Current roles
From Section 16 filings (Forms 3, 4 and 5) in the last 13 months.
No current S&P 500 role.
Past roles
“Last filing” is the latest Form 3/4/5 for that company, an upper bound on the end date.
Sits alongside
People who currently share a board or management team with this person.
No current colleagues on record.
Open-market trades
Purchases and sales reported on Form 4 at S&P 500 companies.
| Date | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 21, 2020 | SCHW | Sale | 11,082 | $35.61 | $395K |
| Feb 13, 2020 | SCHW | Sale | 5,364 | $47.29 | $254K |
| Aug 21, 2019 | SCHW | Sale | 5,093 | $37.56 | $191K |
| May 16, 2019 | SCHW | Sale | 4,356 | $43.85 | $191K |
| Apr 16, 2019 | SCHW | Sale | 4,000 | $45.59 | $182K |
| Jan 26, 2018 | SCHW | Sale | 5,742 | $54.05 | $310K |
| Jan 26, 2018 | SCHW | Sale | 7,486 | $53.93 | $404K |
| Jan 26, 2018 | SCHW | Sale | 5,435 | $53.93 | $293K |
| Apr 25, 2017 | SCHW | Sale | 7,823 | $39.69 | $310K |
SEC reporting-owner ID (CIK) 1188403 · all filings on EDGAR