Hathi Neesha
SEC insider (Form 3/4/5 filer). CIK 0001879974. MD, Head Wealth Adv, Bnk, Tst at SCHWAB CHARLES CORP (SCHW) and 1 other issuer. 8 reported Form 4/5 transactions since Sep 2024; latest on Oct 1, 2026. Located in WESTLAKE, TX.
Companies Hathi Neesha has filed insider reports for
- SCHWAB CHARLES CORP (SCHW): Officer, MD, Head Wealth Adv, Bnk, Tst
- Cigna Group (CI): Director
Hathi Neesha
CIK: 0001879974
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)3 (37.5%)
Position reduction
Option Exercises (M)3 (37.5%)
Derivative conversions
Awards (A)2 (25.0%)
Compensation grants
Other (G, F, J, C, D, …)0 (0.0%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (8 total)
- Oct 1, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect5K shares at avg. $41.98$210K - Oct 1, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect5K shares at avg. $97.80$489K - Sep 1, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect3.2K shares at avg. $52.05$165K - Sep 1, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect3.2K shares at avg. $109.04$346K - Aug 28, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect3.2K shares at avg. $108.12$343K - Aug 28, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect3.2K shares at avg. $52.05$165K - Apr 22, 2026CI
Cigna Group
AwardDirect782 shares- - Apr 23, 2025CI
Cigna Group
AwardDirect638 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Oct 1, 2026 |  SCHW SCHWAB CHARLES CORP | Exercise | 5,000 | $41.98 | $209,900 | Direct |
| Oct 1, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 5,000 | $97.80 | $489,007 | Indirect |
| Sep 1, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 3,177 | $52.05 | $165,363 | Direct |
| Sep 1, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 3,177 | $109.04 | $346,428 | Indirect |
| Aug 28, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 3,177 | $108.12 | $343,498 | Indirect |
| Aug 28, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 3,177 | $52.05 | $165,363 | Direct |
| Apr 22, 2026 |  CI Cigna Group | Award | 782 | - | $0 | Direct |
| Apr 23, 2025 | CI Cigna Group | Award | 638 | - | - | Direct |
1-8 of 8 transactions