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 |
|---|---|---|---|---|---|
| Mar 6, 2019 | SCHW | Sale | 16,346 | $45.93 | $751K |
| Mar 4, 2019 | SCHW | Sale | 18,803 | $46.84 | $881K |
| Mar 1, 2019 | SCHW | Sale | 22,482 | $46.66 | $1.0M |
| Dec 3, 2018 | SCHW | Sale | 4,053 | $46.10 | $187K |
| Dec 3, 2018 | SCHW | Sale | 860 | $46.06 | $40K |
| Apr 24, 2018 | SCHW | Sale | 18,803 | $55.89 | $1.1M |
| Apr 24, 2018 | SCHW | Sale | 17,482 | $55.89 | $977K |
| Mar 7, 2018 | SCHW | Sale | 9,156 | $54.00 | $494K |
| Mar 1, 2018 | SCHW | Sale | 5,000 | $52.94 | $265K |
| Feb 7, 2018 | SCHW | Sale | 2,026 | $51.94 | $105K |
| Jan 3, 2018 | SCHW | Sale | 2,026 | $51.30 | $104K |
| Dec 6, 2017 | SCHW | Sale | 1,982 | $50.55 | $100K |
| Nov 8, 2017 | SCHW | Sale | 815 | $43.97 | $36K |
| Nov 6, 2017 | SCHW | Sale | 861 | $44.64 | $38K |
| Nov 2, 2017 | SCHW | Sale | 1,981 | $44.18 | $88K |
| Oct 6, 2017 | SCHW | Sale | 4,267 | $46.02 | $196K |
| Oct 4, 2017 | SCHW | Sale | 1,000 | $44.36 | $44K |
| Sep 6, 2017 | SCHW | Sale | 1,000 | $38.99 | $39K |
| Aug 2, 2017 | SCHW | Sale | 2,000 | $43.07 | $86K |
| Jul 3, 2017 | SCHW | Sale | 10,536 | $43.15 | $455K |
| Apr 19, 2017 | SCHW | Sale | 22,482 | $38.35 | $862K |
| Apr 19, 2017 | SCHW | Sale | 2,456 | $38.42 | $94K |
| Apr 19, 2017 | SCHW | Sale | 2,184 | $38.42 | $84K |
| Nov 14, 2016 | SCHW | Sale | 18,802 | $36.94 | $695K |
| Nov 14, 2016 | SCHW | Sale | 8,105 | $36.94 | $299K |
| Nov 14, 2016 | SCHW | Sale | 4,026 | $36.94 | $149K |
| Nov 7, 2016 | SCHW | Sale | 815 | $32.10 | $26K |
| Nov 3, 2016 | SCHW | Sale | 5,200 | $31.33 | $163K |
| Nov 3, 2016 | SCHW | Sale | 2,494 | $31.32 | $78K |
| Jul 22, 2016 | SCHW | Sale | 3,532 | $27.99 | $99K |
| Jul 22, 2016 | SCHW | Sale | 3,362 | $28.03 | $94K |
SEC reporting-owner ID (CIK) 1627137 · all filings on EDGAR