SEC CIK 1643326
Dea Joan
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| SCHWview stock → | 28,440 | 2026-05-26 |
Position History — SCHW
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — SCHW
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-05-26 | Grant / award (derivative) | 3,977 | $0.00 | 3,977 |
| 2026-05-26 | Grant / award | 1,602 | $0.00 | 28,440 |
| 2026-05-21 | Gift | 835 | $0.00 | 26,838 |
| 2025-07-29 | Gift | 513 | $0.00 | 27,673 |
| 2025-05-27 | Grant / award (derivative) | 3,646 | $0.00 | 3,646 |
| 2025-05-27 | Grant / award | 1,462 | $0.00 | 28,186 |
| 2024-05-28 | Grant / award (derivative) | 4,496 | $0.00 | 4,496 |
| 2024-05-28 | Grant / award | 1,809 | $0.00 | 26,724 |
| 2023-05-22 | Grant / award (derivative) | 5,464 | $0.00 | 5,464 |
| 2023-05-22 | Grant / award | 2,496 | $0.00 | 24,915 |
| 2022-05-19 | Grant / award (derivative) | 4,703 | $0.00 | 4,703 |
| 2022-05-19 | Grant / award | 2,054 | $0.00 | 22,419 |
| 2021-11-22 | Open-market sale | 1,250 | $82.64 | 20,365 |
| 2021-05-17 | Grant / award (derivative) | 4,390 | $0.00 | 4,390 |
| 2021-05-17 | Grant / award | 1,529 | $0.00 | 21,615 |
| 2020-05-14 | Grant / award (derivative) | 6,655 | $0.00 | 6,655 |
| 2020-05-14 | Grant / award | 3,396 | $0.00 | 20,086 |
| 2019-05-17 | Grant / award (derivative) | 8,584 | $0.00 | 8,584 |
| 2019-05-17 | Grant / award | 3,567 | $0.00 | 16,690 |
| 2018-05-17 | Grant / award (derivative) | 5,139 | $0.00 | 5,139 |
| 2018-05-17 | Grant / award | 2,617 | $0.00 | 13,123 |
| 2017-12-14 | Grant / award (derivative) | 940 | $0.00 | 940 |
| 2017-12-14 | Grant / award | 232 | $0.00 | 6,489 |
| 2017-10-20 | — | — | — | 10,274 |
| 2017-10-20 | — | — | — | 6,257 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.