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
1
Bearish filings
47
Named actors
5
Disclosed $ (bull / bear)
$490K / $14.2M + 4 of unknown size
| Date | Who | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-08-05 | CEO of Merchants Capital Dury Michael R. | gifted | — | SEC ↗ |
| 2026-07-30 | Director (via The Charles Schwab Corporation) Petrie Jody J. | filed notice to sell | $614K | SEC ↗ |
| 2026-06-11 | Officer (via The Charles Schwab Corporation) Petrie Michael F. | filed notice to sell | $297K | SEC ↗ |
| 2026-06-03 | CEO of Merchants Capital Dury Michael R. | gifted | — | SEC ↗ |
| 2026-05-15 | Chairman and CEO Petrie Michael F. | gifted | — | SEC ↗ |
23 more disclosures in the window — the full record, scoring, and track-record evidence are for members.
Want the read, not just the record?
Members see how notable each move is, the actor's past track record, cross-source convergence, and alerts on this name.
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
| 2026-05-07 | Chief Administrative Officer Langford Kevin T | gifted | — | SEC ↗ |
| 2026-05-06 | Chairman and CEO Petrie Michael F. | sold | $391K | SEC ↗ |
| 2026-05-05 | Chairman and CEO Petrie Michael F. | sold | $500K | SEC ↗ |
| 2026-05-05 | Chairman and CEO Petrie Michael F. | sold | $935K | SEC ↗ |
| 2026-05-01 | 10% Stockholder (via The Charles Schwab Corp.) Petrie Jody J. | filed notice to sell | $505K | SEC ↗ |
| 2026-05-01 | Officer (via The Charles Schwab Corporation) Petrie Michael F. | filed notice to sell | $1.3M | SEC ↗ |
| 2026-03-05 | Member of immediate family of any of the foregoing (via Charles Schwab & Co.) Petrie Jody J. | filed notice to sell | $475K | SEC ↗ |
| 2026-02-26 | Chairman and CEO Petrie Michael F. | sold | $661K | SEC ↗ |
| 2026-02-26 | Chairman and CEO Petrie Michael F. | sold | $281K | SEC ↗ |
| 2026-02-25 | Chairman and CEO Petrie Michael F. | sold | $8K | SEC ↗ |
| 2026-02-24 | Officer (via Charles Schwab & Co., Inc.) Petrie Michael F. | filed notice to sell | $1.9M | SEC ↗ |
| 2026-02-20 | Officer (via Charles Schwab & Co., Inc.) Petrie Michael F. | filed notice to sell | $284K | SEC ↗ |
| 2026-02-18 | Chairman and CEO Petrie Michael F. | sold | $30K | SEC ↗ |
| 2026-02-17 | Chairman and CEO Petrie Michael F. | sold | $2K | SEC ↗ |
| 2026-02-10 | Chairman and CEO Petrie Michael F. | sold | $90K | SEC ↗ |
| 2026-02-10 | President-Warehouse Lending Schroeter Martin A | sold | $253K | SEC ↗ |
| 2026-02-09 | Chairman and CEO Petrie Michael F. | sold | $295K | SEC ↗ |
| 2026-02-06 | Chairman and CEO Petrie Michael F. | sold | $144K | SEC ↗ |
| 2026-02-05 | Chairman and CEO Petrie Michael F. | sold | $41K | SEC ↗ |
| 2026-02-04 | Chairman and CEO Petrie Michael F. | sold | $140K | SEC ↗ |