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 24, 2024 | SCHW | Sale | 5,481 | $75.51 | $414K |
| Apr 18, 2024 | SCHW | Sale | 5,482 | $73.46 | $403K |
| Apr 16, 2024 | SCHW | Sale | 6,114 | $71.02 | $434K |
| Feb 28, 2024 | SCHW | Sale | 5,500 | $65.71 | $361K |
| Feb 15, 2024 | SCHW | Sale | 8,000 | $64.76 | $518K |
| Jan 22, 2024 | SCHW | Sale | 4,000 | $64.49 | $258K |
| Nov 30, 2023 | SCHW | Sale | 4,000 | $60.56 | $242K |
| Nov 3, 2023 | SCHW | Sale | 3,114 | $56.19 | $175K |
| Sep 18, 2023 | SCHW | Sale | 3,792 | $57.31 | $217K |
| Mar 14, 2023 | SCHW | Buy | 5,000 | $57.96 | $290K |
| Mar 22, 2022 | SCHW | Sale | 3,114 | $91.00 | $283K |
| Mar 16, 2022 | SCHW | Sale | 3,114 | $87.01 | $271K |
| Feb 7, 2022 | SCHW | Sale | 7,500 | $93.11 | $698K |
| Feb 1, 2022 | SCHW | Sale | 6,000 | $89.38 | $536K |
| Oct 22, 2021 | SCHW | Sale | 11,000 | $83.38 | $917K |
| Aug 23, 2021 | SCHW | Sale | 4,500 | $72.42 | $326K |
| Jun 3, 2021 | SCHW | Sale | 8,500 | $75.52 | $642K |
| May 24, 2021 | SCHW | Sale | 12,000 | $73.00 | $876K |
| Apr 29, 2021 | SCHW | Sale | 3,500 | $71.68 | $251K |
| Mar 12, 2021 | SCHW | Sale | 3,500 | $68.00 | $238K |
| Nov 3, 2020 | SCHW | Sale | 8,292 | $42.74 | $354K |
| Dec 5, 2017 | SCHW | Sale | 12,459 | $51.58 | $643K |
| Nov 8, 2017 | SCHW | Sale | 491 | $44.03 | $22K |
| Nov 6, 2017 | SCHW | Sale | 1,063 | $44.64 | $47K |
SEC reporting-owner ID (CIK) 1706835 · all filings on EDGAR