Current roles
From Section 16 filings (Forms 3, 4 and 5) in the last 13 months.
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.
- Alan C. JopeACN
- Angie Y. ParkACN
- Atsushi EgawaACN
- Carolyn Schwab-PomerantzSCHW
- Catherine Kiernan HoganACN
- Charles A. RuffelSCHW
- Charles R. SchwabSCHW
- Christopher Dodds VSCHW
- Dennis HowardSCHW
- Frank C. HerringerSCHW
- Jaime ArdilaACN
- Jennifer NasonACN
- Joan DeaSCHW
- Joel UnruchACN
- John F. WalshACN
- John K. Adams, Jr.SCHW
- Jonathan M. CraigSCHW
- Jonathan S. BeattySCHW
- Julie Spellman SweetACN
- Katherine Lee CliffordACN
- Manish SharmaACN
- Marianne Catherine BrownSCHW
- Martin BrudermuellerACN
- Masahiko UotaniACN
- Mauro MacchiACN
- Melissa A. BurgumACN
- Michael D. VerdeschiSCHW
- Nancy McKinstryACN
- Neesha HathiSCHW
- Nigel J. MurtaghSCHW
Open-market trades
Purchases and sales reported on Form 4 at S&P 500 companies.
| Date | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| May 13, 2026 | SCHW | Sale | 2,500 | $91.16 | $228K |
| Jan 23, 2025 | SCHW | Sale | 8,548 | $81.82 | $699K |
| Apr 16, 2024 | SCHW | Sale | 5,011 | $71.11 | $356K |
| May 28, 2021 | SCHW | Sale | 19,845 | $73.75 | $1.5M |
| Nov 18, 2020 | SCHW | Sale | 27,835 | $48.61 | $1.4M |
| Nov 26, 2019 | SCHW | Sale | 15,000 | $49.11 | $737K |
| Oct 5, 2018 | ACN | Sale | 1,170 | $171.40 | $201K |
| Feb 20, 2018 | CSCO | Sale | 14,189 | $44.10 | $626K |
| Feb 23, 2017 | CSCO | Sale | 13,869 | $34.06 | $472K |
| Nov 29, 2016 | SCHW | Sale | 10,000 | $38.60 | $386K |
SEC reporting-owner ID (CIK) 1188405 · all filings on EDGAR