
CIK 0000316709
| Score | Actor | Security | Side | Value | Disclosed | Evidence |
|---|---|---|---|---|---|---|
| 0 | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Option exercise · 10b5-1 plan | M | — 5,000 sh | Nov 3, 2026 traded Nov 2, 2026 | |
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst |
Open-market sale · 10b5-1 plan |
| SELL |
| $445K 5,000 sh |
| Nov 3, 2026 traded Nov 2, 2026 |
| 1 | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Option exercise · 10b5-1 plan | M | $321K 5,000 sh | Nov 3, 2026 traded Nov 2, 2026 |
| 20 | Ellis Stephen ADirector | Option exercise | M | $60K 1,918 sh | Sep 25, 2026 traded Sep 23, 2026 |
| 9 | Ellis Stephen ADirector | Option exercise | M | — 1,918 sh | Sep 25, 2026 traded Sep 23, 2026 |
| 0 | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Option exercise · 10b5-1 plan | M | $165K 3,177 sh | Sep 2, 2026 traded Sep 1, 2026 |
| 0 | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Option exercise · 10b5-1 plan | M | — 3,177 sh | Sep 2, 2026 traded Sep 1, 2026 |
| 20 | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Open-market sale · 10b5-1 plan | SELL | $346K 3,177 sh | Sep 2, 2026 traded Sep 1, 2026 |
| 0 | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Option exercise · 10b5-1 plan | M | — 3,177 sh | Aug 31, 2026 traded Aug 28, 2026 |
| 33 | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Open-market sale · 10b5-1 plan | SELL | $343K 3,177 sh | Aug 31, 2026 traded Aug 28, 2026 |
| 2 | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Option exercise · 10b5-1 plan | M | $165K 3,177 sh | Aug 31, 2026 traded Aug 28, 2026 |
| 38 | Schwab-Pomerantz CarolynDirector | Open-market sale | SELL | $1.00M 9,175 sh | Aug 27, 2026 traded Aug 26, 2026 |
| 39 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale | SELL | $111K 1,000 sh | Aug 18, 2026 traded Aug 17, 2026 |
| 31 | Howard DennisMD, Chief Tech, OPS & Data Off | Open-market sale · 10b5-1 plan | SELL | $242K 2,198 sh | Aug 17, 2026 traded Aug 13, 2026 |
| 0 | Murtagh Nigel JChief Risk Officer | Option exercise · 10b5-1 plan | M | — 24.8K sh | Aug 10, 2026 traded Aug 10, 2026 |
| 33 | Murtagh Nigel JChief Risk Officer | Open-market sale · 10b5-1 plan | SELL | $2.70M 24.8K sh | Aug 10, 2026 traded Aug 10, 2026 |
| 19 | Murtagh Nigel JChief Risk Officer | Open-market sale · 10b5-1 plan | SELL | $207K 1,897 sh | Aug 10, 2026 traded Aug 6, 2026 |
| 0 | Murtagh Nigel JChief Risk Officer | Option exercise · 10b5-1 plan | M | — 1,897 sh | Aug 10, 2026 traded Aug 6, 2026 |
| 0 | Murtagh Nigel JChief Risk Officer | Option exercise · 10b5-1 plan | M | $89K 1,897 sh | Aug 10, 2026 traded Aug 6, 2026 |
| 12 | Murtagh Nigel JChief Risk Officer | Option exercise · 10b5-1 plan | M | $1.16M 24.8K sh | Aug 10, 2026 traded Aug 10, 2026 |
| 41 | Schwab-Pomerantz CarolynDirector | Open-market sale | SELL | $2.00M 18.6K sh | Aug 7, 2026 traded Aug 5, 2026 |
| 8 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale · 10b5-1 plan | SELL | $194K 2,000 sh | Jul 6, 2026 traded Jul 2, 2026 |
| 8 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale · 10b5-1 plan | SELL | $200K 2,000 sh | Jul 6, 2026 traded Jul 6, 2026 |
| 4 | Beatty Jonathan SMD, Head of Advisor Services | Tax withholding · 10b5-1 plan | F | $96K 1,036 sh | Jul 6, 2026 traded Jul 1, 2026 |
| 19 | Verdeschi Michael DCFO | Tax withholding | F | $570K 6,519 sh | Jun 4, 2026 traded Jun 3, 2026 |
| 5 | Schwab-Pomerantz CarolynDirector | Grant or award | A | — 3,977 sh | May 28, 2026 traded May 26, 2026 |
| 9 | Schwab-Pomerantz CarolynDirector | Grant or award | A | — 1,602 sh | May 28, 2026 traded May 26, 2026 |
| 42 | Wurster Richard ADirector, President & CEO | Open-market purchase | BUY | $1.85M 22.0K sh | May 28, 2026 traded May 28, 2026 |
| 5 | Schwab-Pomerantz CarolynDirector | Option exercise | M | — 9,910 sh | May 6, 2026 traded May 5, 2026 |
| 23 | Schwab-Pomerantz CarolynDirector | Open-market sale | SELL | $915K 9,910 sh | May 6, 2026 traded May 5, 2026 |
| 11 | Schwab-Pomerantz CarolynDirector | Option exercise | M | $314K 9,910 sh | May 6, 2026 traded May 5, 2026 |
| 13 | Woolway Paul VMD, Chief Banking Officer | Option exercise · 10b5-1 plan | M | $413K 7,942 sh | Apr 16, 2026 traded Apr 14, 2026 |
| 0 | Woolway Paul VMD, Chief Banking Officer | Option exercise · 10b5-1 plan | M | — 7,941 sh | Apr 16, 2026 traded Apr 15, 2026 |
| 0 | Woolway Paul VMD, Chief Banking Officer | Option exercise · 10b5-1 plan | M | — 7,942 sh | Apr 16, 2026 traded Apr 14, 2026 |
| 25 | Woolway Paul VMD, Chief Banking Officer | Open-market sale · 10b5-1 plan | SELL | $794K 7,941 sh | Apr 16, 2026 traded Apr 15, 2026 |
| 9 | Woolway Paul VMD, Chief Banking Officer | Option exercise · 10b5-1 plan | M | $413K 7,941 sh | Apr 16, 2026 traded Apr 15, 2026 |
| 29 | Woolway Paul VMD, Chief Banking Officer | Open-market sale · 10b5-1 plan | SELL | $778K 7,942 sh | Apr 16, 2026 traded Apr 14, 2026 |
| 0 | Murtagh Nigel JChief Risk Officer | Option exercise · 10b5-1 plan | M | — 41.3K sh | Apr 15, 2026 traded Apr 14, 2026 |
| 3 | Craig Jonathan M.MD, Head of Retail Investing | Option exercise · 10b5-1 plan | M | — 21.8K sh | Apr 15, 2026 traded Apr 14, 2026 |
| 20 | Murtagh Nigel JChief Risk Officer | Option exercise · 10b5-1 plan | M | $2.15M 41.3K sh | Apr 15, 2026 traded Apr 14, 2026 |
| 32 | Murtagh Nigel JChief Risk Officer | Open-market sale · 10b5-1 plan | SELL | $4.09M 41.3K sh | Apr 15, 2026 traded Apr 14, 2026 |
| 4 | Craig Jonathan M.MD, Head of Retail Investing | Option exercise · 10b5-1 plan | M | $1.02M 21.8K sh | Apr 15, 2026 traded Apr 14, 2026 |
| 32 | Craig Jonathan M.MD, Head of Retail Investing | Open-market sale · 10b5-1 plan | SELL | $2.15M 21.8K sh | Apr 15, 2026 traded Apr 14, 2026 |
| 27 | Gilbert Ray Cisneros, Jr.DSelf | Partial sale | SELL | $1,001 – $15K | Apr 7, 2026 traded Mar 27, 2026 |
| 5 | Beatty Jonathan SMD, Head of Advisor Services | Grant or award | A | — 24.5K sh | Mar 4, 2026 traded Mar 2, 2026 |
| 9 | Verdeschi Michael DCFO | Grant or award | A | — 62.1K sh | Mar 4, 2026 traded Mar 2, 2026 |
| 28 | Gilbert Ray Cisneros, Jr.DSelf | Purchase | BUY | $1,001 – $15K | Feb 13, 2026 traded Jan 9, 2026 |
| 35 | Schwab-Pomerantz CarolynDirector | Open-market sale | SELL | $1.00M 9,525 sh | Jan 26, 2026 traded Jan 22, 2026 |
| 32 | Schwab-Pomerantz CarolynDirector | Open-market sale | SELL | $500K 4,765 sh | Jan 26, 2026 traded Jan 22, 2026 |
| 35 | Schwab-Pomerantz CarolynDirector | Open-market sale | SELL | $1.00M 9,525 sh | Jan 26, 2026 traded Jan 22, 2026 |
| 35 | Schwab-Pomerantz CarolynDirector | Open-market sale | SELL | $2.00M 19.1K sh | Jan 26, 2026 traded Jan 22, 2026 |
| 13 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale · 10b5-1 plan | SELL | $210K 2,000 sh | Jan 23, 2026 traded Jan 22, 2026 |
| 2 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | $93K 2,000 sh | Jan 23, 2026 traded Jan 22, 2026 |
| 0 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | — 2,000 sh | Jan 23, 2026 traded Jan 22, 2026 |
| 14 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale · 10b5-1 plan | SELL | $204K 2,000 sh | Dec 29, 2025 traded Dec 23, 2025 |
| 1 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | — 2,000 sh | Dec 29, 2025 traded Dec 23, 2025 |
| 4 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | $93K 2,000 sh | Dec 29, 2025 traded Dec 23, 2025 |
| 6 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | $143K 3,072 sh | Nov 14, 2025 traded Nov 12, 2025 |
| 24 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale · 10b5-1 plan | SELL | $301K 3,072 sh | Nov 14, 2025 traded Nov 12, 2025 |
| 11 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | — 3,072 sh | Nov 14, 2025 traded Nov 12, 2025 |
No contributions from a PAC connected to this company.