The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

The Charles Schwab Corporation (SCHW)

NYSE - Nasdaq Real-time price. Currency in USD

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75.23

+0.97

(+1.31%)

At close: 04:00PM EDT

75.24

+0.01

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08:33AM EDT

Insider roster

Individual or entity	Most-recent transaction	Date	Shares owned as of transaction date
ADAMS JOHN K JR Director	Sale	21 Mar 2024	44,451
MORGAN PETER J. III General Counsel	Sale	15 Apr 2024	148
MURTAGH NIGEL J. Officer	Stock Gift	15 Apr 2024	73,113
*Insider roster data is derived solely from the last 24 months of Form 3 & Form 4 SEC filings.