| 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
1 company
Dea Joan serves as a Director at SCHW. Across recent SEC filings that breaks down to 0 buys and 1 sell. Those positions are worth an estimated $3.0M at current prices.
The biggest single holding is SCHW (~$3.0M) as Director. The recent filings there lean toward selling, a net 1,250 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 22, 2021 | SCHW Schwab Charles Corp | Director | Sell | 1,250 | $82.64 | $103,298.50 | -5.8% | +3.5% | +0.3% |