Bharat Masrani
CIK 1343539 · View on SEC EDGAR ↗
Insider
First SEC filing: April 3, 2024 · Latest: April 3, 2024
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 35 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Jan. 2, 2025 | SCHW | A | 407 | — | — | 7,724 Direct | +5.56% | Acquired | (price as of 2026-08-20) |
| Oct. 1, 2024 | SCHW | A | 470 | — | — | 7,295 Direct | +6.89% | Acquired | (price as of 2026-08-20) |
| July 1, 2024 | SCHW | A | 409 | — | — | 6,798 Direct | +6.40% | Acquired | (price as of 2026-08-20) |
| May 28, 2024 | SCHW | A | 1,809 | — | — | 7,279 Direct | +33.07% | Acquired | (price as of 2026-08-20) |
| May 28, 2024 | SCHW | A | 4,496 | — | — | 4,496 Direct | — | Acquired | (price as of 2026-08-20) |
| May 22, 2024 | SCHW | F | 197 | $78.71 | $15,506 | 5,470 Direct | -3.48% | Disposed | 41.1% (price as of 2026-08-20) |
| May 19, 2024 | SCHW | F | 162 | $78.50 | $12,717 | 5,667 Direct | -2.78% | Disposed | 41.5% (price as of 2026-08-20) |
| May 17, 2024 | SCHW | F | 241 | $77.92 | $18,779 | 5,829 Direct | -3.97% | Disposed | 42.6% (price as of 2026-08-20) |
| April 1, 2024 | SCHW | A | 415 | — | — | 6,368 Direct | +6.97% | Acquired | (price as of 2026-08-20) |
| Jan. 2, 2024 | SCHW | A | 435 | — | — | 5,930 Direct | +7.92% | Acquired | (price as of 2026-08-20) |
| Oct. 2, 2023 | SCHW | A | 561 | — | — | 5,470 Direct | +11.43% | Acquired | (price as of 2026-08-20) |
| July 3, 2023 | SCHW | A | 520 | — | — | 4,888 Direct | +11.90% | Acquired | (price as of 2026-08-20) |
| May 22, 2023 | SCHW | A | 5,464 | — | — | 5,464 Direct | — | Acquired | (price as of 2026-08-20) |
| May 22, 2023 | SCHW | A | 2,496 | — | — | 6,070 Direct | +69.84% | Acquired | (price as of 2026-08-20) |
| May 19, 2023 | SCHW | F | 162 | $51.67 | $8,371 | 3,574 Direct | -4.34% | Disposed | 115.0% (price as of 2026-08-20) |
| May 17, 2023 | SCHW | F | 121 | $51.12 | $6,186 | 3,736 Direct | -3.14% | Disposed | 117.3% (price as of 2026-08-20) |
| April 3, 2023 | SCHW | A | 582 | — | — | 4,348 Direct | +15.45% | Acquired | (price as of 2026-08-20) |
| Jan. 3, 2023 | SCHW | A | 367 | — | — | 3,754 Direct | +10.84% | Acquired | (price as of 2026-08-20) |
| Oct. 24, 2022 | SCHW | F | 37 | $70.40 | $2,605 | 3,857 Direct | -0.95% | Disposed | 57.8% (price as of 2026-08-20) |
| Oct. 3, 2022 | SCHW | A | 410 | — | — | 3,378 Direct | +13.81% | Acquired | (price as of 2026-08-20) |
| July 1, 2022 | SCHW | A | 470 | — | — | 2,960 Direct | +18.88% | Acquired | (price as of 2026-08-20) |
| May 19, 2022 | SCHW | A | 2,054 | — | — | 3,894 Direct | +111.63% | Acquired | (price as of 2026-08-20) |
| May 19, 2022 | SCHW | A | 4,703 | — | — | 4,703 Direct | — | Acquired | (price as of 2026-08-20) |
| May 17, 2022 | SCHW | F | 121 | $65.31 | $7,903 | 1,840 Direct | -6.17% | Disposed | 70.1% (price as of 2026-08-20) |
| April 1, 2022 | SCHW | A | 360 | — | — | 2,483 Direct | +16.96% | Acquired | (price as of 2026-08-20) |
| Jan. 3, 2022 | SCHW | A | 350 | — | — | 2,117 Direct | +19.81% | Acquired | (price as of 2026-08-20) |
| Oct. 22, 2021 | SCHW | F | 37 | $83.00 | $3,071 | 1,961 Direct | -1.85% | Disposed | 33.8% (price as of 2026-08-20) |
| Oct. 1, 2021 | SCHW | A | 387 | — | — | 1,763 Direct | +28.12% | Acquired | (price as of 2026-08-20) |
| July 1, 2021 | SCHW | A | 391 | — | — | 1,373 Direct | +39.82% | Acquired | (price as of 2026-08-20) |
| May 17, 2021 | SCHW | A | 1,529 | — | — | 1,998 Direct | +326.01% | Acquired | (price as of 2026-08-20) |
| May 17, 2021 | SCHW | A | 4,390 | — | — | 4,390 Direct | — | Acquired | (price as of 2026-08-20) |
| April 1, 2021 | SCHW | A | 433 | — | — | 980 Direct | +79.16% | Acquired | (price as of 2026-08-20) |
| Jan. 4, 2021 | SCHW | A | 545 | — | — | 545 Direct | — | Acquired | (price as of 2026-08-20) |
| Oct. 22, 2020 | SCHW | A | 469 | — | — | 469 Direct | — | Acquired | (price as of 2026-08-20) |
| Oct. 22, 2020 | SCHW | A | 1,243 | — | — | 1,243 Direct | — | Acquired | (price as of 2026-08-20) |
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 |
|---|---|---|---|---|---|---|---|
| Jan. 2, 2025 | SCHW | Restricted Stock Units | Common Stock (407) | — | — | 407 | Acquired |
| Oct. 1, 2024 | SCHW | Restricted Stock Units | Common Stock (470) | — | — | 470 | Acquired |
| July 1, 2024 | SCHW | Restricted Stock Units | Common Stock (409) | — | — | 409 | Acquired |
| May 28, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,496) | $70.79 | May 28, 2034 | 4,496 | Acquired |
| April 1, 2024 | SCHW | Restricted Stock Units | Common Stock (415) | — | — | 415 | Acquired |
| Jan. 2, 2024 | SCHW | Restricted Stock Units | Common Stock (435) | — | — | 435 | Acquired |
| Oct. 2, 2023 | SCHW | Restricted Stock Units | Common Stock (561) | — | — | 561 | Acquired |
| July 3, 2023 | SCHW | Restricted Stock Units | Common Stock (520) | — | — | 520 | Acquired |
| May 22, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,464) | $51.97 | May 22, 2033 | 5,464 | Acquired |
| April 3, 2023 | SCHW | Restricted Stock Units | Common Stock (582) | — | — | 582 | Acquired |
| Jan. 3, 2023 | SCHW | Restricted Stock Units | Common Stock (367) | — | — | 367 | Acquired |
| Oct. 3, 2022 | SCHW | Restricted Stock Units | Common Stock (410) | — | — | 410 | Acquired |
| July 1, 2022 | SCHW | Restricted Stock Units | Common Stock (470) | — | — | 470 | Acquired |
| May 19, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,703) | $62.66 | May 19, 2032 | 4,703 | Acquired |
| April 1, 2022 | SCHW | Restricted Stock Units | Common Stock (360) | — | — | 360 | Acquired |
| Jan. 3, 2022 | SCHW | Restricted Stock Units | Common Stock (350) | — | — | 350 | Acquired |
| Oct. 1, 2021 | SCHW | Restricted Stock Units | Common Stock (387) | — | — | 387 | Acquired |
| July 1, 2021 | SCHW | Restricted Stock Units | Common Stock (391) | — | — | 391 | Acquired |
| May 17, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,390) | $73.00 | May 17, 2031 | 4,390 | Acquired |
| April 1, 2021 | SCHW | Restricted Stock Units | Common Stock (433) | — | — | 433 | Acquired |
| Jan. 4, 2021 | SCHW | Restricted Stock Units | Common Stock (545) | — | — | 545 | Acquired |
| Oct. 22, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (1,243) | $40.13 | Oct. 22, 2030 | 1,243 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).