Joan Dea
Insider
First SEC filing: Dec. 19, 2017 · Latest: Dec. 19, 2017
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 26, 2026 | SCHW | A | 1,602 | · | · | 28,440 Direct | +5.97% | Acquired | (price as of 2026-10-02) |
| May 26, 2026 | SCHW | A | 3,977 | · | · | 3,977 Direct | · | Acquired | (price as of 2026-10-02) |
| May 21, 2026 | SCHW | G | 835 | · | · | 26,838 Direct | -3.02% | Disposed | (price as of 2026-10-02) |
| July 29, 2025 | SCHW | G | 513 | · | · | 27,673 Direct | -1.82% | Disposed | (price as of 2026-10-02) |
| May 27, 2025 | SCHW | A | 1,462 | · | · | 28,186 Direct | +5.47% | Acquired | (price as of 2026-10-02) |
| May 27, 2025 | SCHW | A | 3,646 | · | · | 3,646 Direct | · | Acquired | (price as of 2026-10-02) |
| May 28, 2024 | SCHW | A | 1,809 | · | · | 26,724 Direct | +7.26% | Acquired | (price as of 2026-10-02) |
| May 28, 2024 | SCHW | A | 4,496 | · | · | 4,496 Direct | · | Acquired | (price as of 2026-10-02) |
| May 22, 2023 | SCHW | A | 5,464 | · | · | 5,464 Direct | · | Acquired | (price as of 2026-10-02) |
| May 22, 2023 | SCHW | A | 2,496 | · | · | 24,915 Direct | +11.13% | Acquired | (price as of 2026-10-02) |
| May 19, 2022 | SCHW | A | 2,054 | · | · | 22,419 Direct | +10.09% | Acquired | (price as of 2026-10-02) |
| May 19, 2022 | SCHW | A | 4,703 | · | · | 4,703 Direct | · | Acquired | (price as of 2026-10-02) |
| Nov. 22, 2021 | SCHW | S | 1,250 | $82.64 | $103,300 | 20,365 Direct | -5.78% | Disposed | 17.0% (price as of 2026-10-02) |
| May 17, 2021 | SCHW | A | 1,529 | · | · | 21,615 Direct | +7.61% | Acquired | (price as of 2026-10-02) |
| May 17, 2021 | SCHW | A | 4,390 | · | · | 4,390 Direct | · | Acquired | (price as of 2026-10-02) |
| May 14, 2020 | SCHW | A | 3,396 | · | · | 20,086 Direct | +20.35% | Acquired | (price as of 2026-10-02) |
| May 14, 2020 | SCHW | A | 6,655 | · | · | 6,655 Direct | · | Acquired | (price as of 2026-10-02) |
| May 17, 2019 | SCHW | A | 3,567 | · | · | 16,690 Direct | +27.18% | Acquired | (price as of 2026-10-02) |
| May 17, 2019 | SCHW | A | 8,584 | · | · | 8,584 Direct | · | Acquired | (price as of 2026-10-02) |
| May 17, 2018 | SCHW | A | 2,617 | · | · | 13,123 Direct | +24.91% | Acquired | (price as of 2026-10-02) |
| May 17, 2018 | SCHW | A | 5,139 | · | · | 5,139 Direct | · | Acquired | (price as of 2026-10-02) |
| Dec. 14, 2017 | SCHW | A | 232 | · | · | 6,489 Direct | +3.71% | Acquired | (price as of 2026-10-02) |
| Dec. 14, 2017 | SCHW | A | 940 | · | · | 940 Direct | · | Acquired | (price as of 2026-10-02) |
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 26, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $89.40 | May 26, 2036 | 3,977 | Acquired |
| May 27, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $88.63 | May 27, 2035 | 3,646 | Acquired |
| May 28, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $70.79 | May 28, 2034 | 4,496 | Acquired |
| May 22, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $51.97 | May 22, 2033 | 5,464 | Acquired |
| May 19, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $62.66 | May 19, 2032 | 4,703 | Acquired |
| May 17, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $73.00 | May 17, 2031 | 4,390 | Acquired |
| May 14, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $33.40 | May 14, 2030 | 6,655 | Acquired |
| May 17, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $43.21 | May 17, 2029 | 8,584 | Acquired |
| May 17, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $59.32 | May 17, 2028 | 5,139 | Acquired |
| Dec. 14, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $50.44 | Dec. 14, 2027 | 940 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 2 holdings
Securities held when first becoming an insider, per SEC Form 3.