Acquisition (code M) of 1,918 shares at $31.48 per share.
Reporting Person Ellis Stephen A · Transaction Code M
Traded Sep 23, 2026 · Disclosed Sep 25, 2026
Source: SEC Form 4 · 0001561563-26-000023 · filed 2026-09-25 · View filing →
Acquisition (code M) of 3,177 shares at $52.05 per share.
Reporting Person Hathi Neesha · Officer Title MD, Head Wealth Adv, Bnk, Tst · Transaction Code M
Traded Sep 1, 2026 · Disclosed Sep 2, 2026
Source: SEC Form 4 · 0001879974-26-000013 · filed 2026-09-02 · View filing →
Sale of 3,177 shares at $109.0425 per share.
Reporting Person Hathi Neesha · Officer Title MD, Head Wealth Adv, Bnk, Tst · Transaction Code S
Traded Sep 1, 2026 · Disclosed Sep 2, 2026
Source: SEC Form 4 · 0001879974-26-000013 · filed 2026-09-02 · View filing →
Acquisition (code M) of 74,388 shares at $46.81 per share.
Reporting Person Bettinger Walter W · Officer Title Co-Chairman · Transaction Code M
Traded Aug 28, 2026 · Disclosed Aug 31, 2026
Source: SEC Form 4 · 0001296479-26-000014 · filed 2026-08-31 · View filing →
Sale of 74,388 shares at $110.9137 per share.
Reporting Person Bettinger Walter W · Officer Title Co-Chairman · Transaction Code S
Traded Aug 28, 2026 · Disclosed Aug 31, 2026
Source: SEC Form 4 · 0001296479-26-000014 · filed 2026-08-31 · View filing →
Acquisition (code M) of 3,177 shares at $52.05 per share.
Reporting Person Hathi Neesha · Officer Title MD, Head Wealth Adv, Bnk, Tst · Transaction Code M
Traded Aug 28, 2026 · Disclosed Aug 31, 2026
Source: SEC Form 4 · 0001879974-26-000010 · filed 2026-08-31 · View filing →
Sale of 3,177 shares at $108.1201 per share.
Reporting Person Hathi Neesha · Officer Title MD, Head Wealth Adv, Bnk, Tst · Transaction Code S
Traded Aug 28, 2026 · Disclosed Aug 31, 2026
Source: SEC Form 4 · 0001879974-26-000010 · filed 2026-08-31 · View filing →
Sale of 9,175 shares at $109.2531 per share.
Reporting Person Schwab-Pomerantz Carolyn · Transaction Code S
Traded Aug 26, 2026 · Disclosed Aug 27, 2026
Source: SEC Form 4 · 0001950787-26-000016 · filed 2026-08-27 · View filing →
Sale of 117,000 shares at $113.2001 per share.
Reporting Person Schwab Charles R. · Officer Title Co-Chairman · Transaction Code S
Traded Aug 24, 2026 · Disclosed Aug 26, 2026
Source: SEC Form 4 · 0000923738-26-000044 · filed 2026-08-26 · View filing →
Acquisition (code M) of 176,210 shares at $46.81 per share.
Reporting Person Bettinger Walter W · Officer Title Co-Chairman · Transaction Code M
Traded Aug 24, 2026 · Disclosed Aug 26, 2026
Source: SEC Form 4 · 0001296479-26-000011 · filed 2026-08-26 · View filing →
Sale of 176,210 shares at $113.486 per share.
Reporting Person Bettinger Walter W · Officer Title Co-Chairman · Transaction Code S
Traded Aug 24, 2026 · Disclosed Aug 26, 2026
Source: SEC Form 4 · 0001296479-26-000011 · filed 2026-08-26 · View filing →
Sale of 1,000 shares at $111.3301 per share.
Reporting Person Beatty Jonathan S · Officer Title MD, Head of Advisor Services · Transaction Code S
Traded Aug 17, 2026 · Disclosed Aug 18, 2026
Source: SEC Form 4 · 0002028977-26-000017 · filed 2026-08-18 · View filing →
Acquisition (code M) of 21,866 shares at $46.81 per share.
Reporting Person Craig Jonathan M. · Officer Title MD, Head of Retail Investing · Transaction Code M
Traded Aug 14, 2026 · Disclosed Aug 17, 2026
Source: SEC Form 4 · 0001733065-26-000013 · filed 2026-08-17 · View filing →
Sale of 21,866 shares at $111.0257 per share.
Reporting Person Craig Jonathan M. · Officer Title MD, Head of Retail Investing · Transaction Code S
Traded Aug 14, 2026 · Disclosed Aug 17, 2026
Source: SEC Form 4 · 0001733065-26-000013 · filed 2026-08-17 · View filing →
Sale of 2,198 shares at $110 per share.
Reporting Person Howard Dennis · Officer Title MD, Chief Tech, OPS & Data Off · Transaction Code S
Traded Aug 13, 2026 · Disclosed Aug 17, 2026
Source: SEC Form 4 · 0001825454-26-000028 · filed 2026-08-17 · View filing →
Sale of 46,410 shares at $108.176 per share.
Reporting Person Schwab Charles R. · Officer Title Co-Chairman · Transaction Code S
Traded Aug 12, 2026 · Disclosed Aug 13, 2026
Source: SEC Form 4 · 0000923738-26-000040 · filed 2026-08-13 · View filing →
STOCK ACT PTR
$1,001 - $15,000
Purchase.
Filer Alan Armstrong · Chamber Senate · Owner Joint · Transaction Type Purchase · Asset Type Stock
Traded Mar 27, 2026 · Disclosed Jul 21, 2026FILED +116 DAYS
Source: Senate eFD PTR · fda235b3-bad7-4637-8fa1-053f354d929c · filed 2026-07-21 · View filing →
STOCK ACT PTR
$1,001 - $15,000
Purchase.
Filer Alan Armstrong · Chamber Senate · Owner Joint · Transaction Type Purchase · Asset Type Stock
Traded Mar 27, 2026 · Disclosed Jul 21, 2026FILED +116 DAYS
Source: Senate eFD PTR · fda235b3-bad7-4637-8fa1-053f354d929c · filed 2026-07-21 · View filing →
STOCK ACT PTR
$1,001 - $15,000
Purchase.
Filer Ro Khanna · Chamber House · District CA17 · Transaction Type Purchase · Asset Type Stock
Traded Jun 2, 2026 · Disclosed Jul 6, 2026FILED +34 DAYS
Source: House Clerk PTR · 9116206 · filed 2026-07-06 · View filing →
STOCK ACT PTR
$1,001 - $15,000
Purchase.
Filer Ro Khanna · Chamber House · District CA17 · Transaction Type Purchase · Asset Type Stock
Traded May 1, 2026 · Disclosed Jun 9, 2026FILED +39 DAYS
Source: House Clerk PTR · 9116142 · filed 2026-06-09 · View filing →
STOCK ACT PTR
$1,001 - $15,000
Purchase.
Filer Ro Khanna · Chamber House · District CA17 · Owner Spouse · Transaction Type Purchase · Asset Type Stock
Traded Apr 13, 2026 · Disclosed May 11, 2026FILED +28 DAYS
Source: House Clerk PTR · 9115822 · filed 2026-05-11 · View filing →
STOCK ACT PTR
$1,001 - $15,000
Sale.
Filer Gilbert Cisneros · Chamber House · District CA31 · Transaction Type Sale · Asset Type Stock
Traded Mar 27, 2026 · Disclosed Apr 7, 2026FILED +11 DAYS
Source: House Clerk PTR · 20034285 · filed 2026-04-07 · View filing →