| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | Director | Common Stock | 97K | $9.26M | $95.47 | Nov 13, 2025 | by Trust |
| SCHWAB CHARLES CORP | Director | Common Stock | 8.07K | $771K | $95.47 | Nov 13, 2025 | Direct |
| BERRY GLOBAL GROUP, INC. | Director | Common Stock | 4.81K | $314K | $65.32 | Nov 26, 2022 | Direct |
| BERRY GLOBAL GROUP, INC. | Director | Restricted Stock Units | 1.97K | $128K | $64.81 | Nov 26, 2022 | Direct |
| SCHWAB CHARLES CORP | Director | Nonqualified Stock Option (right to buy) | 3.65K | May 27, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | Nov 13, 2025 | 1 | $0 | 4 | Nov 14, 2025 | Director |
| SCHW | SCHWAB CHARLES CORP | May 27, 2025 | 3 | -$761K | 4 | May 29, 2025 | Director |
| SCHW | SCHWAB CHARLES CORP | May 28, 2024 | 2 | $0 | 4 | May 30, 2024 | Director |
| SCHW | SCHWAB CHARLES CORP | Oct 24, 2023 | 1 | -$346K | 4 | Oct 26, 2023 | Director |
| SCHW | SCHWAB CHARLES CORP | May 22, 2023 | 2 | $0 | 4 | May 24, 2023 | Director |
| SCHW | SCHWAB CHARLES CORP | Feb 6, 2023 | 9 | -$713K | 4 | Feb 8, 2023 | Director |
| SCHW | SCHWAB CHARLES CORP | May 19, 2022 | 2 | $0 | 4 | May 23, 2022 | Director |
| BERY | BERRY GLOBAL GROUP, INC. | Nov 26, 2021 | 2 | $0 | 4 | Nov 30, 2021 | Director |
| BERY | BERRY GLOBAL GROUP, INC. | Nov 23, 2021 | 4 | $0 | 4 | Nov 29, 2022 | Director |
| SCHW | SCHWAB CHARLES CORP | Aug 23, 2021 | 7 | -$1.19M | 4 | Aug 24, 2021 | Director |
| SCHW | SCHWAB CHARLES CORP | May 17, 2021 | 2 | $0 | 4 | May 19, 2021 | Director |