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Brian M Levitt

CIK 1391568 · last filed 2024-05-30

Brian M Levitt is a corporate insider who has filed 132 SEC Form 4 insider transactions across 3 companies since 2007. The most recent filing, for SCHW, was dated May 30, 2024. Across all open-market trades the lifetime net is +$133.9K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $3.1M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$3.07M

Companies

3

Total Filings

132

Lifetime Open-Market Net

$133.9K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
SCHW Director 29,125 $105.24 $3.07M $0 13 2024-05-30
Domtar CORP (UFS) Delisted Director 1,023 $55.49 $56.8K -$35.5K 97 2021-10-04
AMTD Director 3,360 $0.75 $2.5K $169.3K 20 2020-08-25

Recent Filings

132 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2024-05-30 SCHW Grant (A) +1,809 $0 EDGAR
2024-05-24 SCHW Tax (F) −197 -$15.5K EDGAR
2024-05-21 SCHW Tax (F) −403 -$31.5K EDGAR
2023-05-24 SCHW Grant (A) +2,496 $0 EDGAR
2023-05-23 SCHW Tax (F) −162 -$8.4K EDGAR
2023-05-19 SCHW Tax (F) −121 -$6.2K EDGAR
2022-10-26 SCHW Tax (F) −37 -$2.6K EDGAR
2022-05-23 SCHW Grant (A) +2,054 $0 EDGAR
2022-05-19 SCHW Tax (F) −121 -$7.9K EDGAR
2021-12-02 — Disp (D) — $0
Showing 1–10 of 132
Page 1 of 14
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.