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 16, 2024 | SCHW | Sale | 43,000 | $70.83 | $3.0M |
| Oct 26, 2021 | SCHW | Sale | 25,255 | $83.99 | $2.1M |
| Oct 25, 2021 | SCHW | Sale | 230 | $83.99 | $19K |
| Oct 21, 2021 | SCHW | Sale | 10,032 | $81.97 | $822K |
| Oct 15, 2021 | SCHW | Sale | 25,484 | $80.97 | $2.1M |
| Oct 15, 2021 | SCHW | Sale | 10,031 | $79.42 | $797K |
| Oct 11, 2021 | SCHW | Sale | 25,484 | $78.05 | $2.0M |
| May 6, 2021 | SCHW | Sale | 16,433 | $70.62 | $1.2M |
| Apr 29, 2021 | SCHW | Sale | 255,321 | $71.70 | $18.3M |
| Feb 11, 2021 | SCHW | Sale | 175,323 | $55.95 | $9.8M |
| Apr 20, 2018 | SCHW | Sale | 28,170 | $54.80 | $1.5M |
| Apr 20, 2018 | SCHW | Sale | 57,852 | $54.80 | $3.2M |
| Apr 20, 2018 | SCHW | Sale | 60,533 | $54.80 | $3.3M |
| Apr 20, 2018 | SCHW | Sale | 64,130 | $54.80 | $3.5M |
| Apr 20, 2018 | SCHW | Sale | 70,000 | $54.80 | $3.8M |
| Nov 29, 2017 | SCHW | Sale | 73,108 | $48.15 | $3.5M |
| Nov 29, 2017 | SCHW | Sale | 21,880 | $48.15 | $1.1M |
| Jul 20, 2017 | SCHW | Sale | 54,952 | $42.10 | $2.3M |
| Jul 20, 2017 | SCHW | Sale | 15,746 | $42.10 | $663K |
| Jul 20, 2017 | SCHW | Sale | 44,944 | $42.10 | $1.9M |
| Jul 19, 2017 | SCHW | Sale | 52,045 | $42.51 | $2.2M |
| Jul 19, 2017 | SCHW | Sale | 37,285 | $42.51 | $1.6M |
| Oct 27, 2016 | SCHW | Sale | 122,920 | $32.22 | $4.0M |
| Oct 27, 2016 | SCHW | Sale | 46,507 | $32.22 | $1.5M |
| Oct 26, 2016 | SCHW | Sale | 80,000 | $32.16 | $2.6M |
SEC reporting-owner ID (CIK) 1276501 · all filings on EDGAR