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 planNo plan disclosedOne 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 6 of the 13 calendar months from Oct 2025 to Oct 2026: Nov 2025, Dec 2025, Jan 2026, Feb 2026, Jul 2026 and Aug 2026.
- Largest single sale: $301K (3,072 shares) of Charles Schwab Corporation on Nov 12, 2025. Filing
- Last sale before this period: Aug 28, 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) | MD, Head of Advisor Services | Jul 3, 2024 | Aug 18, 2026 |
Recent filings
The last 5 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Aug 17, 2026, Charles Schwab Corporation: sold 1,000 shares for $111K, no plan disclosed (some held indirectly). 1 filing: 1
- Jul 21, 2026, Charles Schwab Corporation: sold 2,000 shares for $208K, under a disclosed plan (some held indirectly). 1 filing: 1
- Jul 7, 2026, Charles Schwab Corporation: sold 2,000 shares for $204K, under a disclosed plan (some held indirectly). 1 filing: 1
- Jul 6, 2026, Charles Schwab Corporation: sold 2,000 shares for $200K, under a disclosed plan (some held indirectly). 1 filing: 1
- Jul 2, 2026, Charles Schwab Corporation: sold 2,000 shares for $194K, under a disclosed plan (some held indirectly). 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.