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LOCL

Local Bounti Corp

Feb 06 • 04:00PM ET

1.96

-0.16 -7.55 %

Consumer Defensive • Farm Products • USA • NYSE

Peers: VFF AVX GRWG HYFM FARM CIM CAG SMPL VLGEA CNTY

| Held by: VTI VXF

Index	-	P/E	-	EPS (ttm)	-11.34	Insider Own	88.56%	Shs Outstand	22.12M	Perf Week	-6.67%
Market Cap	43.65M	Forward P/E	-	EPS next Y	-	Insider Trans	-0.04%	Shs Float	2.55M	Perf Month	-11.71%
Enterprise Value	566.47M	PEG	-	EPS next Q	-	Inst Own	4.21%	Short Float	2.56%	Perf Quarter	-24.16%
Income	-122.34M	P/S	0.95	EPS this Y	-	Inst Trans	6.67%	Short Ratio	4.37	Perf Half Y	-20.97%
Sales	45.98M	P/B	-	EPS next Y	-	ROA	-28.74%	Short Interest	0.07M	Perf YTD	-8.41%
Book/sh	-7.15	P/C	3.43	EPS next 5Y	-	ROE	-	52W High	5.75 -65.90%	Perf Year	-7.11%
Cash/sh	0.57	P/FCF	-	EPS past 3/5Y	-18.74% -45.23%	ROIC	-32.43%	52W Low	1.89 3.70%	Perf 3Y	-84.42%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	291.00% 364.39%	Gross Margin	-23.05%	Volatility	5.02% 4.74%	Perf 5Y	-
Dividend TTM	-	EV/Sales	12.32	EPS Y/Y TTM	37.02%	Oper. Margin	-135.89%	ATR (14)	0.12	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.21	Sales Y/Y TTM	31.61%	Profit Margin	-266.09%	RSI (14)	30.95	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.69	EPS Q/Q	70.65%	SMA20	-10.57%	Beta	2.07	Target Price	6.00
Payout	-	Debt/Eq	-	Sales Q/Q	19.12%	SMA50	-14.75%	Rel Volume	4.51	Prev Close	2.12
Employees	333	LT Debt/Eq	-	Earnings	Nov 12 BMO	SMA200	-21.82%	Avg Volume	14.92K	Price	1.96
IPO	Apr 19, 2021	Option/Short	No / Yes	EPS/Sales Surpr.	-81.54% -2.40%	Trades		Volume	67,254	Change	-7.55%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-20-22	Initiated	Morgan Stanley	Equal-Weight	$8.50
Jan-04-22	Initiated	Deutsche Bank	Buy	$9
Dec-22-21	Initiated	Oppenheimer	Outperform	$11
Dec-21-21	Initiated	ROTH Capital	Buy	$8

Nov-19-25 08:01PM	Local Bounti Corp (LOCL) Q3 2025 Earnings Call Highlights: Strong Revenue Growth Amid Ongoing ... (GuruFocus.com) +5.04%
Nov-12-25 07:15AM	Local Bounti Announces Third Quarter 2025 Financial Results (PR Newswire)
Nov-10-25 05:06PM	Local Bounti to Release Third Quarter 2025 Financial Results on Wednesday, November 12, 2025 (PR Newswire)
Oct-13-25 08:00AM	Local Bounti Expands its Presence in the Pacific Northwest Through the Launch of a Family-Size Salad Kit at Walmart (PR Newswire) +13.76%
Oct-07-25 09:40AM	Is Corteva (CTVA) Stock Outpacing Its Consumer Staples Peers This Year? (Zacks)
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Sep-18-25 09:40AM	Are Consumer Staples Stocks Lagging Corteva (CTVA) This Year? (Zacks)
Sep-17-25 12:00PM	All You Need to Know About Local Bounti (LOCL) Rating Upgrade to Buy (Zacks) +15.38%
Aug-19-25 09:40AM	Is Coca-Cola HBC (CCHGY) Stock Outpacing Its Consumer Staples Peers This Year? (Zacks)
Aug-14-25 01:01PM	Local Bounti Corp (LOCL) Q2 2025 Earnings Call Highlights: Strategic Growth Amidst ... (GuruFocus.com)
Aug-13-25 03:38PM	Local Bounti (LOCL) Raises $10M and Cuts Debt with Convertible Note (Insider Monkey)
08:25AM	Local Bounti Corporation (LOCL) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
07:15AM	Local Bounti Announces Second Quarter 2025 Financial Results (PR Newswire)
07:10AM	Local Bounti Appoints Dane Almassy as Chief Commercial Officer (PR Newswire)
Aug-12-25 09:39AM	Local Bounti Corp (LOCL) Q2 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Aug-08-25 08:00AM	Local Bounti to Release Second Quarter 2025 Financial Results on Wednesday, August 13, 2025 (PR Newswire) +7.66%
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Aug-04-25 08:00AM	Local Bounti Secures Additional Financing with Existing Investors (PR Newswire)
May-15-25 09:40AM	Are Consumer Staples Stocks Lagging Coca-Cola Europacific Partners (CCEP) This Year? (Zacks)
May-14-25 08:25AM	Local Bounti Corporation (LOCL) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:15AM	Local Bounti Announces First Quarter 2025 Financial Results (PR Newswire)
May-12-25 08:35AM	Local Bounti to Release First Quarter 2025 Financial Results on Wednesday, May 14, 2025 (PR Newswire)
May-01-25 10:01AM	Will Local Bounti Corporation (LOCL) Report Negative Q1 Earnings? What You Should Know (Zacks)
Apr-29-25 09:40AM	Has Local Bounti (LOCL) Outpaced Other Consumer Staples Stocks This Year? (Zacks)
Apr-21-25 08:50AM	Despite Fast-paced Momentum, Local Bounti (LOCL) Is Still a Bargain Stock (Zacks) -21.41%
Apr-09-25 09:09AM	Agroz: IPO Ambitions Meet Margin Compression (Seeking Alpha)
Apr-08-25 09:40AM	Are Consumer Staples Stocks Lagging Local Bounti (LOCL) This Year? (Zacks) +10.06%
Apr-04-25 08:50AM	Local Bounti (LOCL) Is Attractively Priced Despite Fast-paced Momentum (Zacks) +68.44%
Mar-31-25 06:32PM	Local Bounti Corporation (LOCL) Q4 2024 Earnings Call Transcript (Seeking Alpha) -6.31%
04:05PM	Local Bounti Announces Full Year 2024 Financial Results (PR Newswire)
Mar-28-25 09:00AM	Local Bounti to Release Full Year 2024 Financial Results on Monday, March 31, 2025 (PR Newswire)
Dec-16-24 08:00AM	Local Bounti Announces Multi-Year Award with Large Multinational Retailer (PR Newswire) +71.92%
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Nov-14-24 07:15AM	Local Bounti Announces Third Quarter 2024 Financial Results (PR Newswire)
Nov-11-24 04:05PM	Local Bounti to Release Third Quarter 2024 Financial Results on Thursday, November 14, 2024 (PR Newswire)
Aug-13-24 07:15AM	Local Bounti Announces Second Quarter 2024 Financial Results (PR Newswire) +8.52%
Aug-12-24 08:00AM	Local Bounti Now Shipping Product to Brookshire Grocery Company (PR Newswire)
Aug-09-24 08:00AM	Local Bounti to Release Second Quarter 2024 Financial Results on Tuesday, August 13, 2024 (PR Newswire)
Jul-22-24 08:00AM	Local Bounti Expands Distribution with Sam's Club (PR Newswire)
Jun-30-24 05:04PM	18 Biggest Vertical Farming Companies (Insider Monkey)
Jun-25-24 08:00AM	Local Bounti Chief Financial Officer Kathleen Valiasek Promoted to President and CFO (PR Newswire)
Jun-24-24 10:00AM	The Top 3 Food Technology Stocks to Buy to Feast on Profits (InvestorPlace) -5.96%
Jun-20-24 08:00AM	Local Bounti Announces NYSE Acceptance of Plan to Regain Listing Compliance (PR Newswire)
May-16-24 08:00AM	Local Bounti to Mark Opening of New High-Tech Controlled Environment Agriculture Facility in Mount Pleasant, Texas with Ribbon Cutting Ceremony (PR Newswire)
May-12-24 09:34AM	Local Bounti Corporation (NYSE:LOCL) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 07:15AM	Local Bounti Announces First Quarter 2024 Financial Results (PR Newswire)
May-06-24 05:07PM	Local Bounti to Release First Quarter 2024 Financial Results on Thursday, May 9, 2024 (PR Newswire) +16.86% -5.57%
Apr-23-24 08:00AM	Local Bounti to Mark Opening of New High-Tech Controlled Environment Agriculture Facility in Pasco, Washington with Ribbon Cutting Ceremony (PR Newswire) +16.86%
Apr-05-24 04:30PM	Local Bounti Receives Continued Listing Standard Notice from NYSE (PR Newswire) -9.86%
Mar-30-24 09:47AM	Local Bounti Corporation (NYSE:LOCL) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-27-24 11:52AM	LOCL Stock Earnings: Local Bounti Misses EPS, Misses Revenue for Q4 2023 (InvestorPlace)
08:25AM	Local Bounti Corporation (LOCL) Reports Q4 Loss, Lags Revenue Estimates (Zacks)
07:15AM	Local Bounti Announces Full Year 2023 Financial Results (PR Newswire)
Mar-26-24 08:00AM	Local Bounti to Release Full Year 2023 Financial Results on Wednesday, March 27, 2024 (PR Newswire)
Feb-21-24 08:00AM	Local Bounti Receives Patent for Stack & Flow Technology (PR Newswire)
Jan-24-24 09:18AM	Local Bounti Amends Cargill Credit Facility and Receives Funds for Working Capital (PR Newswire) +9.05%
Dec-15-23 08:00AM	Local Bounti Announces Leadership Transition and Provides Business Update (PR Newswire)
Oct-30-23 04:05PM	Local Bounti Announces Third Quarter 2023 Financial Results (PR Newswire) +34.14%
08:00AM	Local Bounti to Release Third Quarter 2023 Financial Results on Monday, October 30, 2023 (PR Newswire)
Aug-09-23 07:15AM	Local Bounti Announces Second Quarter 2023 Financial Results (PR Newswire)
Jul-26-23 08:00AM	Local Bounti to Release Second Quarter 2023 Financial Results on Wednesday, August 9, 2023 (PR Newswire)
May-31-23 08:00AM	Local Bounti Becomes First Indoor Grower to Offer Salads with Chicken in Expansion of Popular Grab & Go Salad Kit Lineup (PR Newswire)
May-25-23 06:49PM	High-Tech Farm Startups Are Laid Low by Financing Drought, Pests (The Wall Street Journal) -5.76% +13.98%
05:00PM	Local Bounti Announces Executive Transition, Names Anna Fabrega as CEO as Company Scales Sustainable Growing Technologies (PR Newswire)
May-10-23 07:15AM	Local Bounti Announces First Quarter 2023 Financial Results (PR Newswire)
May-03-23 08:30AM	Local Bounti Completes Sale-leaseback Transaction, Provides Approximately $35 Million of Non-Dilutive Cash (PR Newswire)
Apr-27-23 04:05PM	Local Bounti to Release First Quarter 2023 Financial Results on Wednesday, May 10, 2023 (PR Newswire)
Mar-30-23 05:00AM	CapitalGainsReport: Stocks Under $2 Making Headlines (GROM, LOCL, TIVC, NKLA) (News Direct)
Mar-29-23 07:16AM	Local Bounti Secures up to $145 Million of Additional Financing to Support Growth (PR Newswire) +46.86%
07:15AM	Local Bounti Announces Full Year 2022 Financial Results (PR Newswire)
Mar-21-23 08:00AM	Local Bounti Welcomes Jennifer Carr-Smith to its Board of Directors (PR Newswire) -17.09%
Mar-17-23 08:31AM	Local Bounti Amends Credit Agreement to Provide Additional Flexibility and Provides Select Preliminary and Unaudited Fiscal 2022 Performance (PR Newswire) +110.65%
08:30AM	Local Bounti to Release Fiscal Full Year 2022 Financial Results on Wednesday, March 29, 2023 (PR Newswire)
Mar-03-23 04:10PM	Local Bounti Receives Continued Listing Standard Notice from NYSE (PR Newswire) +5.03%
Jan-11-23 08:00AM	Local Bounti Introduces Asian Style Chicken Lettuce Wrap Kit Featuring Greenhouse-Grown Living Butter Lettuce (PR Newswire)
Jan-04-23 08:00AM	Local Bounti Breaks Ground at New High-Tech Controlled Environment Agriculture Facility in Texas to Support Growing Demand (PR Newswire)
Nov-10-22 07:15AM	Local Bounti Announces Third Quarter 2022 Financial Results (PR Newswire) +11.51%
Nov-07-22 08:00AM	Local Bounti Announces Partnership with Sam's Club to Deliver Fresh Produce in New Regions (PR Newswire)
Nov-03-22 08:00AM	Local Bounti to Release Third Quarter 2022 Financial Results on Thursday, November 10, 2022 (PR Newswire)
Oct-24-22 08:30AM	Local Bounti Announces PIPE Financing to Support Long-term Growth Strategy (PR Newswire)
Oct-19-22 08:00AM	Local Bounti to Showcase New Restaurant Quality, Grab-And-Go Salads at IFPA Global Produce Show (PR Newswire)
Oct-11-22 08:00AM	Local Bounti Launches Restaurant Quality, Grab-And-Go Salads with Longer-Lasting Lettuce (PR Newswire)
Sep-06-22 09:15AM	Local Bounti Named Global Sustainability Leader by Business Intelligence Group (PR Newswire) -5.44%
Aug-15-22 07:15AM	Local Bounti Announces Second Quarter 2022 Financial Results (PR Newswire) -5.61%
Aug-08-22 08:00AM	Local Bounti to Release Second Quarter 2022 Financial Results on Monday, August 15, 2022 (PR Newswire) -6.93%
Jul-14-22 08:00AM	Local Bounti Completes Construction of and Opens New High-Tech Controlled Environment Agriculture Facility in Georgia to Support Growing Demand (PR Newswire)
Jul-01-22 08:27AM	Bullish insiders bet US$1.7m on Local Bounti Corporation (NYSE:LOCL) (Simply Wall St.)
Jun-27-22 08:00AM	Local Bounti Joins the Russell 2000® Index (PR Newswire)
Jun-01-22 08:00AM	Local Bounti to Participate in the Cowen 2nd Annual Sustainability & Energy Transition Summit (PR Newswire)
May-12-22 11:14AM	Looking for Hot Stocks? This Top Analyst Offers 2 Names That Are Poised to Double (TipRanks) +12.45%
May-11-22 08:00AM	Local Bounti to Participate in the BMO Global Farm to Market Conference (PR Newswire)
May-09-22 04:05PM	Local Bounti Announces First Quarter 2022 Financial Results (PR Newswire) -13.20%
Apr-28-22 08:00AM	Local Bounti® Issues Full Year 2021 Sustainability Report (PR Newswire) -8.39%
Apr-25-22 08:00AM	Local Bounti® to Release First Quarter 2022 Financial Results on Monday, May 9, 2022 (PR Newswire) +5.15%
Apr-05-22 08:00AM	Local Bounti® Closes Acquisition of Pete's® (PR Newswire)
Mar-30-22 09:41PM	Freshlocal Reports Results of AGSM (PR Newswire) +11.56%
Mar-22-22 09:47AM	Local Bounti Cracks the Code on Profitable Indoor Farming (IPO-Edge.com)
Mar-17-22 03:42PM	Freshlocal Secures New Funding from the Government of Canada Focused on Improving Grocery Services for Albertans (PR Newswire)
08:00AM	Local Bounti to Participate in the J.P. Morgan Global ESG Conference (PR Newswire)
Mar-15-22 08:03AM	Local Bounti Announces Full Year 2021 Results (PR Newswire) +14.04%
08:00AM	Local Bounti® to Acquire Pete's® for $122.5 Million Creating Leading CEA Operator with Largest National Retail Distribution Footprint (PR Newswire)
Mar-14-22 08:00AM	Local Bounti® to Release Fiscal Full Year 2021 Financial Results on Tuesday, March 15, 2022 (PR Newswire) -23.29%
Mar-08-22 05:24AM	What Type Of Shareholders Make Up Local Bounti Corporation's (NYSE:LOCL) Share Registry? (Simply Wall St.)

Local Bounti Corp. operates as an advanced indoor growing facility. It is a premier Controlled Environment Agriculture (CEA) company that utilizes patented Stack & Flow Technology, which is a hybrid of vertical and hydroponic greenhouse farming, to grow healthy food sustainably and affordably. It produces sustainably grown produce, focused primarily on living and loose leaf lettuce, arugula, spinach, and basil. The company was founded by Travis Joyner and Craig M. Hurlbert in August 2018 and is headquartered in Hamilton, MT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KEBS TRUST	Affiliate	Jan 28 '26	Proposed Sale	2.20	100	220		Jan 28 04:05 PM
KEBS TRUST	Affiliate	Jan 27 '26	Proposed Sale	2.23	300	670		Jan 27 04:11 PM
KEBS TRUST	Affiliate	Jan 26 '26	Proposed Sale	2.19	310	680		Jan 26 04:26 PM
KEBS TRUST	Affiliate	Jan 23 '26	Proposed Sale	2.20	300	660		Jan 23 04:08 PM
KEBS TRUST	Affiliate	Jan 22 '26	Proposed Sale	2.21	201	443		Jan 22 04:13 PM
KEBS TRUST	Affiliate	Jan 21 '26	Proposed Sale	2.21	400	883		Jan 21 04:21 PM
KEBS TRUST	Affiliate	Jan 20 '26	Proposed Sale	2.22	300	665		Jan 20 04:16 PM
KEBS TRUST	Affiliate	Jan 16 '26	Proposed Sale	2.24	500	1,119		Jan 16 04:07 PM
KEBS TRUST	Affiliate	Jan 15 '26	Proposed Sale	2.23	400	894		Jan 15 04:07 PM
KEBS TRUST	Affiliate	Jan 14 '26	Proposed Sale	2.22	500	1,108		Jan 14 04:05 PM
KEBS TRUST	Affiliate	Jan 13 '26	Proposed Sale	2.26	200	452		Jan 13 04:16 PM
KEBS TRUST	Affiliate	Jan 12 '26	Proposed Sale	2.28	100	228		Jan 12 04:15 PM
Nordby Matthew	Director	Jan 07 '26	Sale	2.22	1,000	2,223	100,705	Jan 09 04:11 PM
Nordby Matthew	Director	Jan 07 '26	Proposed Sale	2.22	1,000	2,223		Jan 07 04:02 PM
Nordby Matthew	Director	Dec 31 '25	Sale	2.14	1,000	2,137	101,705	Jan 02 04:03 PM
Nordby Matthew	Director	Dec 31 '25	Proposed Sale	2.14	1,000	2,137		Dec 31 04:03 PM
Nordby Matthew	Director	Dec 24 '25	Sale	2.19	1,000	2,186	102,705	Dec 29 04:10 PM
KEBS TRUST	Affiliate	Dec 23 '25	Proposed Sale	2.25	407	916		Dec 23 04:06 PM
Nordby Matthew	Director	Dec 23 '25	Proposed Sale	2.24	1,000	2,240		Dec 23 04:01 PM
KEBS TRUST	Affiliate	Dec 22 '25	Proposed Sale	2.25	564	1,268		Dec 22 04:03 PM
KEBS TRUST	Affiliate	Dec 19 '25	Proposed Sale	2.28	313	715		Dec 19 04:24 PM
Nordby Matthew	Director	Dec 17 '25	Sale	2.42	1,000	2,418	103,705	Dec 19 04:04 PM
KEBS TRUST	Affiliate	Dec 18 '25	Proposed Sale	2.36	1,300	3,062		Dec 18 04:10 PM
Nordby Matthew	Director	Dec 17 '25	Proposed Sale	2.42	1,000	2,418		Dec 17 04:22 PM
KEBS TRUST	Affiliate	Dec 17 '25	Proposed Sale	2.47	600	1,480		Dec 17 04:09 PM
KEBS TRUST	Affiliate	Dec 16 '25	Proposed Sale	2.47	300	741		Dec 16 04:09 PM
KEBS TRUST	Affiliate	Dec 15 '25	Proposed Sale	2.52	700	1,762		Dec 15 04:14 PM
KEBS TRUST	Affiliate	Dec 12 '25	Proposed Sale	2.50	600	1,501		Dec 12 04:29 PM
Nordby Matthew	Director	Dec 10 '25	Sale	2.55	1,000	2,550	104,705	Dec 12 04:15 PM
KEBS TRUST	Affiliate	Dec 11 '25	Proposed Sale	2.49	200	498		Dec 11 04:18 PM
KEBS TRUST	Affiliate	Dec 10 '25	Proposed Sale	2.53	412	1,043		Dec 10 04:12 PM
Nordby Matthew	Director	Dec 10 '25	Proposed Sale	2.55	1,000	2,550		Dec 10 04:02 PM
KEBS TRUST	Affiliate	Dec 09 '25	Proposed Sale	2.60	226	586		Dec 09 04:35 PM
KEBS TRUST	Affiliate	Dec 08 '25	Proposed Sale	2.44	900	2,199		Dec 08 04:34 PM
KEBS TRUST	Affiliate	Dec 05 '25	Proposed Sale	2.48	1,800	4,473		Dec 05 04:27 PM
Nordby Matthew	Director	Dec 03 '25	Sale	2.38	1,000	2,380	105,705	Dec 05 04:19 PM
KEBS TRUST	Affiliate	Dec 04 '25	Proposed Sale	2.33	2,500	5,819		Dec 04 04:29 PM
KEBS TRUST	Affiliate	Dec 03 '25	Proposed Sale	2.40	900	2,163		Dec 03 04:31 PM
Nordby Matthew	Director	Nov 26 '25	Proposed Sale	2.38	1,000	2,380		Dec 03 04:26 PM
KEBS TRUST	Affiliate	Dec 02 '25	Proposed Sale	2.53	1,011	2,556		Dec 02 04:14 PM
KEBS TRUST	Affiliate	Dec 01 '25	Proposed Sale	2.52	1,700	4,277		Dec 01 04:14 PM
Nordby Matthew	Director	Nov 26 '25	Sale	2.38	1,000	2,382	106,705	Nov 28 04:01 PM
KEBS TRUST	Affiliate	Nov 28 '25	Proposed Sale	2.39	300	717		Nov 28 01:26 PM
KEBS TRUST	Affiliate	Nov 26 '25	Proposed Sale	2.39	300	717		Nov 26 04:18 PM
Nordby Matthew	Director	Nov 26 '25	Proposed Sale	2.38	1,000	2,382		Nov 26 04:15 PM
KEBS TRUST	Affiliate	Nov 25 '25	Proposed Sale	2.31	497	1,147		Nov 25 04:30 PM
KEBS TRUST	Affiliate	Nov 24 '25	Proposed Sale	2.30	300	690		Nov 24 04:34 PM
Nordby Matthew	Director	Nov 19 '25	Sale	2.39	1,000	2,386	107,705	Nov 21 04:15 PM
Nordby Matthew	Director	Nov 19 '25	Proposed Sale	2.39	1,000	2,386		Nov 19 04:33 PM
KEBS TRUST	Affiliate	Nov 13 '25	Proposed Sale	2.52	1,906	4,804		Nov 13 04:19 PM
KEBS TRUST	Affiliate	Nov 12 '25	Proposed Sale	2.44	771	1,881		Nov 12 04:32 PM
KEBS TRUST	Affiliate	Nov 11 '25	Proposed Sale	2.45	200	491		Nov 12 09:12 AM
KEBS TRUST	Affiliate	Nov 10 '25	Proposed Sale	2.63	504	1,326		Nov 10 04:11 PM
KEBS TRUST	Affiliate	Nov 07 '25	Proposed Sale	2.49	279	694		Nov 07 04:39 PM
KEBS TRUST	Affiliate	Nov 06 '25	Proposed Sale	2.51	400	1,004		Nov 06 04:19 PM
KEBS TRUST	Affiliate	Nov 05 '25	Proposed Sale	2.56	100	256		Nov 05 04:42 PM
KEBS TRUST	Officer	Sep 03 '25	Proposed Sale	2.06	2,484	5,120		Sep 03 04:26 PM
KEBS TRUST	Officer	Sep 02 '25	Proposed Sale	2.30	585	1,348		Sep 02 04:09 PM
KEBS TRUST	Officer	Aug 29 '25	Proposed Sale	2.37	531	1,260		Aug 29 04:11 PM
KEBS TRUST	Officer	Aug 28 '25	Proposed Sale	2.44	300	732		Aug 28 04:16 PM
KEBS TRUST	Officer	Aug 27 '25	Proposed Sale	2.41	226	545		Aug 27 04:20 PM
KEBS TRUST	Officer	Aug 26 '25	Proposed Sale	2.44	400	975		Aug 26 04:12 PM
KEBS TRUST	Officer	Aug 25 '25	Proposed Sale	2.45	500	1,223		Aug 25 04:06 PM
KEBS TRUST	Officer	Aug 22 '25	Proposed Sale	2.43	1,400	3,396		Aug 22 04:19 PM
KEBS TRUST	Officer	Aug 21 '25	Proposed Sale	2.49	800	1,993		Aug 21 04:16 PM
KEBS TRUST	Officer	Aug 20 '25	Proposed Sale	2.52	300	755		Aug 20 04:39 PM
KEBS TRUST	Officer	Aug 13 '25	Proposed Sale	2.57	800	2,058		Aug 13 04:19 PM
KEBS TRUST	Officer	Aug 12 '25	Proposed Sale	2.52	340	858		Aug 12 04:21 PM
KEBS TRUST	Officer	Aug 11 '25	Proposed Sale	2.55	242	617		Aug 11 04:18 PM
KEBS TRUST	Officer	Aug 08 '25	Proposed Sale	2.49	480	1,195		Aug 08 04:30 PM
KEBS TRUST	Officer	Aug 07 '25	Proposed Sale	2.48	400	990		Aug 07 04:28 PM
KEBS TRUST	Officer	Aug 06 '25	Proposed Sale	2.50	1,000	2,496		Aug 06 04:09 PM
KEBS TRUST	Officer	Aug 05 '25	Proposed Sale	2.58	500	1,289		Aug 05 04:17 PM
KEBS TRUST	Officer	Aug 04 '25	Proposed Sale	2.68	200	537		Aug 04 04:23 PM
KEBS TRUST	Officer	Aug 01 '25	Proposed Sale	2.71	2,312	6,255		Aug 01 04:13 PM
KEBS TRUST	Officer	Jul 31 '25	Proposed Sale	3.16	100	316		Jul 31 04:19 PM
KEBS TRUST	Officer	Jul 30 '25	Proposed Sale	3.51	100	351		Jul 30 04:24 PM
KEBS TRUST	Officer	Jul 30 '25	Proposed Sale	3.31	500	1,658		Jul 30 04:11 PM
KEBS TRUST	Officer	Jul 29 '25	Proposed Sale	3.45	500	1,725		Jul 29 04:08 PM
KEBS TRUST	Officer	Jul 11 '25	Proposed Sale	2.57	1,300	3,347		Jul 11 04:13 PM
KEBS TRUST	Officer	Jul 10 '25	Proposed Sale	2.65	3,500	9,261		Jul 10 04:29 PM
KEBS TRUST	Officer	Jul 09 '25	Proposed Sale	3.01	200	602		Jul 09 04:07 PM
KEBS TRUST	Officer	May 22 '25	Proposed Sale	2.09	1,179	2,458		May 22 04:08 PM
KEBS TRUST	Officer	May 21 '25	Proposed Sale	2.10	600	1,263		May 21 04:23 PM
KEBS TRUST	Officer	May 20 '25	Proposed Sale	2.17	800	1,737		May 20 04:34 PM
KEBS TRUST	Officer	May 19 '25	Proposed Sale	2.23	1,000	2,227		May 19 04:40 PM
KEBS TRUST	Officer	May 16 '25	Proposed Sale	2.34	1,421	3,326		May 16 04:23 PM
Schwab Charles R.	10% Owner	Mar 31 '25	Buy	2.00	1,700,723	3,401,446	1,700,723	Apr 02 05:14 PM
SCHWAB CHARLES R JR.	Director	Mar 31 '25	Buy	2.00	70,863	141,726	70,863	Apr 02 05:09 PM

Open in Screener

SCHW

Charles Schwab Corp

Feb 06 • 04:00PM ET

105.08

+3.08 3.02 %

Financial • Capital Markets • USA • NYSE

SCHW Charles Schwab Corp weekly Stock Chart

Peers: JPM BAC MS GS C WFC RJF AMP BK NTRS

| Held by: VTI VOO IVV SPY VTV XLF IWD SPYM IVE VFH

Index	S&P 500	P/E	22.56	EPS (ttm)	4.66	Insider Own	5.79%	Shs Outstand	1.78B	Perf Week	1.12%
Market Cap	186.72B	Forward P/E	15.33	EPS next Y	6.86	Insider Trans	-1.49%	Shs Float	1.67B	Perf Month	3.09%
Enterprise Value	135.58B	PEG	0.86	EPS next Q	1.35	Inst Own	84.19%	Short Float	0.96%	Perf Quarter	12.17%
Income	8.42B	P/S	6.75	EPS this Y	20.45%	Inst Trans	-1.72%	Short Ratio	1.79	Perf Half Y	9.47%
Sales	27.68B	P/B	4.41	EPS next Y	16.88%	ROA	1.82%	Short Interest	16.07M	Perf YTD	5.17%
Book/sh	23.85	P/C	2.10	EPS next 5Y	17.74%	ROE	18.11%	52W High	105.81 -0.69%	Perf Year	28.35%
Cash/sh	50.03	P/FCF	9.09	EPS past 3/5Y	9.90% 17.00%	ROIC	11.76%	52W Low	65.88 59.50%	Perf 3Y	34.29%
Dividend Est.	1.20 (1.14%)	EV/EBITDA	9.32	Sales past 3/5Y	7.45% 17.98%	Gross Margin	83.42%	Volatility	2.36% 2.20%	Perf 5Y	96.89%
Dividend TTM	1.08 (1.03%)	EV/Sales	4.90	EPS Y/Y TTM	55.98%	Oper. Margin	47.64%	ATR (14)	2.30	Perf 10Y	311.59%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	1.19	Sales Y/Y TTM	6.45%	Profit Margin	30.41%	RSI (14)	59.13	Recom	1.59
Dividend Gr. 3/5Y	8.74% 8.45%	Current Ratio	1.19	EPS Q/Q	42.22%	SMA20	2.11%	Beta	0.91	Target Price	121.78
Payout	23.23%	Debt/Eq	0.63	Sales Q/Q	7.81%	SMA50	5.44%	Rel Volume	0.84	Prev Close	102.00
Employees	32100	LT Debt/Eq	0.45	Earnings	Jan 21 BMO	SMA200	11.88%	Avg Volume	8.98M	Price	105.08
IPO	Sep 22, 1987	Option/Short	Yes / Yes	EPS/Sales Surpr.	-0.40% -0.70%	Trades		Volume	7,525,674	Change	3.02%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-11-25	Resumed	UBS	Buy	$119
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$110
Jun-09-25	Upgrade	Redburn Atlantic	Sell → Neutral	$82
Apr-25-25	Upgrade	Goldman	Neutral → Buy	$100
Apr-08-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$76
Apr-02-25	Upgrade	Citigroup	Neutral → Buy	$102
Feb-18-25	Upgrade	TD Cowen	Hold → Buy	$88 → $103
Jan-22-25	Upgrade	Wells Fargo	Equal Weight → Overweight	$89 → $93
Dec-09-24	Upgrade	Barclays	Equal Weight → Overweight	$74 → $95
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$70
Jul-29-24	Downgrade	Piper Sandler	Overweight → Neutral	$80 → $64
Jul-17-24	Downgrade	TD Cowen	Buy → Hold	$88 → $71
Jul-08-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$76 → $84
Mar-22-24	Upgrade	TD Cowen	Market Perform → Outperform	$87
Jan-18-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$75 → $70
Jan-10-24	Downgrade	Citigroup	Buy → Neutral	$75 → $70
Jan-04-24	Initiated	TD Cowen	Market Perform	$77
Jan-03-24	Downgrade	Goldman	Buy → Neutral	$70 → $71
Dec-01-23	Initiated	Redburn Atlantic	Sell	$52
Jul-24-23	Reiterated	UBS	Buy	$67 → $80

Show Previous Ratings

Feb-06-26 07:46AM	Solid Equity, Options Trading to Aid HOOD Q4 Earnings Amid Crypto Slump (Zacks)
Feb-05-26 07:13PM	The Charles Schwab Corporation (SCHW): A Bull Case Theory (Insider Monkey)
02:43PM	Schwab CEO says prediction markets can aid investors, but sports betting is counter to our mission (The Block)
Feb-04-26 06:11PM	Schwab CEO says firm is 'winning' with Gen Z by rejecting the 'gambling' model of Robinhood and FanDuel (Yahoo Finance)
04:34PM	Charles Schwab CEO: How prediction markets can help (& hurt) investors (Yahoo Finance Video)
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01:43PM	Squawk Pod: Sen. Thom Tillis, Charles Schwab CEO, & Fed Politics - 02/04/26 Audio Only (CNBC TV)
11:43AM	Charles Schwab CEO Rick Wurster on the state of investing: We're winning with the young investors (CNBC TV)
08:51AM	Should Investors Buy Robinhood Stock Ahead of Q4 Earnings Release? (Zacks)
Feb-03-26 11:20AM	Robinhood Offers New Product Suite in UK: Will It Drive Growth? (Zacks)
10:49AM	JPMorgan Flags A New ETF Fee Risk As Robinhood's Zero-Commission Era Backfires (Benzinga)
09:40AM	Here's Why The Charles Schwab Corporation (SCHW) is a Strong Value Stock (Zacks)
05:49AM	UBS Sees Strong Cash Generation and Capital Growth at Charles Schwab (SCHW) (Insider Monkey)
Feb-02-26 01:39PM	Brokerage Firms May Start Charging ETF Distribution Fees. Who Will Pay. (Barrons.com)
09:09AM	Are Wall Street Analysts Predicting Charles Schwab Stock Will Climb or Sink? (Barchart)
07:19AM	Charles Schwab (SCHW): Expecting Continued Earnings Momentum in 2026 (Insider Monkey)
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Jan-30-26 01:17PM	LPL Financial Dips Despite Q4 Earnings Beat, Revenues & Costs Rise Y/Y (Zacks)
11:57AM	Schwab Taps Neesha Hathi for New Role Leading Combined Wealth and Banking Operations (Barrons.com)
11:40AM	Charles Schwab Boosts Dividend After Year of Strong Growth (Barrons.com)
10:31AM	Erika Kirk Vows Turning Point Will Match 'Dollar-For-Dollar' On $1,000 Trump Accounts For Employees' Newborn Children (Benzinga)
09:21AM	Charles Schwab taps CIO to lead new tech, operations unit (CIO Dive)
Jan-29-26 04:18PM	Schwab Declares 19% Increase in Quarterly Common Stock Dividend and Declares Preferred Stock Dividends (Business Wire)
04:15PM	Charles Schwab Corporation Announces Executive Transitions (Business Wire)
07:18AM	Raymond James Q1 Earnings Beat on Higher Revenues, IB Weakness Ails (Zacks)
04:57AM	Bill Ackman Praises Trump Accounts As Initiative Draws Mixed Reactions From Critics (Benzinga)
02:40AM	Bessent Calls Trump Accounts 'Rainy Day Funds' And Slams 'Out of Touch' Critics As JPMorgan, BofA Back Plan (Benzinga)
Jan-28-26 09:45AM	Why The Charles Schwab Corporation (SCHW) is a Top Growth Stock for the Long-Term (Zacks)
08:45AM	Is HOOD Stock's 105.6% One-Year Pop Just the Beginning or the Peak? (Zacks)
12:01AM	Move Over Mutual Funds, All-ETF Portfolios Are on the Rise (The Daily Upside)
Jan-27-26 11:40AM	SCHW or HOOD: Which Is the Better Value Stock Right Now? (Zacks)
09:01AM	Charles Schwab Named #1 Overall Broker by StockBrokers.com (Business Wire)
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Jan-26-26 11:40AM	SCHW vs. HOOD: Which Stock Is the Better Value Option? (Zacks)
10:13AM	Barclays Turns More Bullish on The Charles Schwab Corporation (SCHW) After Q4 (Insider Monkey)
Jan-24-26 11:37PM	Charles Schwab (SCHW) Received an Outperform Rating from Citizens Amid High Consensus Forecasts (Insider Monkey)
08:45AM	These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Google Stock Holds Near Buy Point (Investor's Business Daily)
06:00AM	Schwab is managing to win over young investors (Yahoo Finance)
Jan-23-26 01:21PM	Week's Best: Schwab's Assets and Profits Keep Climbing (Barrons.com)
12:45PM	3 Reasons Why Charles Schwab (SCHW) Is a Great Growth Stock (Zacks)
12:00PM	The Charles Schwab Corporation (SCHW) Is Up 3.64% in One Week: What You Should Know (Zacks)
12:00PM	Charles Schwab (SCHW) Upgraded to Buy: Here's Why (Zacks)
10:56AM	5 ETFs That Combine Dividend Income With Intense Growth (24/7 Wall St.)
09:45AM	Charles Schwab price target raised to $138 from $135 at TD Cowen (TipRanks)
09:15AM	The Charles Schwab Corporation (SCHW) Hit a 52 Week High, Can the Run Continue? (Zacks)
08:58AM	5 Dividend ETFs to Hold Even During a Market Downturn (24/7 Wall St.)
08:44AM	Social Security Faces 24% Benefit Cut in 2032 Without Congressional Action (24/7 Wall St.)
08:00AM	This Broker Will Pay You A $10,000 Bonus Just To Move Your Account (Investor's Business Daily)
08:00AM	Best Online Brokers In 20 Key Performance Categories (Investor's Business Daily)
08:00AM	Best Online Brokers For 2026: These 10 Brokerages Top The Rest (Investor's Business Daily)
Jan-22-26 05:49PM	OpenAI, SpaceX Shares In Demand. Private Markets Boom As Investors Chase Next Nvidia. (Investor's Business Daily)
09:40AM	HOOD's Growth Roadmap: Buyouts, Partnerships and New Product Launches (Zacks)
09:00AM	Schwab Study Reveals RIA AI Adoption More Than Doubles - But Most Firms Still in Early Stages (Business Wire)
Jan-21-26 04:30PM	Charles Schwab (SCHW) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
04:20PM	The Charles Schwab Corporation (SCHW) Q4 Earnings and Revenues Surpass Estimates (Zacks)
04:19PM	Charles Schwab Earnings Miss Estimates. The Stock Is Rising Anyway. (Barrons.com)
02:15PM	Analyst Report: The Charles Schwab Corporation (Morningstar Research)
01:57PM	Stocks Rebound On Trump's Remarks, Natural Gas Rockets: What's Moving Markets Wednesday? (Benzinga)
12:48PM	Charles Schwab CEO on Q4 earnings (CNBC TV)
12:25PM	Schwab Misses Views Even As Trading Swells. The Stock Tests A Critical Level. (Investor's Business Daily)
12:15PM	Schwab Plans to Ramp Up, Expand RIA Lending Capabilities (Wealth Management)
12:14PM	Charles Schwab Q4 Earnings Call Highlights (MarketBeat)
11:09AM	Stocks to Watch Wednesday: Netflix, Schwab, J&J, United Airlines (The Wall Street Journal)
09:36AM	Stocks to Watch Wednesday: Netflix, J&J, United Airlines (The Wall Street Journal)
09:34AM	Charles Schwab Hits $11.9 Trillion In Assets, Trading Volumes Jump 31% (Benzinga)
09:29AM	Schwab's Q4 Earnings Beat Estimates on Trading & NIR, Shares Down (Zacks)
08:11AM	Charles Schwabs Q4 results meet expectations but shares fall (Investing.com)
08:04AM	Schwab's Profit Jumps on Surge in Brokerage Activity (The Wall Street Journal)
08:00AM	Charles Schwab Earnings Are Lower Than Expected. The Stock Is Down. (Barrons.com)
07:46AM	Charles Schwab Earnings Lower Than Expected. The Stock Is Down. (Barrons.com)
07:43AM	Charles Schwab (NYSE:SCHW) Misses Q4 CY2025 Revenue Estimates (StockStory)
07:30AM	Schwab Reports Record 4Q and Full Year 2025 Results (Business Wire)
05:25AM	Johnson & Johnson headlines earnings slate (MarketWatch)
03:59AM	Stock Market Today: Dow, S&P 500 and Nasdaq eye rally after sharp sell-off as government bonds recover some poise; gold hits new record above $4,800; Trump to give Davos speech. (MarketWatch)
Jan-20-26 09:37PM	Dow Futures Rise Over 100 Points Following Worst Session in Months Amid Trump Tariff Threats, Gold Hits New All-Time High (Benzinga)
07:00PM	Trump in Davos, SCOTUS hearing, J&J earnings: What to Watch (Yahoo Finance Video)
05:57PM	Markets Switch to "Risk-Off" Ahead of Trump at Davos (Zacks)
04:30PM	Charles Schwab Earnings Will Likely Showcase Strong Asset Growth. What Else to Expect. (Barrons.com)
02:17PM	Not all crypto is equal: Schwab maps where the money actually is in digital assets (CoinDesk)
11:02AM	Jim Cramer Says Charles Schwab Is One of the "Three Biggest Beneficiaries of My Aging Generation" (Insider Monkey)
08:45AM	Top Stocks With Earnings This Week: Netflix, Intel and More (Benzinga)
Jan-19-26 10:03PM	Charles Schwab (SCHW) Q4 Earnings: What To Expect (StockStory)
02:50PM	This Could Be Your Last Chance to Buy Into SpaceX Before the 2026 IPO (Motley Fool)
08:05AM	Is Robinhood Stock a Millionaire Maker? (Motley Fool)
Jan-18-26 02:26PM	How Will Dow Jones Futures React To Trump's Greenland Tariffs On NATO Nations? (Investor's Business Daily)
01:00PM	Trump Speech, Earnings and Other Key Things to Watch this Week (Barchart)
08:00AM	Gen Z traders have been trading more cautiously, new report reveals (Yahoo Finance Video)
07:30AM	Trump in Davos, Netflix and Intel results on deck earnings season ramps: What to watch this week (Yahoo Finance)
07:30AM	Trump in Davos, Netflix and Intel results on deck as earnings season ramps: What to watch this week (Yahoo Finance)
07:30AM	Trump in Davos, Netflix and Intel results on deck as earnings season ramps up: What to watch this week (Yahoo Finance)
Jan-16-26 07:00PM	Trump at Davos, Netflix earnings, SCOTUS hearing: What to Watch (Yahoo Finance Video)
04:19PM	Active ETFs Face New Cost Pressure As Schwab Weighs Distribution Fees, JPMorgan Says (Benzinga)
12:45PM	SoFi To Seed Trump Accounts: Bessent's '50 State Challenge' Gains Steam (Benzinga)
09:40AM	Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term (Zacks)
09:12AM	Solid Trading Activity Likely to Drive Interactive Brokers' Q4 Earnings (Zacks)
Jan-15-26 12:17PM	Interactive Brokers Stock Breaks Out Ahead Of Earnings (Investor's Business Daily)
11:09AM	Robust Trading Activity, Growth in NIR to Aid Schwab's Q4 Earnings (Zacks)
09:15AM	Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
08:30AM	Here's How Much a $1000 Investment in The Charles Schwab Corporation Made 10 Years Ago Would Be Worth Today (Zacks)
08:30AM	Schwab Kicks Off 2026 With Expanded Education Experiences (Business Wire)
Jan-14-26 10:00AM	The Charles Schwab Corporation (SCHW) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
12:13AM	Brooks Koepka Returns To PGA Tour Just Weeks After Leaving LIV Golf - Accepts Historic Penalty Of Up To $85 Million In One-Time Comeback Deal (Benzinga)
Jan-13-26 04:13PM	Broadening out market trade has legs, says Charles Schwab's Liz Ann Sonders (CNBC TV)

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DODDS CHRISTOPHER V	Director	Feb 06 '26	Proposed Sale	104.55	11,825	1,236,314		Feb 06 02:10 PM
Schwab Charles R.	Co-Chairman	Feb 03 '26	Sale	103.74	96,625	10,023,530	55,850,704	Feb 05 09:24 PM
Schwab Charles R.	Co-Chairman	Feb 04 '26	Sale	103.81	67,975	7,056,424	55,782,729	Feb 05 09:24 PM
Bettinger Walter W	Co-Chairman	Feb 03 '26	Option Exercise	42.99	162,462	6,984,241	691,808	Feb 05 07:18 PM
Bettinger Walter W	Co-Chairman	Feb 04 '26	Option Exercise	42.99	94,948	4,081,815	624,294	Feb 05 07:18 PM
Bettinger Walter W	Co-Chairman	Feb 03 '26	Sale	103.90	162,462	16,879,887	529,346	Feb 05 07:18 PM
Bettinger Walter W	Co-Chairman	Feb 04 '26	Sale	104.25	94,948	9,898,519	529,346	Feb 05 07:18 PM
Schwab Charles R.	Officer	Feb 04 '26	Proposed Sale	104.00	71,975	7,485,400		Feb 04 01:04 PM
Bettinger Walter W	Director	Feb 04 '26	Proposed Sale	104.25	162,462	16,936,664		Feb 04 12:52 PM
Morgan Peter J. III	General Counsel	Feb 02 '26	Option Exercise	66.47	7,595	504,840	7,595	Feb 03 09:40 PM
Morgan Peter J. III	General Counsel	Feb 02 '26	Sale	104.38	7,595	792,796	0	Feb 03 09:40 PM
Bettinger Walter W	Director	Feb 03 '26	Proposed Sale	103.75	162,462	16,855,433		Feb 03 11:36 AM
Schwab Charles R.	Officer	Feb 03 '26	Proposed Sale	103.50	96,625	10,000,688		Feb 03 11:07 AM
Schwab Charles R.	Co-Chairman	Jan 29 '26	Sale	103.16	145,650	15,025,968	55,947,329	Feb 02 08:40 PM
Morgan Peter J. III	Officer	Feb 02 '26	Proposed Sale	104.38	7,595	792,796		Feb 02 01:12 PM
Schwab Charles R.	Officer	Jan 29 '26	Proposed Sale	103.15	145,650	15,023,798		Jan 29 01:25 PM
Schwab Charles R.	Co-Chairman	Jan 26 '26	Option Exercise	26.39	134,895	3,559,879	0	Jan 28 09:09 PM
Schwab Charles R.	Co-Chairman	Jan 28 '26	Option Exercise	26.39	44,962	1,186,547	0	Jan 28 09:09 PM
Schwab Charles R.	Co-Chairman	Jan 26 '26	Sale	103.09	134,895	13,905,840	56,119,454	Jan 28 09:09 PM
Schwab Charles R.	Co-Chairman	Jan 28 '26	Sale	103.21	71,437	7,372,780	56,092,979	Jan 28 09:09 PM
Schwab Charles R.	Officer	Jan 28 '26	Proposed Sale	103.15	71,437	7,368,727		Jan 28 11:35 AM
Schwab-Pomerantz Carolyn	Director	Jan 22 '26	Sale	105.19	42,865	4,509,081	436,149	Jan 26 08:11 PM
Schwab Charles R.	Officer	Jan 26 '26	Proposed Sale	103.08	134,895	13,904,976		Jan 26 02:17 PM
Beatty Jonathan S	MD, Head of Advisor Services	Jan 22 '26	Option Exercise	46.39	2,000	92,780	33,495	Jan 23 08:53 PM
Beatty Jonathan S	MD, Head of Advisor Services	Jan 22 '26	Sale	105.00	2,000	210,003	21,768	Jan 23 08:53 PM
Schwab-Pomerantz Carolyn	Director	Jan 22 '26	Proposed Sale	105.19	42,865	4,509,006		Jan 22 02:01 PM
Beatty Jonathan S	MD, Head of Advisor Services	Dec 23 '25	Option Exercise	46.39	2,000	92,780	43,340	Dec 29 06:01 PM
Beatty Jonathan S	MD, Head of Advisor Services	Dec 23 '25	Sale	102.01	2,000	204,022	11,923	Dec 29 06:01 PM
Beatty Jonathan S	Officer	Dec 23 '25	Proposed Sale	103.50	4,000	414,020		Dec 23 10:20 AM
Ellis Stephen A	Director	Dec 16 '25	Option Exercise	31.98	1,922	61,466	6,660	Dec 18 08:55 PM
Beatty Jonathan S	MD, Head of Advisor Services	Nov 12 '25	Option Exercise	46.39	3,072	142,510	43,340	Nov 14 07:05 PM
Beatty Jonathan S	MD, Head of Advisor Services	Nov 12 '25	Sale	98.00	3,072	301,056	11,923	Nov 14 07:05 PM
Craig Jonathan M.	MD, Head of Investor Services	Nov 07 '25	Option Exercise	41.98	35,188	1,477,192	0	Nov 10 09:17 PM
Craig Jonathan M.	MD, Head of Investor Services	Nov 07 '25	Sale	95.35	35,188	3,355,028	0	Nov 10 09:17 PM
Craig Jonathan M.	Officer	Nov 07 '25	Proposed Sale	95.35	35,188	3,355,028		Nov 07 03:22 PM
Schwab Charles R.	Co-Chairman	Oct 28 '25	Sale	94.00	64,400	6,053,909	56,216,704	Oct 30 09:39 PM
Schwab Charles R.	Co-Chairman	Oct 29 '25	Sale	94.52	44,750	4,229,815	56,171,954	Oct 30 09:39 PM
Schwab Charles R.	Officer	Oct 29 '25	Proposed Sale	94.00	44,750	4,206,500		Oct 29 12:34 PM
Schwab Charles R.	Officer	Oct 28 '25	Proposed Sale	94.00	64,400	6,053,600		Oct 28 01:17 PM
Schwab-Pomerantz Carolyn	Director	Oct 02 '25	Sale	92.55	24,000	2,221,193	440,914	Oct 03 06:57 PM
Woolway Paul V	MD, Chief Banking Officer	Oct 01 '25	Sale	93.33	3,205	299,111	34,778	Oct 02 07:04 PM
Schwab-Pomerantz Carolyn	Director	Oct 02 '25	Proposed Sale	92.47	24,000	2,219,393		Oct 02 10:25 AM
Woolway Paul V	Officer	Oct 01 '25	Proposed Sale	93.33	3,205	299,111		Oct 01 10:10 AM
Ellis Stephen A	Director	Sep 23 '25	Option Exercise	28.55	2,105	60,098	6,660	Sep 26 09:35 PM
Schwab-Pomerantz Carolyn	Director	Sep 04 '25	Sale	96.64	24,000	2,319,300	450,514	Sep 05 08:01 PM
Woolway Paul V	MD, Chief Banking Officer	Sep 02 '25	Sale	95.20	3,205	305,127	37,983	Sep 03 07:31 PM
Beatty Jonathan S	MD, Head of Advisor Services	Aug 28 '25	Option Exercise	46.39	6,144	285,020	43,340	Aug 29 06:24 PM
Beatty Jonathan S	MD, Head of Advisor Services	Aug 28 '25	Sale	96.81	6,144	594,809	11,923	Aug 29 06:24 PM
Beatty Jonathan S	MD, Head of Advisor Services	Aug 27 '25	Sale	97.18	3,296	320,305	11,923	Aug 29 06:24 PM
Morgan Peter J. III	General Counsel	Aug 27 '25	Option Exercise	63.32	50,016	3,167,010	50,016	Aug 29 06:18 PM
Morgan Peter J. III	General Counsel	Aug 27 '25	Sale	97.00	50,016	4,851,572	0	Aug 29 06:18 PM
Schwab Charles R.	Co-Chairman	Aug 27 '25	Sale	97.04	136,500	13,246,506	56,331,449	Aug 28 08:20 PM
Schwab Charles R.	Co-Chairman	Aug 26 '25	Sale	96.67	136,500	13,194,909	56,467,949	Aug 28 08:20 PM
Beatty Jonathan S	Officer	Aug 28 '25	Proposed Sale	99.11	13,216	1,309,865		Aug 28 10:41 AM
Schwab-Pomerantz Carolyn	Director	Aug 25 '25	Sale	96.06	13,542	1,300,803	1,463,657	Aug 27 05:52 PM
Beatty Jonathan S	Officer	Aug 27 '25	Proposed Sale	97.18	3,296	320,305		Aug 27 02:40 PM
Morgan Peter J. III	Officer	Aug 27 '25	Proposed Sale	97.02	50,016	4,852,552		Aug 27 01:20 PM
Schwab Charles R.	Officer	Aug 27 '25	Proposed Sale	97.10	136,500	13,254,150		Aug 27 12:57 PM
Schwab Charles R.	Officer	Aug 26 '25	Proposed Sale	96.25	136,500	13,138,125		Aug 26 01:50 PM
Schwab-Pomerantz Carolyn	Director	Aug 25 '25	Proposed Sale	96.15	13,542	1,302,009		Aug 25 12:16 PM
Schwab Charles R.	Co-Chairman	Aug 08 '25	Sale	96.79	133,153	12,888,080	56,604,449	Aug 11 07:02 PM
Schwab Charles R.	Co-Chairman	Aug 07 '25	Sale	96.02	22,721	2,181,611	56,737,602	Aug 11 07:02 PM
Schwab-Pomerantz Carolyn	Director	Aug 07 '25	Sale	96.69	24,000	2,320,657	460,114	Aug 08 06:46 PM
Schwab Charles R.	Director	Aug 08 '25	Proposed Sale	96.70	104,500	10,105,150		Aug 08 03:20 PM
Schwab Charles R.	Director	Aug 08 '25	Proposed Sale	96.60	28,653	2,767,880		Aug 08 11:43 AM
Schwab Charles R.	Officer	Aug 07 '25	Proposed Sale	96.02	22,721	2,181,611		Aug 07 04:15 PM
Woolway Paul V	MD, Chief Banking Officer	Aug 01 '25	Sale	96.06	3,290	316,043	41,188	Aug 05 08:26 PM
Bettinger Walter W	Co-Chairman	Jul 29 '25	Sale	98.84	173,876	17,186,391	590,734	Jul 31 06:03 PM
Wurster Richard A	President & CEO	Jul 29 '25	Sale	99.16	20,500	2,032,852	157,189	Jul 31 05:13 PM
Murtagh Nigel J	Chief Risk Officer	Jul 29 '25	Option Exercise	41.98	24,096	1,011,550	83,095	Jul 31 05:05 PM
Murtagh Nigel J	Chief Risk Officer	Jul 29 '25	Sale	97.91	24,096	2,359,290	58,999	Jul 31 05:05 PM
Bettinger Walter W	Director	Jul 29 '25	Proposed Sale	98.84	173,876	17,186,387		Jul 29 03:50 PM
Murtagh Nigel J	Officer	Jul 29 '25	Proposed Sale	98.08	24,096	2,363,335		Jul 29 02:34 PM
Wurster Richard A	Officer	Jul 29 '25	Proposed Sale	99.16	20,500	2,032,850		Jul 29 11:46 AM
Schwab-Pomerantz Carolyn	Director	Jul 03 '25	Sale	91.59	24,000	2,198,154	469,714	Jul 07 06:35 PM
Schwab-Pomerantz Carolyn	Director	Jul 03 '25	Proposed Sale	91.43	72,000	6,583,126		Jul 03 10:52 AM
Woolway Paul V	MD, Chief Banking Officer	Jul 01 '25	Sale	90.95	3,290	299,220	35,864	Jul 02 07:54 PM
Ellis Stephen A	Director	Jun 24 '25	Option Exercise	33.12	1,853	61,371	6,660	Jun 26 07:45 PM
Murtagh Nigel J	Chief Risk Officer	Jun 18 '25	Option Exercise	42.99	20,872	897,287	79,871	Jun 20 04:19 PM
Murtagh Nigel J	Chief Risk Officer	Jun 18 '25	Sale	90.01	20,872	1,878,666	58,999	Jun 20 04:19 PM
Woolway Paul V	MD, Chief Banking Officer	Jun 18 '25	Option Exercise	46.81	10,129	474,138	33,767	Jun 20 04:18 PM
Woolway Paul V	MD, Chief Banking Officer	Jun 18 '25	Sale	90.01	10,129	911,684	39,154	Jun 20 04:18 PM
Woolway Paul V	Director	Jun 18 '25	Proposed Sale	90.00	19,914	1,792,260		Jun 18 04:13 PM
Murtagh Nigel J	Officer	Jun 18 '25	Proposed Sale	90.01	20,872	1,878,665		Jun 18 03:20 PM
Schwab-Pomerantz Carolyn	Director	Jun 05 '25	Sale	87.25	24,000	2,093,956	479,314	Jun 06 04:16 PM
Woolway Paul V	MD, Chief Banking Officer	Jun 02 '25	Sale	87.68	3,290	288,452	39,154	Jun 03 06:06 PM
Beatty Jonathan S	MD, Head of Advisor Services	May 30 '25	Sale	87.57	2,850	249,572	15,219	Jun 02 04:48 PM
Murtagh Nigel J	Chief Risk Officer	May 28 '25	Option Exercise	41.98	25,000	1,049,500	83,999	May 30 04:02 PM
Murtagh Nigel J	Chief Risk Officer	May 28 '25	Sale	88.20	25,000	2,205,105	58,999	May 30 04:02 PM
Beatty Jonathan S	Officer	May 30 '25	Proposed Sale	87.57	2,850	249,572		May 30 01:18 PM
SNEED PAULA A	Director	May 27 '25	Sale	88.06	8,647	761,479	105,654	May 29 07:00 PM
Murtagh Nigel J	Officer	May 28 '25	Proposed Sale	88.17	25,000	2,204,250		May 28 12:02 PM
Schwab Charles R.	Co-Chairman	May 22 '25	Sale	87.50	34,585	3,026,343	57,569,203	May 27 04:15 PM
SNEED PAULA A	Director	May 27 '25	Proposed Sale	88.06	8,647	761,478		May 27 11:55 AM
Morgan Peter J. III	General Counsel	May 22 '25	Sale	87.39	10,176	889,295	0	May 23 04:04 PM
Craig Jonathan M.	MD, Head of Investor Services	May 21 '25	Option Exercise	41.98	47,500	1,994,050	0	May 22 08:56 PM
Craig Jonathan M.	MD, Head of Investor Services	May 21 '25	Sale	88.46	47,500	4,201,636	0	May 22 08:56 PM
Ruffel Charles A.	Director	May 21 '25	Sale	87.65	5,556	486,986	16,594	May 22 08:53 PM
Schwab Charles R.	Director	May 22 '25	Proposed Sale	87.25	34,585	3,017,541		May 22 02:30 PM
Morgan Peter J. III	Officer	May 22 '25	Proposed Sale	87.39	10,176	889,295		May 22 12:37 PM

LOCL

Local Bounti Corp

SCHW

Charles Schwab Corp

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