| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
2 companies
Adams John K Jr serves as a Director at SCHW and has filed Form 4s across 2 companies. Across recent SEC filings that breaks down to 3 buys and 1 sell. Those positions are worth an estimated $5.9M at current prices.
The biggest single holding is SCHW (~$5.2M) as Director. The recent filings there lean toward selling, a net 2,301 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 22, 2024 | SCHW Schwab Charles Corp | Director | Sale+OE | 15,701 | $72.64 | $1,140,539.48 | -26.1% | +1.5% | +9.5% | |
| Mar 14, 2023 | SCHW Schwab Charles Corp | Director | Buy | 5,000 | $59.31 | $296,550.00 | +13.5% | -4.8% | +18.4% | |
| May 31, 2016 | SCHW Schwab Charles Corp | Director | Buy | 4,900 | $30.61 | $149,984.10 | +31.9% | - | - | |
| Aug 24, 2015 | SCHW Schwab Charles Corp | Director | Buy | 3,500 | $29.67 | $103,841.50 | +48.6% | - | - |