Carolyn Schwab-Pomerantz sold $2.2M of SCHW
director at SCHWAB CHARLES CORP. 29,800 shares at an average of $72.16, traded Oct 17, 2024, filed Oct 18, 2024.
Score components
- +15RoleDirector
- +25Trade size$2.2M at market
- 0Share of holdings soldSold 1.8% of holdings
- +8Cluster2 insiders selling within 14 days
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m +13.4%, 3m +7.4%, 6m +7.4%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001950787-24-000028, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Oct 17, 2024 | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -5,400 | $72.22 | $390k | 1,635,114 | Oct 18, 2024 |
| Oct 17, 2024 | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -20,800 | $72.14 | $1.5M | 1,614,314 | Oct 18, 2024 |
| Oct 17, 2024 | SOpen-market sale Common Stockindirect: by Spouse as Trustee10b5-1 | -3,600 | $72.22 | $260k | 551,329 | Oct 18, 2024 |
Related signals
Other insiders at SCHWAB CHARLES CORP and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 8Weak | SCHWAB CHARLES CORP | Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | $489k 5,000 shares | -46% | |
| 5Weak | SCHWAB CHARLES CORP | Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | $346k 3,177 shares | -36% | |
| 30Weak | SCHWAB CHARLES CORP | Nigel J Murtagh Chief Risk Officer | $1.9M 20,872 shares | -26% | |
| 24Weak | SCHWAB CHARLES CORP | Paul Woolway V MD, Chief Banking Officer | $912k 10,129 shares | -21% | |
| 35Weak | SCHWAB CHARLES CORP | Carolyn Schwab-Pomerantz director | $2.1M 24,000 shares | -2% | |
| 24Weak | SCHWAB CHARLES CORP | Paul Woolway V MD, Chief Banking Officer | $288k 3,290 shares | -8% | |
| 48Moderate | SCHWAB CHARLES CORP | Jonathan S Beatty MD, Head of Advisor Services | $250k 2,850 shares | -16% | |
| 50Moderate | SCHWAB CHARLES CORP | Nigel J Murtagh Chief Risk Officer | $2.2M 25,000 shares | -30% | |
| 52Moderate | SCHWAB CHARLES CORP | Paula A Sneed director | $761k 8,647 shares | -8% | |
| 60Notable | SCHWAB CHARLES CORP | Charles R. Schwab Co-Chairman | $3.0M 34,585 shares | -0% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.