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Joan Dea

CIK 1643326 · last filed 2026-05-28

Joan Dea is a corporate insider who has filed 21 SEC Form 4 insider transactions across 2 companies since 2015. The most recent filing, for SCHW, was dated May 28, 2026. Across all open-market trades the lifetime net is −$103.3K, making them a net seller 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

$3.08M

Companies

2

Total Filings

21

Lifetime Open-Market Net

-$103.3K

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 28,440 $108.28 $3.08M -$103.3K 13 2026-05-28
OLD PSG WIND-DOWN LTD. (PSG) Delisted Director — — — $0 7 2016-09-06

Recent Filings

21 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
2026-05-28 SCHW Grant (A) +1,602 $0 EDGAR
2026-05-26 SCHW Gift (G) −835 $0 EDGAR
2025-07-31 SCHW Gift (G) −513 $0 EDGAR
2025-05-29 SCHW Grant (A) +1,462 $0 EDGAR
2024-05-30 SCHW Grant (A) +1,809 $0 EDGAR
2023-05-24 SCHW Grant (A) +2,496 $0 EDGAR
2022-05-23 SCHW Grant (A) +2,054 $0 EDGAR
2021-11-22 SCHW Sell (S) −1,250 -$103.3K EDGAR
2021-05-19 SCHW Grant (A) +1,529 $0 EDGAR
2020-05-18 SCHW Grant (A) +3,396 $0 EDGAR
Showing 1–10 of 21
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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.