Bernard J. Clark
Insider
First SEC filing: Dec. 18, 2012 · Latest: Jan. 9, 2013
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 12, 2024 | SCHW | M | 8,164 | $52.05 | $424,936 | 0 Direct | · | Acquired | 85.8% (price as of 2026-10-02) |
| June 12, 2024 | SCHW | S 10b5-1 | 8,164 | $75.00 | $612,300 | 121,666 Indirect | -6.29% | Disposed | 28.9% (price as of 2026-10-02) |
| June 12, 2024 | SCHW | M | 8,164 | · | · | 44,251 Direct | -15.58% | Disposed | (price as of 2026-10-02) |
| May 28, 2024 | SCHW | M 10b5-1 | 28,670 | $42.99 | $1,232,523 | 0 Direct | · | Acquired | 124.9% (price as of 2026-10-02) |
| May 28, 2024 | SCHW | S | 74,615 | $70.91 | $5,290,950 | 124,482 Indirect | -37.48% | Disposed | 36.4% (price as of 2026-10-02) |
| May 28, 2024 | SCHW | S | 2,816 | $71.88 | $202,414 | 121,666 Indirect | -2.26% | Disposed | 34.5% (price as of 2026-10-02) |
| May 28, 2024 | SCHW | M 10b5-1 | 28,670 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 4, 2024 | SCHW | F | 31,239 | $66.36 | $2,073,020 | 0 Direct | -100.00% | Disposed | 45.7% (price as of 2026-10-02) |
| March 1, 2024 | SCHW | A | 80,000 | · | · | 80,000 Direct | · | Acquired | (price as of 2026-10-02) |
| March 1, 2024 | SCHW | A | 64,956 | · | · | 64,956 Direct | · | Acquired | (price as of 2026-10-02) |
| March 17, 2023 | SCHW | P | 5,000 | $54.83 | $274,150 | 120,653 Indirect | +4.32% | Acquired | 76.4% (price as of 2026-10-02) |
| March 2, 2023 | SCHW | F | 20,336 | $76.46 | $1,554,891 | 0 Direct | -100.00% | Disposed | 26.5% (price as of 2026-10-02) |
| March 2, 2023 | SCHW | A | 50,135 | · | · | 50,135 Direct | · | Acquired | (price as of 2026-10-02) |
| March 1, 2023 | SCHW | A | 56,544 | · | · | 56,544 Direct | · | Acquired | (price as of 2026-10-02) |
| March 1, 2022 | SCHW | M | 13,585 | $80.06 | $1,087,615 | 85,854 Indirect | +18.80% | Acquired | 20.8% (price as of 2026-10-02) |
| March 1, 2022 | SCHW | A | 53,668 | · | · | 53,668 Direct | · | Acquired | (price as of 2026-10-02) |
| Oct. 26, 2021 | SCHW | M | 28,370 | $42.99 | $1,219,626 | 100,639 Indirect | +39.26% | Acquired | 124.9% (price as of 2026-10-02) |
| Oct. 26, 2021 | SCHW | S 10b5-1 | 28,370 | $84.00 | $2,383,080 | 72,269 Indirect | -28.19% | Disposed | 15.1% (price as of 2026-10-02) |
| Oct. 26, 2021 | SCHW | M | 28,370 | · | · | 28,670 Indirect | -49.74% | Disposed | (price as of 2026-10-02) |
| Oct. 25, 2021 | SCHW | A | 59,931 | · | · | 59,931 Direct | · | Acquired | (price as of 2026-10-02) |
| Oct. 25, 2021 | SCHW | M | 300 | $42.99 | $12,897 | 72,569 Indirect | +0.42% | Acquired | 124.9% (price as of 2026-10-02) |
| Oct. 25, 2021 | SCHW | S 10b5-1 | 300 | $84.00 | $25,200 | 72,269 Indirect | -0.41% | Disposed | 15.1% (price as of 2026-10-02) |
| Oct. 25, 2021 | SCHW | M | 300 | · | · | 57,040 Indirect | -0.52% | Disposed | (price as of 2026-10-02) |
| Oct. 11, 2021 | SCHW | M | 29,977 | $26.39 | $791,093 | 102,246 Indirect | +41.48% | Acquired | 266.4% (price as of 2026-10-02) |
| Oct. 11, 2021 | SCHW | S 10b5-1 | 29,977 | $78.16 | $2,343,002 | 72,269 Indirect | -29.32% | Disposed | 23.7% (price as of 2026-10-02) |
| Oct. 11, 2021 | SCHW | M | 29,977 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 4, 2021 | SCHW | S 10b5-1 | 9,883 | $64.81 | $640,517 | 72,269 Indirect | -12.03% | Disposed | 49.2% (price as of 2026-10-02) |
| March 1, 2021 | SCHW | M | 9,883 | $63.75 | $630,041 | 82,152 Indirect | +13.68% | Acquired | 51.7% (price as of 2026-10-02) |
| March 1, 2021 | SCHW | A | 86,470 | · | · | 86,470 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 24, 2021 | SCHW | M | 29,976 | $26.39 | $791,067 | 102,245 Indirect | +41.48% | Acquired | 266.4% (price as of 2026-10-02) |
| Feb. 24, 2021 | SCHW | S 10b5-1 | 29,976 | $65.03 | $1,949,339 | 72,269 Indirect | -29.32% | Disposed | 48.7% (price as of 2026-10-02) |
| Feb. 24, 2021 | SCHW | M | 29,976 | · | · | 29,977 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Jan. 11, 2021 | SCHW | M | 29,976 | $26.39 | $791,067 | 102,245 Indirect | +41.48% | Acquired | 266.4% (price as of 2026-10-02) |
| Jan. 11, 2021 | SCHW | S 10b5-1 | 29,976 | $60.01 | $1,798,860 | 72,269 Indirect | -29.32% | Disposed | 61.1% (price as of 2026-10-02) |
| Jan. 11, 2021 | SCHW | M | 29,976 | · | · | 59,953 Direct | -33.33% | Disposed | (price as of 2026-10-02) |
| Nov. 17, 2020 | SCHW | M | 75,211 | $30.17 | $2,269,116 | 147,480 Indirect | +104.07% | Acquired | 220.5% (price as of 2026-10-02) |
| Nov. 17, 2020 | SCHW | M | 25,977 | $28.44 | $738,786 | 173,457 Indirect | +17.61% | Acquired | 240.0% (price as of 2026-10-02) |
| Nov. 17, 2020 | SCHW | S | 101,188 | $48.83 | $4,941,010 | 72,269 Indirect | -58.34% | Disposed | 98.0% (price as of 2026-10-02) |
| Nov. 17, 2020 | SCHW | M | 75,211 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 17, 2020 | SCHW | M | 25,977 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 6, 2020 | SCHW | S 10b5-1 | 12,629 | $32.94 | $415,999 | 72,269 Indirect | -14.88% | Disposed | 193.6% (price as of 2026-10-02) |
| March 2, 2020 | SCHW | M | 12,629 | $40.81 | $515,389 | 84,898 Indirect | +17.47% | Acquired | 137.0% (price as of 2026-10-02) |
| March 2, 2020 | SCHW | A | 60,293 | · | · | 60,293 Direct | · | Acquired | (price as of 2026-10-02) |
| Dec. 12, 2019 | SCHW | M | 28,078 | $27.45 | $770,741 | 100,347 Indirect | +38.85% | Acquired | 252.3% (price as of 2026-10-02) |
| Dec. 12, 2019 | SCHW | S 10b5-1 | 28,078 | $51.00 | $1,431,978 | 72,269 Indirect | -27.98% | Disposed | 89.6% (price as of 2026-10-02) |
| Dec. 12, 2019 | SCHW | M | 28,078 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 1, 2019 | SCHW | M | 19,419 | $46.77 | $908,227 | 72,269 Indirect | +36.74% | Acquired | 106.8% (price as of 2026-10-02) |
| March 1, 2019 | SCHW | A | 66,856 | · | · | 66,856 Direct | · | Acquired | (price as of 2026-10-02) |
| May 22, 2018 | SCHW | M | 29,678 | $25.86 | $767,473 | 82,528 Indirect | +56.16% | Acquired | 273.9% (price as of 2026-10-02) |
| May 22, 2018 | SCHW | S | 29,678 | $59.82 | $1,775,338 | 52,850 Indirect | -35.96% | Disposed | 61.7% (price as of 2026-10-02) |
| May 22, 2018 | SCHW | M | 29,678 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 7, 2018 | SCHW | S 10b5-1 | 11,238 | $54.07 | $607,639 | 52,850 Indirect | -17.54% | Disposed | 78.8% (price as of 2026-10-02) |
| March 5, 2018 | SCHW | M | 3,342 | $52.82 | $176,524 | 64,088 Indirect | +5.50% | Acquired | 83.1% (price as of 2026-10-02) |
| March 2, 2018 | SCHW | M | 7,896 | $51.62 | $407,592 | 60,746 Indirect | +14.94% | Acquired | 87.3% (price as of 2026-10-02) |
| March 1, 2018 | SCHW | A | 52,415 | · | · | 52,415 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 27, 2018 | SCHW | M | 30,020 | $23.12 | $694,062 | 82,870 Indirect | +56.80% | Acquired | 318.3% (price as of 2026-10-02) |
| Feb. 27, 2018 | SCHW | S | 30,020 | $55.05 | $1,652,601 | 52,850 Indirect | -36.23% | Disposed | 75.7% (price as of 2026-10-02) |
| Feb. 27, 2018 | SCHW | M | 30,020 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Dec. 4, 2017 | SCHW | M | 50,444 | $16.40 | $827,282 | 103,294 Indirect | +95.45% | Acquired | 489.6% (price as of 2026-10-02) |
| Dec. 4, 2017 | SCHW | S 10b5-1 | 50,444 | $50.52 | $2,548,431 | 52,850 Indirect | -48.84% | Disposed | 91.4% (price as of 2026-10-02) |
| Dec. 4, 2017 | SCHW | M | 50,444 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 30, 2017 | SCHW | M | 32,350 | $22.67 | $733,374 | 85,200 Indirect | +61.21% | Acquired | 326.6% (price as of 2026-10-02) |
| Nov. 30, 2017 | SCHW | S | 32,350 | $49.16 | $1,590,326 | 52,850 Indirect | -37.97% | Disposed | 96.7% (price as of 2026-10-02) |
| Nov. 30, 2017 | SCHW | M | 32,350 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Sept. 27, 2017 | SCHW | M | 42,500 | $13.64 | $579,700 | 95,350 Indirect | +80.42% | Acquired | 608.9% (price as of 2026-10-02) |
| Sept. 27, 2017 | SCHW | M | 32,744 | $15.43 | $505,240 | 128,094 Indirect | +34.34% | Acquired | 526.7% (price as of 2026-10-02) |
| Sept. 27, 2017 | SCHW | S 10b5-1 | 32,744 | $43.93 | $1,438,444 | 95,350 Indirect | -25.56% | Disposed | 120.1% (price as of 2026-10-02) |
| Sept. 27, 2017 | SCHW | S 10b5-1 | 42,500 | $44.03 | $1,871,275 | 52,850 Indirect | -44.57% | Disposed | 119.6% (price as of 2026-10-02) |
| Sept. 27, 2017 | SCHW | M | 32,744 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Sept. 27, 2017 | SCHW | M | 42,500 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| June 29, 2017 | SCHW | M | 400 | $15.43 | $6,172 | 53,250 Indirect | +0.76% | Acquired | 526.7% (price as of 2026-10-02) |
| June 29, 2017 | SCHW | S 10b5-1 | 400 | $44.00 | $17,600 | 52,850 Indirect | -0.75% | Disposed | 119.8% (price as of 2026-10-02) |
| June 29, 2017 | SCHW | M | 400 | · | · | 32,744 Direct | -1.21% | Disposed | (price as of 2026-10-02) |
| March 8, 2017 | SCHW | S 10b5-1 | 3,186 | $42.27 | $134,672 | 52,850 Indirect | -5.69% | Disposed | 128.8% (price as of 2026-10-02) |
| March 7, 2017 | SCHW | S 10b5-1 | 1,852 | $42.07 | $77,914 | 56,036 Indirect | -3.20% | Disposed | 129.9% (price as of 2026-10-02) |
| March 6, 2017 | SCHW | S 10b5-1 | 5,098 | $42.08 | $214,524 | 57,888 Indirect | -8.09% | Disposed | 129.8% (price as of 2026-10-02) |
| March 3, 2017 | SCHW | M | 3,186 | $42.42 | $135,150 | 62,986 Indirect | +5.33% | Acquired | 128.0% (price as of 2026-10-02) |
| March 2, 2017 | SCHW | M | 1,852 | $42.51 | $78,729 | 59,800 Indirect | +3.20% | Acquired | 127.5% (price as of 2026-10-02) |
| March 1, 2017 | SCHW | M | 5,098 | $42.38 | $216,053 | 93,878 Indirect | +5.74% | Acquired | 128.2% (price as of 2026-10-02) |
| March 1, 2017 | SCHW | A | 57,340 | · | · | 57,340 Indirect | · | Acquired | (price as of 2026-10-02) |
| March 1, 2017 | SCHW | M | 35,930 | $18.66 | $670,454 | 88,780 Indirect | +67.98% | Acquired | 418.2% (price as of 2026-10-02) |
| March 1, 2017 | SCHW | S 10b5-1 | 35,930 | $43.08 | $1,547,864 | 52,850 Indirect | -40.47% | Disposed | 124.5% (price as of 2026-10-02) |
| March 1, 2017 | SCHW | M | 35,930 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 25, 2017 | SCHW | M | 16,631 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 25, 2017 | SCHW | S 10b5-1 | 16,631 | $42.29 | $703,325 | 52,732 Indirect | -23.98% | Disposed | 128.7% (price as of 2026-10-02) |
| Jan. 25, 2017 | SCHW | M | 16,631 | $15.05 | $250,297 | 69,363 Indirect | +31.54% | Acquired | 542.5% (price as of 2026-10-02) |
| Jan. 24, 2017 | SCHW | M | 25,300 | · | · | 16,631 Direct | -60.34% | Disposed | (price as of 2026-10-02) |
| Jan. 24, 2017 | SCHW | S 10b5-1 | 25,300 | $42.03 | $1,063,359 | 52,732 Indirect | -32.42% | Disposed | 130.1% (price as of 2026-10-02) |
| Jan. 24, 2017 | SCHW | M | 25,300 | $15.05 | $380,765 | 78,032 Indirect | +47.98% | Acquired | 542.5% (price as of 2026-10-02) |
| Nov. 22, 2016 | SCHW | M | 23,500 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 22, 2016 | SCHW | M | 22,194 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 22, 2016 | SCHW | M | 17,562 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 22, 2016 | SCHW | S | 23,500 | $38.14 | $896,290 | 52,732 Indirect | -30.83% | Disposed | 153.5% (price as of 2026-10-02) |
| Nov. 22, 2016 | SCHW | S | 22,194 | $38.14 | $846,479 | 76,232 Indirect | -22.55% | Disposed | 153.5% (price as of 2026-10-02) |
| Nov. 22, 2016 | SCHW | S | 17,562 | $38.14 | $669,815 | 98,426 Indirect | -15.14% | Disposed | 153.5% (price as of 2026-10-02) |
| Nov. 22, 2016 | SCHW | M | 17,562 | $13.91 | $244,287 | 115,988 Indirect | +17.84% | Acquired | 595.2% (price as of 2026-10-02) |
| Nov. 22, 2016 | SCHW | M | 22,194 | $12.45 | $276,315 | 98,426 Indirect | +29.11% | Acquired | 676.7% (price as of 2026-10-02) |
| Nov. 22, 2016 | SCHW | M | 23,500 | $11.75 | $276,125 | 76,232 Indirect | +44.56% | Acquired | 723.0% (price as of 2026-10-02) |
| Nov. 10, 2016 | SCHW | S 10b5-1 | 65,056 | $35.32 | $2,297,778 | 52,732 Indirect | -55.23% | Disposed | 173.8% (price as of 2026-10-02) |
| Nov. 10, 2016 | SCHW | S 10b5-1 | 28,090 | $35.32 | $992,139 | 117,788 Indirect | -19.26% | Disposed | 173.8% (price as of 2026-10-02) |
Showing latest 100 of 165 transactions
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 12, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $52.05 | March 1, 2028 | 8,164 | Disposed |
| May 28, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $42.99 | March 1, 2027 | 28,670 | Disposed |
| March 1, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $66.47 | March 1, 2034 | 64,956 | Acquired |
| March 1, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $77.41 | March 1, 2033 | 56,544 | Acquired |
| March 1, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $77.86 | March 1, 2032 | 53,668 | Acquired |
| Oct. 26, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $42.99 | March 1, 2027 | 28,370 | Disposed |
| Oct. 25, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $42.99 | March 1, 2027 | 300 | Disposed |
| Oct. 11, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 29,977 | Disposed |
| March 1, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $64.10 | March 1, 2031 | 86,470 | Acquired |
| Feb. 24, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 29,976 | Disposed |
| Jan. 11, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 29,976 | Disposed |
| Nov. 17, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $30.17 | March 2, 2025 | 75,211 | Disposed |
| Nov. 17, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.44 | Nov. 3, 2024 | 25,977 | Disposed |
| March 2, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $41.98 | March 2, 2030 | 60,293 | Acquired |
| Dec. 12, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $27.45 | Aug. 1, 2024 | 28,078 | Disposed |
| March 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.81 | March 1, 2029 | 66,856 | Acquired |
| May 22, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $25.86 | March 3, 2024 | 29,678 | Disposed |
| March 1, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $52.05 | March 1, 2028 | 52,415 | Acquired |
| Feb. 27, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $23.12 | Nov. 1, 2023 | 30,020 | Disposed |
| Dec. 4, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $16.40 | March 1, 2023 | 50,444 | Disposed |
| Nov. 30, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $22.67 | Aug. 1, 2023 | 32,350 | Disposed |
| Sept. 27, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.43 | Nov. 1, 2020 | 32,744 | Disposed |
| Sept. 27, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $13.64 | Nov. 1, 2022 | 42,500 | Disposed |
| June 29, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.43 | Nov. 1, 2020 | 400 | Disposed |
| March 1, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $42.99 | March 1, 2027 | 57,340 | Acquired |
| March 1, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.66 | March 1, 2021 | 35,930 | Disposed |
| Jan. 25, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.05 | Aug. 1, 2021 | 16,631 | Disposed |
| Jan. 24, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.05 | Aug. 1, 2021 | 25,300 | Disposed |
| Nov. 22, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $11.75 | Nov. 1, 2021 | 23,500 | Disposed |
| Nov. 22, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.45 | Aug. 1, 2022 | 22,194 | Disposed |
| Nov. 22, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $13.91 | March 1, 2022 | 17,562 | Disposed |
| Nov. 10, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.00 | Aug. 2, 2020 | 65,056 | Disposed |
| Nov. 10, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.25 | March 1, 2020 | 28,090 | Disposed |
| March 1, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 89,929 | Acquired |
| Dec. 4, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.38 | Nov. 2, 2019 | 25,987 | Disposed |
| Nov. 6, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $19.36 | Nov. 3, 2018 | 28,810 | Disposed |
| March 6, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.45 | Aug. 1, 2022 | 11,097 | Disposed |
| March 6, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $13.91 | March 1, 2022 | 17,562 | Disposed |
| March 2, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $30.17 | March 2, 2025 | 75,211 | Acquired |
| March 2, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $30.17 | March 2, 2025 | 75,211 | Acquired |
| March 2, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $30.17 | March 2, 2025 | 75,211 | Acquired |
| Nov. 3, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.44 | Nov. 3, 2024 | 25,977 | Acquired |
| Aug. 25, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $23.33 | Nov. 1, 2014 | 26,115 | Disposed |
| Aug. 1, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $27.45 | Aug. 1, 2024 | 28,078 | Acquired |
| March 3, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $25.86 | March 3, 2024 | 29,678 | Acquired |
| Nov. 18, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $11.75 | Nov. 1, 2021 | 23,499 | Disposed |
| Nov. 18, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.45 | Aug. 1, 2022 | 11,096 | Disposed |
| Nov. 18, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.66 | Feb. 17, 2019 | 12,500 | Disposed |
| Nov. 1, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $23.12 | Nov. 1, 2023 | 30,020 | Acquired |
| Aug. 1, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $22.67 | Aug. 1, 2023 | 32,350 | Acquired |
| May 31, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.29 | Oct. 30, 2013 | 25,986 | Disposed |
| March 1, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $16.40 | March 1, 2023 | 50,444 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 19 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Dec. 18, 2012 | SCHW | Common Stock | 4,576 | Direct |
| Dec. 18, 2012 | SCHW | Common Stock | 3,319 | Indirect |
| Dec. 18, 2012 | SCHW | Common Stock | 595 | Indirect |
| Dec. 18, 2012 | SCHW | Common Stock | 85,667 | Indirect |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 46,999 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 44,387 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 12,500 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 42,500 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 35,124 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 32,528 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 32,528 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 41,931 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 33,144 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 25,987 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 28,090 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 25,986 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 35,930 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 28,810 | Direct |
| Dec. 18, 2012 | SCHW | Nonqualified Stock Option (right to buy) | 26,115 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2016 | · | · | · | · | · | · | · | · |
| 2014 | $500,000 | · | · | · | $844,800 | · | $27,426 | $2,622,226 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.