Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cigna GroupCI · Entity 550 | Director | April 22, 2026 | April 24, 2026 |
| SCHWAB CHARLES CORPSCHW · Entity 1218 | MD, Head Wealth Adv, Bnk, Tst | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Cigna Group
Report date April 22, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 4,151 |
Reported balance
After 2026-04-22 transaction · row 1
1 source rowRow 1 · 2026-04-22 · Grant · Acquired 782 · Balance 4,151 |
SCHWAB CHARLES CORP
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Exercise / conversion · Acquired 5,000 · Balance 0 F1: Reflects the contribution of the shares received upon exercise of the option to a trust. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 5,770 |
Reported balance
After 2026-10-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-10-01 · Sale · Disposed 5,000 · Balance 5,770 F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2026. F3: This transaction was executed in multiple trades at prices ranging from $97.275 to $98.23. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. F1: Reflects the contribution of the shares received upon exercise of the option to a trust. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.98 · Expires 2030-03-02 | Direct | 13,950 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Disposed 5,000 · Balance 13,950 F4: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the contribution of the shares received upon exercise of the option to a trust.
F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2026.
F3: This transaction was executed in multiple trades at prices ranging from $97.275 to $98.23. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.
F4: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001879974-26-000015 · wk-form4_1791230489.xml · derivative · entry 3 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,950 Underlying: Common Stock · 5,000 shares Expires 2030-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,000 | $97.80 | $489,007.00 |
DisclosureSEC source: 0001879974-26-000015 · wk-form4_1791230489.xml · nonDerivative · entry 2 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 5,770 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2026. F3 · price: This transaction was executed in multiple trades at prices ranging from $97.275 to $98.23. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,000 | $41.98 | $209,900.00 |
DisclosureSEC source: 0001879974-26-000015 · wk-form4_1791230489.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 01:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,177 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0001879974-26-000013 · wk-form4_1788397456.xml · derivative · entry 3 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,177 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 01:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,177 | $109.04 | $346,428.02 |
DisclosureSEC source: 0001879974-26-000013 · wk-form4_1788397456.xml · nonDerivative · entry 2 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 5,770 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2026. F3 · price: This transaction was executed in multiple trades at prices ranging from $108.51 to $109.50. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 01:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 3,177 | $52.05 | $165,362.85 |
DisclosureSEC source: 0001879974-26-000013 · wk-form4_1788397456.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 22:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,177 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0001879974-26-000010 · wk-form4_1788215398.xml · derivative · entry 3 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,177 Underlying: Common Stock · 3,177 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 22:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,177 | $108.12 | $343,497.56 |
DisclosureSEC source: 0001879974-26-000010 · wk-form4_1788215398.xml · nonDerivative · entry 2 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 29, 2026. F3 · price: This transaction was executed in multiple trades at prices ranging from $107.805 to $108.725. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 22:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 3,177 | $52.05 | $165,362.85 |
DisclosureSEC source: 0001879974-26-000010 · wk-form4_1788215398.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:58 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 782 | $0.00 | $0.00 |
DisclosureSEC source: 0001739940-26-000035 · wk-form4_1777064282.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,151 Read SEC document |
| April 23, 2025 Filed Apr 25, 2025 20:32 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 638 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004423 · doc4.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,369 Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 21:14 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 539 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005288 · doc4.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,731 Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 21:11 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005164 · doc4.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,192 Read SEC document |
| April 27, 2022 Filed Apr 29, 2022 22:10 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006302 · doc4.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,427 Read SEC document |
| February 28, 2022 Filed Mar 3, 2022 01:06 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003934 · doc4.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 23:35 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 247 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014395 · doc4.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471 Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 22:05 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 224 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011987 · doc4.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.