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.
No 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 3 of the 13 calendar months from Oct 2025 to Oct 2026: Feb 2026, Jul 2026 and Aug 2026.
- Largest single sale: $20.0M (192,488 shares) of Charles Schwab Corporation on Jul 27, 2026. Filing
- Last sale before this period: Jul 29, 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) | Co-Chairman, Director | Jul 8, 2004 | Aug 31, 2026 |
Recent filings
The last 5 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Aug 28, 2026, Charles Schwab Corporation: sold 74,388 shares for $8.3M, no plan disclosed; 74,388 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Aug 24, 2026, Charles Schwab Corporation: sold 176,210 shares for $20.0M, no plan disclosed; 176,210 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Jul 28, 2026, Charles Schwab Corporation: sold 93,408 shares for $9.8M, no plan disclosed; 93,408 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Jul 27, 2026, Charles Schwab Corporation: sold 192,488 shares for $20.0M, no plan disclosed; 192,488 shares acquired by exercising options (some held indirectly). 1 filing: 1
- Mar 1, 2026, Charles Schwab Corporation: 141,757 shares awarded; 60,743 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.