Informed-money record
Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.
Bullish filings
0
Bearish filings
43
Named actors
11
Disclosed $ (bull / bear)
— / $47.1M + 7 of unknown size
| Date | Who | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-09-15 | SVP and CFO WEINSTOCK DAVID B | sold | $377K | SEC ↗ |
| 2026-09-14 | Director KASMAR ROY JAMES | sold | $161K | SEC ↗ |
| 2026-09-14 | Director KASMAR ROY JAMES | gifted | — | SEC ↗ |
| 2026-09-14 | Director KASMAR ROY JAMES | sold | $172K | SEC ↗ |
| 2026-09-14 | Director (via Fidelity Brokerage Services LLC) KASMAR ROY JAMES | filed notice to sell | $161K | SEC ↗ |
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Start free — 1 week, no card →Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals
| 2026-09-14 | Director (via Fidelity Brokerage Services LLC) KASMAR ROY JAMES | filed notice to sell | $172K | SEC ↗ |
| 2026-09-03 | Chairman, CEO and President CASALE MARK | sold | $56K | SEC ↗ |
| 2026-08-24 | Director PAULS DOUGLAS J | gifted | — | SEC ↗ |
| 2026-08-24 | Director PAULS DOUGLAS J | sold | $174K | SEC ↗ |
| 2026-08-24 | Director (via Raymond James & Associates) PAULS DOUGLAS J | filed notice to sell | $172K | SEC ↗ |
| 2026-08-19 | Chairman, CEO and President CASALE MARK | sold | $1.5M | SEC ↗ |
| 2026-08-18 | Chairman, CEO and President CASALE MARK | sold | $1.4M | SEC ↗ |
| 2026-08-18 | SVP and Chief Risk Officer Bhasin Vijay | sold | $992K | SEC ↗ |
| 2026-08-18 | Officer (via Fidelity Brokerage Services LLC) Bhasin Vijay | filed notice to sell | $992K | SEC ↗ |
| 2026-08-18 | Chairman, CEO, President (via J.P. Morgan Securities LLC) Mark Casale | filed notice to sell | $6.9M | SEC ↗ |
| 2026-08-07 | SVP and Chief Risk Officer Bhasin Vijay | sold | $34K | SEC ↗ |
| 2026-08-07 | Officer (via Fidelity Brokerage Services LLC) Bhasin Vijay | filed notice to sell | $34K | SEC ↗ |
| 2026-07-17 | SVP and Chief Legal Officer Gibbons Mary Lourdes | sold | $314K | SEC ↗ |
| 2026-07-17 | Officer (via THE CHARLES SCHWAB CORPORATION) Gibbons Mary Lourdes | filed notice to sell | $1.4M | SEC ↗ |
| 2026-07-14 | Chairman, CEO and President CASALE MARK | sold | $5.1M | SEC ↗ |
| 2026-07-13 | Chairman, CEO and President CASALE MARK | sold | $1.6M | SEC ↗ |
| 2026-07-07 | Chairman, CEO and President CASALE MARK | sold | $1.9M | SEC ↗ |
| 2026-07-06 | Chairman, CEO and President CASALE MARK | sold | $81K | SEC ↗ |
| 2026-06-30 | Chairman, CEO and President CASALE MARK | sold | $245K | SEC ↗ |
| 2026-06-26 | SVP and CFO WEINSTOCK DAVID B | sold | $349K | SEC ↗ |