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 5 of the 13 calendar months from Oct 2025 to Oct 2026: Nov 2025, Mar 2026, Apr 2026, Jul 2026 and Aug 2026.
- Largest single sale: $3.4M (35,188 shares) of Charles Schwab Corporation on Nov 7, 2025. Filing
- Last sale before this period: May 21, 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 Retail Investing | Mar 2, 2018 | 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 14, 2026, Charles Schwab Corporation: sold 21,866 shares for $2.4M, under a disclosed plan; 21,866 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Aug 5, 2026, Charles Schwab Corporation: sold 21,750 shares for $2.3M, under a disclosed plan; 21,750 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Jul 7, 2026, Charles Schwab Corporation: sold 21,750 shares for $2.2M, under a disclosed plan; 21,750 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Apr 14, 2026, Charles Schwab Corporation: sold 21,750 shares for $2.2M, under a disclosed plan; 21,750 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Mar 3, 2026, Charles Schwab Corporation: sold 14,481 shares for $1.4M, 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.