Informed-money record
Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.
Bullish filings
14
Bearish filings
175
Named actors
27
Disclosed $ (bull / bear)
$58.6M + 1 of unknown size / $1.5B + 18 of unknown size
| Date | Who | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-10-01 | MD, Head Wealth Adv, Bnk, Tst Hathi Neesha | sold | $489K | SEC ↗ |
| 2026-09-23 | Director Ellis Stephen A | exercised options & held the shares | $60K | SEC ↗ |
| 2026-09-01 | MD, Head Wealth Adv, Bnk, Tst Hathi Neesha | sold | $346K | SEC ↗ |
| 2026-08-28 | Co-Chairman Bettinger Walter W | sold | $8.3M | SEC ↗ |
| 2026-08-28 | MD, Head Wealth Adv, Bnk, Tst Hathi Neesha | sold | $343K | SEC ↗ |
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Start free — 1 week, no card →Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals
| 2026-08-28 | Officer (via THE CHARLES SCHWAB CORPORATION) Hathi Neesha | filed notice to sell | $1.8M | SEC ↗ |
| 2026-08-28 | Director (via THE CHARLES SCHWAB CORPORATION) Bettinger Walter W | filed notice to sell | $8.3M | SEC ↗ |
| 2026-08-27 | Co-Chairman Schwab Charles R. | gifted | — | SEC ↗ |
| 2026-08-26 | Director (via THE CHARLES SCHWAB CORPORATION) Schwab-Pomerantz Carolyn | filed notice to sell | $1.0M | SEC ↗ |
| 2026-08-26 | Director Schwab-Pomerantz Carolyn | sold | $1.0M | SEC ↗ |
| 2026-08-24 | Co-Chairman Schwab Charles R. | sold | $13.2M | SEC ↗ |
| 2026-08-24 | Co-Chairman Bettinger Walter W | sold | $20.0M | SEC ↗ |
| 2026-08-24 | Officer (via THE CHARLES SCHWAB CORPORATION) Schwab Charles R. | filed notice to sell | $13.3M | SEC ↗ |
| 2026-08-24 | Director (via THE CHARLES SCHWAB CORPORATION) Bettinger Walter W | filed notice to sell | $20.0M | SEC ↗ |
| 2026-08-18 | Co-Chairman Schwab Charles R. | gifted | — | SEC ↗ |
| 2026-08-17 | Co-Chairman Schwab Charles R. | gifted | — | SEC ↗ |
| 2026-08-17 | Officer (via THE CHARLES SCHWAB CORPORATION) Beatty Jonathan S | filed notice to sell | $111K | SEC ↗ |
| 2026-08-17 | MD, Head of Advisor Services Beatty Jonathan S | sold | $111K | SEC ↗ |
| 2026-08-14 | MD, Head of Retail Investing Craig Jonathan M. | sold | $2.4M | SEC ↗ |
| 2026-08-14 | Officer (via THE CHARLES SCHWAB CORPORATION) Schwab Charles R. | filed notice to sell | $10.0M | SEC ↗ |
| 2026-08-13 | MD, Chief Tech, OPS & Data Off Howard Dennis | sold | $242K | SEC ↗ |
| 2026-08-13 | Officer (via THE CHARLES SCHWAB CORPORATION) Howard Dennis | filed notice to sell | $242K | SEC ↗ |
| 2026-08-13 | Officer (via THE CHARLES SCHWAB CORPORATION) Schwab Charles R. | filed notice to sell | $10.0M | SEC ↗ |
| 2026-08-12 | Co-Chairman Schwab Charles R. | sold | $5.0M | SEC ↗ |
| 2026-08-12 | Officer (via THE CHARLES SCHWAB CORPORATION) Schwab Charles R. | filed notice to sell | $5.0M | SEC ↗ |