Finance

James and Ashley Schwalm Dateline: Key Facts and Public Record Details

James Schwalm is a former executive and public company board member with experience in technology and finance sectors. Ashley Schwalm is his spouse, and public records link both...

Mara Ellison
James and Ashley Schwalm Dateline: Key Facts and Public Record Details

Who Are James and Ashley Schwalm?

James Schwalm is a former executive and public company board member with experience in technology and finance sectors. Ashley Schwalm is his spouse, and public records link both names to business activities, investments, and regulatory filings. James Schwalm has held roles in companies tied to capital markets and corporate governance, with details available through public disclosures and financial databases. The James and Ashley Schwalm Dateline refers to the timeline of their documented professional and financial activities as captured in public records and news sources.

Public filings and business databases show the Schwalm family connected to entities operating in technology, investment, and advisory spaces. James Schwalm's career includes positions in firms focused on growth-stage companies, mergers and acquisitions, and strategic advisory. Ashley Schwalm's public profile is less detailed, but records associate her with joint ventures and family-linked business interests. These connections form the core of the James and Ashley Schwalm Dateline as tracked by financial news and regulatory platforms.

Key Events and Milestones

Corporate and Regulatory Milestones

James Schwalm's involvement in public companies is documented through SEC filings, including Form 4 insider transactions and Schedule 13D beneficial ownership disclosures. These filings show trading activity and ownership stakes tied to companies in the technology and financial services sectors. The James and Ashley Schwalm Dateline highlights dates when these filings were submitted, reflecting changes in holdings and board roles. For example, disclosures on major ownership changes can be reviewed on the SEC's EDGAR database at SEC EDGAR.

Business news outlets have reported on transactions and corporate events involving individuals linked to the Schwalm family. These reports often reference board seats, advisory roles, and investment vehicles tied to James Schwalm. The James and Ashley Schwalm Dateline tracks these events alongside broader market developments and company milestones. Coverage from trusted financial media helps contextualize the significance of these milestones within the wider industry landscape.

Public Record and Data Sources

Where to Verify the James and Ashley Schwalm Dateline

Investors and researchers can verify the James and Ashley Schwalm Dateline using public databases such as the SEC's EDGAR system, Bloomberg, and corporate filings repositories. These sources provide access to ownership disclosures, executive biographies, and transaction histories. The data is factual and sourced directly from regulatory submissions and company press releases. For direct access to filings, visit the official SEC EDGAR search page at SEC EDGAR.

Financial news platforms and business registries also contribute to the James and Ashley Schwalm Dateline by publishing updates on corporate roles and transactions. Forbes and similar outlets have covered stories involving executives and family-linked business activities in the technology and finance sectors. These reports provide additional context on deal structures, board appointments, and market implications. For broader coverage, see Forbes at Forbes.

Relevance to Investors and Researchers

The James and Ashley Schwalm Dateline serves as a reference for tracking corporate governance, insider activity, and family-linked business interests. Investors use this timeline to understand potential conflicts of interest, ownership changes, and strategic shifts. The dateline is especially relevant for those following companies where James Schwalm has held board or advisory positions. Data from the U.S. Securities and Exchange Commission remains the primary authoritative source

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