| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | MD, Chief Tech, OPS & Data Off | Common Stock | 10,470 | $1,048,779 | $100.17 | 29 Jan 2026 | Direct |
| SolarWinds Corp | Director | Common Stock | 0 | $0 | $18.50 | 16 Apr 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 29 Jan 2026 | 0 | $0 | 3 | MD, Chief Tech, OPS & Data Off | 09 Feb 2026, 20:58 |
| SWI | SolarWinds Corp | 16 Apr 2025 | 1 | -$1,703,018 | 4 | Director | 17 Apr 2025, 16:33 |
| SWI | SolarWinds Corp | 23 May 2024 | 1 | $0 | 4 | Director | 24 May 2024, 16:05 |
| SWI | SolarWinds Corp | 25 May 2023 | 1 | $0 | 4 | Director | 26 May 2023, 16:32 |
| SWI | SolarWinds Corp | 26 May 2022 | 1 | $0 | 4 | Director | 31 May 2022, 16:10 |
| SWI | SolarWinds Corp | 28 May 2021 | 1 | $0 | 4 | Director | 01 Jun 2021, 16:09 |