John K Adams JR
CIK 1625471 · View on SEC EDGAR ↗
Insider
First SEC filing: Feb. 3, 2015 · Latest: May 31, 2024
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 31 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
31 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 22, 2024 | SCHW | S | 15,701 | $72.64 | $1,140,521 | 45,125 Direct | -25.81% | Disposed | 53.1% (price as of 2026-08-21) |
| March 22, 2024 | SCHW | S | 15,701 | $72.64 | $1,140,521 | 44,451 Direct | -26.10% | Disposed | 53.1% (price as of 2026-08-21) |
| March 14, 2023 | SCHW | P | 5,000 | $59.31 | $296,550 | 41,955 Direct | +13.53% | Acquired | 87.5% (price as of 2026-08-21) |
| May 31, 2016 | SCHW | P | 4,900 | $30.61 | $149,989 | 20,261 Direct | +31.90% | Acquired | 263.3% (price as of 2026-08-21) |
| Aug. 24, 2015 | SCHW | P | 3,500 | $29.67 | $103,845 | 10,709 Direct | +48.55% | Acquired | 274.8% (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 28, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,496) | $70.79 | May 28, 2034 | 4,496 | Acquired |
| March 22, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,866) | $28.96 | May 19, 2026 | 7,866 | Disposed |
| March 22, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,835) | $31.21 | May 15, 2025 | 7,835 | Disposed |
| 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 |
| May 14, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (6,655) | $33.40 | May 14, 2030 | 6,655 | Acquired |
| May 17, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,584) | $43.21 | May 17, 2029 | 8,584 | Acquired |
| May 17, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,139) | $59.32 | May 17, 2028 | 5,139 | Acquired |
| May 18, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,165) | $38.33 | May 18, 2027 | 7,165 | Acquired |
| May 19, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,866) | $28.96 | May 19, 2026 | 7,866 | Acquired |
| May 15, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,835) | $31.21 | May 15, 2025 | 7,835 | 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.