Lisa McClainDéclaration
Transactions filing | Déposée le 13 Aug 2025
Cette déclaration financière du Congrès déposée par Lisa McClain (déclaration de transactions) contient 723 transactions boursières. Elle a été déposée le 13 août 2025. Les titres déclarés incluent SIGI, DELL, ECL, AIG, FFIN et 372 autres. En vertu du STOCK Act, les membres du Congrès sont tenus de divulguer leurs transactions sur titres sous 45 jours.
Cette déclaration contient 538 transactions divulguées au-delà du délai de 45 jours du STOCK Act, la plus tardive ayant été déposée 520 jours après la date de transaction. Seules 25 % des transactions ont respecté l'obligation de divulgation.
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Violation de conformité du STOCK Act
Cette déclaration contient 538 transaction(s) qui ont été déposées plus de 45 jours après la date de transaction, violant l'exigence du STOCK Act pour une divulgation en temps opportun.
520
Jours de retard (Max)
25%
Taux de conformité
538/715
Non conforme
À propos du STOCK Act : La loi Stop Trading on Congressional Knowledge exige que les membres du Congrès divulguent les transactions d'actions dans les 45 jours suivant la date de transaction. Les déclarations tardives peuvent entraîner des amendes et réduire la transparence des activités boursières du Congrès.
Nom du politicien
Lisa McClainType de déclaration
Transactions filing
Date de dépôt
13 Aug 2025
Transactions
723 transactions
ALV | S (partial) | 4 Aug 2025 | $1,001 - $15,000 | - |
AJG | S | 4 Aug 2025 | $1,001 - $15,000 | - |
AMAT | S (partial) | 4 Aug 2025 | $1,001 - $15,000 | - |
AMZN | S (partial) | 4 Aug 2025 | $1,001 - $15,000 | - |
XOM | P | 22 Jul 2025 | $1,001 - $15,000 | - |
WDFC | S | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ... |
WAL | S | 22 Jul 2025 | $1,001 - $15,000 | - |
MEDP | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
WAT | 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 |
MKC | P | 22 Jul 2025 | $1,001 - $15,000 | - |
MMSI | P | 22 Jul 2025 | $1,001 - $15,000 | - |
SBUX | P | 22 Jul 2025 | $1,001 - $15,000 | - |
RGEN | P | 22 Jul 2025 | $1,001 - $15,000 | - |
TFX | S | 22 Jul 2025 | $1,001 - $15,000 | - |
SNY | S | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HRL | S | 22 Jul 2025 | $1,001 - $15,000 | - |
GPI | P | 22 Jul 2025 | $1,001 - $15,000 | - |
UNP | P | 22 Jul 2025 | $1,001 - $15,000 | - |
AZN | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NOVT | P | 22 Jul 2025 | $1,001 - $15,000 | - |
ALV | P | 22 Jul 2025 | $1,001 - $15,000 | - |
MU | P | 22 Jul 2025 | $1,001 - $15,000 | - |
CW | S | 22 Jul 2025 | $1,001 - $15,000 | - |
CNH | P | 22 Jul 2025 | $1,001 - $15,000 | - |
ACI | S | 22 Jul 2025 | $1,001 - $15,000 | - |
HDB | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CAG | P | 22 Jul 2025 | $1,001 - $15,000 | - |
UL | P | 22 Jul 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
RVTY | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
META | P | 22 Jul 2025 | $1,001 - $15,000 | - |
AAPL | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
LAD | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
KMI | S | 22 Jul 2025 | $1,001 - $15,000 | - |
NTES | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ROP | P | 22 Jul 2025 | $1,001 - $15,000 | - |
ABBV | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
NVS | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
MORN | P | 22 Jul 2025 | $1,001 - $15,000 | - |
AMZN | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
ASML | S (partial) | 22 Jul 2025 | $1,001 - $15,000 | - |
ZTS | P | 22 Jul 2025 | $1,001 - $15,000 | - |
SLB | S | 22 Jul 2025 | $1,001 - $15,000 | - |
DBX | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
XPO | P | 22 Jul 2025 | $1,001 - $15,000 | - |
NYT | P | 22 Jul 2025 | $1,001 - $15,000 | - |
IT | S | 22 Jul 2025 | $1,001 - $15,000 | - |
LULU | S | 22 Jul 2025 | $1,001 - $15,000 | - |
AR | S | 22 Jul 2025 | $1,001 - $15,000 | - |
DRI | S | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
RRC | 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 |
TPL | P | 22 Jul 2025 | $1,001 - $15,000 | - |
TMO | P | 22 Jul 2025 | $1,001 - $15,000 | - |
BABA | P | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
WST | S | 22 Jul 2025 | $1,001 - $15,000 | - |
EPAM | P | 22 Jul 2025 | $1,001 - $15,000 | - |
ABBV | P | 22 Jul 2025 | $1,001 - $15,000 | - |
FI | 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 |
WHR | P | 22 Jul 2025 | $1,001 - $15,000 | - |
AMAT | P | 22 Jul 2025 | $1,001 - $15,000 | - |
BAX | P | 22 Jul 2025 | $1,001 - $15,000 | - |
CSCO | P | 22 Jul 2025 | $1,001 - $15,000 | - |
SAP | S | 22 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EHC | 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 |
A | S | 16 Jul 2025 | $1,001 - $15,000 | - |
WMS | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ACI | P | 16 Jul 2025 | $1,001 - $15,000 | - |
EQH | S | 16 Jul 2025 | $1,001 - $15,000 | - |
ADP | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
WAL | P | 16 Jul 2025 | $1,001 - $15,000 | - |
IBM | S | 16 Jul 2025 | $1,001 - $15,000 | - |
LIN | S | 16 Jul 2025 | $1,001 - $15,000 | - |
KMB | S | 16 Jul 2025 | $1,001 - $15,000 | - |
WAT | P | 16 Jul 2025 | $1,001 - $15,000 | - |
SLB | P | 16 Jul 2025 | $1,001 - $15,000 | - |
CDP | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
IT | P | 16 Jul 2025 | $1,001 - $15,000 | - |
PFE | P | 16 Jul 2025 | $1,001 - $15,000 | - |
MUFG | S | 16 Jul 2025 | $1,001 - $15,000 | - |
CUZ | S | 16 Jul 2025 | $1,001 - $15,000 | - |
ALEX | P | 16 Jul 2025 | $1,001 - $15,000 | - |
TFX | P | 16 Jul 2025 | $1,001 - $15,000 | - |
CRM | S | 16 Jul 2025 | $1,001 - $15,000 | - |
BUD | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ... |
CRM | S | 16 Jul 2025 | $1,001 - $15,000 | - |
NOG | 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 |
WPC | S | 16 Jul 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
PRGS | S | 16 Jul 2025 | $1,001 - $15,000 | - |
ISRG | S | 16 Jul 2025 | $1,001 - $15,000 | - |
PECO | P | 16 Jul 2025 | $1,001 - $15,000 | - |
BLK | P | 16 Jul 2025 | $1,001 - $15,000 | - |
CTSH | S | 16 Jul 2025 | $1,001 - $15,000 | - |
DE | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CRWD | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PANW | S | 16 Jul 2025 | $1,001 - $15,000 | - |
NEM | S (partial) | 16 Jul 2025 | $1,001 - $15,000 | - |
UPS | S | 16 Jul 2025 | $1,001 - $15,000 | - |
HRL | P | 16 Jul 2025 | $1,001 - $15,000 | - |
SCI | 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 |
FCPT | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HD | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
LULU | P | 16 Jul 2025 | $1,001 - $15,000 | - |
PAYX | P | 16 Jul 2025 | $1,001 - $15,000 | - |
FUN | P | 16 Jul 2025 | $1,001 - $15,000 | - |
MSFT | P | 16 Jul 2025 | $1,001 - $15,000 | - |
LSTR | S | 16 Jul 2025 | $1,001 - $15,000 | - |
PGR | S | 16 Jul 2025 | $1,001 - $15,000 | - |
META | P | 16 Jul 2025 | $1,001 - $15,000 | - |
LLY | S | 16 Jul 2025 | $1,001 - $15,000 | - |
WRB | P | 16 Jul 2025 | $1,001 - $15,000 | - |
DRI | P | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SCHW | S | 16 Jul 2025 | $1,001 - $15,000 | - |
WDFC | P | 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 |
NOV | 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 IDOwnerAssetTransaction Type ... |
GIS | S | 16 Jul 2025 | $1,001 - $15,000 | - |
BRK.B | P | 16 Jul 2025 | $1,001 - $15,000 | - |
NICE | S | 16 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EG | S | 16 Jul 2025 | $1,001 - $15,000 | - |
HLN | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PEN | S | 10 Jul 2025 | $1,001 - $15,000 | - |
WPC | P | 10 Jul 2025 | $1,001 - $15,000 | - |
LLY | P | 10 Jul 2025 | $1,001 - $15,000 | - |
GIS | P | 10 Jul 2025 | $1,001 - $15,000 | - |
AR | P | 10 Jul 2025 | $1,001 - $15,000 | - |
PG | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ISRG | P | 10 Jul 2025 | $1,001 - $15,000 | - |
HD | P | 10 Jul 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $... |
EC | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
GL | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ELS | S | 10 Jul 2025 | $1,001 - $15,000 | - |
BR | S | 10 Jul 2025 | $1,001 - $15,000 | - |
WMB | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ADP | P | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
COST | S | 10 Jul 2025 | $1,001 - $15,000 | - |
JKHY | P | 10 Jul 2025 | $1,001 - $15,000 | - |
ADSK | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NGG | S | 10 Jul 2025 | $1,001 - $15,000 | - |
KMI | P | 10 Jul 2025 | $1,001 - $15,000 | - |
VZ | S | 10 Jul 2025 | $1,001 - $15,000 | - |
MNST | 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 |
TSLA | S (partial) | 10 Jul 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
PWR | P | 10 Jul 2025 | $1,001 - $15,000 | - |
PM | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
OKTA | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ELV | P | 10 Jul 2025 | $1,001 - $15,000 | - |
CW | P | 10 Jul 2025 | $1,001 - $15,000 | - |
NVO | S (partial) | 10 Jul 2025 | $1,001 - $15,000 | - |
USFD | P | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SCHW | P | 10 Jul 2025 | $1,001 - $15,000 | - |
GMED | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
T | S | 10 Jul 2025 | $1,001 - $15,000 | - |
INGR | S | 10 Jul 2025 | $1,001 - $15,000 | - |
DT | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BJ | S | 10 Jul 2025 | $1,001 - $15,000 | - |
KO | S | 10 Jul 2025 | $1,001 - $15,000 | - |
FTV | S | 10 Jul 2025 | $1,001 - $15,000 | - |
ACN | S | 10 Jul 2025 | $1,001 - $15,000 | - |
CUZ | P | 10 Jul 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
ABT | S | 10 Jul 2025 | $1,001 - $15,000 | - |
PANW | P | 10 Jul 2025 | $1,001 - $15,000 | - |
SFM | S | 10 Jul 2025 | $1,001 - $15,000 | - |
PRGS | P | 10 Jul 2025 | $1,001 - $15,000 | - |
VNOM | S | 10 Jul 2025 | $1,001 - $15,000 | - |
EIG | S | 10 Jul 2025 | $1,001 - $15,000 | - |
SE | S | 10 Jul 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
KMB | P | 10 Jul 2025 | $1,001 - $15,000 | - |
AIG | S | 10 Jul 2025 | $1,001 - $15,000 | - |
PGR | P | 10 Jul 2025 | $1,001 - $15,000 | - |
CTSH | P | 10 Jul 2025 | $1,001 - $15,000 | - |
AGCO | S | 24 Jun 2025 | $1,001 - $15,000 | - |
ROST | S | 24 Jun 2025 | $1,001 - $15,000 | - |
OVV | P | 24 Jun 2025 | $1,001 - $15,000 | - |
LYB | S | 24 Jun 2025 | $1,001 - $15,000 | - |
ACN | P | 24 Jun 2025 | $1,001 - $15,000 | - |
SJM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
CLX | P | 24 Jun 2025 | $1,001 - $15,000 | - |
ING | P | 24 Jun 2025 | $1,001 - $15,000 | - |
CRGY | S | 24 Jun 2025 | $1,001 - $15,000 | - |
CHX | S | 24 Jun 2025 | $1,001 - $15,000 | - |
DE | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
VALE | P | 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 |
HUM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
ABT | P | 24 Jun 2025 | $1,001 - $15,000 | - |
CMI | P | 24 Jun 2025 | $1,001 - $15,000 | - |
TXRH | 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 |
CNH | S (partial) | 24 Jun 2025 | $1,001 - $15,000 | - |
NGG | P | 24 Jun 2025 | $1,001 - $15,000 | - |
CHD | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
GFI | 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 | - |
VNOM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
MT | P | 24 Jun 2025 | $1,001 - $15,000 | - |
VZ | P | 24 Jun 2025 | $1,001 - $15,000 | - |
CHE | P | 24 Jun 2025 | $1,001 - $15,000 | - |
RIO | P | 24 Jun 2025 | $1,001 - $15,000 | - |
NOV | P | 24 Jun 2025 | $1,001 - $15,000 | - |
ATR | P | 24 Jun 2025 | $1,001 - $15,000 | - |
DUOL | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
UNH | S | 24 Jun 2025 | $1,001 - $15,000 | - |
MA | S | 24 Jun 2025 | $1,001 - $15,000 | - |
DLB | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
INFY | S | 24 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $... |
INTU | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EBAY | S | 24 Jun 2025 | $1,001 - $15,000 | - |
KO | P | 24 Jun 2025 | $1,001 - $15,000 | - |
TTE | S | 24 Jun 2025 | $1,001 - $15,000 | - |
XOM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
WM | S | 24 Jun 2025 | $1,001 - $15,000 | - |
IBN | P | 24 Jun 2025 | $1,001 - $15,000 | - |
DT | S (partial) | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
GOOGL | P | 24 Jun 2025 | $1,001 - $15,000 | - |
PM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
SGI | P | 24 Jun 2025 | $1,001 - $15,000 | - |
CVX | S | 24 Jun 2025 | $1,001 - $15,000 | - |
PG | P | 24 Jun 2025 | $1,001 - $15,000 | - |
COP | P | 24 Jun 2025 | $1,001 - $15,000 | - |
HMC | P | 24 Jun 2025 | $1,001 - $15,000 | - |
HAL | S | 24 Jun 2025 | $1,001 - $15,000 | - |
ELV | P | 24 Jun 2025 | $1,001 - $15,000 | - |
PEP | 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 |
GWRE | S | 24 Jun 2025 | $1,001 - $15,000 | - |
IBKR | S | 24 Jun 2025 | $1,001 - $15,000 | - |
NOC | S | 24 Jun 2025 | $1,001 - $15,000 | - |
LIN | P | 24 Jun 2025 | $1,001 - $15,000 | - |
GMED | S (partial) | 24 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $... |
INGR | P | 24 Jun 2025 | $1,001 - $15,000 | - |
VRSN | S | 24 Jun 2025 | $1,001 - $15,000 | - |
GSK | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
MGY | 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 | - |
GIS | S (partial) | 24 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
NWG | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ... |
CHRD | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BTI | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SCI | P | 24 Jun 2025 | $1,001 - $15,000 | - |
SBUX | S (partial) | 24 Jun 2025 | $1,001 - $15,000 | - |
CL | 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 IDOwnerAssetTransaction Type ... |
AMGN | P | 24 Jun 2025 | $1,001 - $15,000 | - |
YUM | P | 24 Jun 2025 | $1,001 - $15,000 | - |
DEO | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BDX | S | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
TM | S | 24 Jun 2025 | $1,001 - $15,000 | - |
RBA | P | 24 Jun 2025 | $1,001 - $15,000 | - |
DOW | P | 24 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ... |
BP | P | 24 Jun 2025 | $1,001 - $15,000 | - |
EQNR | S | 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 | - |
AIG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
FFIN | S | 17 Jun 2025 | $1,001 - $15,000 | - |
BILL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
INTU | P | 17 Jun 2025 | $1,001 - $15,000 | - |
PSTG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CNM | S | 17 Jun 2025 | $1,001 - $15,000 | - |
KRG | S | 17 Jun 2025 | $1,001 - $15,000 | - |
EBAY | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SBUX | 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 |
WMT | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NWG | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
RGEN | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | - |
SHW | P | 17 Jun 2025 | $1,001 - $15,000 | - |
COST | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NNN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HSBC | P | 17 Jun 2025 | $1,001 - $15,000 | - |
OKTA | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TXN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
INFY | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BTI | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
TMHC | P | 17 Jun 2025 | $1,001 - $15,000 | - |
BCS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
FTV | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TKR | S | 17 Jun 2025 | $1,001 - $15,000 | - |
ALK | S | 17 Jun 2025 | $1,001 - $15,000 | - |
GATX | S | 17 Jun 2025 | $1,001 - $15,000 | - |
STZ | P | 17 Jun 2025 | $1,001 - $15,000 | - |
DOCU | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NVS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ALLE | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AVGO | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EIG | 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 |
T | P | 17 Jun 2025 | $1,001 - $15,000 | - |
BC | S | 17 Jun 2025 | $1,001 - $15,000 | - |
BKH | S | 17 Jun 2025 | $1,001 - $15,000 | - |
WSFS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HAL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
GL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
MA | 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 |
SF | P | 17 Jun 2025 | $1,001 - $15,000 | - |
BRKL | S | 17 Jun 2025 | $1,001 - $15,000 | - |
BDX | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
TSM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
H | P | 17 Jun 2025 | $1,001 - $15,000 | - |
UE | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CRM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
GNW | S | 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 |
RF | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AAPL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SIGI | S | 17 Jun 2025 | $1,001 - $15,000 | - |
LPX | S | 17 Jun 2025 | $1,001 - $15,000 | - |
ADC | S | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
DOC | 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 | - |
DHI | P | 17 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $... |
NTES | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
RLI | S | 17 Jun 2025 | $1,001 - $15,000 | - |
ELS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HAS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
DAL | P | 17 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $... |
IBM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
DKS | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
MTG | S | 17 Jun 2025 | $1,001 - $15,000 | - |
SBSI | S | 17 Jun 2025 | $1,001 - $15,000 | - |
ORCL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ABBV | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CSL | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
FIZZ | S | 17 Jun 2025 | $1,001 - $15,000 | - |
UL | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | - |
EMN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SNN | S | 17 Jun 2025 | $1,001 - $15,000 | - |
JNJ | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SE | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
TXRH | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CVX | P | 17 Jun 2025 | $1,001 - $15,000 | - |
KDP | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NEM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
DUOL | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
HTH | S | 17 Jun 2025 | $1,001 - $15,000 | - |
EME | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HQY | S | 17 Jun 2025 | $1,001 - $15,000 | - |
CPB | S | 17 Jun 2025 | $1,001 - $15,000 | - |
CTRA | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NTRS | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HON | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NOC | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TER | P | 17 Jun 2025 | $1,001 - $15,000 | - |
RVTY | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NCLH | 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 |
RS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
FR | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
GSK | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
JPM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
GWRE | P | 17 Jun 2025 | $1,001 - $15,000 | - |
BK | P | 17 Jun 2025 | $1,001 - $15,000 | - |
IBKR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
A | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TRN | S | 17 Jun 2025 | $1,001 - $15,000 | - |
AWI | 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 |
BAC | P | 17 Jun 2025 | $1,001 - $15,000 | - |
IRT | S | 17 Jun 2025 | $1,001 - $15,000 | - |
EVTC | S | 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 |
BR | 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 |
SBCF | P | 17 Jun 2025 | $1,001 - $15,000 | - |
TSLA | P | 17 Jun 2025 | $1,001 - $15,000 | - |
VOYA | S | 17 Jun 2025 | $1,001 - $15,000 | - |
VRE | 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 |
VST | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NWE | S | 17 Jun 2025 | $1,001 - $15,000 | - |
UPS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ESNT | S | 17 Jun 2025 | $1,001 - $15,000 | - |
NOW | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ITW | P | 17 Jun 2025 | $1,001 - $15,000 | - |
BF.B | S | 17 Jun 2025 | $1,001 - $15,000 | - |
PFG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
DUK | 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 |
CBU | 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 |
PLTR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
LYG | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
STWD | S | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PII | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HPE | P | 17 Jun 2025 | $1,001 - $15,000 | - |
WSO | P | 17 Jun 2025 | $1,001 - $15,000 | - |
HOMB | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ROST | P | 17 Jun 2025 | $1,001 - $15,000 | - |
GIS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SONY | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PK | S | 17 Jun 2025 | $1,001 - $15,000 | - |
UNM | S | 17 Jun 2025 | $1,001 - $15,000 | - |
TTE | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AMD | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
TNL | S | 17 Jun 2025 | $1,001 - $15,000 | - |
CIEN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
FHB | S | 17 Jun 2025 | $1,001 - $15,000 | - |
BURL | S | 17 Jun 2025 | $1,001 - $15,000 | - |
CL | P | 17 Jun 2025 | $1,001 - $15,000 | - |
FANG | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SRE | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
VRSN | 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 |
MNST | P | 17 Jun 2025 | $1,001 - $15,000 | - |
DT | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ASML | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AMZN | P | 17 Jun 2025 | $1,001 - $15,000 | - |
COHR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SEE | S | 17 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
AXP | 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 |
LSTR | P | 17 Jun 2025 | $1,001 - $15,000 | - |
AVTR | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | - |
GGG | 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 |
WM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
ITT | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CPRI | S | 17 Jun 2025 | $1,001 - $15,000 | - |
TM | P | 17 Jun 2025 | $1,001 - $15,000 | - |
WST | P | 17 Jun 2025 | $1,001 - $15,000 | - |
GPK | P | 17 Jun 2025 | $1,001 - $15,000 | - |
NBIX | S (partial) | 17 Jun 2025 | $1,001 - $15,000 | - |
CYTK | S | 17 Jun 2025 | $1,001 - $15,000 | - |
UNH | P | 17 Jun 2025 | $1,001 - $15,000 | - |
KBH | S | 17 Jun 2025 | $1,001 - $15,000 | - |
ARMK | S | 17 Jun 2025 | $1,001 - $15,000 | - |
NVDA | P | 17 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
MUFG | P | 17 Jun 2025 | $1,001 - $15,000 | - |
LNC | S | 17 Jun 2025 | $1,001 - $15,000 | - |
TMUS | P | 17 Jun 2025 | $1,001 - $15,000 | - |
CNH | P | 17 Jun 2025 | $1,001 - $15,000 | - |
SIGI | P | 11 Jun 2025 | $1,001 - $15,000 | - |
GOOG | P | 11 Jun 2025 | $1,001 - $15,000 | - |
BC | 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 |
NVS | P | 11 Jun 2025 | $1,001 - $15,000 | - |
UBSI | S | 11 Jun 2025 | $1,001 - $15,000 | - |
UTHR | P | 11 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
BJ | P | 11 Jun 2025 | $1,001 - $15,000 | - |
AWI | P | 11 Jun 2025 | $1,001 - $15,000 | - |
EQNR | P | 11 Jun 2025 | $1,001 - $15,000 | - |
GNW | P | 11 Jun 2025 | $1,001 - $15,000 | - |
GATX | P | 11 Jun 2025 | $1,001 - $15,000 | - |
MTG | P | 11 Jun 2025 | $1,001 - $15,000 | - |
FFIN | P | 11 Jun 2025 | $1,001 - $15,000 | - |
FNB | S | 11 Jun 2025 | $1,001 - $15,000 | - |
ADC | 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 | - |
NBIX | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CPB | 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 |
CASY | P | 11 Jun 2025 | $1,001 - $15,000 | - |
UNM | P | 11 Jun 2025 | $1,001 - $15,000 | - |
BURL | P | 11 Jun 2025 | $1,001 - $15,000 | - |
MIDD | P | 11 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $... |
TKR | P | 11 Jun 2025 | $1,001 - $15,000 | - |
AAL | S | 11 Jun 2025 | $1,001 - $15,000 | - |
AVGO | P | 11 Jun 2025 | $1,001 - $15,000 | - |
PH | S | 11 Jun 2025 | $1,001 - $15,000 | - |
BWXT | P | 11 Jun 2025 | $1,001 - $15,000 | - |
HQY | P | 11 Jun 2025 | $1,001 - $15,000 | - |
RGEN | P | 11 Jun 2025 | $1,001 - $15,000 | - |
MCO | S | 11 Jun 2025 | $1,001 - $15,000 | - |
MTZ | 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 |
RLI | P | 11 Jun 2025 | $1,001 - $15,000 | - |
FCPT | S (partial) | 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 |
TRN | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CBU | P | 11 Jun 2025 | $1,001 - $15,000 | - |
SAIC | P | 11 Jun 2025 | $1,001 - $15,000 | - |
HDB | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CHX | P | 11 Jun 2025 | $1,001 - $15,000 | - |
GFI | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
FIZZ | P | 11 Jun 2025 | $1,001 - $15,000 | - |
AVTR | P | 11 Jun 2025 | $1,001 - $15,000 | - |
TJX | S | 11 Jun 2025 | $1,001 - $15,000 | - |
NJR | S | 11 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
BRK.B | S (partial) | 11 Jun 2025 | $1,001 - $15,000 | - |
FBRT | S | 11 Jun 2025 | $1,001 - $15,000 | - |
ALK | P | 11 Jun 2025 | $1,001 - $15,000 | - |
MSFT | 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 |
FIVE | 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 |
LPX | P | 11 Jun 2025 | $1,001 - $15,000 | - |
ARMK | P | 11 Jun 2025 | $1,001 - $15,000 | - |
TTC | S | 11 Jun 2025 | $1,001 - $15,000 | - |
THC | P | 11 Jun 2025 | $1,001 - $15,000 | - |
TNL | P | 11 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
SFM | P | 11 Jun 2025 | $1,001 - $15,000 | - |
HMN | S | 11 Jun 2025 | $1,001 - $15,000 | - |
LI | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BUD | S (partial) | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CNM | P | 11 Jun 2025 | $1,001 - $15,000 | - |
FHB | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CDP | P | 11 Jun 2025 | $1,001 - $15,000 | New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $... |
HTH | P | 11 Jun 2025 | $1,001 - $15,000 | - |
NOK | P | 11 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BCO | P | 11 Jun 2025 | $1,001 - $15,000 | - |
VOYA | P | 11 Jun 2025 | $1,001 - $15,000 | - |
X | P | 11 Jun 2025 | $1,001 - $15,000 | - |
MGY | P | 11 Jun 2025 | $1,001 - $15,000 | - |
PATK | P | 11 Jun 2025 | $1,001 - $15,000 | - |
AGCO | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CPRI | P | 11 Jun 2025 | $1,001 - $15,000 | - |
FLO | S | 11 Jun 2025 | $1,001 - $15,000 | - |
VRTX | S | 11 Jun 2025 | $1,001 - $15,000 | - |
IRT | P | 11 Jun 2025 | $1,001 - $15,000 | - |
GME | P | 11 Jun 2025 | $1,001 - $15,000 | - |
CYTK | P | 11 Jun 2025 | $1,001 - $15,000 | - |
KRG | P | 11 Jun 2025 | $1,001 - $15,000 | - |
AVNT | P | 11 Jun 2025 | $1,001 - $15,000 | - |
EVTC | 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 |
GTY | S | 11 Jun 2025 | $1,001 - $15,000 | - |
ESNT | 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 |
CNO | S | 11 Jun 2025 | $1,001 - $15,000 | - |
DELL | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BKR | S | 10 Jun 2025 | $1,001 - $15,000 | - |
GOOG | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
SAP | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
VRT | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
RGLD | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
MLM | S | 10 Jun 2025 | $1,001 - $15,000 | - |
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 | - |
NVS | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
EC | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
VRTX | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
TMO | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
PDD | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
MCO | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
VNT | S | 10 Jun 2025 | $1,001 - $15,000 | - |
PHI | S | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NVDA | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
LXP | S | 10 Jun 2025 | $1,001 - $15,000 | - |
AVGO | S (partial) | 10 Jun 2025 | $1,001 - $15,000 | - |
LXP | P | 9 Jun 2025 | $1,001 - $15,000 | - |
NJR | P | 9 Jun 2025 | $1,001 - $15,000 | - |
AMZN | P | 9 Jun 2025 | $1,001 - $15,000 | - |
PDD | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ISRG | S (partial) | 9 Jun 2025 | $1,001 - $15,000 | - |
FBRT | P | 9 Jun 2025 | $1,001 - $15,000 | - |
SBSI | P | 9 Jun 2025 | $1,001 - $15,000 | - |
BRKL | P | 9 Jun 2025 | $1,001 - $15,000 | - |
ILMN | P | 9 Jun 2025 | $1,001 - $15,000 | - |
KBH | P | 9 Jun 2025 | $1,001 - $15,000 | - |
UBSI | P | 9 Jun 2025 | $1,001 - $15,000 | - |
HD | S (partial) | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
CRGY | P | 9 Jun 2025 | $1,001 - $15,000 | - |
FNB | P | 9 Jun 2025 | $1,001 - $15,000 | - |
GTY | P | 9 Jun 2025 | $1,001 - $15,000 | - |
PHI | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
TSM | P | 9 Jun 2025 | $1,001 - $15,000 | - |
EC | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ... |
NOW | S (partial) | 9 Jun 2025 | $1,001 - $15,000 | - |
UBSI | P | 9 Jun 2025 | $1,001 - $15,000 | - |
FLO | P | 9 Jun 2025 | $1,001 - $15,000 | - |
VNT | P | 9 Jun 2025 | $1,001 - $15,000 | - |
WYNN | P | 9 Jun 2025 | $1,001 - $15,000 | - |
PK | P | 9 Jun 2025 | $1,001 - $15,000 | - |
ETN | S (partial) | 9 Jun 2025 | $1,001 - $15,000 | - |
DG | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SAP | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NVO | P | 9 Jun 2025 | $1,001 - $15,000 | - |
BABA | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
SHOP | S | 9 Jun 2025 | $1,001 - $15,000 | - |
NVDA | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
GOOG | P | 9 Jun 2025 | $1,001 - $15,000 | - |
SHEL | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NWE | P | 9 Jun 2025 | $1,001 - $15,000 | - |
AAPL | P | 9 Jun 2025 | $1,001 - $15,000 | - |
RGLD | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
AZN | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
FCPT | P | 9 Jun 2025 | $1,001 - $15,000 | - |
AMED | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ... |
ASML | P | 9 Jun 2025 | $1,001 - $15,000 | - |
BUD | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
PANW | S (partial) | 9 Jun 2025 | $1,001 - $15,000 | - |
AAL | P | 9 Jun 2025 | $1,001 - $15,000 | - |
COST | S (partial) | 9 Jun 2025 | $1,001 - $15,000 | - |
LLY | S (partial) | 9 Jun 2025 | $1,001 - $15,000 | - |
HDB | P | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
MSFT | P | 9 Jun 2025 | $15,001 - $50,000 | - |
JPM | P | 9 Jun 2025 | $1,001 - $15,000 | - |
SNN | P | 9 Jun 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 924 |
SNPS | S | 9 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
NVS | P | 9 Jun 2025 | $1,001 - $15,000 | - |
UL | P | 9 Jun 2025 | $1,001 - $15,000 | - |
TTC | P | 9 Jun 2025 | $1,001 - $15,000 | - |
HMN | P | 9 Jun 2025 | $1,001 - $15,000 | - |
LYB | P | 9 Jun 2025 | $1,001 - $15,000 | - |
CNO | P | 9 Jun 2025 | $1,001 - $15,000 | - |
TSLA | P | 9 Jun 2025 | $1,001 - $15,000 | - |
LANSE CREUSE MICH PU GO 5... | S | 6 Jun 2025 | $15,001 - $50,000 | - |
KALAMAZOO MICH WTR R REV ... | S | 6 Jun 2025 | $15,001 - $50,000 | - |
MICHIGAN ST TRUNK LI REV ... | S | 6 Jun 2025 | $15,001 - $50,000 | - |
MICHIGAN ST TRUNK LI REV ... | S | 6 Jun 2025 | $15,001 - $50,000 | - |
SWARTZ CREEK MICH CM GO 5... | S | 6 Jun 2025 | $15,001 - $50,000 | - |
TROY MICH CITY SCH D GO 5... | S | 6 Jun 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 924 |
BLOOMFIELD CHARTER T REV ... | S | 6 Jun 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 924 |
MACOMB INTER SCH DIS GO 5... | S | 6 Jun 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ROMEO MICH CMNTY SCH GO 4... | S | 6 Jun 2025 | $15,001 - $50,000 | - |
GRANDVILLE MICH PUB GO 5%... | S | 6 Jun 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 924 |
GRAND RAPIDS MICH GO 5% 1... | S | 6 Jun 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 924 |
TTD | P | 28 Mar 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
HUBS | S | 28 Mar 2025 | $1,001 - $15,000 | 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 IDOwnerAssetTransaction Type ... |
SYY | P | 20 Mar 2025 | $1,001 - $15,000 | - |
ANET | S | 20 Mar 2025 | $1,001 - $15,000 | - |
CMG | S | 20 Mar 2025 | $1,001 - $15,000 | - |
VRT | P | 20 Mar 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
Swartz Creek Mich CM GO 5... | P | 13 Mar 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
ETN | P | 13 Mar 2025 | $1,001 - $15,000 | - |
EMR | S | 12 Mar 2025 | $1,001 - $15,000 | - |
NOW | P | 12 Mar 2025 | $1,001 - $15,000 | - |
DT | S | 12 Mar 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
WMB | P | 24 Feb 2025 | $1,001 - $15,000 | - |
UBER | P | 21 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 |
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 ... | P | 12 Feb 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
Grandville Mich PUB 5%38 ... | P | 11 Feb 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 IDOwnerAssetTransaction Type ... |
Grand Rapids Mich 5%34 GO... | P | 10 Feb 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
Michigan ST Trunk L 5%33 ... | P | 6 Feb 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
DT | P | 5 Feb 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 IDOwnerAssetTransaction Type ... |
Romeo Mich CMNTY SC 4%33 ... | P | 5 Feb 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
ETN | S | 5 Feb 2025 | $1,001 - $15,000 | - |
EMR | P | 5 Feb 2025 | $1,001 - $15,000 | - |
Macomb Inter SCH DI 5%36 ... | P | 5 Feb 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 919 |
NOW | S | 5 Feb 2025 | $1,001 - $15,000 | - |
Michigan Trunk L 5%38 COM... | P | 31 Jan 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 IDOwnerAssetTransaction Type ... |
Bloomfield Charter 5%38 D... | P | 31 Jan 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
Troy Mich City SCH 5%36 G... | P | 30 Jan 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
Kalamazoo Mich WTR 5%29 W... | P | 30 Jan 2025 | $15,001 - $50,000 | New S O: Charles Schwab Brokerage Account 919 |
NXPI | S | 22 Jan 2025 | $1,001 - $15,000 | Charles Schwab Brokerage Account 548 |
AVGO | P | 22 Jan 2025 | $1,001 - $15,000 | - |
ZTS | S | 15 Jan 2025 | $1,001 - $15,000 | - |
DELL | P | 15 Jan 2025 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
ECL | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ZTS | P | 11 Dec 2024 | $1,001 - $15,000 | - |
AMZN | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ETN | P | 11 Dec 2024 | $1,001 - $15,000 | - |
CTAS | P | 11 Dec 2024 | $1,001 - $15,000 | - |
META | P | 11 Dec 2024 | $1,001 - $15,000 | - |
MLM | P | 11 Dec 2024 | $1,001 - $15,000 | - |
TMO | P | 11 Dec 2024 | $1,001 - $15,000 | - |
LLY | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ANET | P | 11 Dec 2024 | $1,001 - $15,000 | - |
HWM | P | 11 Dec 2024 | $1,001 - $15,000 | - |
PH | P | 11 Dec 2024 | $1,001 - $15,000 | - |
PANW | P | 11 Dec 2024 | $1,001 - $15,000 | - |
NXPI | P | 11 Dec 2024 | $1,001 - $15,000 | - |
MSFT | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ORLY | 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 |
HD | P | 11 Dec 2024 | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 548 |
BKR | 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 | - |
TJX | P | 11 Dec 2024 | $1,001 - $15,000 | - |
CRM | P | 11 Dec 2024 | $1,001 - $15,000 | - |
GS | P | 11 Dec 2024 | $1,001 - $15,000 | - |
COST | P | 11 Dec 2024 | $1,001 - $15,000 | - |
SHW | P | 11 Dec 2024 | $1,001 - $15,000 | - |
BSX | P | 11 Dec 2024 | $1,001 - $15,000 | - |
GOOGL | P | 11 Dec 2024 | $1,001 - $15,000 | - |
AAPL | P | 11 Dec 2024 | $1,001 - $15,000 | - |
CMG | P | 11 Dec 2024 | $1,001 - $15,000 | - |
MCO | P | 11 Dec 2024 | $1,001 - $15,000 | - |
INTU | P | 11 Dec 2024 | $1,001 - $15,000 | - |
NOW | P | 11 Dec 2024 | $1,001 - $15,000 | Charles Schwab Brokerage Account 548 |
AJG | P | 11 Dec 2024 | $1,001 - $15,000 | - |
SNPS | P | 11 Dec 2024 | $1,001 - $15,000 | - |
ISRG | P | 11 Dec 2024 | $1,001 - $15,000 | - |
SHOP | 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 |
SMR | P | 8 Nov 2024 | $1,001 - $15,000 | - |
TSLA | P | 8 Nov 2024 | $15,001 - $50,000 | - |
TSM | P | 7 Nov 2024 | $100,001 - $250,000 | - |
PLTR | P | 7 Nov 2024 | $100,001 - $250,000 | - |
NVDA | P | 7 Nov 2024 | $100,001 - $250,000 | New S O: Charles Schwab 401K > Schwab 824 |
AMD | S | 23 Oct 2024 | $15,001 - $50,000 | New S O: Charles Schwab 401K > Schwab 824 |
TSM | S (partial) | 23 Oct 2024 | $50,001 - $100,000 | - |
NVDA | S (partial) | 23 Oct 2024 | $100,001 - $250,000 | New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $... |
PLTR | 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 | - |
WYOMING MICH PUB SCH GO 4... | S | 6 Jun 2024 | $1,001 - $15,000 | - |
AMD | P | 6 Jun 2024 | $1,001 - $15,000 | New S O: Charles Schwab 401K > Schwab 824 |
PLTR | P | 6 Jun 2024 | $15,001 - $50,000 | - |
NVDA | P | 6 Jun 2024 | $50,001 - $100,000 | New S O: Charles Schwab 401K > Schwab 824 |
TSM | P | 6 Jun 2024 | $15,001 - $50,000 | - |
NVDA | P | 11 Mar 2024 | $15,001 - $50,000 | New S O: Charles Schwab 401K > Schwab 824 |
AMD | P | 11 Mar 2024 | $15,001 - $50,000 | New S O: Charles Schwab 401K > Schwab 824 IDOwnerAssetTransaction Type Date... |
TSM | P | 11 Mar 2024 | $15,001 - $50,000 | - |
PATK | S | Inconnu | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BRK.B | S | Inconnu | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
EQH | S | Inconnu | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
Inconnu | P | Inconnu | Inconnu | Three accounts were consolidated into this account in 2025. I P O Yes No C ... |
AVNT | S | Inconnu | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
RS | S | Inconnu | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
BKH | S | Inconnu | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |
ADSK | S | Inconnu | $1,001 - $15,000 | New S O: Charles Schwab Brokerage Account 924 |