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.
Disclosed planOne dollar scale for every month; the tallest bar is labeled
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: Feb 2026, Mar 2026, Jul 2026 and Aug 2026.
- Largest single sale: $2.9M (28,000 shares) of Charles Schwab Corporation on Jul 28, 2026. Filing
- No sale on record before this period.
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) | MD, Chief Tech, OPS & Data Off | Feb 9, 2026 | Aug 17, 2026 |
Recent filings
The last 5 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Aug 13, 2026, Charles Schwab Corporation: sold 2,198 shares for $242K, under a disclosed plan. 1 filing: 1
- Aug 1, 2026, Charles Schwab Corporation: 1,292 shares withheld by the company for taxes. 1 filing: 1
- Jul 28, 2026, Charles Schwab Corporation: sold 28,000 shares for $2.9M, under a disclosed plan; 28,000 shares acquired by exercising options. 1 filing: 1
- Mar 3, 2026, Charles Schwab Corporation: sold 10,108 shares for $956K, under a disclosed plan. 1 filing: 1
- Mar 1, 2026, Charles Schwab Corporation: 16,312 shares awarded; 6,204 shares withheld by the company for taxes. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.