Did Dean Phillips buy Schwab Charles stock?

Common questions

Did Dean Phillips buy Schwab Charles stock?

Yes. Dean Phillips disclosed 5 purchases and 3 sales of Schwab Charles (SCHW) stock between Jun 20, 2019 and Sep 23, 2020, in STOCK Act reports. Added together, the disclosed purchases come to $5K-$75K and the disclosed sales to $3K-$45K.

How big were Dean Phillips's Schwab Charles trades?

STOCK Act reports give a range for each trade, such as $1K-$15K, never an exact amount. Added together, the disclosed purchases come to $5K-$75K and the disclosed sales to $3K-$45K.

Did Dean Phillips make these Schwab Charles trades personally?

Not always. The STOCK Act requires members to report trades by themselves, a spouse and dependent children. The owner column of each linked filing says whose trade it was.

Does Dean Phillips still own Schwab Charles stock?

This page lists reported trades, not holdings. A purchase can have been sold since, and the filings shown do not say what is held today.

When did Dean Phillips report these trades?

The latest filing is dated Oct 9, 2020. The STOCK Act gives members of Congress 45 days to report a trade, so a filing can trail the trade by weeks. Every row shows both dates.

Where does this data come from?

From periodic transaction reports filed under the STOCK Act with the Clerk of the House. Every trade links to the original filing.