Want to automatically copy Pelosi trades?
Mirror Nancy Pelosi's portfolio in real-time with just one click on eToro.
Free asset at sign up • Eligible regions only
Live portfolio tracking
Automatic rebalancing
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.
Not available in the US.
Past Performance is not an indication of future results.
*Free asset promotion available at sign up in eligible regions only. Terms and conditions apply.
Lisa McClain Filing
Transactions filing | Filed on 13 Aug 2025
STOCK Act Compliance Violation
This filing contains 538 transactions that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
520
Days Late (Max)
25%
Compliance Rate
538/715
Non-Compliant
About the STOCK Act: The Stop Trading on Congressional Knowledge Act requires members of Congress to disclose stock trades within 45 days of the transaction date. Late filings may result in fines and reduce transparency in congressional trading activities.
Politician Name
Lisa McClain
Filing Type
Transactions filing
Filed Date
13 Aug 2025
Transactions
723 transactions
AMZN | S (partial) | 04 Aug 2025 | $1,001 - $15,000 | - |
AMAT | S (partial) | 04 Aug 2025 | $1,001 - $15,000 | - |
AJG | S | 04 Aug 2025 | $1,001 - $15,000 | - |
ALV | S (partial) | 04 Aug 2025 | $1,001 - $15,000 | - |
ABBV | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
ABBV | P | 22 Jul 2025 | $1,001 - $15,000 | - |
ACI | S | 22 Jul 2025 | $1,001 - $15,000 | - |
BABA | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
AMZN | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
AR | S | 22 Jul 2025 | $1,001 - $15,000 | - |
AAPL | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
AMAT | P | 22 Jul 2025 | $1,001 - $15,000 | - |
ASML | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
AZN | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ALV | P | 22 Jul 2025 | $1,001 - $15,000 | - |
BAX | P | 22 Jul 2025 | $1,001 - $15,000 | - |
BHP | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CSCO | P | 22 Jul 2025 | $1,001 - $15,000 | - |
CNH | P | 22 Jul 2025 | $1,001 - $15,000 | - |
CAG | P | 22 Jul 2025 | $1,001 - $15,000 | - |
CW | S | 22 Jul 2025 | $1,001 - $15,000 | - |
DHR | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DRI | S | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DBX | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EHC | P | 22 Jul 2025 | $1,001 - $15,000 | - |
EPAM | P | 22 Jul 2025 | $1,001 - $15,000 | - |
XOM | P | 22 Jul 2025 | $1,001 - $15,000 | - |
FI | P | 22 Jul 2025 | $1,001 - $15,000 | - |
IT | S | 22 Jul 2025 | $1,001 - $15,000 | - |
GPI | P | 22 Jul 2025 | $1,001 - $15,000 | - |
HDB | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HRL | S | 22 Jul 2025 | $1,001 - $15,000 | - |
KMI | S | 22 Jul 2025 | $1,001 - $15,000 | - |
LAD | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
LULU | S | 22 Jul 2025 | $1,001 - $15,000 | - |
MKC | P | 22 Jul 2025 | $1,001 - $15,000 | - |
MEDP | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
MMSI | P | 22 Jul 2025 | $1,001 - $15,000 | - |
META | P | 22 Jul 2025 | $1,001 - $15,000 | - |
MU | P | 22 Jul 2025 | $1,001 - $15,000 | - |
MORN | P | 22 Jul 2025 | $1,001 - $15,000 | - |
NTES | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NYT | P | 22 Jul 2025 | $1,001 - $15,000 | - |
NOVT | P | 22 Jul 2025 | $1,001 - $15,000 | - |
NVS | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
RRC | P | 22 Jul 2025 | $1,001 - $15,000 | - |
RGEN | P | 22 Jul 2025 | $1,001 - $15,000 | - |
RVTY | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
ROP | P | 22 Jul 2025 | $1,001 - $15,000 | - |
RGLD | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SNY | S | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SAP | S | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SLB | S | 22 Jul 2025 | $1,001 - $15,000 | - |
SBUX | P | 22 Jul 2025 | $1,001 - $15,000 | - |
TRGP | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
TFX | S | 22 Jul 2025 | $1,001 - $15,000 | - |
TPL | P | 22 Jul 2025 | $1,001 - $15,000 | - |
TMO | P | 22 Jul 2025 | $1,001 - $15,000 | - |
UL | P | 22 Jul 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
UNP | P | 22 Jul 2025 | $1,001 - $15,000 | - |
WAT | S | 22 Jul 2025 | $1,001 - $15,000 | - |
WDFC | S | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTr... |
WST | S | 22 Jul 2025 | $1,001 - $15,000 | - |
WAL | S | 22 Jul 2025 | $1,001 - $15,000 | - |
WHR | P | 22 Jul 2025 | $1,001 - $15,000 | - |
XPO | P | 22 Jul 2025 | $1,001 - $15,000 | - |
ZTS | P | 22 Jul 2025 | $1,001 - $15,000 | - |
WMS | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
A | S | 16 Jul 2025 | $1,001 - $15,000 | - |
ACI | P | 16 Jul 2025 | $1,001 - $15,000 | - |
ALEX | P | 16 Jul 2025 | $1,001 - $15,000 | - |
BUD | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTr... |
ADP | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BRK.B | P | 16 Jul 2025 | $1,001 - $15,000 | - |
BLK | P | 16 Jul 2025 | $1,001 - $15,000 | - |
SCHW | S | 16 Jul 2025 | $1,001 - $15,000 | - |
CTSH | S | 16 Jul 2025 | $1,001 - $15,000 | - |
CDP | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CUZ | S | 16 Jul 2025 | $1,001 - $15,000 | - |
CRWD | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DRI | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DE | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
FANG | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
LLY | S | 16 Jul 2025 | $1,001 - $15,000 | - |
EQH | S | 16 Jul 2025 | $1,001 - $15,000 | - |
EG | S | 16 Jul 2025 | $1,001 - $15,000 | - |
FCPT | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
IT | P | 16 Jul 2025 | $1,001 - $15,000 | - |
GIS | S | 16 Jul 2025 | $1,001 - $15,000 | - |
HD | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HRL | P | 16 Jul 2025 | $1,001 - $15,000 | - |
IBM | S | 16 Jul 2025 | $1,001 - $15,000 | - |
ISRG | S | 16 Jul 2025 | $1,001 - $15,000 | - |
JKHY | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
KMB | S | 16 Jul 2025 | $1,001 - $15,000 | - |
LSTR | S | 16 Jul 2025 | $1,001 - $15,000 | - |
LIN | S | 16 Jul 2025 | $1,001 - $15,000 | - |
LULU | P | 16 Jul 2025 | $1,001 - $15,000 | - |
META | P | 16 Jul 2025 | $1,001 - $15,000 | - |
MSFT | P | 16 Jul 2025 | $1,001 - $15,000 | - |
MUFG | S | 16 Jul 2025 | $1,001 - $15,000 | - |
NEM | S (partial) | 16 Jul 2025 | $1,001 - $15,000 | - |
NICE | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NOG | P | 16 Jul 2025 | $1,001 - $15,000 | - |
NOV | S | 16 Jul 2025 | $1,001 - $15,000 | - |
PANW | S | 16 Jul 2025 | $1,001 - $15,000 | - |
PAYX | P | 16 Jul 2025 | $1,001 - $15,000 | - |
PDD | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PFE | P | 16 Jul 2025 | $1,001 - $15,000 | - |
PECO | P | 16 Jul 2025 | $1,001 - $15,000 | - |
PRGS | S | 16 Jul 2025 | $1,001 - $15,000 | - |
PGR | S | 16 Jul 2025 | $1,001 - $15,000 | - |
CRM | S | 16 Jul 2025 | $1,001 - $15,000 | - |
CRM | S | 16 Jul 2025 | $1,001 - $15,000 | - |
SAP | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTr... |
SLB | P | 16 Jul 2025 | $1,001 - $15,000 | - |
SCI | S | 16 Jul 2025 | $1,001 - $15,000 | - |
FUN | P | 16 Jul 2025 | $1,001 - $15,000 | - |
TFX | P | 16 Jul 2025 | $1,001 - $15,000 | - |
UPS | S | 16 Jul 2025 | $1,001 - $15,000 | - |
WPC | S | 16 Jul 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
WRB | P | 16 Jul 2025 | $1,001 - $15,000 | - |
WAT | P | 16 Jul 2025 | $1,001 - $15,000 | - |
WDFC | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
WAL | P | 16 Jul 2025 | $1,001 - $15,000 | - |
ABT | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ACN | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ADBE | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
AIG | S | 10 Jul 2025 | $1,001 - $15,000 | - |
AR | P | 10 Jul 2025 | $1,001 - $15,000 | - |
T | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ADSK | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ADP | P | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BJ | S | 10 Jul 2025 | $1,001 - $15,000 | - |
BR | S | 10 Jul 2025 | $1,001 - $15,000 | - |
SCHW | P | 10 Jul 2025 | $1,001 - $15,000 | - |
KO | S | 10 Jul 2025 | $1,001 - $15,000 | - |
CTSH | P | 10 Jul 2025 | $1,001 - $15,000 | - |
COST | S | 10 Jul 2025 | $1,001 - $15,000 | - |
CUZ | P | 10 Jul 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
CW | P | 10 Jul 2025 | $1,001 - $15,000 | - |
DT | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EC | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ELV | P | 10 Jul 2025 | $1,001 - $15,000 | - |
LLY | P | 10 Jul 2025 | $1,001 - $15,000 | - |
EIG | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ELS | S | 10 Jul 2025 | $1,001 - $15,000 | - |
FTV | S | 10 Jul 2025 | $1,001 - $15,000 | - |
GIS | P | 10 Jul 2025 | $1,001 - $15,000 | - |
GL | S | 10 Jul 2025 | $1,001 - $15,000 | - |
GMED | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HLN | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HD | P | 10 Jul 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date Amoun... |
INGR | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ISRG | P | 10 Jul 2025 | $1,001 - $15,000 | - |
JKHY | P | 10 Jul 2025 | $1,001 - $15,000 | - |
KMB | P | 10 Jul 2025 | $1,001 - $15,000 | - |
KMI | P | 10 Jul 2025 | $1,001 - $15,000 | - |
MNST | S | 10 Jul 2025 | $1,001 - $15,000 | - |
NGG | S | 10 Jul 2025 | $1,001 - $15,000 | - |
NVO | S (partial) | 10 Jul 2025 | $1,001 - $15,000 | - |
OKTA | S | 10 Jul 2025 | $1,001 - $15,000 | - |
PANW | P | 10 Jul 2025 | $1,001 - $15,000 | - |
PEN | S | 10 Jul 2025 | $1,001 - $15,000 | - |
PM | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PG | S | 10 Jul 2025 | $1,001 - $15,000 | - |
PRGS | P | 10 Jul 2025 | $1,001 - $15,000 | - |
PGR | P | 10 Jul 2025 | $1,001 - $15,000 | - |
PWR | P | 10 Jul 2025 | $1,001 - $15,000 | - |
SE | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SFM | S | 10 Jul 2025 | $1,001 - $15,000 | - |
TSLA | S (partial) | 10 Jul 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
USFD | P | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
VZ | S | 10 Jul 2025 | $1,001 - $15,000 | - |
VNOM | S | 10 Jul 2025 | $1,001 - $15,000 | - |
WPC | P | 10 Jul 2025 | $1,001 - $15,000 | - |
WMB | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ABT | P | 24 Jun 2025 | $1,001 - $15,000 | - |
ACN | P | 24 Jun 2025 | $1,001 - $15,000 | - |
AGCO | S | 24 Jun 2025 | $1,001 - $15,000 | - |
GOOGL | P | 24 Jun 2025 | $1,001 - $15,000 | - |
AMGN | P | 24 Jun 2025 | $1,001 - $15,000 | - |
ATR | P | 24 Jun 2025 | $1,001 - $15,000 | - |
MT | P | 24 Jun 2025 | $1,001 - $15,000 | - |
BDX | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BP | P | 24 Jun 2025 | $1,001 - $15,000 | - |
BTI | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CHX | S | 24 Jun 2025 | $1,001 - $15,000 | - |
CHE | P | 24 Jun 2025 | $1,001 - $15,000 | - |
CVX | S | 24 Jun 2025 | $1,001 - $15,000 | - |
CHRD | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CHD | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CLX | P | 24 Jun 2025 | $1,001 - $15,000 | - |
CNH | S (partial) | 24 Jun 2025 | $1,001 - $15,000 | - |
KO | P | 24 Jun 2025 | $1,001 - $15,000 | - |
CL | S | 24 Jun 2025 | $1,001 - $15,000 | - |
COP | P | 24 Jun 2025 | $1,001 - $15,000 | - |
CRGY | S | 24 Jun 2025 | $1,001 - $15,000 | - |
CMI | P | 24 Jun 2025 | $1,001 - $15,000 | - |
DE | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DEO | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DLB | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DOW | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTr... |
DUOL | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DT | S (partial) | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EBAY | S | 24 Jun 2025 | $1,001 - $15,000 | - |
ELV | P | 24 Jun 2025 | $1,001 - $15,000 | - |
EQNR | S | 24 Jun 2025 | $1,001 - $15,000 | - |
XOM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
GIS | S (partial) | 24 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
GMED | S (partial) | 24 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date Amoun... |
GFI | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
GSK | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
GWRE | S | 24 Jun 2025 | $1,001 - $15,000 | - |
HLN | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTr... |
HAL | S | 24 Jun 2025 | $1,001 - $15,000 | - |
HMC | P | 24 Jun 2025 | $1,001 - $15,000 | - |
HUM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
IBN | P | 24 Jun 2025 | $1,001 - $15,000 | - |
INFY | S | 24 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date Amoun... |
ING | P | 24 Jun 2025 | $1,001 - $15,000 | - |
INGR | P | 24 Jun 2025 | $1,001 - $15,000 | - |
IBKR | S | 24 Jun 2025 | $1,001 - $15,000 | - |
INTU | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
JD | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
JNJ | S | 24 Jun 2025 | $1,001 - $15,000 | - |
LIN | P | 24 Jun 2025 | $1,001 - $15,000 | - |
LYB | S | 24 Jun 2025 | $1,001 - $15,000 | - |
MGY | S | 24 Jun 2025 | $1,001 - $15,000 | - |
MA | S | 24 Jun 2025 | $1,001 - $15,000 | - |
MCD | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
MRK | P | 24 Jun 2025 | $1,001 - $15,000 | - |
NGG | P | 24 Jun 2025 | $1,001 - $15,000 | - |
NWG | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTr... |
NOC | S | 24 Jun 2025 | $1,001 - $15,000 | - |
NOV | P | 24 Jun 2025 | $1,001 - $15,000 | - |
OVV | P | 24 Jun 2025 | $1,001 - $15,000 | - |
PEP | P | 24 Jun 2025 | $1,001 - $15,000 | - |
PM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
PG | P | 24 Jun 2025 | $1,001 - $15,000 | - |
RBA | P | 24 Jun 2025 | $1,001 - $15,000 | - |
RIO | P | 24 Jun 2025 | $1,001 - $15,000 | - |
ROST | S | 24 Jun 2025 | $1,001 - $15,000 | - |
SCI | P | 24 Jun 2025 | $1,001 - $15,000 | - |
SGI | P | 24 Jun 2025 | $1,001 - $15,000 | - |
SONY | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SBUX | S (partial) | 24 Jun 2025 | $1,001 - $15,000 | - |
TXRH | S | 24 Jun 2025 | $1,001 - $15,000 | - |
SJM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
TTE | S | 24 Jun 2025 | $1,001 - $15,000 | - |
TM | S | 24 Jun 2025 | $1,001 - $15,000 | - |
TCOM | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
UNH | S | 24 Jun 2025 | $1,001 - $15,000 | - |
VALE | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
VRSN | S | 24 Jun 2025 | $1,001 - $15,000 | - |
VZ | P | 24 Jun 2025 | $1,001 - $15,000 | - |
VNOM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
WM | S | 24 Jun 2025 | $1,001 - $15,000 | - |
YUM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
ADBE | P | 23 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
X | S | 20 Jun 2025 | $1,001 - $15,000 | - |
ABBV | P | 17 Jun 2025 | $1,001 - $15,000 | - |
WMS | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
AMD | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
A | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ADC | S | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ALK | S | 17 Jun 2025 | $1,001 - $15,000 | - |
BABA | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ALLE | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AMZN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AXP | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AIG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AAPL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ARMK | S | 17 Jun 2025 | $1,001 - $15,000 | - |
AWI | S | 17 Jun 2025 | $1,001 - $15,000 | - |
ASML | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AZN | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
T | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AVTR | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | - |
BAC | P | 17 Jun 2025 | $1,001 - $15,000 | - |
BCS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
BDX | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BHP | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BILL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
BKH | S | 17 Jun 2025 | $1,001 - $15,000 | - |
BTI | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
AVGO | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
BRKL | S | 17 Jun 2025 | $1,001 - $15,000 | - |
BF.B | S | 17 Jun 2025 | $1,001 - $15,000 | - |
BC | S | 17 Jun 2025 | $1,001 - $15,000 | - |
BURL | S | 17 Jun 2025 | $1,001 - $15,000 | - |
CPB | S | 17 Jun 2025 | $1,001 - $15,000 | - |
CPRI | S | 17 Jun 2025 | $1,001 - $15,000 | - |
CSL | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CVX | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CHD | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CIEN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CNH | P | 17 Jun 2025 | $1,001 - $15,000 | - |
COHR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CBU | S | 17 Jun 2025 | $1,001 - $15,000 | - |
STZ | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CNM | S | 17 Jun 2025 | $1,001 - $15,000 | - |
COST | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CTRA | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CYTK | S | 17 Jun 2025 | $1,001 - $15,000 | - |
DHI | P | 17 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date Amoun... |
SRE | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DAL | P | 17 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date Amoun... |
FANG | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DKS | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DOCU | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DUK | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DUOL | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DT | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EMN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
EBAY | P | 17 Jun 2025 | $1,001 - $15,000 | - |
EME | P | 17 Jun 2025 | $1,001 - $15,000 | - |
EIG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ELS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ESNT | S | 17 Jun 2025 | $1,001 - $15,000 | - |
EG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
EVTC | S | 17 Jun 2025 | $1,001 - $15,000 | - |
EXC | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
FFIN | S | 17 Jun 2025 | $1,001 - $15,000 | - |
FHB | S | 17 Jun 2025 | $1,001 - $15,000 | - |
FR | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
FTV | P | 17 Jun 2025 | $1,001 - $15,000 | - |
GATX | S | 17 Jun 2025 | $1,001 - $15,000 | - |
GIS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
GNW | S | 17 Jun 2025 | $1,001 - $15,000 | - |
GL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
GMED | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
GGG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
GPK | P | 17 Jun 2025 | $1,001 - $15,000 | - |
GSK | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
GWRE | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HAL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HAS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HDB | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HQY | S | 17 Jun 2025 | $1,001 - $15,000 | - |
DOC | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HPE | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HTH | S | 17 Jun 2025 | $1,001 - $15,000 | - |
HOMB | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HON | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HSBC | P | 17 Jun 2025 | $1,001 - $15,000 | - |
H | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ITW | P | 17 Jun 2025 | $1,001 - $15,000 | - |
IRT | S | 17 Jun 2025 | $1,001 - $15,000 | - |
INFY | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
IBKR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
IBM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
INTU | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ITT | P | 17 Jun 2025 | $1,001 - $15,000 | - |
JD | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
JNJ | P | 17 Jun 2025 | $1,001 - $15,000 | - |
JPM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
KBH | S | 17 Jun 2025 | $1,001 - $15,000 | - |
KDP | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
KRG | S | 17 Jun 2025 | $1,001 - $15,000 | - |
LSTR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
LNC | S | 17 Jun 2025 | $1,001 - $15,000 | - |
LYG | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
L | P | 17 Jun 2025 | $1,001 - $15,000 | - |
LPX | S | 17 Jun 2025 | $1,001 - $15,000 | - |
MA | P | 17 Jun 2025 | $1,001 - $15,000 | - |
MTG | S | 17 Jun 2025 | $1,001 - $15,000 | - |
MUFG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
MNST | P | 17 Jun 2025 | $1,001 - $15,000 | - |
FIZZ | S | 17 Jun 2025 | $1,001 - $15,000 | - |
NWG | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NTES | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NBIX | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | - |
NEM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NNN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NOK | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NTRS | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NOC | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NWE | S | 17 Jun 2025 | $1,001 - $15,000 | - |
NCLH | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NVS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NVDA | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
OKTA | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ORCL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
PLTR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
PK | S | 17 Jun 2025 | $1,001 - $15,000 | - |
PII | P | 17 Jun 2025 | $1,001 - $15,000 | - |
PFG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
PSTG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
RF | P | 17 Jun 2025 | $1,001 - $15,000 | - |
RS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
RGEN | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | - |
RVTY | P | 17 Jun 2025 | $1,001 - $15,000 | - |
RLI | S | 17 Jun 2025 | $1,001 - $15,000 | - |
ROIV | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ROST | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CRM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SNY | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SE | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SBCF | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SEE | S | 17 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
SIGI | S | 17 Jun 2025 | $1,001 - $15,000 | - |
NOW | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SHW | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SNN | S | 17 Jun 2025 | $1,001 - $15,000 | - |
SONY | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SBSI | S | 17 Jun 2025 | $1,001 - $15,000 | - |
SR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SBUX | P | 17 Jun 2025 | $1,001 - $15,000 | - |
STWD | S | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SF | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TSM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TMHC | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TER | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TSLA | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TXN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TXRH | P | 17 Jun 2025 | $1,001 - $15,000 | - |
BK | P | 17 Jun 2025 | $1,001 - $15,000 | - |
MIDD | S | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
TKR | S | 17 Jun 2025 | $1,001 - $15,000 | - |
TMUS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TTE | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TNL | S | 17 Jun 2025 | $1,001 - $15,000 | - |
TRN | S | 17 Jun 2025 | $1,001 - $15,000 | - |
UL | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | - |
UPS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
UNH | P | 17 Jun 2025 | $1,001 - $15,000 | - |
UNM | S | 17 Jun 2025 | $1,001 - $15,000 | - |
UE | P | 17 Jun 2025 | $1,001 - $15,000 | - |
VRE | S | 17 Jun 2025 | $1,001 - $15,000 | - |
VRSN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
VST | P | 17 Jun 2025 | $1,001 - $15,000 | - |
VOYA | S | 17 Jun 2025 | $1,001 - $15,000 | - |
WMT | P | 17 Jun 2025 | $1,001 - $15,000 | - |
WM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
WSO | P | 17 Jun 2025 | $1,001 - $15,000 | - |
WST | P | 17 Jun 2025 | $1,001 - $15,000 | - |
WDAY | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
WSFS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AGCO | P | 11 Jun 2025 | $1,001 - $15,000 | - |
ADC | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ALK | P | 11 Jun 2025 | $1,001 - $15,000 | - |
GOOG | P | 11 Jun 2025 | $1,001 - $15,000 | - |
AAL | S | 11 Jun 2025 | $1,001 - $15,000 | - |
BUD | S (partial) | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ARMK | P | 11 Jun 2025 | $1,001 - $15,000 | - |
AWI | P | 11 Jun 2025 | $1,001 - $15,000 | - |
AVTR | P | 11 Jun 2025 | $1,001 - $15,000 | - |
AVNT | P | 11 Jun 2025 | $1,001 - $15,000 | - |
BRK.B | S (partial) | 11 Jun 2025 | $1,001 - $15,000 | - |
BHP | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BJ | P | 11 Jun 2025 | $1,001 - $15,000 | - |
BCO | P | 11 Jun 2025 | $1,001 - $15,000 | - |
AVGO | P | 11 Jun 2025 | $1,001 - $15,000 | - |
BF.B | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BC | P | 11 Jun 2025 | $1,001 - $15,000 | - |
BURL | P | 11 Jun 2025 | $1,001 - $15,000 | - |
BWXT | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CPRI | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CASY | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CHX | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CNO | S | 11 Jun 2025 | $1,001 - $15,000 | - |
CBU | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CDP | P | 11 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date Amoun... |
CNM | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CYTK | P | 11 Jun 2025 | $1,001 - $15,000 | - |
DG | S | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EQNR | P | 11 Jun 2025 | $1,001 - $15,000 | - |
ESNT | P | 11 Jun 2025 | $1,001 - $15,000 | - |
EVTC | P | 11 Jun 2025 | $1,001 - $15,000 | - |
FNB | S | 11 Jun 2025 | $1,001 - $15,000 | - |
FFIN | P | 11 Jun 2025 | $1,001 - $15,000 | - |
FHB | P | 11 Jun 2025 | $1,001 - $15,000 | - |
FIVE | P | 11 Jun 2025 | $1,001 - $15,000 | - |
FLO | S | 11 Jun 2025 | $1,001 - $15,000 | - |
FCPT | S (partial) | 11 Jun 2025 | $1,001 - $15,000 | - |
FBRT | S | 11 Jun 2025 | $1,001 - $15,000 | - |
GME | P | 11 Jun 2025 | $1,001 - $15,000 | - |
GATX | P | 11 Jun 2025 | $1,001 - $15,000 | - |
GNW | P | 11 Jun 2025 | $1,001 - $15,000 | - |
GTY | S | 11 Jun 2025 | $1,001 - $15,000 | - |
GFI | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HDB | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HQY | P | 11 Jun 2025 | $1,001 - $15,000 | - |
HTH | P | 11 Jun 2025 | $1,001 - $15,000 | - |
HMN | S | 11 Jun 2025 | $1,001 - $15,000 | - |
IRT | P | 11 Jun 2025 | $1,001 - $15,000 | - |
JPM | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
KRG | P | 11 Jun 2025 | $1,001 - $15,000 | - |
LI | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
LNC | P | 11 Jun 2025 | $1,001 - $15,000 | - |
LPX | P | 11 Jun 2025 | $1,001 - $15,000 | - |
MGY | P | 11 Jun 2025 | $1,001 - $15,000 | - |
MTZ | P | 11 Jun 2025 | $1,001 - $15,000 | - |
MTG | P | 11 Jun 2025 | $1,001 - $15,000 | - |
MSFT | S (partial) | 11 Jun 2025 | $1,001 - $15,000 | - |
MCO | S | 11 Jun 2025 | $1,001 - $15,000 | - |
FIZZ | P | 11 Jun 2025 | $1,001 - $15,000 | - |
NTES | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NBIX | P | 11 Jun 2025 | $1,001 - $15,000 | - |
NJR | S | 11 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
NOK | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NVS | P | 11 Jun 2025 | $1,001 - $15,000 | - |
NVDA | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PH | S | 11 Jun 2025 | $1,001 - $15,000 | - |
PATK | P | 11 Jun 2025 | $1,001 - $15,000 | - |
RGEN | P | 11 Jun 2025 | $1,001 - $15,000 | - |
RLI | P | 11 Jun 2025 | $1,001 - $15,000 | - |
SAIC | P | 11 Jun 2025 | $1,001 - $15,000 | - |
SIGI | P | 11 Jun 2025 | $1,001 - $15,000 | - |
SFM | P | 11 Jun 2025 | $1,001 - $15,000 | - |
STWD | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
THC | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CPB | P | 11 Jun 2025 | $1,001 - $15,000 | - |
MIDD | P | 11 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date Amoun... |
TKR | P | 11 Jun 2025 | $1,001 - $15,000 | - |
TJX | S | 11 Jun 2025 | $1,001 - $15,000 | - |
TTC | S | 11 Jun 2025 | $1,001 - $15,000 | - |
TNL | P | 11 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
TRN | P | 11 Jun 2025 | $1,001 - $15,000 | - |
UBSI | S | 11 Jun 2025 | $1,001 - $15,000 | - |
X | P | 11 Jun 2025 | $1,001 - $15,000 | - |
UTHR | P | 11 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
UNM | P | 11 Jun 2025 | $1,001 - $15,000 | - |
VRE | P | 11 Jun 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 924 |
VRTX | S | 11 Jun 2025 | $1,001 - $15,000 | - |
VOYA | P | 11 Jun 2025 | $1,001 - $15,000 | - |
GOOG | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
BKR | S | 10 Jun 2025 | $1,001 - $15,000 | - |
AVGO | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
DELL | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EC | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HDB | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
JPM | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
LXP | S | 10 Jun 2025 | $1,001 - $15,000 | - |
MLM | S | 10 Jun 2025 | $1,001 - $15,000 | - |
MCO | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
NVS | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
NVDA | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PDD | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PHI | S | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
RGLD | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SAP | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
TMO | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
VRTX | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
VRT | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
VNT | S | 10 Jun 2025 | $1,001 - $15,000 | - |
BABA | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
GOOG | P | 09 Jun 2025 | $1,001 - $15,000 | - |
AMZN | P | 09 Jun 2025 | $1,001 - $15,000 | - |
AMED | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTr... |
AAL | P | 09 Jun 2025 | $1,001 - $15,000 | - |
BUD | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
AAPL | P | 09 Jun 2025 | $1,001 - $15,000 | - |
ASML | P | 09 Jun 2025 | $1,001 - $15,000 | - |
AZN | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BRKL | P | 09 Jun 2025 | $1,001 - $15,000 | - |
CNO | P | 09 Jun 2025 | $1,001 - $15,000 | - |
COST | S (partial) | 09 Jun 2025 | $1,001 - $15,000 | - |
CRGY | P | 09 Jun 2025 | $1,001 - $15,000 | - |
DG | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ETN | S (partial) | 09 Jun 2025 | $1,001 - $15,000 | - |
EC | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTr... |
LLY | S (partial) | 09 Jun 2025 | $1,001 - $15,000 | - |
FNB | P | 09 Jun 2025 | $1,001 - $15,000 | - |
FLO | P | 09 Jun 2025 | $1,001 - $15,000 | - |
FCPT | P | 09 Jun 2025 | $1,001 - $15,000 | - |
FBRT | P | 09 Jun 2025 | $1,001 - $15,000 | - |
GTY | P | 09 Jun 2025 | $1,001 - $15,000 | - |
HDB | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HD | S (partial) | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HMN | P | 09 Jun 2025 | $1,001 - $15,000 | - |
ILMN | P | 09 Jun 2025 | $1,001 - $15,000 | - |
ISRG | S (partial) | 09 Jun 2025 | $1,001 - $15,000 | - |
JPM | P | 09 Jun 2025 | $1,001 - $15,000 | - |
KBH | P | 09 Jun 2025 | $1,001 - $15,000 | - |
LXP | P | 09 Jun 2025 | $1,001 - $15,000 | - |
LYB | P | 09 Jun 2025 | $1,001 - $15,000 | - |
MSFT | P | 09 Jun 2025 | $15,001 - $50,000 | - |
NJR | P | 09 Jun 2025 | $1,001 - $15,000 | - |
NWE | P | 09 Jun 2025 | $1,001 - $15,000 | - |
NVS | P | 09 Jun 2025 | $1,001 - $15,000 | - |
NVO | P | 09 Jun 2025 | $1,001 - $15,000 | - |
NVDA | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PANW | S (partial) | 09 Jun 2025 | $1,001 - $15,000 | - |
PK | P | 09 Jun 2025 | $1,001 - $15,000 | - |
PDD | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PHI | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
RGLD | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SAP | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NOW | S (partial) | 09 Jun 2025 | $1,001 - $15,000 | - |
SHEL | P | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SHOP | S | 09 Jun 2025 | $1,001 - $15,000 | - |
SNN | P | 09 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
SBSI | P | 09 Jun 2025 | $1,001 - $15,000 | - |
SNPS | S | 09 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
TSM | P | 09 Jun 2025 | $1,001 - $15,000 | - |
TSLA | P | 09 Jun 2025 | $1,001 - $15,000 | - |
TTC | P | 09 Jun 2025 | $1,001 - $15,000 | - |
UL | P | 09 Jun 2025 | $1,001 - $15,000 | - |
UBSI | P | 09 Jun 2025 | $1,001 - $15,000 | - |
UBSI | P | 09 Jun 2025 | $1,001 - $15,000 | - |
VNT | P | 09 Jun 2025 | $1,001 - $15,000 | - |
WYNN | P | 09 Jun 2025 | $1,001 - $15,000 | - |
BLOOMFIELD CHARTER T REV 5% 04/01/2038 C... | S | 06 Jun 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 924 |
GRAND RAPIDS MICH GO 5% 10/01/2034 | S | 06 Jun 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 924 |
GRANDVILLE MICH PUB GO 5% 05/01/2038 CAL... | S | 06 Jun 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 924 |
KALAMAZOO MICH WTR R REV 5% 09/01/2029 | S | 06 Jun 2025 | $15,001 - $50,000 | - |
LANSE CREUSE MICH PU GO 5% 05/01/2039 CA... | S | 06 Jun 2025 | $15,001 - $50,000 | - |
MACOMB INTER SCH DIS GO 5% 05/01/2036 CA... | S | 06 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
MICHIGAN ST TRUNK LI REV 5% 11/15/2033 C... | S | 06 Jun 2025 | $15,001 - $50,000 | - |
MICHIGAN ST TRUNK LI REV 5% 11/15/2038 C... | S | 06 Jun 2025 | $15,001 - $50,000 | - |
ROMEO MICH CMNTY SCH GO 4% 05/01/2033 CA... | S | 06 Jun 2025 | $15,001 - $50,000 | - |
SWARTZ CREEK MICH CM GO 5% 05/01/2039 CA... | S | 06 Jun 2025 | $15,001 - $50,000 | - |
TROY MICH CITY SCH D GO 5% 05/01/2036 CA... | S | 06 Jun 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 924 |
HUBS | S | 28 Mar 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 548 |
TTD | P | 28 Mar 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
CRM | S | 21 Mar 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 548 |
WDAY | P | 21 Mar 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 IDOwnerAssetTr... |
ANET | S | 20 Mar 2025 | $1,001 - $15,000 | - |
CMG | S | 20 Mar 2025 | $1,001 - $15,000 | - |
SYY | P | 20 Mar 2025 | $1,001 - $15,000 | - |
VRT | P | 20 Mar 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
ETN | P | 13 Mar 2025 | $1,001 - $15,000 | - |
Swartz Creek Mich CM GO 5% Due 05/01/203... | P | 13 Mar 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
DT | S | 12 Mar 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
EMR | S | 12 Mar 2025 | $1,001 - $15,000 | - |
NOW | P | 12 Mar 2025 | $1,001 - $15,000 | - |
WMB | P | 24 Feb 2025 | $1,001 - $15,000 | - |
HUBS | P | 21 Feb 2025 | $1,001 - $15,000 | - |
SHW | S | 21 Feb 2025 | $1,001 - $15,000 | - |
TTD | S | 21 Feb 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
UBER | P | 21 Feb 2025 | $1,001 - $15,000 | - |
Lanse Creuse Mich P 5%39 | P | 18 Feb 2025 | $15,001 - $50,000 | - |
INTU | S | 14 Feb 2025 | $1,001 - $15,000 | - |
Wyoming Mich Pub SC 4%35 GO UTX Due 05/3... | P | 12 Feb 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
Grandville Mich PUB 5%38 GO LTX Due 10/0... | P | 11 Feb 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 IDOwnerAssetTr... |
Grand Rapids Mich 5%34 GO LTX Due 10/01/... | P | 10 Feb 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
Michigan ST Trunk L 5%33 COMB Tax Due 11... | P | 06 Feb 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
DT | P | 05 Feb 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 IDOwnerAssetTr... |
ETN | S | 05 Feb 2025 | $1,001 - $15,000 | - |
EMR | P | 05 Feb 2025 | $1,001 - $15,000 | - |
Macomb Inter SCH DI 5%36 GO UTX Due 5/01... | P | 05 Feb 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 919 |
Romeo Mich CMNTY SC 4%33 GO UTX Due 05/0... | P | 05 Feb 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
NOW | S | 05 Feb 2025 | $1,001 - $15,000 | - |
Bloomfield Charter 5%38 DB LTX Due 04/01... | P | 31 Jan 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
Michigan Trunk L 5%38 COMB TAX Due 11/15... | P | 31 Jan 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 IDOwnerAssetTr... |
Kalamazoo Mich WTR 5%29 WTR UTIL Due 09/... | P | 30 Jan 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
Troy Mich City SCH 5%36 Go UTX Due 05/01... | P | 30 Jan 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
AVGO | P | 22 Jan 2025 | $1,001 - $15,000 | - |
NXPI | S | 22 Jan 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 548 |
DELL | P | 15 Jan 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
ZTS | S | 15 Jan 2025 | $1,001 - $15,000 | - |
GOOGL | P | 11 Dec 2024 | $1,001 - $15,000 | - |
AMZN | P | 11 Dec 2024 | $1,001 - $15,000 | - |
AAPL | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ANET | P | 11 Dec 2024 | $1,001 - $15,000 | - |
AJG | P | 11 Dec 2024 | $1,001 - $15,000 | - |
BKR | P | 11 Dec 2024 | $1,001 - $15,000 | - |
BSX | P | 11 Dec 2024 | $1,001 - $15,000 | - |
CMG | P | 11 Dec 2024 | $1,001 - $15,000 | - |
CTAS | P | 11 Dec 2024 | $1,001 - $15,000 | - |
COST | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ETN | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ECL | P | 11 Dec 2024 | $1,001 - $15,000 | - |
LLY | P | 11 Dec 2024 | $1,001 - $15,000 | - |
GS | P | 11 Dec 2024 | $1,001 - $15,000 | - |
HD | P | 11 Dec 2024 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
HWM | P | 11 Dec 2024 | $1,001 - $15,000 | - |
INTU | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ISRG | P | 11 Dec 2024 | $1,001 - $15,000 | - |
MLM | P | 11 Dec 2024 | $1,001 - $15,000 | - |
META | P | 11 Dec 2024 | $1,001 - $15,000 | - |
MSFT | P | 11 Dec 2024 | $1,001 - $15,000 | - |
MCO | P | 11 Dec 2024 | $1,001 - $15,000 | - |
NFLX | P | 11 Dec 2024 | $1,001 - $15,000 | - |
NVDA | P | 11 Dec 2024 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
NXPI | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ORLY | P | 11 Dec 2024 | $1,001 - $15,000 | - |
PANW | P | 11 Dec 2024 | $1,001 - $15,000 | - |
PH | P | 11 Dec 2024 | $1,001 - $15,000 | - |
CRM | P | 11 Dec 2024 | $1,001 - $15,000 | - |
NOW | P | 11 Dec 2024 | $1,001 - $15,000 | Charles Schwab Brokerage Account 548 |
SHW | P | 11 Dec 2024 | $1,001 - $15,000 | - |
SHOP | P | 11 Dec 2024 | $1,001 - $15,000 | - |
SNPS | P | 11 Dec 2024 | $1,001 - $15,000 | - |
TTD | P | 11 Dec 2024 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
TMO | P | 11 Dec 2024 | $1,001 - $15,000 | - |
TJX | P | 11 Dec 2024 | $1,001 - $15,000 | - |
VRTX | P | 11 Dec 2024 | $1,001 - $15,000 | - |
V | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ZTS | P | 11 Dec 2024 | $1,001 - $15,000 | - |
SMR | P | 08 Nov 2024 | $1,001 - $15,000 | - |
TSLA | P | 08 Nov 2024 | $15,001 - $50,000 | - |
NVDA | P | 07 Nov 2024 | $100,001 - $250,000 | New S O: Charles Schwab 401K > Schwab 824 |
PLTR | P | 07 Nov 2024 | $100,001 - $250,000 | - |
TSM | P | 07 Nov 2024 | $100,001 - $250,000 | - |
AMD | S | 23 Oct 2024 | $15,001 - $50,000 | New S O: Charles Schwab 401K > Schwab 824 |
NVDA | S (partial) | 23 Oct 2024 | $100,001 - $250,000 | New IDOwnerAssetTransaction Type DateNotification Date Amoun... |
PLTR | S (partial) | 23 Oct 2024 | $50,001 - $100,000 | - |
TSM | S (partial) | 23 Oct 2024 | $50,001 - $100,000 | - |
PLTR | P | 14 Aug 2024 | $15,001 - $50,000 | - |
SEE | P | 11 Jun 2024 | $1,001 - $15,000 | - |
ASML | S (partial) | 10 Jun 2024 | $1,001 - $15,000 | - |
AMD | P | 06 Jun 2024 | $1,001 - $15,000 | New S O: Charles Schwab 401K > Schwab 824 |
NVDA | P | 06 Jun 2024 | $50,001 - $100,000 | New S O: Charles Schwab 401K > Schwab 824 |
PLTR | P | 06 Jun 2024 | $15,001 - $50,000 | - |
TSM | P | 06 Jun 2024 | $15,001 - $50,000 | - |
WYOMING MICH PUB SCH GO 4% 05/01/2035 CA... | S | 06 Jun 2024 | $1,001 - $15,000 | - |
AMD | P | 11 Mar 2024 | $15,001 - $50,000 | New S O: Charles Schwab 401K > Schwab 824 IDOwnerAssetTransa... |
NVDA | P | 11 Mar 2024 | $15,001 - $50,000 | New S O: Charles Schwab 401K > Schwab 824 |
TSM | P | 11 Mar 2024 | $15,001 - $50,000 | - |
ADSK | S | Unknown | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
AVNT | S | Unknown | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BRK.B | S | Unknown | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BKH | S | Unknown | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EQH | S | Unknown | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PATK | S | Unknown | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
RS | S | Unknown | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
Unknown | P | Unknown | Unknown | Three accounts were consolidated into this account in 2025. ... |