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
27
Named actors
7
Disclosed $ (bull / bear)
$0 / $26.6M
| Date | Who | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-05-05 | Hd of Financial Services Group Doyle Jonathan J | sold | $3.1M | SEC ↗ |
| 2026-05-05 | Hd of Financial Services Group Doyle Jonathan J | sold | $24K | SEC ↗ |
| 2026-05-05 | Hd of Financial Services Group Doyle Jonathan J | sold | $483K | SEC ↗ |
| 2026-05-05 | Officer (via Morgan Stanley Smith Barney LLC Executive Financial Services) JONATHAN DOYLE | filed notice to sell | $3.6M | SEC ↗ |
| 2026-05-04 | Hd of Financial Services Group Doyle Jonathan J | sold | $23K | SEC ↗ |
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Create a free account →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
| 2026-05-04 | Hd of Financial Services Group Doyle Jonathan J | sold | $1.5M | SEC ↗ |
| 2026-05-04 | Hd of Financial Services Group Doyle Jonathan J | sold | $2.0M | SEC ↗ |
| 2026-05-04 | Officer (via Morgan Stanley Smith Barney LLC Executive Financial Services) JONATHAN DOYLE | filed notice to sell | $3.5M | SEC ↗ |
| 2026-04-29 | 5%+ holder (13G) VANGUARD PORTFOLIO MANAGEMENT LLC | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-02-11 | President Schoneman Debbra L. | sold | $1.8M | SEC ↗ |
| 2026-02-11 | President Schoneman Debbra L. | sold | $28K | SEC ↗ |
| 2026-02-11 | Officer (via Charles Schwab & Co., Inc.) Schoneman Debbra L. | filed notice to sell | $2.6M | SEC ↗ |
| 2025-11-28 | CEO and Chairman Abraham Chad R | sold | $544K | SEC ↗ |
| 2025-11-28 | CEO and Chairman Abraham Chad R | sold | $464K | SEC ↗ |
| 2025-11-28 | Officer (via Charles Schwab & Co., Inc.) Abraham Chad R | filed notice to sell | $1.0M | SEC ↗ |
| 2025-11-26 | CEO and Chairman Abraham Chad R | sold | $391K | SEC ↗ |
| 2025-11-26 | CEO and Chairman Abraham Chad R | sold | $550K | SEC ↗ |
| 2025-11-26 | CEO and Chairman Abraham Chad R | sold | $544K | SEC ↗ |
| 2025-11-26 | Officer (via Charles Schwab & Co., Inc.) Abraham Chad R | filed notice to sell | $1.5M | SEC ↗ |
| 2025-11-21 | Officer (via Charles Schwab & Co., Inc.) Clune Katherine Patricia | filed notice to sell | $444K | SEC ↗ |
| 2025-11-21 | Chief Financial Officer Clune Katherine Patricia | sold | $444K | SEC ↗ |
| 2025-11-19 | Director (via SIDCO/ ITG) SORAN PHILIP | filed notice to sell | $190K | SEC ↗ |
| 2025-11-18 | Director SORAN PHILIP | sold | $190K | SEC ↗ |
| 2025-11-05 | President Schoneman Debbra L. | sold | $146K | SEC ↗ |
| 2025-11-05 | President Schoneman Debbra L. | sold | $230K | SEC ↗ |