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 3 of the 13 calendar months from Oct 2025 to Oct 2026: Aug 2026, Sep 2026 and Oct 2026.
- Largest single sale: $489K (5,000 shares) of Charles Schwab Corporation on Oct 1, 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, Head Wealth Adv, Bnk, Tst | Jul 10, 2026 | Oct 5, 2026 |
| Cigna (CI) | Director | Sep 2, 2021 | Apr 24, 2026 |
Also a director at
Recent filings
The last 4 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Oct 1, 2026, Charles Schwab Corporation: sold 5,000 shares for $489K, under a disclosed plan; 5,000 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Sep 1, 2026, Charles Schwab Corporation: sold 3,177 shares for $346K, under a disclosed plan; 3,177 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Aug 28, 2026, Charles Schwab Corporation: sold 3,177 shares for $343K, under a disclosed plan; 3,177 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Apr 22, 2026, Cigna: 782 shares awarded. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.