Joan Dea - Net Worth and Insider Trading

Joan Dea Net Worth

The estimated net worth of Joan Dea is at least $2 Million dollars as of 2024-11-10. Joan Dea is the Director of Charles Schwab Corp and owns about 20,365 shares of Charles Schwab Corp (SCHW) stock worth over $2 Million. Details can be seen in Joan Dea's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Joan Dea has not made any transactions after 2021-11-22 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Joan Dea

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Joan Dea Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Joan Dea owns 2 companies in total, including Charles Schwab Corp (SCHW) , and Old PSG Wind-down Ltd (PSGLQ) .

Click here to see the complete history of Joan Dea’s form 4 insider trades.

Insider Ownership Summary of Joan Dea

Ticker Comapny Transaction Date Type of Owner
SCHW Charles Schwab Corp 2023-05-22 director
PSGLQ Old PSG Wind-down Ltd 2016-12-01 director

Joan Dea Latest Holdings Summary

Joan Dea currently owns a total of 1 stock. Joan Dea owns 20,365 shares of Charles Schwab Corp (SCHW) as of November 22, 2021, with a value of $2 Million.

Latest Holdings of Joan Dea

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SCHW Charles Schwab Corp 2021-11-22 20,365 73.90 1,504,974

Holding Weightings of Joan Dea


Joan Dea Form 4 Trading Tracker

According to the SEC Form 4 filings, Joan Dea has made a total of 1 transactions in Charles Schwab Corp (SCHW) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Charles Schwab Corp is the sale of 1,250 shares on November 22, 2021, which brought Joan Dea around $103,300.

Insider Trading History of Joan Dea

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Joan Dea Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Joan Dea Ownership Network

Ownership Network List of Joan Dea

No Data

Ownership Network Relation of Joan Dea

Insider Network Chart

Joan Dea Owned Company Details

What does Charles Schwab Corp do?

Who are the key executives at Charles Schwab Corp?

Joan Dea is the director of Charles Schwab Corp. Other key executives at Charles Schwab Corp include director & Co-Chairman Charles R. Schwab , President Richard A Wurster , and EVP/COO - Individual Investor Walter W Bettinger .

Charles Schwab Corp (SCHW) Insider Trades Summary

Over the past 18 months, Joan Dea made no insider transaction in Charles Schwab Corp (SCHW). Other recent insider transactions involving Charles Schwab Corp (SCHW) include a net sale of 186,351 shares made by Carolyn Schwab-pomerantz , a net sale of 1,041,545 shares made by Charles R. Schwab , and a net sale of 45,483 shares made by Peter B. Crawford .

In summary, during the past 3 months, insiders sold 139,690 shares of Charles Schwab Corp (SCHW) in total and bought 0 shares, with a net sale of 139,690 shares. During the past 18 months, 1,623,021 shares of Charles Schwab Corp (SCHW) were sold and 35,833 shares were bought by its insiders, resulting in a net sale of 1,587,188 shares.

Charles Schwab Corp (SCHW)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Charles Schwab Corp Insider Transactions

No Available Data

Joan Dea Mailing Address

Above is the net worth, insider trading, and ownership report for Joan Dea. You might contact Joan Dea via mailing address: 229 Brannan St. #18g, San Francisco Ca 94107.