Gerri Martin-Flickinger

CIK 1730661 · View on SEC EDGAR ↗

Insider

First SEC filing: May 24, 2023 · Latest: May 24, 2023

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 8 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

8 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
March 17, 2023 SCHW P 3,700 $54.16 $200,392 8,455 Indirect +77.81% Acquired 105.3% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
May 22, 2023 SCHW Nonqualified Stock Option (right to buy) Common Stock (5,464) $51.97 May 22, 2033 5,464 Acquired
May 19, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (4,703) $62.66 May 19, 2032 4,703 Acquired
May 17, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (4,390) $73.00 May 17, 2031 4,390 Acquired
Oct. 22, 2020 SCHW Nonqualified Stock Option (right to buy) Common Stock (3,106) $40.13 Oct. 22, 2030 3,106 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).