Carolyn Schwab-Pomerantz sold $720k of SCHW
director at SCHWAB CHARLES CORP. 9,000 shares at an average of $80.03, traded Nov 15, 2024, filed Nov 19, 2024.
Score components
- +15RoleDirector
- +21Trade size$720k at market
- 0Share of holdings soldSold 0.6% of holdings
- +15Cluster5 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 -8.2%, 3m +1.9%, 6m +11.9%.
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 0001950787-24-000031, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 15, 2024 | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -5,400 | $80.04 | $432k | 1,608,914 | Nov 19, 2024 |
| Nov 15, 2024 | SOpen-market sale Common Stockindirect: by Spouse as Trustee10b5-1 | -3,600 | $80.02 | $288k | 547,729 | Nov 19, 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% | |
| 40Moderate | SCHWAB CHARLES CORP | Jonathan M. Craig MD, Head of Investor Services | $1.8M 23,258 shares | -100% | |
| 25Weak | SCHWAB CHARLES CORP | Jonathan M. Craig MD, Head of Investor Services | $2.3M 28,668 shares | -55% | |
| 40Moderate | SCHWsell SCHWAB CHARLES CORP | Walter W Bettinger Co-Chairman | $38M 464,629 shares | -36% | |
| 16Weak | SCHWAB CHARLES CORP | Carolyn Schwab-Pomerantz director | $714k 9,000 shares | -1% | |
| 12Weak | SCHWAB CHARLES CORP | Jonathan S Beatty MD, Head of Advisor Services | $189k 2,300 shares | -11% | |
| 60Notable | SCHWAB CHARLES CORP | Nigel J Murtagh Chief Risk Officer | $1.0M 12,739 shares | -18% | |
| 37Weak | SCHWAB CHARLES CORP | Christopher Dodds V director | $756k 9,284 shares | -2% | |
| 12Weak | SCHWAB CHARLES CORP | Jonathan S Beatty MD, Head of Advisor Services | $221k 2,700 shares | -13% |
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.