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 | 400 | $71.48 | $29K |
| Apr 16, 2024 | SCHW | Sale | 6,700 | $70.82 | $474K |
| Mar 16, 2023 | SCHW | Buy | 4,000 | $58.37 | $233K |
| May 25, 2021 | SCHW | Sale | 9,667 | $73.06 | $706K |
| Feb 10, 2021 | SCHW | Sale | 26,925 | $55.76 | $1.5M |
| Apr 17, 2020 | SCHW | Buy | 5,530 | $36.18 | $200K |
| Aug 5, 2019 | SCHW | Buy | 2,595 | $38.68 | $100K |
| Jun 1, 2018 | SCHW | Sale | 2,174 | $56.67 | $123K |
| Apr 27, 2017 | SCHW | Buy | 1,850 | $26.97 | $50K |
| Feb 13, 2017 | SCHW | Sale | 15,688 | $40.94 | $642K |
SEC reporting-owner ID (CIK) 1562215 · all filings on EDGAR