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Neesha Hathi

MD, Head Wealth Adv, Bnk, Tst

Neesha Hathi (MD, Head Wealth Adv, Bnk, Tst) filed 2 Form 4 reports in the trailing twelve months (0 purchases, 2 sales), most often in The Charles Schwab Corporation (SCHW). The largest single filing was $346K of SCHW (3,177 sh × $109.04, as filed), executed Sep 1.

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Return, ttmiAverage return per filing, trailing twelve months
no purchases on file
Delay-adjustediThe same average, entered at disclosure dates
returns measure stock purchases only
Filings, ttm
2
0 buys · 2 sells
Median delay
execution → disclosure
Volume, ttmiDollar value disclosed in the trailing twelve months
$690K
shares × price, as filed
Last traded
Sep 1
Filed Sep 2

Median ADV $1.1B across their filed names

Open performance
Volume by month
$346K$173K$0Oct 2024Apr 2025Oct 2025Apr 2026Aug 2026 · sells $343KSep 2026 · sells $346K
Buys $0 Sells $690K

Shares × price, as filed · by filing month · past 24 months

Sectors filed on
Financial Services 2 filings

Sector per market data · by filing · past 12 months

Most traded names
SCHW The Charles Schwab Corporation SCHW · 0 buys · 2 sells 2 filings
Recent filings
SCHWSALE The Charles Schwab Corporation View filing → $346K
3,177 sh × $109.04
Exec Sep 1
Filed Sep 2 · 9:04 PM ET
SCHWSALE The Charles Schwab Corporation View filing → $343K
3,177 sh × $108.12
Exec Aug 28
Filed Aug 31 · 6:30 PM ET