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 |
|---|---|---|---|---|---|
| Jun 12, 2024 | SCHW | Sale | 8,164 | $75.00 | $612K |
| May 28, 2024 | SCHW | Sale | 2,816 | $71.88 | $202K |
| May 28, 2024 | SCHW | Sale | 74,615 | $70.91 | $5.3M |
| Mar 17, 2023 | SCHW | Buy | 5,000 | $54.83 | $274K |
| Oct 26, 2021 | SCHW | Sale | 28,370 | $84.00 | $2.4M |
| Oct 25, 2021 | SCHW | Sale | 300 | $84.00 | $25K |
| Oct 11, 2021 | SCHW | Sale | 29,977 | $78.16 | $2.3M |
| Mar 4, 2021 | SCHW | Sale | 9,883 | $64.81 | $641K |
| Feb 24, 2021 | SCHW | Sale | 29,976 | $65.03 | $1.9M |
| Jan 11, 2021 | SCHW | Sale | 29,976 | $60.01 | $1.8M |
| Nov 17, 2020 | SCHW | Sale | 101,188 | $48.83 | $4.9M |
| Mar 6, 2020 | SCHW | Sale | 12,629 | $32.94 | $416K |
| Dec 12, 2019 | SCHW | Sale | 28,078 | $51.00 | $1.4M |
| May 22, 2018 | SCHW | Sale | 29,678 | $59.82 | $1.8M |
| Mar 7, 2018 | SCHW | Sale | 11,238 | $54.07 | $608K |
| Feb 27, 2018 | SCHW | Sale | 30,020 | $55.05 | $1.7M |
| Dec 4, 2017 | SCHW | Sale | 50,444 | $50.52 | $2.5M |
| Nov 30, 2017 | SCHW | Sale | 32,350 | $49.16 | $1.6M |
| Sep 27, 2017 | SCHW | Sale | 42,500 | $44.03 | $1.9M |
| Sep 27, 2017 | SCHW | Sale | 32,744 | $43.93 | $1.4M |
| Jun 29, 2017 | SCHW | Sale | 400 | $44.00 | $18K |
| Mar 8, 2017 | SCHW | Sale | 3,186 | $42.27 | $135K |
| Mar 7, 2017 | SCHW | Sale | 1,852 | $42.07 | $78K |
| Mar 6, 2017 | SCHW | Sale | 5,098 | $42.08 | $215K |
| Mar 1, 2017 | SCHW | Sale | 35,930 | $43.08 | $1.5M |
| Jan 25, 2017 | SCHW | Sale | 16,631 | $42.29 | $703K |
| Jan 24, 2017 | SCHW | Sale | 25,300 | $42.03 | $1.1M |
| Nov 22, 2016 | SCHW | Sale | 23,500 | $38.14 | $896K |
| Nov 22, 2016 | SCHW | Sale | 17,562 | $38.14 | $670K |
| Nov 22, 2016 | SCHW | Sale | 22,194 | $38.14 | $846K |
| Nov 10, 2016 | SCHW | Sale | 28,090 | $35.32 | $992K |
| Nov 10, 2016 | SCHW | Sale | 65,056 | $35.32 | $2.3M |
| Mar 3, 2016 | SCHW | Sale | 10,073 | $26.64 | $268K |
SEC reporting-owner ID (CIK) 1564429 · all filings on EDGAR