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SCHW

Charles Schwab Corp

Sep 12 • 04:00PM ET

93.54

-0.40 -0.43 %

Financial • Capital Markets • USA • NYSE

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

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

Index	S&P 500	P/E	25.18	EPS (ttm)	3.71	Insider Own	5.74%	Shs Outstand	1.81B	Perf Week	1.62%
Market Cap	169.80B	Forward P/E	17.22	EPS next Y	5.43	Insider Trans	-1.43%	Shs Float	1.71B	Perf Month	-2.14%
Enterprise Value	155.64B	PEG	1.03	EPS next Q	1.21	Inst Own	83.88%	Short Float	1.28%	Perf Quarter	5.69%
Income	6.79B	P/S	6.37	EPS this Y	42.46%	Inst Trans	-0.41%	Short Ratio	2.51	Perf Half Y	27.25%
Sales	26.67B	P/B	3.98	EPS next Y	17.34%	ROA	1.60%	Short Interest	21.95M	Perf YTD	26.39%
Book/sh	23.53	P/C	2.90	EPS next 5Y	24.41%	ROE	15.59%	52W High	99.59 -6.07%	Perf Year	48.33%
Cash/sh	32.28	P/FCF	4.31	EPS past 3/5Y	1.87% 2.26%	ROIC	8.63%	52W Low	61.16 52.94%	Perf 3Y	30.30%
Dividend Est.	1.08 (1.16%)	EV/EBITDA	12.07	Sales past 3/5Y	11.03% 17.15%	Gross Margin	79.46%	Volatility	2.02% 1.95%	Perf 5Y	158.40%
Dividend TTM	1.06 (1.13%)	EV/Sales	5.84	EPS Y/Y TTM	54.26%	Oper. Margin	43.08%	ATR (14)	1.95	Perf 10Y	214.31%
Dividend Ex-Date	Aug 08, 2025	Quick Ratio	1.18	Sales Y/Y TTM	4.64%	Profit Margin	25.46%	RSI (14)	44.61	Recom	1.73
Dividend Gr. 3/5Y	11.57% 8.02%	Current Ratio	1.18	EPS Q/Q	64.33%	SMA20	-1.91%	Beta	0.97	Target Price	107.94
Payout	33.48%	Debt/Eq	0.76	Sales Q/Q	7.36%	SMA50	-1.87%	Rel Volume	0.88	Prev Close	93.94
Employees	32100	LT Debt/Eq	0.59	Earnings	Jul 18 BMO	SMA200	10.70%	Avg Volume	8.75M	Price	93.54
IPO	Sep 22, 1987	Option/Short	Yes / Yes	EPS/Sales Surpr.	3.66% 2.04%	Trades		Volume	7,701,477	Change	-0.43%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jul-10-23	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform	$73
May-15-23	Upgrade	Raymond James	Mkt Perform → Outperform	$63

Show Previous Ratings

Sep-12-25 02:19PM	Week's Best: Brokerage Stocks' Bad Day (Barrons.com)
12:16PM	Should You Buy IBKR Stock Despite Its Premium Valuation? (Zacks)
09:05AM	Schwab Sweeps Investing Ranks in IBD's Trust Survey (Investor's Business Daily)
09:05AM	IBD's Sixth Annual Survey Of The Most Trusted Financial Companies (Investor's Business Daily)
Sep-11-25 04:16PM	Top Research Reports for Oracle, AstraZeneca & Shopify (Zacks)
10:43AM	Loading…
Sep-10-25 10:43AM	Robinhood Wants to Be the Go-To Social Media App for Traders (Barrons.com)
Sep-09-25 08:30PM	Robinhood Launches Social Media Network for Investors (Barrons.com)
12:30PM	Schwab Trading Activity Index: STAX Score Continues Climb Amid August Enthusiasm (Business Wire)
01:03AM	Here's What Wall Street Thinks About Charles Schwab Corporation (SCHW) (Insider Monkey)
Sep-05-25 04:00PM	Nvidia, Palantir Pull Off This Three-Peat. But So Does This Financial Powerhouse. (Investor's Business Daily) -5.72%
02:36PM	Why Charles Schwab (SCHW) Shares Are Falling Today (StockStory)
12:29PM	The Jobs Report Was Bad. It's Hitting Bank and Brokerage Stocks. (Barrons.com)
12:06PM	Institutions Are Snapping Up These 2 Financial Stocks-Should You? (MarketBeat)
10:45AM	The Zacks Analyst Blog Highlights Apple, Novartis, Charles Schwab, Community Bancorp and Optex Systems (Zacks)
Sep-04-25 04:29PM	Top Stock Reports for Apple, Novartis & Charles Schwab (Zacks)
08:10AM	Loading…
08:10AM	Nvidia, Palantir Pull Off This Three-Peat. But So Does This Financial Powerhouse. (Investor's Business Daily)
Sep-02-25 04:17PM	Dow Jones Tech Titan Apple Stock, Alibaba In Or Near Buy Zones Despite Market Sell-Off (Investor's Business Daily)
Sep-01-25 12:15AM	Best brokerage account bonuses in September 2025 (Bankrate)
Aug-31-25 12:16AM	Capital Returns and Margin Expansion Bolster Schwab's (SCHW) Outlook, Analysts Say (Insider Monkey)
Aug-30-25 09:01PM	Sold A Dream, Stuck With A Nightmare: How A Whole Life Insurance Policy Became A Financial Trap (Benzinga)
Aug-29-25 07:00AM	Is your AI bet too big? How to balance with other growth themes (Yahoo Finance Video)
Aug-28-25 03:01PM	How Do Major Stocks Trade This Fall? (Zacks)
Aug-27-25 09:37AM	SCHW vs. IBKR: Which Online Broker is Poised for More Upside? (Zacks)
Aug-26-25 11:51AM	Fed easing is the fundamental support for small caps, says Charles Schwab's Liz Ann Sonders (CNBC TV)
11:47AM	IBKR Enters the S&P 500 Index: A Win for Retail Investors? (Zacks)
09:51AM	Robinhood Soars 405% in a Year: Sustainable Momentum or Market Froth? (Zacks)
Aug-25-25 04:48PM	Charles Schwab's Kevin Gordon: Top-heaviness has returned but breadth is not weak yet (CNBC TV)
07:30AM	What Record Margin Debt Tells Us About Today's Stock Market (The Wall Street Journal)
Aug-22-25 03:35PM	Tariff and services inflation are coming, says RBC's Frances Donald (CNBC TV)
09:44AM	LPL Financial's July Brokerage & Advisory Assets Rise Sequentially (Zacks)
10:52AM	Loading…
Aug-21-25 10:52AM	Robo-Advisors Get a Boost From International Stocks. How the Best Portfolios Rank. (Barrons.com)
Aug-20-25 11:36PM	Jim Cramer Highlights Charles Schwab's Net New Assets Increase (Insider Monkey)
04:25PM	'Buy the dip' exists but downside may not yet be sufficient, says Charles Schwab's Liz Ann Sonders (CNBC TV)
Aug-18-25 10:34AM	Schwab Witnesses Rise in July 2025 Client Assets: What's Behind it? (Zacks)
10:00AM	Celebrating Five Years of Investing in Future Advisors: Schwabs RIATA Scholarship Program Recognizes 15 Promising Students in 2025 (Business Wire)
Aug-15-25 09:43PM	Morgan Stanley Lifts PT on The Charles Schwab Corporation (SCHW) to $131 From $117 (Insider Monkey)
09:40AM	Are Finance Stocks Lagging Bankinter (BKNIY) This Year? (Zacks)
Aug-14-25 01:46PM	Schwab, Robinhood Shares Rise Thursday. Here's Why. (Barrons.com)
12:00PM	Ruane Cunniff's Strategic Moves: MSA Safety Inc. Takes Center Stage with 2.74% Portfolio Impact (GuruFocus.com)
11:59AM	Charles Schwab's Liz Ann Sonders: Labor market data will be key (CNBC TV)
08:45AM	Schwab Reports Monthly Activity Highlights (Business Wire)
Aug-12-25 11:14AM	Schwab Gains 31.9% YTD: Should You Buy the Stock Right Now? (Zacks)
Aug-11-25 03:56PM	Here Are Billionaire Ken Griffin's 5 Biggest Stock Holdings (Motley Fool)
10:53AM	Will Reduction in High-Cost Funding Balance Aid Schwab's 2025 NIR? (Zacks)
09:00AM	The Zacks Rank Explained: How to Find Strong Buy Finance Stocks (Zacks)
Aug-07-25 05:30PM	'Be careful what you wish for' when it comes to aggressive Fed cuts: Charles Schwab's Kevin Gordon (CNBC TV)
04:50PM	I'm ready to invest in crypto with my 401(k). So why can't I do it yet? (MarketWatch)
Aug-06-25 11:54AM	Interactive Brokers Jumps 41.8% in 3 Months: How to Play the Stock? (Zacks)
04:00AM	8 Undervalued Stocks for a Rocky Market (Barrons.com)
Aug-05-25 05:48AM	Are Wall Street Analysts Bullish on Charles Schwab Stock? (Barchart)
Aug-04-25 12:30PM	Schwab Trading Activity Index: Cautious Optimism in July as STAX Score Edges Upward (Business Wire)
Aug-02-25 09:00AM	Big Tech Earnings Strength Is Bright Light in Murky Stock Market (Bloomberg)
Aug-01-25 11:24AM	Brokerage, Wealth Management Stocks Tumble on Darkening Economic Outlook (Barrons.com)
11:10AM	The Charles Schwab Corporation (SCHW) Doubles Down on Investors With $20B Stock Repurchase Plan (Insider Monkey)
08:01AM	LPL Financial's Q2 Earnings Beat on Higher Revenues, Stock Jumps (Zacks)
Jul-31-25 08:34AM	Robinhood's Q2 Earnings Beat on Trading Surge & Higher NIR (Zacks)
07:00AM	How Much Americans Say You Need To Comfortably Retire (Investor's Business Daily)
Jul-30-25 05:07PM	Pres. Trump's attacks on the Fed 'unprecedented' in modern era: fmr. Fed Governor Frederic Mishkin (CNBC TV)
12:35PM	Charles Schwab's (SCHW) Financial Strength Makes It a Dividend Buy in August (Insider Monkey)
09:40AM	Are Finance Stocks Lagging Bankinter (BKNIY) This Year? (Zacks)
08:32AM	In This Frothy Market, It's Boom Times for Brokers Like Robinhood (The Wall Street Journal)
08:30AM	Bullish Sentiment Rebounds Even as More Than Half of Traders Believe the Market is Over-Valued (Business Wire)
08:06AM	Inflation Has Savers Feeling Less Secure About Retirement: Schwab (Barrons.com)
Jul-29-25 06:55PM	Retail traders feeling cautiously optimistic in Q3 according to Charles Schwab survey (CNBC TV)
09:00AM	Schwab Study: Retirement Confidence Dips Amid Inflation Concerns; Savers Respond by Cutting Personal Spending While Maintaining 401(k) Contributions (Business Wire)
08:18AM	Solid Transaction-Based Revenues to Drive HOOD's Q2 Earnings (Zacks)
Jul-28-25 04:11PM	4 Stocks Planning to Substantially Boost Buybacks After Solid Q2 (MarketBeat)
03:09PM	Outage Hits Microsoft Windows, Disrupting Flights, Cities and Businesses (The Wall Street Journal)
12:00PM	The Charles Schwab Corporation (SCHW) is a Great Momentum Stock: Should You Buy? (Zacks)
09:17AM	Should Robinhood Shares Be in Your Portfolio Pre-Q2 Earnings? (Zacks)
08:05AM	Charles Schwab and Dow have been highlighted as Zacks Bull and Bear of the Day (Zacks)
06:07AM	Bull of the Day: Charles Schwab (SCHW) (Zacks)
Jul-27-25 03:00PM	A Data Deluge Brings a Moment of Truth for Markets This Week (Bloomberg)
Jul-25-25 02:10PM	Former Schwab Broker Suspended After Allegedly Making Illicit Profit-Sharing Agreement With Client (Barrons.com)
01:39PM	Week's Best: Why Isn't Robinhood in the S&P 500? (Barrons.com)
12:10PM	Charles Schwab Corporation (SCHW) Price Target Increased at KBW As Q2 Results Impress (Insider Monkey)
09:30AM	The Man Behind a Tiny Toronto Hedge Fund That Revived Meme Mania (Bloomberg)
09:05AM	Robinhood's Lofy Valuation: A Vote of Confidence or Cautionary Tale? (Zacks)
09:00AM	This Top Finance Stock is a #1 (Strong Buy): Why It Should Be on Your Radar (Zacks)
04:38AM	The Zacks Analyst Blog Highlights Cisco Systems, Caterpillar, Charles Schwab and Elite Pharmaceuticals (Zacks)
Jul-24-25 05:27PM	Charles Schwab Authorizes New $20 Billion Stock Repurchase Plan, Shares Touch All-Time High (The Wall Street Journal)
05:18PM	Charles Schwab to Buy Back $20 Billion of Stock (Barrons.com)
05:05PM	Schwab Rises After Announcing $20 Billion Share Buyback Program (Bloomberg)
04:50PM	Charles Schwab authorizes $20 billion stock buyback, declares dividends (Reuters)
04:36PM	Top Analyst Reports for Cisco, Caterpillar & Charles Schwab (Zacks)
04:35PM	Schwab Authorizes $20 Billion Stock Repurchase, Declares Common Stock Dividend, and Declares Preferred Stock Dividends (Business Wire)
12:08PM	Goldman Sachs Stock Remains Best in Breed, but Berkshire Hathaway to Play Catch Up (Barrons.com)
12:00PM	All You Need to Know About Charles Schwab (SCHW) Rating Upgrade to Strong Buy (Zacks)
10:00AM	Best Momentum Stock to Buy for July 24th (Zacks)
Jul-23-25 01:30AM	Stocks Are Trading More Like Bitcoin. What That Means for Investors. (Barrons.com)
01:30AM	Crypto Investors Are Changing the Stock Market. How to Profit. (Barrons.com)
Jul-22-25 12:20PM	Earnings Estimates Moving Higher for Charles Schwab (SCHW): Time to Buy? (Zacks)
10:07AM	Raymond James Raises Charles Schwab (SCHW) PT, Keeps Outperform Rating (Insider Monkey)
Jul-21-25 05:23PM	Economic growth has held up well so far this year, says Charles Schwab's Omar Aguilar (CNBC TV)
05:01PM	Stock Tokens Are Coming. Schwab, Interactive Brokers CEOs Don't Like It. (Barrons.com)
02:12PM	Charles Schwab's Crypto Plans Add Fuel To Post-Earnings Rally (Benzinga)
08:30AM	Schwab Announces Further Expansion of Overnight Trading (Business Wire)
04:28AM	Company News for Jul 21, 2025 (Zacks)
Jul-20-25 12:35AM	Morgan Stanley Lifts PT on The Charles Schwab Corporation (SCHW) to $117, Keeps Overweight Rating (Insider Monkey)
12:15AM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)

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
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
Ruffel Charles A.	Director	May 21 '25	Proposed Sale	87.65	5,556	486,986		May 21 03:23 PM
Craig Jonathan M.	Officer	May 21 '25	Proposed Sale	88.45	47,500	4,201,375		May 21 12:43 PM
Bettinger Walter W	Co-Chairman	May 19 '25	Sale	89.00	191,523	17,045,432	764,610	May 20 04:06 PM
Schwab-Pomerantz Carolyn	Director	May 16 '25	Sale	88.74	18,010	1,598,165	488,914	May 19 04:01 PM
Bettinger Walter W	Director	May 19 '25	Proposed Sale	89.00	191,523	17,045,424		May 19 02:41 PM
Schwab-Pomerantz Carolyn	Director	May 16 '25	Proposed Sale	88.50	18,010	1,593,885		May 16 01:53 PM
Schwab Charles R.	Director	May 15 '25	Proposed Sale	87.20	145,775	12,711,580		May 15 11:53 AM
Schwab Charles R.	Co-Chairman	May 12 '25	Sale	85.39	120,000	10,247,244	59,002,353	May 14 04:00 PM
Schwab Charles R.	Director	May 13 '25	Proposed Sale	85.75	145,775	12,500,206		May 13 02:15 PM
Wurster Richard A	President & CEO	May 09 '25	Sale	84.08	15,345	1,290,188	177,689	May 12 04:14 PM
Schwab Charles R.	Director	May 12 '25	Proposed Sale	85.59	120,000	10,270,800		May 12 02:08 PM
Woolway Paul V	MD, Chief Banking Officer	May 08 '25	Option Exercise	41.98	8,613	361,574	33,767	May 09 04:05 PM
Woolway Paul V	MD, Chief Banking Officer	May 08 '25	Sale	85.00	8,613	732,105	42,444	May 09 04:05 PM
Beatty Jonathan S	MD, Head of Advisor Services	May 08 '25	Option Exercise	44.24	3,658	161,830	44,375	May 09 04:02 PM
Beatty Jonathan S	MD, Head of Advisor Services	May 08 '25	Sale	85.00	3,658	310,930	18,069	May 09 04:02 PM
Murtagh Nigel J	Chief Risk Officer	May 08 '25	Option Exercise	42.99	25,000	1,074,750	83,993	May 09 04:00 PM
Murtagh Nigel J	Chief Risk Officer	May 08 '25	Sale	85.00	25,000	2,125,000	58,993	May 09 04:00 PM
Wurster Richard A	Officer	May 09 '25	Proposed Sale	84.08	15,345	1,290,188		May 09 10:58 AM
Beatty Jonathan S	Officer	May 08 '25	Proposed Sale	85.00	3,658	310,930		May 08 12:17 PM
Woolway Paul V	MD, Chief Banking Officer	May 01 '25	Option Exercise	41.98	8,614	361,616	33,767	May 05 04:01 PM
Woolway Paul V	MD, Chief Banking Officer	May 01 '25	Sale	81.76	11,994	980,635	42,444	May 05 04:01 PM
Schwab-Pomerantz Carolyn	Director	May 01 '25	Sale	81.14	24,000	1,947,400	496,129	May 02 04:14 PM
Craig Jonathan M.	MD, Head of Investor Services	May 01 '25	Option Exercise	42.99	9,559	410,941	0	May 02 04:10 PM
Craig Jonathan M.	MD, Head of Investor Services	May 01 '25	Sale	82.00	9,559	783,853	0	May 02 04:10 PM
Schwab Charles R.	Co-Chairman	Apr 28 '25	Sale	79.55	37,585	2,989,800	59,970,853	Apr 29 05:00 PM
Masrani Bharat	Director	Apr 29 '25	Proposed Sale	81.05	9,350	757,775		Apr 29 03:13 PM
Schwab Charles R.	Director	Apr 28 '25	Proposed Sale	79.50	37,585	2,988,008		Apr 28 01:58 PM
Schwab-Pomerantz Carolyn	Director	Apr 22 '25	Option Exercise	31.37	6,897	216,359	8,162	Apr 24 11:57 AM
Schwab-Pomerantz Carolyn	Director	Apr 22 '25	Sale	76.77	6,897	529,448	1,545,594	Apr 24 11:57 AM
HERRINGER FRANK C	Director	Apr 21 '25	Option Exercise	31.21	8,548	266,783	9,204	Apr 22 09:28 PM
HERRINGER FRANK C	Director	Apr 21 '25	Sale	74.26	3,592	266,731	172,162	Apr 22 09:28 PM
Schwab-Pomerantz Carolyn	Director	Apr 22 '25	Proposed Sale	76.85	6,897	530,000		Apr 22 04:16 PM
HERRINGER FRANK C	Director	Apr 21 '25	Proposed Sale	74.26	3,592	266,731		Apr 21 03:08 PM
Schwab-Pomerantz Carolyn	Director	Apr 03 '25	Sale	74.94	24,000	1,798,473	505,729	Apr 07 07:02 PM
Schwab-Pomerantz Carolyn	Director	Apr 03 '25	Proposed Sale	75.00	72,000	5,400,000		Apr 03 10:41 AM
Woolway Paul V	MD, Chief Banking Officer	Apr 01 '25	Sale	77.43	3,380	261,725	45,824	Apr 02 08:47 PM
Woolway Paul V	MD, Chief Banking Officer	Mar 24 '25	Option Exercise	41.98	8,614	361,616	33,767	Mar 27 06:09 PM
Woolway Paul V	MD, Chief Banking Officer	Mar 24 '25	Sale	80.00	8,614	689,129	49,204	Mar 27 06:09 PM
Ruffel Charles A.	Director	Mar 14 '25	Option Exercise	43.21	8,584	370,915	22,150	Mar 17 08:50 PM
Schwab-Pomerantz Carolyn	Director	Mar 06 '25	Sale	75.59	24,000	1,814,043	515,329	Mar 10 08:47 PM
Craig Jonathan M.	MD, Head of Investor Services	Mar 06 '25	Sale	75.59	23,258	1,757,986	0	Mar 10 08:42 PM
Woolway Paul V	MD, Chief Banking Officer	Mar 05 '25	Sale	75.38	9,887	745,253	47,931	Mar 07 06:47 PM
Murtagh Nigel J	Chief Risk Officer	Mar 05 '25	Sale	75.38	15,229	1,147,936	59,092	Mar 07 06:36 PM
Craig Jonathan M.	Officer	Mar 06 '25	Proposed Sale	75.50	23,258	1,755,979		Mar 06 10:35 AM

LOCL Local Bounti Corp daily Stock Chart

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

| Held by: VTI VXF

Index	-	P/E	-	EPS (ttm)	-14.17	Insider Own	82.69%	Shs Outstand	21.78M	Perf Week	-3.51%
Market Cap	48.67M	Forward P/E	-	EPS next Y	-2.40	Insider Trans	10.72%	Shs Float	3.83M	Perf Month	-13.04%
Enterprise Value	564.38M	PEG	-	EPS next Q	-1.03	Inst Own	3.85%	Short Float	1.45%	Perf Quarter	4.76%
Income	-130.24M	P/S	1.11	EPS this Y	55.76%	Inst Trans	11.97%	Short Ratio	3.11	Perf Half Y	2.33%
Sales	44.02M	P/B	-	EPS next Y	61.63%	ROA	-30.02%	Short Interest	0.06M	Perf YTD	6.28%
Book/sh	-6.09	P/C	3.70	EPS next 5Y	53.74%	ROE	-2448.28%	52W High	5.75 -61.73%	Perf Year	-6.97%
Cash/sh	0.60	P/FCF	-	EPS past 3/5Y	-18.74% -	ROIC	-32.89%	52W Low	1.18 86.44%	Perf 3Y	-95.04%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	291.00% -	Gross Margin	-25.12%	Volatility	6.27% 8.33%	Perf 5Y	-
Dividend TTM	-	EV/Sales	12.82	EPS Y/Y TTM	16.76%	Oper. Margin	-149.91%	ATR (14)	0.20	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.92	Sales Y/Y TTM	39.74%	Profit Margin	-295.87%	RSI (14)	40.65	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.29	EPS Q/Q	45.87%	SMA20	-7.86%	Beta	2.05	Target Price	5.50
Payout	-	Debt/Eq	-	Sales Q/Q	28.17%	SMA50	-16.72%	Rel Volume	0.42	Prev Close	2.19
Employees	333	LT Debt/Eq	-	Earnings	Aug 13 BMO	SMA200	-5.72%	Avg Volume	17.86K	Price	2.20
IPO	Apr 19, 2021	Option/Short	No / Yes	EPS/Sales Surpr.	-25.87% -2.40%	Trades		Volume	7,591	Change	0.46%

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

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)
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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%
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)
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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%
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)
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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.)
Jan-05-22 08:30AM	Local Bounti Issues Inaugural Corporate Sustainability Report (PR Newswire)
Jan-03-22 09:25AM	Buy These 2 Stocks Before They Jump Over 70%, Says Oppenheimer (TipRanks) +8.53%
Dec-08-21 10:15AM	Local Bounti Corp (LOCL) Co-CEO Travis M. Joyner Bought $284,584 of Shares (GuruFocus.com) -7.72%
08:32AM	Bullish Local Bounti Corporation (NYSE:LOCL) insiders filled their treasuries with US$1.3m worth of stock over last year (Simply Wall St.)
Dec-07-21 09:15AM	Local Bounti Corp (LOCL) Co-CEO Craig M. Hurlbert Bought $764,570 of Shares (GuruFocus.com) -6.63%
Oct-21-21 08:30AM	Local Bounti, Disruptive AgTech Company Redefining the Future of Farming, Announces Corporate Updates (PR Newswire)
Oct-20-21 04:29PM	Local Bounti, Disruptive AgTech Company Redefining the Future of Farming, and Leo Holdings III Corp Announce November 16, 2021 Extraordinary General Meeting to Approve Business Combination (PR Newswire)

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	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
Carr-Smith Jennifer	Director	Dec 17 '24	Sale	1.48	21,237	31,431	14,880	Jan 24 04:25 PM
Joyner Travis M.	Chief Technology Officer	Dec 20 '24	Buy	1.86	500	928	59,637	Dec 23 05:14 PM
Joyner Travis M.	Chief Technology Officer	Dec 19 '24	Buy	1.79	2,850	5,115	59,137	Dec 20 09:09 AM
Hurlbert Craig M.	Chief Executive Officer	Dec 19 '24	Buy	1.81	3,250	5,889	314,823	Dec 20 09:09 AM
VALIASEK KATHLEEN	President and CFO	Dec 19 '24	Buy	1.79	1,350	2,421	446,155	Dec 20 09:08 AM
VALIASEK KATHLEEN	President and CFO	Dec 18 '24	Buy	2.01	600	1,206	444,805	Dec 20 09:08 AM
VALIASEK KATHLEEN	President and CFO	Dec 17 '24	Buy	2.20	300	659	444,205	Dec 19 04:57 PM
VALIASEK KATHLEEN	President and CFO	Dec 16 '24	Buy	1.94	2,100	4,067	443,905	Dec 16 07:04 PM
Hurlbert Craig M.	Chief Executive Officer	Dec 16 '24	Buy	1.98	2,750	5,435	311,573	Dec 16 07:03 PM
Joyner Travis M.	Chief Technology Officer	Dec 16 '24	Buy	1.96	3,250	6,361	56,287	Dec 16 07:02 PM
VALIASEK KATHLEEN	President and CFO	Dec 13 '24	Buy	1.28	4,400	5,622	441,805	Dec 16 09:01 AM
Joyner Travis M.	Chief Technology Officer	Dec 13 '24	Buy	1.25	2,747	3,444	53,037	Dec 16 09:00 AM
VALIASEK KATHLEEN	President and CFO	Dec 12 '24	Buy	1.25	3,075	3,838	437,405	Dec 12 07:36 PM
VALIASEK KATHLEEN	President and CFO	Dec 11 '24	Buy	1.37	1,100	1,504	434,330	Dec 12 07:36 PM
Hurlbert Craig M.	Chief Executive Officer	Dec 11 '24	Buy	1.39	1,250	1,740	308,823	Dec 12 07:36 PM

SCHW

Charles Schwab Corp

LOCL

Local Bounti Corp

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