the Clerk publishes those as scans with no text layer, so there is nothing in them for any parser to read. Those are counted on their own below rather than blamed on our parser, and the original is always linked. Every filing links to the original document; where we could not read one, we say so and link it anyway. A member showing no trades here has not necessarily reported none.

Filer names are reproduced exactly as the House Clerk and Senate Electronic Financial Disclosure systems label them. Senate EFD accepts periodic transaction reports from sitting senators, Senate candidates and senior staff, so a filer listed here is not necessarily a sitting member of Congress. Follow the filing link to see the original.

Congress reports each transaction as a RANGE, not an exact figure. Totals are therefore the sum of the low ends and the sum of the high ends — a true total sits somewhere between, and a single large band can dominate a column.

1422 of 11639 transactions are assets with no ticker symbol.

111 of 1016 filings here are scanned paper documents with no text layer. We report that they exist and link them; we cannot extract their rows.

1,016Filings seen
11,639Transactions read
85.4%Filings we could read
111Paper filings, no text
3Layouts we could not read
721Purchases
702Sales
429Symbols
34dMedian disclosure lag

Disclosure lag is the number of days between a transaction and the filing that disclosed it — a subtraction over two dates on the document, not a judgement about either. The STOCK Act requires a report within 30 days of a member learning of a transaction and no later than 45 days after it, so a lag inside that range is what compliance looks like.

By symbol

Every symbol this filer reported, by the high end of the summed bands. Select a symbol to see who else reported it.

NVDA NVIDIA Corporation - Common Stock$315,012 – $875,00084
PLTR Palantir Technologies Inc. - Class A Common Stock$184,008 – $510,00053
MSFT Microsoft Corporation - Common Stock$64,008 – $260,00044
xAI$100,001 – $250,00010
SpaceX$100,001 – $250,00010
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) $250,000$100,001 – $250,00010
AAPL Apple Inc. - Common Stock$51,009 – $240,00054
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) $100,000$100,002 – $200,00002
AMD Advanced Micro Devices, Inc.$35,007 – $175,00043
HDB HDFC Bank Limited Common Stock$11,011 – $165,00065
SAP SAP SE ADS$11,011 – $165,00056
TSLA Tesla, Inc. - Common Stock$22,008 – $155,00053
NVS Novartis AG Common Stock$10,010 – $150,00055
ASML ASML Holding N.V. - New York Registry Shares$9,009 – $135,00045
BHP BHP Group Limited American Depositary Shares$8,008 – $120,00044
AMZN Amazon.com, Inc. - Common Stock$8,008 – $120,00044
BBAI BigBear.ai, Inc. Common Stock$31,003 – $115,00030
AVGO Broadcom Inc. - Common Stock$7,007 – $105,00043
ETN Eaton Corporation, PLC Ordinary Shares$7,007 – $105,00034
JPM JP Morgan Chase & Co. Common Stock$7,007 – $105,00043
META Meta Platforms, Inc. - Class A Common Stock$7,007 – $105,00043
NVO Novo Nordisk A/S Common Stock$7,007 – $105,00034
NOW ServiceNow, Inc. Common Stock$7,007 – $105,00043
Saronic Technologies$50,001 – $100,00010
Apptronik$50,001 – $100,00010
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) $50,000$30,002 – $100,00020
ABBV AbbVie Inc. Common Stock$6,006 – $90,00033
BABA Alibaba Group Holding Limited American Depositary Shar$6,006 – $90,00033
GOOG Alphabet Inc. - Class C Capital Stock$6,006 – $90,00033
AZN AstraZeneca PLC - American Depositary Shares$6,006 – $90,00033
BAX Baxter International Inc. Common Stock$6,006 – $90,00033
KO Coca-Cola Company$6,006 – $90,00033
CNM Core & Main, Inc. Class A Common Stock$6,006 – $90,00033
DRI Darden Restaurants, Inc. Common Stock$6,006 – $90,00033
IT Gartner, Inc. Common Stock$6,006 – $90,00033
GTY Getty Realty Corporation Common Stock$6,006 – $90,00033
GSK GSK plc American Depositary Shares$6,006 – $90,00033
JD JD.com, Inc. - American Depositary Shares$6,006 – $90,00033
JNJ Johnson & Johnson Common Stock$6,006 – $90,00033
KRG Kite Realty Group Trust Common Stock$6,006 – $90,00033
LPX Louisiana-Pacific Corporation Common Stock$6,006 – $90,00033
MGY Magnolia Oil & Gas Corporation Class A Common Stock$6,006 – $90,00033
PDD PDD Holdings Inc. - American Depositary Shares$6,006 – $90,00033
SHW Sherwin-Williams Company$6,006 – $90,00033
SLB SLB Limited Common Shares$6,006 – $90,00033
SONY Sony Group Corporation American Depositary Shares$6,006 – $90,00033
SFM Sprouts Farmers Market, Inc. - Common Stock$6,006 – $90,00033
TSM Taiwan Semiconductor Manufacturing Company Ltd.$6,006 – $90,00033
TMO Thermo Fisher Scientific Inc Common Stock$6,006 – $90,00033
UNH UnitedHealth Group Incorporated Common Stock$6,006 – $90,00033
UNM Unum Group Common Stock$6,006 – $90,00033
NTES NetEase, Inc. - American Depositary Shares, each repre$6,006 – $90,00033
UL Unilever PLC Common Stock$6,006 – $90,00033
DT Dynatrace, Inc. Common Stock$6,006 – $90,00033
INTU Intuit Inc. - Common Stock$6,006 – $90,00033
GOOGL Alphabet Inc. - Class A Common Stock$5,005 – $75,00032
BRK.B Berkshire Hathaway Inc. New Common Stock$5,005 – $75,00023
BSX Boston Scientific Corporation Common Stock$5,005 – $75,00023
CIEN Ciena Corporation$5,005 – $75,00023
DELL Dell Technologies Inc. Class C Common Stock$5,005 – $75,00023
XOM Exxon Mobil Corporation Common Stock$5,005 – $75,00032
GS Goldman Sachs Group, Inc.$5,005 – $75,00023
HWM Howmet Aerospace Inc. Common Stock$5,005 – $75,00023
HUM Humana Inc. Common Stock$5,005 – $75,00032
ORLY O'Reilly Automotive, Inc. - Common Stock$5,005 – $75,00023
RGEN Repligen Corporation - Common Stock$5,005 – $75,00032
SAIC Science Applications International Corporation - Commo$5,005 – $75,00032
VRT Vertiv Holdings, LLC Class A Common Stock$5,005 – $75,00023
CRM Salesforce, Inc. Common Stock$5,005 – $75,00023
VRE Veris Residential, Inc. Common Stock$16,002 – $65,00011
ACIW ACI Worldwide, Inc. - Common Stock$4,004 – $60,00022
AKAM Akamai Technologies, Inc. - Common Stock$4,004 – $60,00022
ALEX Alexander & Baldwin, Inc. Common Stock REIT Holding Co$4,004 – $60,00022
ALLE Allegion plc Ordinary Shares$4,004 – $60,00022
AXP American Express Company Common Stock$4,004 – $60,00022
AMH American Homes 4 Rent Common Shares of Beneficial Inte$4,004 – $60,00022
APPF AppFolio, Inc. - Class A Common Stock$4,004 – $60,00022
AVB AvalonBay Communities, Inc. Common Stock$4,004 – $60,00022
BAC Bank of America Corporation Common Stock$4,004 – $60,00022
BCS Barclays PLC Common Stock$4,004 – $60,00022
BL BlackLine, Inc. - Common Stock$4,004 – $60,00022
BP BP p.l.c. Common Stock$4,004 – $60,00022
BCO Brinks Company$4,004 – $60,00022
BRO Brown & Brown, Inc. Common Stock$4,004 – $60,00022
BWXT BWX Technologies, Inc. Common Stock$4,004 – $60,00022
CASY Caseys General Stores, Inc. - Common Stock$4,004 – $60,00022
CHRD Chord Energy Corporation - Common Stock$4,004 – $60,00022
CLX Clorox Company$4,004 – $60,00022
COHR Coherent Corp.$4,004 – $60,00022
COP ConocoPhillips Common Stock$4,004 – $60,00022
CMI Cummins Inc. Common Stock$4,004 – $60,00022
DHI D.R. Horton, Inc. Common Stock$4,004 – $60,00022
DDOG Datadog, Inc. - Class A Common Stock$4,004 – $60,00022
SRE DBA Sempra Common Stock$4,004 – $60,00022
DAL Delta Air Lines, Inc. Common Stock$4,004 – $60,00022
DKS Dick's Sporting Goods Inc Common Stock$4,004 – $60,00022
DUK Duke Energy Corporation$4,004 – $60,00022
ECL Ecolab Inc. Common Stock$4,004 – $60,00022
EME EMCOR Group, Inc. Common Stock$4,004 – $60,00022
EHC Encompass Health Corporation Common Stock$4,004 – $60,00022
ENTG Entegris, Inc. - Common Stock$4,004 – $60,00022
WTRG Essential Utilities, Inc. Common Stock$4,004 – $60,00022
EXC Exelon Corporation$4,004 – $60,00022
FIVE Five Below, Inc. - Common Stock$4,004 – $60,00022
FMC FMC Corporation Common Stock$4,004 – $60,00022
FTNT Fortinet, Inc. - Common Stock$4,004 – $60,00022
HAS Hasbro, Inc. - Common Stock$4,004 – $60,00022
HPE Hewlett Packard Enterprise Company Common Stock$4,004 – $60,00022
HOMB Home BancShares, Inc. Common Stock$4,004 – $60,00022
HMC Honda Motor Company, Ltd. Common Stock$4,004 – $60,00022
IEX IDEX Corporation Common Stock$4,004 – $60,00022
ITW Illinois Tool Works Inc. Common Stock$4,004 – $60,00022
ILMN Illumina, Inc. - Common Stock$4,004 – $60,00022
ING ING Group, N.V. Common Stock$4,004 – $60,00022
ITT ITT Inc. Common Stock$4,004 – $60,00022
KVUE Kenvue Inc. Common Stock$4,004 – $60,00022
Loews Corporation Common Stock (L)$4,004 – $60,00022
MTZ MasTec, Inc. Common Stock$4,004 – $60,00022
MCD McDonald's Corporation Common Stock$4,004 – $60,00022
MGPI MGP Ingredients, Inc. - Common Stock$4,004 – $60,00022
MKSI MKS Inc. - Common Stock$4,004 – $60,00022
NFLX Netflix, Inc. - Common Stock$4,004 – $60,00022
NTRS Northern Trust Corporation - Common Stock$4,004 – $60,00022
NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares$4,004 – $60,00022
OPCH Option Care Health, Inc. - Common Stock$4,004 – $60,00022
ORCL Oracle Corporation Common Stock$4,004 – $60,00022
OTIS Otis Worldwide Corporation Common Stock$4,004 – $60,00022
PEP Pepsico, Inc.$4,004 – $60,00022
PFGC Performance Food Group Company Common Stock$4,004 – $60,00022
PII Polaris Inc. Common Stock$4,004 – $60,00022
PFG Principal Financial Group Inc$4,004 – $60,00022
PSTG Pure Storage, Inc. Class A Common Stock$4,004 – $60,00022
QLYS Qualys, Inc. - Common Stock$4,004 – $60,00022
PWR Quanta Services, Inc. Common Stock$4,004 – $60,00022
RBA RB Global, Inc. Common Stock$4,004 – $60,00022
RF Regions Financial Corporation Common Stock$4,004 – $60,00022
RIO Rio Tinto Plc Common Stock$4,004 – $60,00022
ROIV Roivant Sciences Ltd. - Common Shares$4,004 – $60,00022
SBCF Seacoast Banking Corporation of Florida - Common Stock$4,004 – $60,00022
SGI Somnigroup International Inc. Common Stock$4,004 – $60,00022
SR Spire Inc. Common Stock$4,004 – $60,00022
SF Stifel Financial Corporation Common Stock$4,004 – $60,00022
SYY Sysco Corporation Common Stock$4,004 – $60,00022
TMHC Taylor Morrison Home Corporation Common Stock$4,004 – $60,00022
TER Teradyne, Inc.$4,004 – $60,00022
TXT Textron Inc. Common Stock$4,004 – $60,00022
BK The Bank of New York Mellon Corporation Common Stock$4,004 – $60,00022
SJM The J.M. Smucker Company Common Stock$4,004 – $60,00022
TMUS T-Mobile US, Inc.$4,004 – $60,00022
TCOM Trip.com Group Limited - American Depositary Shares$4,004 – $60,00022
UBER Uber Technologies, Inc. Common Stock$4,004 – $60,00022
UTHR United Therapeutics Corporation - Common Stock$4,004 – $60,00022
UE Urban Edge Properties Common Shares of Beneficial Inte$4,004 – $60,00022
Visa Inc. (V)$4,004 – $60,00022
VST Vistra Corp. Common Stock$4,004 – $60,00022
WRB W.R. Berkley Corporation Common Stock$4,004 – $60,00022
WMT Walmart Inc. Common Stock$4,004 – $60,00022
WSFS WSFS Financial Corporation - Common Stock$4,004 – $60,00022
WYNN Wynn Resorts, Limited - Common Stock$4,004 – $60,00022
ANET Arista Networks, Inc. Common Stock$4,004 – $60,00022
INGR Ingredion Incorporated Common Stock$4,004 – $60,00022
IBKR Interactive Brokers Group, Inc. - Class A Common Stock$4,004 – $60,00022
TM Toyota Motor Corporation Common Stock$4,004 – $60,00022
ADC Agree Realty Corporation Common Stock$4,004 – $60,00022
BTI British American Tobacco Industries, p.l.c. Common Sto$4,004 – $60,00022
CHD Church & Dwight Company, Inc. Common Stock$4,004 – $60,00022
DEO Diageo plc Common Stock$4,004 – $60,00022
DLB Dolby Laboratories Common Stock$4,004 – $60,00022
HRL Hormel Foods Corporation Common Stock$4,004 – $60,00022
BURL Burlington Stores, Inc. Common Stock$4,004 – $60,00022
CL Colgate-Palmolive Company Common Stock$4,004 – $60,00022
FLO Flowers Foods, Inc. Common Stock$4,004 – $60,00022
NWG NatWest Group plc American Depositary Shares$4,004 – $60,00022
SNY Sanofi - American Depositary Shares$4,004 – $60,00022
SNPS Synopsys, Inc. - Common Stock$4,004 – $60,00022
TXRH Texas Roadhouse, Inc. - Common Stock$4,004 – $60,00022
TTE TotalEnergies SE$4,004 – $60,00022
UPS United Parcel Service, Inc. Common Stock$4,004 – $60,00022
EQNR Equinor ASA$4,004 – $60,00022
GWRE Guidewire Software, Inc. Common Stock$4,004 – $60,00022
INFY Infosys Limited American Depositary Shares$4,004 – $60,00022
TTD The Trade Desk, Inc. - Class A Common Stock$4,004 – $60,00022
BUD Anheuser-Busch Inbev SA Sponsored ADR$4,004 – $60,00022
CNH CNH Industrial N.V. Common Shares$4,004 – $60,00022
FCPT Four Corners Property Trust, Inc. Common Stock$4,004 – $60,00022
RGLD Royal Gold, Inc. - Common Stock$4,004 – $60,00022
ZTS Zoetis Inc. Class A Common Stock$4,004 – $60,00022
LLY Eli Lilly and Company Common Stock$4,004 – $60,00022
GIS General Mills, Inc. Common Stock$4,004 – $60,00022
HD Home Depot, Inc.$4,004 – $60,00022
ISRG Intuitive Surgical, Inc. - Common Stock$4,004 – $60,00022
PANW Palo Alto Networks, Inc.$4,004 – $60,00022
COST Costco Wholesale Corporation - Common Stock$4,004 – $60,00022
STX Seagate Technology Holdings PLC - Ordinary Shares$15,001 – $50,00010
BLOOMFIELD CHARTER T REV 5% 04/01/2038 CALLABLE$15,001 – $50,00001
GRAND RAPIDS MICH GO 5% 10/01/2034$15,001 – $50,00001
GRANDVILLE MICH PUB GO 5% 05/01/2038 CALLABLE$15,001 – $50,00001
KALAMAZOO MICH WTR R REV 5% 09/01/2029$15,001 – $50,00001
LANSE CREUSE MICH PU GO 5% 05/01/2039 CALLABLE$15,001 – $50,00001
MICHIGAN ST TRUNK LI REV 5% 11/15/2033 CALLABLE$15,001 – $50,00001
MICHIGAN ST TRUNK LI REV 5% 11/15/2038 CALLABLE$15,001 – $50,00001
ROMEO MICH CMNTY SCH GO 4% 05/01/2033 CALLABLE$15,001 – $50,00001
SWARTZ CREEK MICH CM GO 5% 05/01/2039 CALLABLE$15,001 – $50,00001
TROY MICH CITY SCH D GO 5% 05/01/2036 CALLABLE$15,001 – $50,00001
Swartz Creek Mich CM GO 5% Due 05/01/2039$15,001 – $50,00010
Lanse Creuse Mich P 5%39$15,001 – $50,00010
Wyoming Mich Pub SC 4%35 GO UTX Due 05/31/35$15,001 – $50,00010
Grandville Mich PUB 5%38 GO LTX Due 10/01/38$15,001 – $50,00010
Grand Rapids Mich 5%34 GO LTX Due 10/01/34$15,001 – $50,00010
Michigan ST Trunk L 5%33 COMB Tax Due 11/15/33$15,001 – $50,00010
Romeo Mich CMNTY SC 4%33 GO UTX Due 05/01/33$15,001 – $50,00010
Bloomfield Charter 5%38 DB LTX Due 04/01/38$15,001 – $50,00010
Michigan Trunk L 5%38 COMB TAX Due 11/15/38$15,001 – $50,00010
Kalamazoo Mich WTR 5%29 WTR UTIL Due 09/01/29$15,001 – $50,00010
Troy Mich City SCH 5%36 Go UTX Due 05/01/36$15,001 – $50,00010
CACI CACI International, Inc. Class A Common Stock$3,003 – $45,00012
CEG Constellation Energy Corporation - Common Stock When-I$3,003 – $45,00012
CVS CVS Health Corporation Common Stock$3,003 – $45,00012
SATS EchoStar Corporation - Common stock$3,003 – $45,00012
FN Fabrinet Ordinary Shares$3,003 – $45,00012
OSK Oshkosh Corporation$3,003 – $45,00012
SNDK Sandisk Corporation - Common Stock$3,003 – $45,00012
VALE common share$3,003 – $45,00021
RS Reliance, Inc. Common Stock$3,003 – $45,00021
ACI Albertsons Companies, Inc. Class A Common Stock$3,003 – $45,00021
LI Li Auto Inc. - American Depositary Shares$3,003 – $45,00021
DUOL Stock$3,003 – $45,00012
ELV Elevance Health, Inc. Common Stock$3,003 – $45,00021
WDAY Workday, Inc. - Class A Common Stock$3,003 – $45,00012
SBUX Starbucks Corporation - Common Stock$3,003 – $45,00021
EC Ecopetrol S.A. American Depositary Shares$3,003 – $45,00012
GMED Globus Medical, Inc. Class A Common Stock$3,003 – $45,00012
MCO Moody's Corporation Common Stock$3,003 – $45,00012
UBSI United Bankshares, Inc. - Common Stock$3,003 – $45,00021
VRTX Vertex Pharmaceuticals Incorporated - Common Stock$3,003 – $45,00012
FLEX Flex Ltd. - Ordinary Shares$2,002 – $30,00011
HSBC HSBC Holdings, plc. Common Stock$2,002 – $30,00011
Hyatt Hotels Corporation Class A Common Stock (H)$2,002 – $30,00011
LYG Lloyds Banking Group Plc American Depositary Shares$2,002 – $30,00011
ROL Rollins, Inc. Common Stock$2,002 – $30,00011
SNDR Schneider National, Inc. Common Stock$2,002 – $30,00011
SHEL Shell PLC American Depositary Shares$2,002 – $30,00011
APD Air Products and Chemicals, Inc. Common Stock$2,002 – $30,00011
AMGN Amgen Inc. - Common Stock$2,002 – $30,00011
BCC Boise Cascade, L.L.C. Common Stock$2,002 – $30,00011
CON Concentra Group Holdings Parent, Inc. Common Stock$2,002 – $30,00011
CSGP CoStar Group, Inc. - Common Stock$2,002 – $30,00011
DHR Danaher Corporation Common Stock$2,002 – $30,00011
DPZ $2,002 – $30,00011
FCX Freeport-McMoRan, Inc. Common Stock$2,002 – $30,00011
MAN ManpowerGroup Common Stock$2,002 – $30,00011
CART Maplebear Inc. - Common Stock$2,002 – $30,00011
MMSI Merit Medical Systems, Inc. - Common Stock$2,002 – $30,00011
RHP Ryman Hospitality Properties, Inc.$2,002 – $30,00011
SBAC SBA Communications Corporation - Class A Common Stock$2,002 – $30,00011
ALGN Align Technology, Inc. - Common Stock$2,002 – $30,00011
CARR Carrier Global Corporation Common Stock$2,002 – $30,00011
CTAS Cintas Corporation - Common Stock$2,002 – $30,00011
CVLT Commvault Systems, Inc. - Common Stock$2,002 – $30,00011
STZ Constellation Brands, Inc. Common Stock$2,002 – $30,00011
EXPO Exponent, Inc. - Common Stock$2,002 – $30,00011
FCN FTI Consulting, Inc. Common Stock$2,002 – $30,00011
GPK Graphic Packaging Holding Company$2,002 – $30,00011
HCA HCA Healthcare, Inc. Common Stock$2,002 – $30,00011
KDP Keurig Dr Pepper Inc.$2,002 – $30,00011
OGE OGE Energy Corp Common Stock$2,002 – $30,00011
PYPL PayPal Holdings, Inc. - Common Stock$2,002 – $30,00011
TYL Tyler Technologies, Inc. Common Stock$2,002 – $30,00011
AMED Amedisys Inc - Common Stock$2,002 – $30,00011
LNT Alliant Energy Corporation$2,002 – $30,00011
BILL BILL Holdings, Inc. Common Stock$2,002 – $30,00011
CUBE CubeSmart Common Shares$2,002 – $30,00011
IBN ICICI Bank Limited Common Stock$2,002 – $30,00011
NNN NNN REIT, Inc. Common Stock$2,002 – $30,00011
FUN Six Flags Entertainment Corporation Common Stock New$2,002 – $30,00011
TPL Texas Pacific Land Corporation Common Stock$2,002 – $30,00011
USFD US Foods Holding Corp. Common Stock$2,002 – $30,00011
VRSK Verisk Analytics, Inc. - Common Stock$2,002 – $30,00011
WSO Watsco, Inc. Common Stock$2,002 – $30,00011
YUM Yum! Brands, Inc.$2,002 – $30,00011
MT Arcelor Mittal NY Registry Shares NEW$2,002 – $30,00011
CSL Carlisle Companies Incorporated Common Stock$2,002 – $30,00011
CSCO Cisco Systems, Inc. - Common Stock$2,002 – $30,00011
CAG ConAgra Brands, Inc. Common Stock$2,002 – $30,00011
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock$2,002 – $30,00011
DOCU DocuSign, Inc. - Common Stock$2,002 – $30,00011
DBX Dropbox, Inc. - Class A Common Stock$2,002 – $30,00011
EMN Eastman Chemical Company Common Stock$2,002 – $30,00011
EPAM EPAM Systems, Inc. Common Stock$2,002 – $30,00011
FR First Industrial Realty Trust, Inc. Common Stock$2,002 – $30,00011
GGG Graco Inc. Common Stock$2,002 – $30,00011
GPI Group 1 Automotive, Inc. Common Stock$2,002 – $30,00011
DOC Healthpeak Properties, Inc. Common Stock$2,002 – $30,00011
HON Honeywell International Inc.$2,002 – $30,00011
LAD Lithia Motors, Inc. Common Stock$2,002 – $30,00011
MKC McCormick & Company, Incorporated Common Stock$2,002 – $30,00011
MEDP Medpace Holdings, Inc. - Common Stock$2,002 – $30,00011
MRK Merck & Company, Inc. Common Stock$2,002 – $30,00011
MU Micron Technology, Inc. - Common Stock$2,002 – $30,00011
MORN Morningstar, Inc. - Common Stock$2,002 – $30,00011
NYT New York Times Company$2,002 – $30,00011
NOG Northern Oil and Gas, Inc. Common Stock$2,002 – $30,00011
NOVT Novanta Inc. - Common Shares$2,002 – $30,00011
PAYX Paychex, Inc. - Common Stock$2,002 – $30,00011
PFE Pfizer, Inc. Common Stock$2,002 – $30,00011
PECO Phillips Edison & Company, Inc. - Common Stock$2,002 – $30,00011
RRC Range Resources Corporation Common Stock$2,002 – $30,00011
ROP Roper Technologies, Inc.$2,002 – $30,00011
THC Tenet Healthcare Corporation Common Stock$2,002 – $30,00011
TXN Texas Instruments Incorporated - Common Stock$2,002 – $30,00011
UNP Union Pacific Corporation Common Stock$2,002 – $30,00011
WHR Whirlpool Corporation Common Stock$2,002 – $30,00011
XPO XPO, Inc. Common Stock$2,002 – $30,00011
AMAT Applied Materials, Inc. - Common Stock$2,002 – $30,00011
AJG Arthur J. Gallagher & Co. Common Stock$2,002 – $30,00011
ALV Autoliv, Inc. Common Stock$2,002 – $30,00011
AR Antero Resources Corporation Common Stock$2,002 – $30,00011
CW Curtiss-Wright Corporation Common Stock$2,002 – $30,00011
KMI Kinder Morgan, Inc. Common Stock$2,002 – $30,00011
LULU lululemon athletica inc. - Common Stock$2,002 – $30,00011
RVTY Revvity, Inc. Common Stock$2,002 – $30,00011
TFX Teleflex Incorporated Common Stock$2,002 – $30,00011
WAT Waters Corporation Common Stock$2,002 – $30,00011
WDFC WD-40 Company - Common Stock$2,002 – $30,00011
WST West Pharmaceutical Services, Inc. Common Stock$2,002 – $30,00011
WAL Western Alliance Bancorporation Common Stock$2,002 – $30,00011
WMS Advanced Drainage Systems, Inc. Common Stock$2,002 – $30,00011
Agilent Technologies, Inc. Common Stock (A)$2,002 – $30,00011
ADP Automatic Data Processing, Inc. - Common Stock$2,002 – $30,00011
BKH Stock$2,002 – $30,00011
SCHW Charles Schwab Corporation$2,002 – $30,00011
CTSH Cognizant Technology Solutions Corporation - Class A C$2,002 – $30,00011
CDP COPT Defense Properties Common Shares of Beneficial In$2,002 – $30,00011
CUZ Cousins Properties Incorporated Common Stock$2,002 – $30,00011
DE Deere & Company Common Stock$2,002 – $30,00011
FANG Diamondback Energy, Inc. - Common Stock$2,002 – $30,00011
EQH Equitable Holdings, Inc. Common Stock$2,002 – $30,00002
EG Everest Group, Ltd. Common Stock$2,002 – $30,00011
IBM International Business Machines Corporation Common Sto$2,002 – $30,00011
JKHY Jack Henry & Associates, Inc. - Common Stock$2,002 – $30,00011
KMB Kimberly-Clark Corporation - Common Stock$2,002 – $30,00011
LSTR Landstar System, Inc. - Common Stock$2,002 – $30,00011
LIN Linde plc - Ordinary Shares$2,002 – $30,00011
MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock$2,002 – $30,00011
NEM Newmont Corporation$2,002 – $30,00011
NOV NOV Inc. Common Stock$2,002 – $30,00011
PRGS Progress Software Corporation - Common Stock$2,002 – $30,00011
PGR Progressive Corporation$2,002 – $30,00011
SCI Service Corporation International Common Stock$2,002 – $30,00011
WPC W. P. Carey Inc. REIT$2,002 – $30,00020
ABT Abbott Laboratories Common Stock$2,002 – $30,00011
ACN Accenture plc Class A Ordinary Shares$2,002 – $30,00011
ADBE Adobe Inc. - Common Stock$2,002 – $30,00011
AIG American International Group, Inc. New Common Stock$2,002 – $30,00011
AT&T Inc. (T)$2,002 – $30,00011
BJ BJ's Wholesale Club Holdings, Inc. Common Stock$2,002 – $30,00011
BR Broadridge Financial Solutions, Inc. Common Stock$2,002 – $30,00011
EIG Employers Holdings Inc Common Stock$2,002 – $30,00011
FTV Fortive Corporation Common Stock$2,002 – $30,00011
GL Globe Life Inc. Common Stock$2,002 – $30,00011
HLN Haleon plc American Depositary Shares$2,002 – $30,00011
MNST Monster Beverage Corporation - Common Stock$2,002 – $30,00011
NGG National Grid Transco, PLC National Grid PLC$2,002 – $30,00011
OKTA Okta, Inc. - Class A Common Stock$2,002 – $30,00011
PM Philip Morris International Inc Common Stock$2,002 – $30,00011
PG Procter & Gamble Company$2,002 – $30,00011
SE Sea Limited American Depositary Shares, each represent$2,002 – $30,00011
VZ Verizon Communications Inc. Common Stock$2,002 – $30,00011
VNOM Viper Energy, Inc. - Class A Common Stock$2,002 – $30,00011
WMB Williams Companies, Inc.$2,002 – $30,00011
AGCO AGCO Corporation Common Stock$2,002 – $30,00011
BDX Becton, Dickinson and Company Common Stock$2,002 – $30,00011
CHX ChampionX Corporation$2,002 – $30,00011
CVX Chevron Corporation Common Stock$2,002 – $30,00011
CRGY Crescent Energy Company Class A Common Stock$2,002 – $30,00011
EBAY eBay Inc. - Common Stock$2,002 – $30,00011
GFI Gold Fields Limited American Depositary Shares$2,002 – $30,00011
HAL Halliburton Company Common Stock$2,002 – $30,00011
LYB LyondellBasell Industries NV Ordinary Shares Class A$2,002 – $30,00011
MA Mastercard Incorporated Common Stock$2,002 – $30,00011
NOC Northrop Grumman Corporation Common Stock$2,002 – $30,00011
ROST Ross Stores, Inc. - Common Stock$2,002 – $30,00011
VRSN VeriSign, Inc. - Common Stock$2,002 – $30,00011
WM Waste Management, Inc. Common Stock$2,002 – $30,00011
United States Steel Corporation Common Stock (X)$2,002 – $30,00011
ALK Alaska Air Group, Inc. Common Stock$2,002 – $30,00011
ARMK Aramark Common Stock$2,002 – $30,00011
AWI Armstrong World Industries Inc Common Stock$2,002 – $30,00011
AVTR Avantor, Inc. Common Stock$2,002 – $30,00011
BRKL Brookline Bancorp, Inc. - Common Stock$2,002 – $30,00011
BF.B Brown Forman Inc Class B Common Stock$2,002 – $30,00011
BC Brunswick Corporation Common Stock$2,002 – $30,00011
CPB Campbell Soup Company Common Stock$2,002 – $30,00011
CPRI Capri Holdings Limited Ordinary Shares$2,002 – $30,00011
CBU Community Financial System, Inc. Common Stock$2,002 – $30,00011
CYTK Cytokinetics, Incorporated - Common Stock$2,002 – $30,00011
ESNT Essent Group Ltd. Common Shares$2,002 – $30,00011
EVTC Evertec, Inc. Common Stock$2,002 – $30,00011
FFIN First Financial Bankshares, Inc. - Common Stock$2,002 – $30,00011
FHB First Hawaiian, Inc. - Common Stock$2,002 – $30,00011
GATX GATX Corporation Common Stock$2,002 – $30,00011
GNW Genworth Financial Inc Common Stock$2,002 – $30,00011
HQY HealthEquity, Inc. - Common Stock$2,002 – $30,00011
HTH Hilltop Holdings Inc.$2,002 – $30,00011
IRT Independence Realty Trust, Inc. Common Stock$2,002 – $30,00011
KBH KB Home Common Stock$2,002 – $30,00011
LNC Lincoln National Corporation Common Stock$2,002 – $30,00011
MTG MGIC Investment Corporation Common Stock$2,002 – $30,00011
FIZZ National Beverage Corp. - Common Stock$2,002 – $30,00011
NBIX Neurocrine Biosciences, Inc. - Common Stock$2,002 – $30,00011
NOK Nokia Corporation Sponsored American Depositary Shares$2,002 – $30,00011
NWE NorthWestern Energy Group, Inc. - Common Stock$2,002 – $30,00011
PK Park Hotels & Resorts Inc. Common Stock$2,002 – $30,00011
RLI RLI Corp. Common Stock$2,002 – $30,00011
SEE Sealed Air Corporation Common Stock$2,002 – $30,00011
SIGI Selective Insurance Group, Inc. - Common Stock$2,002 – $30,00011
SNN Smith & Nephew SNATS, Inc. Common Stock$2,002 – $30,00011
SBSI Southside Bancshares, Inc. - Common Stock$2,002 – $30,00011
STWD STARWOOD PROPERTY TRUST, INC. Starwood Property Trust $2,002 – $30,00011
MIDD The Middleby Corporation - Common Stock$2,002 – $30,00011
TKR Timken Company$2,002 – $30,00011
TNL Travel Leisure Co. Common Stock$2,002 – $30,00011
TRN Trinity Industries, Inc. Common Stock$2,002 – $30,00011
VOYA Voya Financial, Inc. Common Stock$2,002 – $30,00011
AAL American Airlines Group, Inc. - Common Stock$2,002 – $30,00011
AVNT Avient Corporation Common Stock$2,002 – $30,00011
CNO CNO Financial Group, Inc. Common Stock$2,002 – $30,00011
DG Dollar General Corporation Common Stock$2,002 – $30,00011
FNB F.N.B. Corporation Common Stock$2,002 – $30,00011
FBRT Franklin BSP Realty Trust, Inc. Common Stock$2,002 – $30,00011
HMN Horace Mann Educators Corporation Common Stock$2,002 – $30,00011
NJR NewJersey Resources Corporation Common Stock$2,002 – $30,00011
PH Parker-Hannifin Corporation Common Stock$2,002 – $30,00011
TJX TJX Companies, Inc.$2,002 – $30,00011
TTC Toro Company$2,002 – $30,00011
LXP LXP Industrial Trust Common Stock$2,002 – $30,00011
MLM Martin Marietta Materials, Inc. Common Stock$2,002 – $30,00011
PHI PLDT Inc. Sponsored ADR$2,002 – $30,00011
VNT Vontier Corporation Common Stock$2,002 – $30,00011
SHOP Shopify Inc. - Class A Subordinate Voting Shares$2,002 – $30,00011
HUBS HubSpot, Inc. Common Stock$2,002 – $30,00011
CMG Chipotle Mexican Grill, Inc. Common Stock$2,002 – $30,00011
EMR Emerson Electric Company Common Stock$2,002 – $30,00011
NXPI NXP Semiconductors N.V. - Common Stock$2,002 – $30,00011
BLK BlackRock, Inc. Common Stock$1,001 – $15,00001
BBT Beacon Financial Corporation Common stock$1,001 – $15,00001
BHLB Berkshire Hills Bancorp, Inc. Common Stock$1,001 – $15,00010
HIMS Hims & Hers Health, Inc. Class A Common Stock$1,001 – $15,00010
FI Fiserv, Inc. Common Stock$1,001 – $15,00010
TRGP Targa Resources, Inc. Common Stock$1,001 – $15,00010
NICE NICE Ltd - American Depositary Shares each representin$1,001 – $15,00001
ADSK $1,001 – $15,00001
PEN Penumbra, Inc. Common Stock$1,001 – $15,00001
ATR AptarGroup, Inc. Common Stock$1,001 – $15,00010
CHE Chemed Corp$1,001 – $15,00010
DOW Dow Inc. Common Stock$1,001 – $15,00010
OVV Ovintiv Inc.$1,001 – $15,00010
CTRA Coterra Energy Inc. Common Stock$1,001 – $15,00010
ELS Equity Lifestyle Properties, Inc. Common Stock$1,001 – $15,00010
GME GameStop Corporation Common Stock$1,001 – $15,00010
PATK Stock$1,001 – $15,00010
MACOMB INTER SCH DIS GO 5% 05/01/2036 CALLABLE$1,001 – $15,00001
Macomb Inter SCH DI 5%36 GO UTX Due 5/01/36$1,001 – $15,00010
BKR Baker Hughes Company - Common Stock$1,001 – $15,00010
SMR NuScale Power Corporation Class A Common Stock$1,001 – $15,00010
WYOMING MICH PUB SCH GO 4% 05/01/2035 CALLABLE$1,001 – $15,00001

Every transaction

Newest first, with the date it was disclosed and the gap between the two. Sort by lag to see the slowest disclosures, or filter by symbol.

2026-07-152026-08-0521dSaronic TechnologiesPurchase$50,001 – $100,000spouse filing
2026-02-062026-03-0426dBBAI BigBear.ai, Inc. Common StockPurchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing
2026-02-042026-03-0428dBBAI BigBear.ai, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 824 filing
2026-01-122026-02-1130dApptronikPurchase$50,001 – $100,000spouse filing
2025-12-152026-01-0723dxAIPurchase$100,001 – $250,000spouse filing
2025-10-312025-11-2121dABBV AbbVie Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dACIW ACI Worldwide, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dAMD Advanced Micro Devices, Inc.Sale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dAKAM Akamai Technologies, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dALEX Alexander & Baldwin, Inc. Common Stock REIT Holding CompSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBABA Alibaba Group Holding Limited American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dALLE Allegion plc Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dGOOGL Alphabet Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dGOOG Alphabet Inc. - Class C Capital StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dAXP American Express Company Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dAMH American Homes 4 Rent Common Shares of Beneficial IntereSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dAPPF AppFolio, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dAAPL Apple Inc. - Common StockSale$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dASML ASML Holding N.V. - New York Registry SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dAZN AstraZeneca PLC - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dAVB AvalonBay Communities, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBAC Bank of America Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBCS Barclays PLC Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBAX Baxter International Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBRK.B Berkshire Hathaway Inc. New Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBHP BHP Group Limited American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBL BlackLine, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBSX Boston Scientific Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBP BP p.l.c. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBCO Brinks CompanySale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dAVGO Broadcom Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBRO Brown & Brown, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBWXT BWX Technologies, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCACI CACI International, Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCASY Caseys General Stores, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCHRD Chord Energy Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCIEN Ciena CorporationSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCLX Clorox CompanySale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dKO Coca-Cola CompanySale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCOHR Coherent Corp.Sale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCOP ConocoPhillips Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCEG Constellation Energy Corporation - Common Stock When-IssSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCNM Core & Main, Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCMI Cummins Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dCVS CVS Health Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dDHI D.R. Horton, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dDRI Darden Restaurants, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dDDOG Datadog, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSRE DBA Sempra Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dDELL Dell Technologies Inc. Class C Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dDAL Delta Air Lines, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dDKS Dick's Sporting Goods Inc Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dDUK Duke Energy CorporationSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dETN Eaton Corporation, PLC Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSATS EchoStar Corporation - Common stockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dECL Ecolab Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dEME EMCOR Group, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dEHC Encompass Health Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dENTG Entegris, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dWTRG Essential Utilities, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dEXC Exelon CorporationSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dXOM Exxon Mobil Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dFN Fabrinet Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dFIVE Five Below, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dFMC FMC Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dFTNT Fortinet, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dIT Gartner, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dGTY Getty Realty Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dGS Goldman Sachs Group, Inc.Sale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dGSK GSK plc American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dHAS Hasbro, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dHDB HDFC Bank Limited Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dHPE Hewlett Packard Enterprise Company Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dHOMB Home BancShares, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dHMC Honda Motor Company, Ltd. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dHWM Howmet Aerospace Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dHUM Humana Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dIEX IDEX Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dITW Illinois Tool Works Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dILMN Illumina, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dING ING Group, N.V. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dITT ITT Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dJD JD.com, Inc. - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dJNJ Johnson & Johnson Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dJPM JP Morgan Chase & Co. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dKVUE Kenvue Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dKRG Kite Realty Group Trust Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dLoews Corporation Common Stock (L)Sale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dLPX Louisiana-Pacific Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dMGY Magnolia Oil & Gas Corporation Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dMTZ MasTec, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dMCD McDonald's Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dMETA Meta Platforms, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dMGPI MGP Ingredients, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dMSFT Microsoft Corporation - Common StockSale$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dMKSI MKS Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dNFLX Netflix, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dNTRS Northern Trust Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dNCLH Norwegian Cruise Line Holdings Ltd. Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dNVS Novartis AG Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dNVO Novo Nordisk A/S Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dNVDA NVIDIA Corporation - Common StockSale$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dOPCH Option Care Health, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dORCL Oracle Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dORLY O'Reilly Automotive, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dOSK Oshkosh CorporationSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dOTIS Otis Worldwide Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dPLTR Palantir Technologies Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dPDD PDD Holdings Inc. - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dPEP Pepsico, Inc.Sale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dPFGC Performance Food Group Company Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dPII Polaris Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dPFG Principal Financial Group IncSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dPSTG Pure Storage, Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dQLYS Qualys, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dPWR Quanta Services, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dRBA RB Global, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dRF Regions Financial Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dRGEN Repligen Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dRIO Rio Tinto Plc Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dROIV Roivant Sciences Ltd. - Common SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSNDK Sandisk Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSAP SAP SE ADSSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSAIC Science Applications International Corporation - Common Sale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSBCF Seacoast Banking Corporation of Florida - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSHW Sherwin-Williams CompanySale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSLB SLB Limited Common SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSGI Somnigroup International Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSONY Sony Group Corporation American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSR Spire Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSFM Sprouts Farmers Market, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSF Stifel Financial Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSYY Sysco Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dTSM Taiwan Semiconductor Manufacturing Company Ltd.Sale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dTMHC Taylor Morrison Home Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dTER Teradyne, Inc.Sale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dTSLA Tesla, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dTXT Textron Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dBK The Bank of New York Mellon Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dSJM The J.M. Smucker Company Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dTMO Thermo Fisher Scientific Inc Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dTMUS T-Mobile US, Inc.Sale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dTCOM Trip.com Group Limited - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dUBER Uber Technologies, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dUTHR United Therapeutics Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dUNH UnitedHealth Group Incorporated Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dUNM Unum Group Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dUE Urban Edge Properties Common Shares of Beneficial IntereSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dVALE common shareSale$1,001 – $15,000filing
2025-10-312025-11-2121dVRT Vertiv Holdings, LLC Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dVisa Inc. (V)Sale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dVST Vistra Corp. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dWRB W.R. Berkley Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dWMT Walmart Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dWSFS WSFS Financial Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-312025-11-2121dWYNN Wynn Resorts, Limited - Common StockSale$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dABBV AbbVie Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dABBV AbbVie Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dACIW ACI Worldwide, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dACIW ACI Worldwide, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dAMD Advanced Micro Devices, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dAMD Advanced Micro Devices, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAKAM Akamai Technologies, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAKAM Akamai Technologies, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dALEX Alexander & Baldwin, Inc. Common Stock REIT Holding CompSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dALEX Alexander & Baldwin, Inc. Common Stock REIT Holding CompPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBABA Alibaba Group Holding Limited American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBABA Alibaba Group Holding Limited American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dALLE Allegion plc Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dALLE Allegion plc Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dGOOGL Alphabet Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dGOOGL Alphabet Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dGOOG Alphabet Inc. - Class C Capital StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dGOOG Alphabet Inc. - Class C Capital StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAXP American Express Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dAXP American Express Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAMH American Homes 4 Rent Common Shares of Beneficial InterePurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAMH American Homes 4 Rent Common Shares of Beneficial IntereSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dAPPF AppFolio, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dAPPF AppFolio, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAAPL Apple Inc. - Common StockPurchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAAPL Apple Inc. - Common StockSale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dASML ASML Holding N.V. - New York Registry SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dASML ASML Holding N.V. - New York Registry SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAZN AstraZeneca PLC - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAZN AstraZeneca PLC - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dAVB AvalonBay Communities, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dAVB AvalonBay Communities, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBAC Bank of America Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBAC Bank of America Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBCS Barclays PLC Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBCS Barclays PLC Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBAX Baxter International Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBAX Baxter International Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBRK.B Berkshire Hathaway Inc. New Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBRK.B Berkshire Hathaway Inc. New Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBHP BHP Group Limited American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBHP BHP Group Limited American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBL BlackLine, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBL BlackLine, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBSX Boston Scientific Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBSX Boston Scientific Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBP BP p.l.c. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBP BP p.l.c. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBCO Brinks CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBCO Brinks CompanyPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAVGO Broadcom Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dAVGO Broadcom Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBRO Brown & Brown, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dBRO Brown & Brown, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBWXT BWX Technologies, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBWXT BWX Technologies, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCACI CACI International, Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCACI CACI International, Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dCASY Caseys General Stores, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dCASY Caseys General Stores, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCHRD Chord Energy Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCHRD Chord Energy Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dCIEN Ciena CorporationPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dCIEN Ciena CorporationSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCLX Clorox CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCLX Clorox CompanyPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dKO Coca-Cola CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dKO Coca-Cola CompanyPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dCOHR Coherent Corp.Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dCOHR Coherent Corp.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCOP ConocoPhillips Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCOP ConocoPhillips Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dCEG Constellation Energy Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dCEG Constellation Energy Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCNM Core & Main, Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCNM Core & Main, Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dCMI Cummins Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dCMI Cummins Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCVS CVS Health Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dCVS CVS Health Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dDHI D.R. Horton, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dDHI D.R. Horton, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dDRI Darden Restaurants, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dDRI Darden Restaurants, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dDDOG Datadog, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dDDOG Datadog, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSRE DBA Sempra Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSRE DBA Sempra Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dDELL Dell Technologies Inc. Class C Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dDELL Dell Technologies Inc. Class C Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dDAL Delta Air Lines, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dDAL Delta Air Lines, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dDKS Dick's Sporting Goods Inc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dDKS Dick's Sporting Goods Inc Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dDUK Duke Energy CorporationSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dDUK Duke Energy CorporationPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dETN Eaton Corporation, PLC Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dETN Eaton Corporation, PLC Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSATS EchoStar Corporation - Common stockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSATS EchoStar Corporation - Common stockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dECL Ecolab Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dECL Ecolab Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dEME EMCOR Group, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dEME EMCOR Group, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dEHC Encompass Health Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dEHC Encompass Health Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dENTG Entegris, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dENTG Entegris, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dWTRG Essential Utilities, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dWTRG Essential Utilities, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dEXC Exelon CorporationSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dEXC Exelon CorporationPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dXOM Exxon Mobil Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dXOM Exxon Mobil Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dFN Fabrinet Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dFN Fabrinet Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dFIVE Five Below, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dFIVE Five Below, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dFMC FMC Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dFMC FMC Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dFTNT Fortinet, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dFTNT Fortinet, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dIT Gartner, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dIT Gartner, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dGTY Getty Realty Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dGTY Getty Realty Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dGS Goldman Sachs Group, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dGS Goldman Sachs Group, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dGSK GSK plc American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dGSK GSK plc American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dHAS Hasbro, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dHAS Hasbro, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dHDB HDFC Bank Limited Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dHDB HDFC Bank Limited Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dHPE Hewlett Packard Enterprise Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dHPE Hewlett Packard Enterprise Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dHOMB Home BancShares, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dHOMB Home BancShares, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dHMC Honda Motor Company, Ltd. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dHMC Honda Motor Company, Ltd. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dHWM Howmet Aerospace Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dHWM Howmet Aerospace Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dHUM Humana Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dHUM Humana Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dIEX IDEX Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dIEX IDEX Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dITW Illinois Tool Works Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dITW Illinois Tool Works Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dILMN Illumina, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dILMN Illumina, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dING ING Group, N.V. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dING ING Group, N.V. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dITT ITT Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dITT ITT Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dJD JD.com, Inc. - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dJD JD.com, Inc. - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dJNJ Johnson & Johnson Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dJNJ Johnson & Johnson Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dJPM JP Morgan Chase & Co. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dJPM JP Morgan Chase & Co. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dKVUE Kenvue Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dKVUE Kenvue Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dKRG Kite Realty Group Trust Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dKRG Kite Realty Group Trust Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dLoews Corporation Common Stock (L)Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dLoews Corporation Common Stock (L)Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dLPX Louisiana-Pacific Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dLPX Louisiana-Pacific Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dMGY Magnolia Oil & Gas Corporation Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dMGY Magnolia Oil & Gas Corporation Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dMTZ MasTec, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dMTZ MasTec, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dMCD McDonald's Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dMCD McDonald's Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dMETA Meta Platforms, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dMETA Meta Platforms, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dMGPI MGP Ingredients, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dMGPI MGP Ingredients, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dMSFT Microsoft Corporation - Common StockPurchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dMSFT Microsoft Corporation - Common StockSale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dMKSI MKS Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dMKSI MKS Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dNFLX Netflix, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dNFLX Netflix, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dNTRS Northern Trust Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dNTRS Northern Trust Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dNCLH Norwegian Cruise Line Holdings Ltd. Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dNCLH Norwegian Cruise Line Holdings Ltd. Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dNVS Novartis AG Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dNVS Novartis AG Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dNVO Novo Nordisk A/S Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dNVO Novo Nordisk A/S Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dNVDA NVIDIA Corporation - Common StockPurchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dNVDA NVIDIA Corporation - Common StockSale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dOPCH Option Care Health, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dOPCH Option Care Health, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dORCL Oracle Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dORCL Oracle Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dORLY O'Reilly Automotive, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dORLY O'Reilly Automotive, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dOSK Oshkosh CorporationPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dOSK Oshkosh CorporationSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dOTIS Otis Worldwide Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dOTIS Otis Worldwide Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dPLTR Palantir Technologies Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dPLTR Palantir Technologies Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dPDD PDD Holdings Inc. - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dPDD PDD Holdings Inc. - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dPEP Pepsico, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dPEP Pepsico, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dPFGC Performance Food Group Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dPFGC Performance Food Group Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dPII Polaris Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dPII Polaris Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dPFG Principal Financial Group IncSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dPFG Principal Financial Group IncPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dPSTG Pure Storage, Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dPSTG Pure Storage, Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dQLYS Qualys, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dQLYS Qualys, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dPWR Quanta Services, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dPWR Quanta Services, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dRBA RB Global, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dRBA RB Global, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dRF Regions Financial Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dRF Regions Financial Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dRGEN Repligen Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dRGEN Repligen Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dRIO Rio Tinto Plc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dRIO Rio Tinto Plc Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dROIV Roivant Sciences Ltd. - Common SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dROIV Roivant Sciences Ltd. - Common SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSNDK Sandisk Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSNDK Sandisk Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSAP SAP SE ADSPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSAP SAP SE ADSSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSAIC Science Applications International Corporation - Common Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSAIC Science Applications International Corporation - Common Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSBCF Seacoast Banking Corporation of Florida - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSBCF Seacoast Banking Corporation of Florida - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSHW Sherwin-Williams CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSHW Sherwin-Williams CompanyPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSLB SLB Limited Common SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSLB SLB Limited Common SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSGI Somnigroup International Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSGI Somnigroup International Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSONY Sony Group Corporation American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSONY Sony Group Corporation American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSR Spire Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSR Spire Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSFM Sprouts Farmers Market, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSFM Sprouts Farmers Market, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSF Stifel Financial Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSF Stifel Financial Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSYY Sysco Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dSYY Sysco Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dTSM Taiwan Semiconductor Manufacturing Company Ltd.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dTSM Taiwan Semiconductor Manufacturing Company Ltd.Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dTMHC Taylor Morrison Home Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dTMHC Taylor Morrison Home Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dTER Teradyne, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dTER Teradyne, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dTSLA Tesla, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dTSLA Tesla, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dTXT Textron Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dTXT Textron Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBK The Bank of New York Mellon Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dBK The Bank of New York Mellon Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSJM The J.M. Smucker Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dSJM The J.M. Smucker Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dTMO Thermo Fisher Scientific Inc Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dTMO Thermo Fisher Scientific Inc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dTMUS T-Mobile US, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dTMUS T-Mobile US, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dTCOM Trip.com Group Limited - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dTCOM Trip.com Group Limited - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dUBER Uber Technologies, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dUBER Uber Technologies, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dUTHR United Therapeutics Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dUTHR United Therapeutics Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dUNH UnitedHealth Group Incorporated Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dUNH UnitedHealth Group Incorporated Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dUNM Unum Group Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dUNM Unum Group Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dUE Urban Edge Properties Common Shares of Beneficial IntereSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dUE Urban Edge Properties Common Shares of Beneficial InterePurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dVALE VALE S.A. American Depositary Shares Each Representing oPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dVRT Vertiv Holdings, LLC Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dVRT Vertiv Holdings, LLC Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dVisa Inc. (V)Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dVisa Inc. (V)Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dVST Vistra Corp. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dVST Vistra Corp. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dWRB W.R. Berkley Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dWRB W.R. Berkley Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dWMT Walmart Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dWMT Walmart Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dWSFS WSFS Financial Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-302025-11-2122dWSFS WSFS Financial Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dWYNN Wynn Resorts, Limited - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-302025-11-2122dWYNN Wynn Resorts, Limited - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 893 filing
2025-10-152025-11-2137dCIEN Ciena CorporationSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dAMZN Amazon.com, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dAAPL Apple Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dANET Arista Networks, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dASML ASML Holding N.V. - New York Registry SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dBLK BlackRock, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dFLEX Flex Ltd. - Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dHSBC HSBC Holdings, plc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dHyatt Hotels Corporation Class A Common Stock (H)Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dINGR Ingredion Incorporated Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dIBKR Interactive Brokers Group, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dLYG Lloyds Banking Group Plc American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dMETA Meta Platforms, Inc. - Class A Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dNTES NetEase, Inc. - American Depositary Shares, each represeSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dROL Rollins, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dSAP SAP SE ADSPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dSNDR Schneider National, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dSHEL Shell PLC American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dTSM Taiwan Semiconductor Manufacturing Company Ltd.Partial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-10-142025-11-2138dTM Toyota Motor Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dADC Agree Realty Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dAPD Air Products and Chemicals, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dAMZN Amazon.com, Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dAMH American Homes 4 Rent Common Shares of Beneficial InterePurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dAMGN Amgen Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dASML ASML Holding N.V. - New York Registry SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dBAX Baxter International Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dBBT Beacon Financial Corporation Common stockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dBCC Boise Cascade, L.L.C. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dBTI British American Tobacco Industries, p.l.c. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dCHD Church & Dwight Company, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dKO Coca-Cola CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dCON Concentra Group Holdings Parent, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dCSGP CoStar Group, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dDHR Danaher Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dDRI Darden Restaurants, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dDEO Diageo plc Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dDLB Dolby Laboratories Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dDPZ Sale$1,001 – $15,000filing
2025-09-252025-10-2227dWTRG Essential Utilities, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dFMC FMC Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dFCX Freeport-McMoRan, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dGTY Getty Realty Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dHDB HDFC Bank Limited Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dHRL Hormel Foods Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dHUM Humana Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dINGR Ingredion Incorporated Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dKVUE Kenvue Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dLPX Louisiana-Pacific Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dMAN ManpowerGroup Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dCART Maplebear Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dMMSI Merit Medical Systems, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dMGPI MGP Ingredients, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dNTES NetEase, Inc. - American Depositary Shares, each represePurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dNVS Novartis AG Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dOPCH Option Care Health, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dRS Reliance, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dROL Rollins, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dRHP Ryman Hospitality Properties, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dSAP SAP SE ADSPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dSBAC SBA Communications Corporation - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dSLB Schlumberger N.V. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dSNDR Schneider National, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dSFM Sprouts Farmers Market, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-252025-10-2227dUL Unilever PLC Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-122025-10-2240dSpaceXPurchase$100,001 – $250,000spouse filing
2025-09-112025-10-2241dACI Albertsons Companies, Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dALGN Align Technology, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dAMZN Amazon.com, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dAAPL Apple Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dBHP BHP Group Limited American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dBURL Burlington Stores, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dCARR Carrier Global Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dCTAS Cintas Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dCL Colgate-Palmolive Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dCVLT Commvault Systems, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dCON Concentra Group Holdings Parent, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dSTZ Constellation Brands, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dCNM Core & Main, Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dDEO Diageo plc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dDLB Dolby Laboratories Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dDT Dynatrace, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dEXPO Exponent, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dFLO Flowers Foods, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dFCN FTI Consulting, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dIT Gartner, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dGPK Graphic Packaging Holding CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dHCA HCA Healthcare, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dHDB HDFC Bank Limited Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dHRL Hormel Foods Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dINTU Intuit Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dKDP Keurig Dr Pepper Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dLI Li Auto Inc. - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dMAN ManpowerGroup Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dMSFT Microsoft Corporation - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dNWG NatWest Group plc American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dNVS Novartis AG Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dNVO Novo Nordisk A/S Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dOGE OGE Energy Corp Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dPYPL PayPal Holdings, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dQLYS Qualys, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dSNY Sanofi - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dSBAC SBA Communications Corporation - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dSAIC Science Applications International Corporation - Common Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dSNPS Synopsys, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dTSLA Tesla, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dTXRH Texas Roadhouse, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dTTE TotalEnergies SESale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dTYL Tyler Technologies, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dUL Unilever PLC Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-112025-10-2241dUPS United Parcel Service, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-09-082025-10-2244dSTX Seagate Technology Holdings PLC - Ordinary SharesPurchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing
2025-08-282025-09-1215dTaiwan Semiconductor Manufacturing Company Ltd. (TSM) $1Partial sale$50,001 – $100,000spouse
Charles Schwab 401K > Schwab 824 filing
2025-08-192025-09-1224dACIW ACI Worldwide, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-192025-09-1224dHCA HCA Healthcare, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-182025-09-1225dAMED Amedisys Inc - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dADC Agree Realty Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dAKAM Akamai Technologies, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dLNT Alliant Energy CorporationSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dAPPF AppFolio, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dANET Arista Networks, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dBILL BILL Holdings, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dBL BlackLine, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dBURL Burlington Stores, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dCL Colgate-Palmolive Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dCVLT Commvault Systems, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dCSGP CoStar Group, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dCUBE CubeSmart Common SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dDDOG Datadog, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dDPZ Domino's Pizza Inc - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dDUOL StockSale$1,001 – $15,000filing
2025-08-132025-09-1230dELV Elevance Health, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dEQNR Equinor ASASale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dEXPO Exponent, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dFTNT Fortinet, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dFCX Freeport-McMoRan, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dFCN FTI Consulting, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dGWRE Guidewire Software, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dIBN ICICI Bank Limited Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dINFY Infosys Limited American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dIBKR Interactive Brokers Group, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dINTU Intuit Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dJD JD.com, Inc. - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dKRG Kite Realty Group Trust Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dLI Li Auto Inc. - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dCART Maplebear Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dNWG NatWest Group plc American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dNNN NNN REIT, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dOGE OGE Energy Corp Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dPFGC Performance Food Group Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dSAP SAP SE ADSSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dNOW ServiceNow, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dFUN Six Flags Entertainment Corporation Common Stock NewSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dSNPS Synopsys, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dTPL Texas Pacific Land Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dTXRH Texas Roadhouse, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dTTD The Trade Desk, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dTTE TotalEnergies SEPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dTM Toyota Motor Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dTYL Tyler Technologies, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dUNH UnitedHealth Group Incorporated Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dUSFD US Foods Holding Corp. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dVRSK Verisk Analytics, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dWSO Watsco, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-132025-09-1230dYUM Yum! Brands, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-072025-09-1236dBBAI BigBear.ai, Inc. Common StockPurchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing
2025-08-042025-09-1239dAPD Air Products and Chemicals, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dALGN Align Technology, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dLNT Alliant Energy CorporationPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dBUD Anheuser-Busch Inbev SA Sponsored ADRSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dMT Arcelor Mittal NY Registry Shares NEWSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dAVB AvalonBay Communities, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dBAX Baxter International Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dBHLB Berkshire Hills Bancorp, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dBHP BHP Group Limited American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dBCC Boise Cascade, L.L.C. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dBSX Boston Scientific Corporation Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dBTI British American Tobacco Industries, p.l.c. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dBRO Brown & Brown, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dCSL Carlisle Companies Incorporated Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dCARR Carrier Global Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dCHD Church & Dwight Company, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dCSCO Cisco Systems, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dCNH CNH Industrial N.V. Common SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dCAG ConAgra Brands, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dCRWD CrowdStrike Holdings, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dCUBE CubeSmart Common SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dDEO Diageo plc Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dDOCU DocuSign, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dDLB Dolby Laboratories Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dDBX Dropbox, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dEMN Eastman Chemical Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dENTG Entegris, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dEPAM EPAM Systems, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dEQNR Equinor ASAPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dFR First Industrial Realty Trust, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dFLEX Flex Ltd. - Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dFLO Flowers Foods, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dFCPT Four Corners Property Trust, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dGS Goldman Sachs Group, Inc.Partial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dGGG Graco Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dGPI Group 1 Automotive, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dGSK GSK plc American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dGWRE Guidewire Software, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dHDB HDFC Bank Limited Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dDOC Healthpeak Properties, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dHIMS Hims & Hers Health, Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dHON Honeywell International Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dHWM Howmet Aerospace Inc. Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dIEX IDEX Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dINFY Infosys Limited American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dJNJ Johnson & Johnson Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dLAD Lithia Motors, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dMGY Magnolia Oil & Gas Corporation Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dMKC McCormick & Company, Incorporated Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dMEDP Medpace Holdings, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dMRK Merck & Company, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dMU Micron Technology, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dMKSI MKS Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dMORN Morningstar, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dNTES NetEase, Inc. - American Depositary Shares, each represeSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dNYT New York Times CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dNOG Northern Oil and Gas, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dNOVT Novanta Inc. - Common SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dNVO Novo Nordisk A/S Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dORLY O'Reilly Automotive, Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dOTIS Otis Worldwide Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dPAYX Paychex, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dPYPL PayPal Holdings, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dPFE Pfizer, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dPECO Phillips Edison & Company, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dRRC Range Resources Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dRS Reliance, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dROP Roper Technologies, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dRGLD Royal Gold, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dRHP Ryman Hospitality Properties, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dSNY Sanofi - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dSAP SAP SE ADSPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dNOW ServiceNow, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dSONY Sony Group Corporation American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dTHC Tenet Healthcare Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dTXN Texas Instruments Incorporated - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dTXT Textron Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dUL Unilever PLC Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dUNP Union Pacific Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dUPS United Parcel Service, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dUNM Unum Group Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dVRSK Verisk Analytics, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dWHR Whirlpool Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dWDAY Workday, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dXPO XPO, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-09-1239dZTS Zoetis Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-08-139dAMZN Amazon.com, Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-08-139dAMAT Applied Materials, Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-08-139dAJG Arthur J. Gallagher & Co. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-08-042025-08-139dALV Autoliv, Inc. Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dABBV AbbVie Inc. Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dABBV AbbVie Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dACI Albertsons Companies, Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dBABA Alibaba Group Holding Limited American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dAMZN Amazon.com, Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dAR Antero Resources Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dAAPL Apple Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dAMAT Applied Materials, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dASML ASML Holding N.V. - New York Registry SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dAZN AstraZeneca PLC - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dALV Autoliv, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dBAX Baxter International Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dBHP BHP Group Limited American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dCSCO Cisco Systems, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dCNH CNH Industrial N.V. Common SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dCAG ConAgra Brands, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dCW Curtiss-Wright Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dDHR Danaher Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dDRI Darden Restaurants, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dDBX Dropbox, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dEHC Encompass Health Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dEPAM EPAM Systems, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dXOM Exxon Mobil Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dFI Fiserv, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dIT Gartner, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dGPI Group 1 Automotive, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dHDB HDFC Bank Limited Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dHRL Hormel Foods Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dKMI Kinder Morgan, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dLAD Lithia Motors, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dLULU lululemon athletica inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dMKC McCormick & Company, Incorporated Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dMEDP Medpace Holdings, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dMMSI Merit Medical Systems, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dMETA Meta Platforms, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dMU Micron Technology, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dMORN Morningstar, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dNTES NetEase, Inc. - American Depositary Shares, each represePurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dNYT New York Times CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dNOVT Novanta Inc. - Common SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dNVS Novartis AG Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dRRC Range Resources Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dRGEN Repligen Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dRVTY Revvity, Inc. Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dROP Roper Technologies, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dRGLD Royal Gold, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dSNY Sanofi - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dSAP SAP SE ADSSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dSLB Schlumberger N.V. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dSBUX Starbucks Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dTRGP Targa Resources, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dTFX Teleflex Incorporated Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dTPL Texas Pacific Land Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dTMO Thermo Fisher Scientific Inc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dUL Unilever PLC Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dUNP Union Pacific Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dWAT Waters Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dWDFC WD-40 Company - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dWST West Pharmaceutical Services, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dWAL Western Alliance Bancorporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dWHR Whirlpool Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dXPO XPO, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-222025-08-1322dZTS Zoetis Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dWMS Advanced Drainage Systems, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dAgilent Technologies, Inc. Common Stock (A)Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dACI Albertsons Companies, Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dALEX Alexander & Baldwin, Inc. Common Stock REIT Holding CompPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dBUD Anheuser-Busch Inbev SA Sponsored ADRPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dADP Automatic Data Processing, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dBRK.B Common StockPurchase$1,001 – $15,000filing
2025-07-162025-08-1328dBKH StockPurchase$1,001 – $15,000filing
2025-07-162025-08-1328dSCHW Charles Schwab CorporationSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dCTSH Cognizant Technology Solutions Corporation - Class A ComSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dCDP COPT Defense Properties Common Shares of Beneficial InteSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dCUZ Cousins Properties Incorporated Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dCRWD CrowdStrike Holdings, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dDRI Darden Restaurants, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dDE Deere & Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dFANG Diamondback Energy, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dLLY Eli Lilly and Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dEQH Equitable Holdings, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dEG Everest Group, Ltd. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dFCPT Four Corners Property Trust, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dIT Gartner, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dGIS General Mills, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dHD Home Depot, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dHRL Hormel Foods Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dIBM International Business Machines Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dISRG Intuitive Surgical, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dJKHY Jack Henry & Associates, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dKMB Kimberly-Clark Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dLSTR Landstar System, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dLIN Linde plc - Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dLULU lululemon athletica inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dMETA Meta Platforms, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dMSFT Microsoft Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dMUFG Mitsubishi UFJ Financial Group, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dNEM Newmont CorporationPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dNICE NICE Ltd - American Depositary Shares each representing Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dNOG Northern Oil and Gas, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dNOV NOV Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dPANW Palo Alto Networks, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dPAYX Paychex, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dPDD PDD Holdings Inc. - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dPFE Pfizer, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dPECO Phillips Edison & Company, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dPRGS Progress Software Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dPGR Progressive CorporationSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dCRM Salesforce, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dCRM Salesforce, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dSAP SAP SE ADSPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dSLB Schlumberger N.V. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dSCI Service Corporation International Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dFUN Six Flags Entertainment Corporation Common Stock NewPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dTFX Teleflex Incorporated Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dUPS United Parcel Service, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dWPC W. P. Carey Inc. REITPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dWRB W.R. Berkley Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dWAT Waters Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dWDFC WD-40 Company - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-162025-08-1328dWAL Western Alliance Bancorporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dABT Abbott Laboratories Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dACN Accenture plc Class A Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dADBE Adobe Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dAIG American International Group, Inc. New Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dAR Antero Resources Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dAT&T Inc. (T)Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dADSK Sale$1,001 – $15,000filing
2025-07-102025-08-1334dADP Automatic Data Processing, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dBJ BJ's Wholesale Club Holdings, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dBR Broadridge Financial Solutions, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dSCHW Charles Schwab CorporationPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dKO Coca-Cola CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dCTSH Cognizant Technology Solutions Corporation - Class A ComPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dCOST Costco Wholesale Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dCUZ Cousins Properties Incorporated Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dCW Curtiss-Wright Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dDT Dynatrace, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dEC Ecopetrol S.A. American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dELV Elevance Health, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dLLY Eli Lilly and Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dEIG Employers Holdings Inc Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dEQH StockSale$1,001 – $15,000filing
2025-07-102025-08-1334dFTV Fortive Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dGIS General Mills, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dGL Globe Life Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dGMED Globus Medical, Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dHLN Haleon plc American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dHD Home Depot, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dINGR Ingredion Incorporated Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dISRG Intuitive Surgical, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dJKHY Jack Henry & Associates, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dKMB Kimberly-Clark Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dKMI Kinder Morgan, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dMNST Monster Beverage Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dNGG National Grid Transco, PLC National Grid PLCSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dNVO Novo Nordisk A/S Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dOKTA Okta, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dPANW Palo Alto Networks, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dPEN Penumbra, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dPM Philip Morris International Inc Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dPG Procter & Gamble CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dPRGS Progress Software Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dPGR Progressive CorporationPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dPWR Quanta Services, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dSE Sea Limited American Depositary Shares, each representinSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dSFM Sprouts Farmers Market, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dTSLA Tesla, Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dUSFD US Foods Holding Corp. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dVZ Verizon Communications Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dVNOM Viper Energy, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dWPC W. P. Carey Inc. REITPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-07-102025-08-1334dWMB Williams Companies, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dABT Abbott Laboratories Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dACN Accenture plc Class A Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dAGCO AGCO Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dGOOGL Alphabet Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dAMGN Amgen Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dATR AptarGroup, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dMT Arcelor Mittal NY Registry Shares NEWPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dBDX Becton, Dickinson and Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dBP BP p.l.c. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dBTI British American Tobacco Industries, p.l.c. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCHX ChampionX CorporationSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCHE Chemed CorpPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCVX Chevron Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCHRD Chord Energy Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCHD Church & Dwight Company, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCLX Clorox CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCNH CNH Industrial N.V. Common SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dKO Coca-Cola CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCL Colgate-Palmolive Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCOP ConocoPhillips Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCRGY Crescent Energy Company Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dCMI Cummins Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dDE Deere & Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dDEO Diageo plc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dDLB Dolby Laboratories Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dDOW Dow Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dDUOL Duolingo, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dDT Dynatrace, Inc. Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dEBAY eBay Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dELV Elevance Health, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dEQNR Equinor ASASale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dXOM Exxon Mobil Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dGIS General Mills, Inc. Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dGMED Globus Medical, Inc. Class A Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dGFI Gold Fields Limited American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dGSK GSK plc American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dGWRE Guidewire Software, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dHLN Haleon plc American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dHAL Halliburton Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dHMC Honda Motor Company, Ltd. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dHUM Humana Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dIBN ICICI Bank Limited Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dINFY Infosys Limited American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dING ING Group, N.V. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dINGR Ingredion Incorporated Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dIBKR Interactive Brokers Group, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dINTU Intuit Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dJD JD.com, Inc. - American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dJNJ Johnson & Johnson Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dLIN Linde plc - Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dLYB LyondellBasell Industries NV Ordinary Shares Class ASale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dMGY Magnolia Oil & Gas Corporation Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dMA Mastercard Incorporated Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dMCD McDonald's Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dMRK Merck & Company, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dNGG National Grid Transco, PLC National Grid PLCPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dNWG NatWest Group plc American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dNOC Northrop Grumman Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dNOV NOV Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dOVV Ovintiv Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dPEP Pepsico, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dPM Philip Morris International Inc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dPG Procter & Gamble CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dRBA RB Global, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dRIO Rio Tinto Plc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dROST Ross Stores, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dSCI Service Corporation International Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dSGI Somnigroup International Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dSONY Sony Group Corporation American Depositary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dSBUX Starbucks Corporation - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dTXRH Texas Roadhouse, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dSJM The J.M. Smucker Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dTTE TotalEnergies SESale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dTM Toyota Motor Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dTCOM Trip.com Group Limited - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dUNH UnitedHealth Group Incorporated Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dVALE VALE S.A. American Depositary Shares Each Representing oPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dVRSN VeriSign, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dVZ Verizon Communications Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dVNOM Viper Energy, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dWM Waste Management, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-242025-08-1350dYUM Yum! Brands, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-232025-08-1351dADBE Adobe Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-202025-08-1354dUnited States Steel Corporation Common Stock (X)Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dABBV AbbVie Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dWMS Advanced Drainage Systems, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAMD Advanced Micro Devices, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAgilent Technologies, Inc. Common Stock (A)Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dADC Agree Realty Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dALK Alaska Air Group, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBABA Alibaba Group Holding Limited American Depositary SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dALLE Allegion plc Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAMZN Amazon.com, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAXP American Express Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAIG American International Group, Inc. New Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAAPL Apple Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dARMK Aramark Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAWI Armstrong World Industries Inc Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dASML ASML Holding N.V. - New York Registry SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAZN AstraZeneca PLC - American Depositary SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAT&T Inc. (T)Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAVTR Avantor, Inc. Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBAC Bank of America Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBCS Barclays PLC Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBDX Becton, Dickinson and Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBHP BHP Group Limited American Depositary SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBILL BILL Holdings, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBKH Black Hills Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBTI British American Tobacco Industries, p.l.c. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dAVGO Broadcom Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBR Broadridge Financial Solutions, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBRKL Brookline Bancorp, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBF.B Brown Forman Inc Class B Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBC Brunswick Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBURL Burlington Stores, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCPB Campbell Soup Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCPRI Capri Holdings Limited Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCSL Carlisle Companies Incorporated Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCVX Chevron Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCHD Church & Dwight Company, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCIEN Ciena CorporationPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCNH CNH Industrial N.V. Common SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCOHR Coherent Corp.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCL Colgate-Palmolive Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCBU Community Financial System, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSTZ Constellation Brands, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCNM Core & Main, Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCOST Costco Wholesale Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCTRA Coterra Energy Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCYTK Cytokinetics, Incorporated - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dDHI D.R. Horton, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSRE DBA Sempra Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dDAL Delta Air Lines, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dFANG Diamondback Energy, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dDKS Dick's Sporting Goods Inc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dDOCU DocuSign, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dDUK Duke Energy CorporationPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dDUOL Duolingo, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dDT Dynatrace, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dEMN Eastman Chemical Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dEBAY eBay Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dEME EMCOR Group, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dEIG Employers Holdings Inc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dELS Equity Lifestyle Properties, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dESNT Essent Group Ltd. Common SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dEG Everest Group, Ltd. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dEVTC Evertec, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dEXC Exelon CorporationPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dFFIN First Financial Bankshares, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dFHB First Hawaiian, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dFR First Industrial Realty Trust, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dFTV Fortive Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dGATX GATX Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dGIS General Mills, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dGNW Genworth Financial Inc Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dGL Globe Life Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dGMED Globus Medical, Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dGGG Graco Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dGPK Graphic Packaging Holding CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dGSK GSK plc American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dGWRE Guidewire Software, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dHAL Halliburton Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dHAS Hasbro, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dHDB HDFC Bank Limited Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dHQY HealthEquity, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dDOC Healthpeak Properties, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dHPE Hewlett Packard Enterprise Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dHTH Hilltop Holdings Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dHOMB Home BancShares, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dHON Honeywell International Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dHSBC HSBC Holdings, plc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dHyatt Hotels Corporation Class A Common Stock (H)Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dITW Illinois Tool Works Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dIRT Independence Realty Trust, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dINFY Infosys Limited American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dIBKR Interactive Brokers Group, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dIBM International Business Machines Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dINTU Intuit Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dITT ITT Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dJD JD.com, Inc. - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dJNJ Johnson & Johnson Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dJPM JP Morgan Chase & Co. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dKBH KB Home Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dKDP Keurig Dr Pepper Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dKRG Kite Realty Group Trust Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dLSTR Landstar System, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dLNC Lincoln National Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dLYG Lloyds Banking Group Plc American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dLoews Corporation Common Stock (L)Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dLPX Louisiana-Pacific Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dMA Mastercard Incorporated Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dMTG MGIC Investment Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dMUFG Mitsubishi UFJ Financial Group, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dMNST Monster Beverage Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dFIZZ National Beverage Corp. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNWG NatWest Group plc American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNTES NetEase, Inc. - American Depositary Shares, each represePartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNBIX Neurocrine Biosciences, Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNEM Newmont CorporationPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNNN NNN REIT, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNOK Nokia Corporation Sponsored American Depositary SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNTRS Northern Trust Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNOC Northrop Grumman Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNWE NorthWestern Energy Group, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNCLH Norwegian Cruise Line Holdings Ltd. Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNVS Novartis AG Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNVDA NVIDIA Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dOKTA Okta, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dORCL Oracle Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dPLTR Palantir Technologies Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dPK Park Hotels & Resorts Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dPII Polaris Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dPFG Principal Financial Group IncPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dPSTG Pure Storage, Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dRF Regions Financial Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dRS Reliance, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dRVTY Revvity, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dRLI RLI Corp. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dROIV Roivant Sciences Ltd. - Common SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dROST Ross Stores, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dCRM Salesforce, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSNY Sanofi - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSE Sea Limited American Depositary Shares, each representinPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSBCF Seacoast Banking Corporation of Florida - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSEE Sealed Air Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSIGI Selective Insurance Group, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dNOW ServiceNow, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSHW Sherwin-Williams CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSNN Smith & Nephew SNATS, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSONY Sony Group Corporation American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSBSI Southside Bancshares, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSR Spire Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSBUX Starbucks Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSTWD STARWOOD PROPERTY TRUST, INC. Starwood Property Trust InSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dSF Stifel Financial Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTSM Taiwan Semiconductor Manufacturing Company Ltd.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTMHC Taylor Morrison Home Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTER Teradyne, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTSLA Tesla, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTXN Texas Instruments Incorporated - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTXRH Texas Roadhouse, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dBK The Bank of New York Mellon Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dMIDD The Middleby Corporation - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTKR Timken CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTMUS T-Mobile US, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTTE TotalEnergies SEPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTM Toyota Motor Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTNL Travel Leisure Co. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dTRN Trinity Industries, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dUL Unilever PLC Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dUPS United Parcel Service, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dUNH UnitedHealth Group Incorporated Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dUNM Unum Group Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dUE Urban Edge Properties Common Shares of Beneficial InterePurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dVRE Veris Residential, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dVRSN VeriSign, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dVST Vistra Corp. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dVOYA Voya Financial, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dWMT Walmart Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dWM Waste Management, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dWSO Watsco, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dWST West Pharmaceutical Services, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dWDAY Workday, Inc. - Class A Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-172025-08-1357dWSFS WSFS Financial Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dAGCO AGCO Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dADC Agree Realty Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dALK Alaska Air Group, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dGOOG Alphabet Inc. - Class C Capital StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dAAL American Airlines Group, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dBUD Anheuser-Busch Inbev SA Sponsored ADRPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dARMK Aramark Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dAWI Armstrong World Industries Inc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dAVTR Avantor, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dAVNT Avient Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dBRK.B Berkshire Hathaway Inc. New Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dBHP BHP Group Limited American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dBJ BJ's Wholesale Club Holdings, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dBCO Brinks CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dAVGO Broadcom Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dBF.B Brown Forman Inc Class B Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dBC Brunswick Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dBURL Burlington Stores, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dBWXT BWX Technologies, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dCPRI Capri Holdings Limited Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dCASY Caseys General Stores, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dCHX ChampionX CorporationPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dCNO CNO Financial Group, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dCBU Community Financial System, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dCDP COPT Defense Properties Common Shares of Beneficial IntePurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dCNM Core & Main, Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dCYTK Cytokinetics, Incorporated - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dDG Dollar General Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dEQNR Equinor ASAPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dESNT Essent Group Ltd. Common SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dEVTC Evertec, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dFNB F.N.B. Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dFFIN First Financial Bankshares, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dFHB First Hawaiian, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dFIVE Five Below, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dFLO Flowers Foods, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dFCPT Four Corners Property Trust, Inc. Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dFBRT Franklin BSP Realty Trust, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dGME GameStop Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dGATX GATX Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dGNW Genworth Financial Inc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dGTY Getty Realty Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dGFI Gold Fields Limited American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dHDB HDFC Bank Limited Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dHQY HealthEquity, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dHTH Hilltop Holdings Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dHMN Horace Mann Educators Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dIRT Independence Realty Trust, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dJPM JP Morgan Chase & Co. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dKRG Kite Realty Group Trust Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dLI Li Auto Inc. - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dLNC Lincoln National Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dLPX Louisiana-Pacific Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dMGY Magnolia Oil & Gas Corporation Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dMTZ MasTec, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dMTG MGIC Investment Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dMSFT Microsoft Corporation - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dMCO Moody's Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dFIZZ National Beverage Corp. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dNTES NetEase, Inc. - American Depositary Shares, each represePurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dNBIX Neurocrine Biosciences, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dNJR NewJersey Resources Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dNOK Nokia Corporation Sponsored American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dNVS Novartis AG Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dNVDA NVIDIA Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dPH Parker-Hannifin Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dPATK StockPurchase$1,001 – $15,000filing
2025-06-112025-08-1363dRGEN Repligen Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dRLI RLI Corp. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dSAIC Science Applications International Corporation - Common Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dSIGI Selective Insurance Group, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dSFM Sprouts Farmers Market, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dSTWD STARWOOD PROPERTY TRUST, INC. Starwood Property Trust InPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dTHC Tenet Healthcare Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dCPB The Campbell's Company - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dMIDD The Middleby Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dTKR Timken CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dTJX TJX Companies, Inc.Sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dTTC Toro CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dTNL Travel Leisure Co. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dTRN Trinity Industries, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dUBSI United Bankshares, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dUnited States Steel Corporation Common Stock (X)Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dUTHR United Therapeutics Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dUNM Unum Group Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dVRE Veris Residential, Inc. Common StockPurchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dVRTX Vertex Pharmaceuticals Incorporated - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-112025-08-1363dVOYA Voya Financial, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dGOOG Alphabet Inc. - Class C Capital StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dAVNT Sale$1,001 – $15,000filing
2025-06-102025-08-1364dAVGO Broadcom Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dDELL Dell Technologies Inc. Class C Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dEC Ecopetrol S.A. American Depositary SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dHDB HDFC Bank Limited Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dJPM JP Morgan Chase & Co. Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dLXP LXP Industrial Trust Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dMLM Martin Marietta Materials, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dMCO Moody's Corporation Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dNVS Novartis AG Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dNVDA NVIDIA Corporation - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dPDD PDD Holdings Inc. - American Depositary SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dPHI PLDT Inc. Sponsored ADRSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dRGLD Royal Gold, Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dSAP SAP SE ADSPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dTMO Thermo Fisher Scientific Inc Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dVRTX Vertex Pharmaceuticals Incorporated - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dVRT Vertiv Holdings, LLC Class A Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-102025-08-1364dVNT Vontier Corporation Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dBABA Alibaba Group Holding Limited American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dGOOG Alphabet Inc. - Class C Capital StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dAMZN Amazon.com, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dAMED Amedisys Inc - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dAAL American Airlines Group, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dBUD Anheuser-Busch Inbev SA Sponsored ADRPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dAAPL Apple Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dASML ASML Holding N.V. - New York Registry SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dAZN AstraZeneca PLC - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dBRKL Brookline Bancorp, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dCNO CNO Financial Group, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dCOST Costco Wholesale Corporation - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dCRGY Crescent Energy Company Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dDG Dollar General Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dETN Eaton Corporation, PLC Ordinary SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dEC Ecopetrol S.A. American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dLLY Eli Lilly and Company Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dFNB F.N.B. Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dFLO Flowers Foods, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dFCPT Four Corners Property Trust, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dFBRT Franklin BSP Realty Trust, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dGTY Getty Realty Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dHDB HDFC Bank Limited Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dHD Home Depot, Inc.Partial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dHMN Horace Mann Educators Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dILMN Illumina, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dISRG Intuitive Surgical, Inc. - Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dJPM JP Morgan Chase & Co. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dKBH KB Home Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dLXP LXP Industrial Trust Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dLYB LyondellBasell Industries NV Ordinary Shares Class APurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dMSFT Microsoft Corporation - Common StockPurchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dNJR NewJersey Resources Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dNWE NorthWestern Energy Group, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dNVS Novartis AG Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dNVO Novo Nordisk A/S Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dNVDA NVIDIA Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dPANW Palo Alto Networks, Inc.Partial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dPK Park Hotels & Resorts Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dPDD PDD Holdings Inc. - American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dPHI PLDT Inc. Sponsored ADRPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dRGLD Royal Gold, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dSAP SAP SE ADSPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dNOW ServiceNow, Inc. Common StockPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dSHEL Shell PLC American Depositary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dSHOP Shopify Inc. - Class A Subordinate Voting SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dSNN Smith & Nephew SNATS, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dSBSI Southside Bancshares, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dSNPS Synopsys, Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dTSM Taiwan Semiconductor Manufacturing Company Ltd.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dTSLA Tesla, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dTTC Toro CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dUL Unilever PLC Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dUBSI United Bankshares, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dUBSI United Bankshares, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dVNT Vontier Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-092025-08-1365dWYNN Wynn Resorts, Limited - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dBLOOMFIELD CHARTER T REV 5% 04/01/2038 CALLABLESale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dGRAND RAPIDS MICH GO 5% 10/01/2034Sale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dGRANDVILLE MICH PUB GO 5% 05/01/2038 CALLABLESale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dKALAMAZOO MICH WTR R REV 5% 09/01/2029Sale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dLANSE CREUSE MICH PU GO 5% 05/01/2039 CALLABLESale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dMACOMB INTER SCH DIS GO 5% 05/01/2036 CALLABLESale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dMICHIGAN ST TRUNK LI REV 5% 11/15/2033 CALLABLESale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dMICHIGAN ST TRUNK LI REV 5% 11/15/2038 CALLABLESale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dROMEO MICH CMNTY SCH GO 4% 05/01/2033 CALLABLESale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dSWARTZ CREEK MICH CM GO 5% 05/01/2039 CALLABLESale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-06-062025-08-1368dTROY MICH CITY SCH D GO 5% 05/01/2036 CALLABLESale$15,001 – $50,000spouse
Charles Schwab Brokerage Account 924 filing
2025-03-282025-08-13138dHUBS HubSpot, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-282025-08-13138dTTD The Trade Desk, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-212025-08-13145dCRM Salesforce, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-212025-08-13145dWDAY Workday, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-202025-08-13146dANET Arista Networks, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-202025-08-13146dCMG Chipotle Mexican Grill, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-202025-08-13146dSYY Sysco Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-202025-08-13146dVRT Vertiv Holdings, LLC Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-132025-08-13153dETN Eaton Corporation, PLC Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-132025-08-13153dSwartz Creek Mich CM GO 5% Due 05/01/2039Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-03-122025-08-13154dDT Dynatrace, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-122025-08-13154dEMR Emerson Electric Company Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-03-122025-08-13154dNOW ServiceNow, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-02-242025-08-13170dWMB Williams Companies, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-02-212025-08-13173dHUBS HubSpot, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-02-212025-08-13173dSHW Sherwin-Williams CompanySale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-02-212025-08-13173dTTD The Trade Desk, Inc. - Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-02-212025-08-13173dUBER Uber Technologies, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-02-182025-08-13176dLanse Creuse Mich P 5%39Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-02-142025-08-13180dINTU Intuit Inc. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-02-122025-08-13182dWyoming Mich Pub SC 4%35 GO UTX Due 05/31/35Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-02-112025-08-13183dGrandville Mich PUB 5%38 GO LTX Due 10/01/38Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-02-102025-08-13184dGrand Rapids Mich 5%34 GO LTX Due 10/01/34Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-02-062025-08-13188dMichigan ST Trunk L 5%33 COMB Tax Due 11/15/33Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-02-052025-08-13189dDT Dynatrace, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-02-052025-08-13189dETN Eaton Corporation, PLC Ordinary SharesSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-02-052025-08-13189dEMR Emerson Electric Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-02-052025-08-13189dMacomb Inter SCH DI 5%36 GO UTX Due 5/01/36Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 919 filing
2025-02-052025-08-13189dRomeo Mich CMNTY SC 4%33 GO UTX Due 05/01/33Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-02-052025-08-13189dNOW ServiceNow, Inc. Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-01-312025-08-13194dBloomfield Charter 5%38 DB LTX Due 04/01/38Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-01-312025-08-13194dMichigan Trunk L 5%38 COMB TAX Due 11/15/38Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-01-302025-08-13195dKalamazoo Mich WTR 5%29 WTR UTIL Due 09/01/29Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-01-302025-08-13195dTroy Mich City SCH 5%36 Go UTX Due 05/01/36Purchase$15,001 – $50,000spouse
Charles Schwab Brokerage Account 919 filing
2025-01-222025-08-13203dAVGO Broadcom Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-01-222025-08-13203dNXPI NXP Semiconductors N.V. - Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-01-152025-08-13210dDELL Dell Technologies Inc. Class C Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2025-01-152025-08-13210dZTS Zoetis Inc. Class A Common StockSale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dGOOGL Alphabet Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dAMZN Amazon.com, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dAAPL Apple Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dANET Arista Networks, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dAJG Arthur J. Gallagher & Co. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dBKR Baker Hughes Company - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dBSX Boston Scientific Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dCMG Chipotle Mexican Grill, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dCTAS Cintas Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dCOST Costco Wholesale Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dETN Eaton Corporation, PLC Ordinary SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dECL Ecolab Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dLLY Eli Lilly and Company Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dGS Goldman Sachs Group, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dHD Home Depot, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dHWM Howmet Aerospace Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dINTU Intuit Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dISRG Intuitive Surgical, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dMLM Martin Marietta Materials, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dMETA Meta Platforms, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dMSFT Microsoft Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dMCO Moody's Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dNFLX Netflix, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dNVDA NVIDIA Corporation - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dNXPI NXP Semiconductors N.V. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dORLY O'Reilly Automotive, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dPANW Palo Alto Networks, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dPH Parker-Hannifin Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dCRM Salesforce, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dNOW ServiceNow, Inc. Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dSHW Sherwin-Williams CompanyPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dSHOP Shopify Inc. - Class A Subordinate Voting SharesPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dSNPS Synopsys, Inc. - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dTTD The Trade Desk, Inc. - Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dTMO Thermo Fisher Scientific Inc Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dTJX TJX Companies, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dVRTX Vertex Pharmaceuticals Incorporated - Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dVisa Inc. (V)Purchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-12-112025-08-13245dZTS Zoetis Inc. Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 548 filing
2024-11-082025-08-13278dSMR NuScale Power Corporation Class A Common StockPurchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-11-082025-08-13278dTSLA Tesla, Inc. - Common StockPurchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-11-072025-08-13279dNVDA NVIDIA Corporation - Common StockPurchase$100,001 – $250,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-11-072025-08-13279dPLTR Palantir Technologies Inc. - Class A Common StockPurchase$100,001 – $250,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-11-072025-08-13279dTaiwan Semiconductor Manufacturing Company Ltd. (TSM) $2Purchase$100,001 – $250,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-10-232025-08-13294dAMD Advanced Micro Devices, Inc.Sale$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-10-232025-08-13294dNVDA NVIDIA Corporation - Common StockPartial sale$100,001 – $250,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-10-232025-08-13294dPLTR Palantir Technologies Inc. - Class A Common StockPartial sale$50,001 – $100,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-10-232025-08-13294dTaiwan Semiconductor Manufacturing Company Ltd. (TSM) $1Partial sale$50,001 – $100,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-08-142025-08-13364dPLTR Palantir Technologies Inc. - Class A Common StockPurchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-06-112025-08-13428dSEE Sealed Air Corporation Common StockPurchase$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2024-06-102025-08-13429dASML ASML Holding N.V. - New York Registry SharesPartial sale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2024-06-062025-08-13433dAMD Advanced Micro Devices, Inc.Purchase$1,001 – $15,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-06-062025-08-13433dNVDA NVIDIA Corporation - Common StockPurchase$50,001 – $100,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-06-062025-08-13433dPLTR Palantir Technologies Inc. - Class A Common StockPurchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-06-062025-08-13433dTaiwan Semiconductor Manufacturing Company Ltd. (TSM) $5Purchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-06-062025-08-13433dWYOMING MICH PUB SCH GO 4% 05/01/2035 CALLABLESale$1,001 – $15,000spouse
Charles Schwab Brokerage Account 924 filing
2024-03-112025-08-13520dAMD Advanced Micro Devices, Inc.Purchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-03-112025-08-13520dNVDA NVIDIA Corporation - Common StockPurchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing
2024-03-112025-08-13520dTaiwan Semiconductor Manufacturing Company Ltd. (TSM) $5Purchase$15,001 – $50,000spouse
Charles Schwab 401K > Schwab 824 filing

Sums and counts over House Clerk and Senate EFD periodic transaction reports. No model call; every row links to the filing it came from. Generated 2026-09-11T12:14:38.711Z. All congressional trading →