Hathi Neesha

MD, Head Wealth Adv, Bnk, Tst at SCHW

CIK 0001879974 · All filings on EDGAR ↗

1Buy txns

2Sell txns

+$165kReported buys

−$343kReported sells

1Cluster events

cumulative reported $ across trade dates, 2026-08-28 → 2026-08-28

Sectors: Financials

Cluster membership

Week	Ticker	Dir	Insiders	Total value
2026-W35	SCHW	− sell	4	$42.8M	View →

Career transactions in this dataset

Filing date	Trade date	Ticker	Insider	Type	Shares	Price	Value	Cluster
2026-08-31	2026-08-28	SCHW	Hathi Neesha MD, Head Wealth Adv, Bnk, Tst 10b5-1	M routine	3,177	$52.05	+$165k	—
2026-08-31	2026-08-28	SCHW	Hathi Neesha MD, Head Wealth Adv, Bnk, Tst 10b5-1	S	3,177	$108.12	−$343k	✓ Cluster clu-1f87f55e5e2e
2026-08-31	2026-08-28	SCHW	Hathi Neesha MD, Head Wealth Adv, Bnk, Tst 10b5-1	M routine	3,177	—	—	—

Known data limitations

Form 4 lag: insiders have 2 business days to file after a trade (weekends and holidays extend this), and this site re-ingests once daily — a transaction can appear here roughly three business days after it happened.

13F lag: quarterly 13F-HR holdings cover the prior quarter-end and are due 45 days after it — every institutional position shown here is at least 45 days old by construction, often more.

CUSIP→ticker gaps: 13F positions are reported by CUSIP; some holdings cannot be matched to a current ticker (delistings, corporate actions, thin metadata) and appear without one or are omitted from ticker-level views.

EDGAR timing variability: institutions file at different hours and days within their windows; amended filings (4/A, 13F-HR/A) can restate earlier periods, so historical aggregates may change between batches.

Insider Atlas is a descriptive research site, not investment advice — see the methodology for the full provenance chain.