| 2024-06-12 | Sale | The Charles Schwab Corporation SCHW | MD Head of Advisor Services | 8,164 0.0005% | $75.00 | $612,300 | -0.36% | |
| 2024-05-28 | Sale | The Charles Schwab Corporation SCHW | MD Head of Advisor Services | 77,431 0.0044% | $70.94 | $5.49M | +3.59% | |
| 2023-03-17 | The Charles Schwab Corporation SCHW | MD, Head of Adivsor Services | 5,000 0.0003% | $54.83 | $274,154 | +2.61% | ||
| 2016-11-10 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 93,146 0.007% | $35.32 | $3.29M | +16.39% | |
| 2016-03-03 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 10,073 0.0007% | $26.64 | $268,331 | +13.72% | |
| 2015-12-04 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 25,987 0.002% | $34.50 | $896,616 | -15.28% | |
| 2015-11-06 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 28,810 0.0022% | $33.52 | $965,760 | -12.75% | |
| 2015-11-05 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 2,973 0.0002% | $31.56 | $93,828 | -7.38% | |
| 2015-08-25 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 45,000 0.0036% | $30.08 | $1.35M | -0.49% | |
| 2015-03-06 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 43,877 0.0033% | $30.96 | $1.36M | +0.03% | |
| 2014-11-05 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 4,248 0.0003% | $28.71 | $121,960 | +5.23% | |
| 2014-08-25 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 26,115 0.002% | $28.98 | $756,685 | +4.06% | |
| 2013-11-18 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 53,221 0.0041% | $24.51 | $1.3M | +9.75% | |
| 2013-05-31 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 25,986 0.0021% | $20.21 | $525,250 | +24.01% | |
| 2013-05-29 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 5,000 0.0004% | $20.00 | $100,000 | +23.55% | |
| 2013-03-13 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 5,000 0.0004% | $18.00 | $90,001 | +22.25% | |
| 2013-02-15 | Sale | The Charles Schwab Corporation SCHW | EVP - Advisor Services | 7,000 0.0005% | $16.82 | $117,747 | +28.36% |