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 | 9.61% | 2,126,196 | $5.34M | Insider |
Kathleen Valiasek | 7.81% | 1,728,097 | $4.34M | Insider |
Mark Alan McKinney | 6.92% | 1,531,179 | $3.84M | Insider |
Travis M. Joyner | 5.81% | 1,285,009 | $3.23M | Insider |
Charles R. Schwab | 5.11% | 1,129,638 | $2.84M | Insider |
Brian C. Cook | 4.74% | 1,047,868 | $2.63M | Insider |
Gary Hilberg | 4.54% | 1,003,749 | $2.52M | Insider |
Charles R. Schwab Jr. | 2.46% | 543,750 | $1.36M | Insider |
Anna M. Fabrega | 1.05% | 231,628 | $581.39k | Insider |
Cresset Asset Management LLC | 0.97% | 214,233 | $537.72k | Institution |