Charles R. Schwab, Jr.
CIK 1125972 · View on SEC EDGAR ↗
Activist
First SEC filing: March 18, 2026 · Latest: March 18, 2026
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 4 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
4 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 31, 2025 | LOCL | P | 429,137 | $2.00 | $858,274 | 429,137 Direct | — | Acquired | -48.0% (price as of 2026-08-21) |
| March 31, 2025 | LOCL | P | 70,863 | $2.00 | $141,726 | 70,863 Direct | — | Acquired | -48.0% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 11, 2025 | LOCL | Series A Convertible Preferred Stock | Common Stock (429,137) | — | — | 429,137 | Disposed |
| March 31, 2025 | LOCL | Series A Convertible Preferred Stock | Common Stock (429,137) | — | — | 429,137 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| April 2, 2025 | LOCL | Common Stock | 0 | Direct |