Selling by month
Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.
Pattern
What the filings show, past 12 months. Nothing here rates or predicts.
- Sold in 4 of the 13 calendar months from Oct 2025 to Oct 2026: Jan 2026, May 2026, Jul 2026 and Aug 2026.
- Largest single sale: $2.4M (22,640 shares) of Charles Schwab Corporation on Aug 4, 2026. Filing
- Last sale before this period: Oct 2, 2025.
Roles from filings
Every company we track where this person has filed, newest filing first.
| Company | Title | First filing | Latest filing |
|---|---|---|---|
| Charles Schwab Corporation (SCHW) | Director | Nov 1, 2022 | Aug 27, 2026 |
Recent filings
The last 5 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Aug 26, 2026, Charles Schwab Corporation: sold 9,175 shares for $1.0M, no plan disclosed (some held indirectly). 1 filing: 1
- Aug 5, 2026, Charles Schwab Corporation: sold 18,561 shares for $2.0M, no plan disclosed (some held indirectly). 1 filing: 1
- Aug 4, 2026, Charles Schwab Corporation: sold 22,640 shares for $2.4M, no plan disclosed (some held indirectly). 1 filing: 1
- Jul 28, 2026, Charles Schwab Corporation: sold 22,650 shares for $2.4M, no plan disclosed; 271 shares given away (some held indirectly). 1 filing: 1
- May 26, 2026, Charles Schwab Corporation: 1,602 shares granted. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.