Name | Role | Date | Shares | Price | Value |
---|---|---|---|---|---|
Craig M. Hurlbert | Executive Chairman | 2025-07-01 | 40,786 | $2.41 | $98.29kSell |
Kathleen Valiasek | President CEO and CFO | 2025-07-01 | 79,021 | $2.41 | $190.44kSell |
Kathleen Valiasek | President CEO and CFO | 2025-06-24 | 9,783 | $2.27 | $22.21kSell |
Kathleen Valiasek | President CEO and CFO | 2025-05-01 | 3,365 | $2.39 | $8.04kSell |
Margaret McCandless | General Counsel Secretary | 2025-05-01 | 4,535 | $2.39 | $10.84kSell |
Margaret McCandless | General Counsel Secretary | 2025-04-01 | 2,432 | $2.06 | $5.01kSell |
Kathleen Valiasek | President CEO and CFO | 2025-04-01 | 3,763 | $2.06 | $7.75kSell |
Charles R. Schwab | 10% Owner | 2025-03-31 | 1,700,723 | $2.00 | $3.40MBuy |
Charles R. Schwab Jr. | Director | 2025-03-31 | 70,863 | $2.00 | $141.73kBuy |
Margaret McCandless | General Counsel Secretary | 2025-03-01 | 796 | $2.29 | $1.82kSell |
Name | Hold | Shares | Value | Type |
---|---|---|---|---|
Craig M. Hurlbert | 19.48% | 2,126,196 | $6.44M | Insider |
Kathleen Valiasek | 15.83% | 1,728,097 | $5.24M | Insider |
Mark Alan McKinney | 14.03% | 1,531,179 | $4.64M | Insider |
Travis M. Joyner | 11.77% | 1,285,009 | $3.89M | Insider |
Charles R. Schwab | 10.35% | 1,129,638 | $3.42M | Insider |
Brian C. Cook | 9.60% | 1,047,868 | $3.18M | Insider |
Gary Hilberg | 9.20% | 1,003,749 | $3.04M | Insider |
Charles R. Schwab Jr. | 4.98% | 543,750 | $1.65M | Insider |
Anna M. Fabrega | 2.12% | 231,628 | $701.83k | Insider |
Cresset Asset Management LLC | 1.96% | 214,233 | $649.13k | Institution |