Insider screener

Period: 12 months Role: Other officers × Plan: Discretionary × + Add filter Clear all
Views & alerts

Save your view. Keep the filter you have built, and get an email when a new filing matches it. A free account does both.

When

Period

How far back the list reaches. Filings arrive days after the trade, so the newest rows always lag a little.

12,356 decisions over 12 months
Who

Role

The position the person holds at the company, read from the title on the filing. A chief executive who is also a director counts as the chief executive.

12,356 decisions over 12 months Remove this filter
The trade

Type of trade

Purchases, sales, or cluster buys: companies where 3 or more insiders bought within 30 days. The number beside each is what that choice would give.

12,356 decisions over 12 months
The trade

Minimum amount

Hides rows under this value. The amount is the shares traded times the price on the filing.

12,356 decisions over 12 months
The trade

Plan

  • Discretionary: they chose to sell that week.
  • Scheduled: a 10b5-1 plan fixed the sale months in advance, so the timing says nothing about what they knew.
  • Not stated: filed before the SEC added the box in April 2023, which is most of the older half of this database.
12,356 decisions over 12 months Remove this filter
The trade

Share of their own holding

How much of what they already held the trade moved. Selling a tenth of a stake is not the same act as selling all of it.

At least
12,356 decisions over 12 months
Ownership

What the chief executive holds

The value of the chief executive’s stock measured against base salary. The salary comes from the company’s own proxy. Companies with no figure are in neither direction.

12,356 decisions over 12 months
Stock
Insider
Type ?
Why it stands out
30 Jul 2026
SIDHU JAY S Chairman
Sold at will
$65.97K 835 at 79.00
0.1%
Not planned
30 Jul 2026
DYER CHRISTOPHER J SVP, OPGroup
Sold at will
$57.18K 1,200 at 47.65
7.5%
Not planned
30 Jul 2026
Sousa Gregory EVP and Deputy CLO
Sold at will
$45.14K 1,165 at 38.75
8.6%
Not planned
30 Jul 2026
Canup Edward G CHIEF BANKING OFFICER
Bought 2×
$43.60K 2,000 at 21.80
5.8%
30 Jul 2026
Clark Kyra E Senior Vice President
Sold at will
$15.81K 250 at 63.22
2.1%
Not planned
30 Jul 2026
Markowitz Wayne CVP, JAPAC
Sold at will
$12.59K 146 at 86.03
0.7%
Not planned
30 Jul 2026
Sold at will
$5.71K 1,675 at 3.41
11.9%
Not planned
29 Jul 2026
BOUSBIB ARI See Remarks
Sold at will 4×
$26.09M 106,279 at 245.51
10.7%
Not planned
29 Jul 2026
Schwab Charles R. Co-Chairman · indirect
Sold at will
$10.10M 95,450 at 105.82
0.3%
Not planned
29 Jul 2026
MAJORS MICHAEL CLAY EVP - Chief Strategy Officer
Sold at will 2×
$6.61M 37,000 at 178.64
40.9%
Not planned
29 Jul 2026
Foo Lisa Y EVP, Chief Operating Officer
Sold at will
$2.58M 10,000 at 258.03
23.8%
Not planned
29 Jul 2026
SIDHU JAY S Chairman
Sold at will
$2.40M 30,344 at 79.20
4.0%
Not planned
29 Jul 2026
Esquivel Mark A President & COO
Sold at will
$1.99M 60,000 at 33.11
80.0%
Sold half or more
29 Jul 2026
Sherbet Eric See Remarks
Sold at will
$1.25M 5,000 at 249.16
19.2%
Not planned
29 Jul 2026
Griggs PC Nelson Pres. Capital Access Platforms
Sold at will
$1.06M 11,010 at 96.35
5.1%
Not planned
29 Jul 2026
King Sarah H. SVP, Chief People Officer
Sold at will 2×
$920.17K 4,373 at 210.42
85.5%
Sold half or more
29 Jul 2026
Golden Timothy P SVP, Chief Accounting Officer
Sold at will
$735.76K 3,487 at 211.00
31.9%
Not planned
29 Jul 2026
LANGE JEFFREY SVPUnderwriting & Distribution
Sold at will
$615.92K 14,075 at 43.76
53.5%
Sold half or more
29 Jul 2026
Mancini Marianna Chief Operating Officer
Sold at will
$609.64K 18,217 at 33.47
4.1%
Not planned
29 Jul 2026
Zatta Jayson M SEVP & Chief Banking Officer
Sold at will
$522.54K 12,500 at 41.80
13.4%
Not planned
29 Jul 2026
Halliday Sarah A EVP/Chief Comm Innovation Off
Sold at will
$486.40K 9,000 at 54.04
29.0%
Not planned
29 Jul 2026
Connelly Susan M. SVP, Chief Comm & PA Officer
Sold at will
$463.39K 2,226 at 208.17
34.8%
Not planned
29 Jul 2026
Johnson Stephen L Vice Chair
Sold at will
$450.38K 30,000 at 15.01
1.5%
Not planned
29 Jul 2026
Baker Jeff Principal Accounting Officer
Sold at will 2×
$429.31K 6,455 at 66.51
47.4%
Not planned
29 Jul 2026
Mahoney Ruth H EVP/President of Wealth Mgmt
Sold at will
$244.35K 4,500 at 54.30
27.4%
Not planned
29 Jul 2026
Noznesky Justin J Chief Mktg & Strategy Officer
Sold at will
$239.86K 6,182 at 38.80
5.8%
Not planned
29 Jul 2026
Milstein Jed SVP & CHRO
Sold at will
$237.26K 948 at 250.28
7.8%
Not planned
29 Jul 2026
Kauffman Wayne S III SVP and General Counsel
Sold at will
$203.09K 4,700 at 43.21
14.6%
Not planned
29 Jul 2026
Cherofsky Keriann See Remarks
Sold at will
$136.83K 558 at 245.21
15.7%
Not planned
29 Jul 2026
Sold at will
$118.83K 74,270 at 1.60
26.6%
Not planned
29 Jul 2026
Huber Julie A COO and EVP
Sold at will
$112.31K 2,197 at 51.12
3.4%
Not planned
29 Jul 2026
Forusz Jillian SVP & CAO
Sold at will
$109.96K 416 at 264.33
9.8%
Not planned
29 Jul 2026
NIELSEN III ROBERT SR VP Operations
Sold at will
$51.93K 300 at 173.10
7.1%
Not planned
29 Jul 2026
Nienhuis Jeremiah Head of Strat. & Product Ops.
Sold at will
$25.50K 10,732 at 2.38
8.8%
Not planned
29 Jul 2026
Flowers Lee SVP of Business Development
Bought
$20.00K 7,736 at 2.59
810%
+810% of stake
29 Jul 2026
Florence John M Gnl Council, Secy, VP
Sold at will
$15.28K 261 at 58.56
1.6%
Not planned
29 Jul 2026
Mohideen Pharis Chief Medical Officer
Sold at will
$1.25K 464 at 2.70
0.3%
Not planned
28 Jul 2026
Bettinger Walter W Co-Chairman · indirect
Sold at will 3×
$9.77M 93,408 at 104.64
15.0%
Not planned
28 Jul 2026
Schwab Charles R. Co-Chairman · indirect
Sold at will
$5.07M 48,000 at 105.60
0.1%
Not planned
28 Jul 2026
BURWIG SUSAN E Exec. VP, Operations
Sold at will
$4.50M 7,500 at 600.00
10.6%
Not planned
28 Jul 2026
Williams William Jerryl Pres, Wealth Mgmt Advisor Grp
Sold at will 3×
$4.43M 8,210 at 539.35
54.8%
Sold half or more
28 Jul 2026
Hart Brett J President
Sold at will
$3.63M 30,108 at 120.72
7.5%
Not planned
28 Jul 2026
Wayland Joseph F Executive Vice President and*
Sold at will
$3.10M 8,502 at 364.54
20.1%
Not planned
28 Jul 2026
Peterson Michael Executive Vice President
Sold at will
$2.55M 25,000 at 102.05
55.4%
Sold half or more
28 Jul 2026
KILPIN TIMOTHY J. President, Toy, Lic & Ent
Sold at will 2×
$1.86M 20,000 at 93.12
26.9%
Not planned
28 Jul 2026
Elwyn Tashtego S President, PCG
Sold at will
$1.76M 10,000 at 176.06
18.1%
Not planned
28 Jul 2026
Lanza Michael H EVP and General Counsel
Sold at will
$1.61M 17,100 at 94.04
50.8%
Sold half or more
28 Jul 2026
Warner Mark Andrew See Remarks*
Sold at will 3×
$1.54M 15,000 at 102.35
94.2%
Sold half or more
28 Jul 2026
South Martin Chief Client Officer
Sold at will
$1.35M 7,100 at 189.99
29.9%
Not planned
28 Jul 2026
Smith William A II SVP, General Counsel, Corp Sec
Sold at will 2×
$974.63K 2,353 at 414.21
10.8%
Not planned
Showing 2,701–2,750 of 12,356. ← Newer Page 55 of 248 Older →