| 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 |
|---|---|---|---|---|---|---|---|---|---|
MD, Head Wealth Adv, Bnk, Tst | Director
2 companies
Hathi Neesha serves as a MD, Head Wealth Adv, Bnk, Tst at SCHW and has filed Form 4s across 2 companies. Across recent SEC filings that breaks down to 0 buys and 3 sells. Those positions are worth an estimated $564K at current prices.
The biggest single holding is SCHW (~$564K) as MD, Head Wealth Adv, Bnk, Tst. The recent filings there lean toward selling, a net 11,354 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | SCHW The Charles Schwab Corporation | MD, Head Wealth Adv, Bnk, Tst | Sale+OE | 5,000 | $97.80 | $489,007.00 | -46.4% | - | - | |
| Sep 1, 2026 | SCHW The Charles Schwab Corporation | MD, Head Wealth Adv, Bnk, Tst | Sale+OE | 3,177 | $109.04 | $346,428.02 | -35.5% | - | - | |
| Aug 28, 2026 | SCHW The Charles Schwab Corporation | MD, Head Wealth Adv, Bnk, Tst | Sale+OE | 3,177 | $108.12 | $343,497.56 | -100% | - | - |