Jonathan M. Craig
CIK 1733065 · View on SEC EDGAR ↗
Insider
First SEC filing: June 8, 2020 · Latest: June 8, 2020
On this page
- Insider at Companies where this person is a reporting insider.
- Insider transactions Every share this person bought or sold, from Form 4 filings.
- Derivatives Options and other derivative holdings reported by this person.
- Initial holdings The stakes this person held when they first started reporting.
- Compensation Executive pay disclosed in company proxy statements.
Insider at
Insider transactions
0 buys (P)
3 sells (S)
Net:
$-6,974,185
+ 65 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
65 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Aug. 14, 2026 | SCHW | S 10b5-1 | 21,866 | $111.03 | $2,427,782 | 0 Indirect | -100.00% | Disposed | 0.8% (price as of 2026-08-19) |
| Aug. 5, 2026 | SCHW | S 10b5-1 | 21,750 | $107.02 | $2,327,685 | 0 Indirect | -100.00% | Disposed | 4.6% (price as of 2026-08-19) |
| July 7, 2026 | SCHW | S 10b5-1 | 21,750 | $102.01 | $2,218,718 | 0 Indirect | -100.00% | Disposed | 9.7% (price as of 2026-08-19) |
| March 6, 2023 | SCHW | S 10b5-1 | 34,667 | $76.33 | $2,646,132 | 11,159 Indirect | -75.65% | Disposed | 46.6% (price as of 2026-08-19) |
| Jan. 18, 2023 | SCHW | S 10b5-1 | 11,159 | $80.83 | $901,982 | 0 Indirect | -100.00% | Disposed | 38.5% (price as of 2026-08-19) |
| Jan. 18, 2023 | SCHW | S 10b5-1 | 39,985 | $80.15 | $3,204,798 | 11,159 Indirect | -78.18% | Disposed | 39.7% (price as of 2026-08-19) |
| Oct. 28, 2022 | SCHW | S | 4,019 | $79.08 | $317,823 | 0 Indirect | -100.00% | Disposed | 41.5% (price as of 2026-08-19) |
| Aug. 12, 2022 | SCHW | S 10b5-1 | 8,032 | $75.00 | $602,400 | 4,019 Indirect | -66.65% | Disposed | 49.2% (price as of 2026-08-19) |
| April 7, 2022 | SCHW | S 10b5-1 | 4,016 | $80.02 | $321,360 | 12,051 Indirect | -25.00% | Disposed | 39.9% (price as of 2026-08-19) |
| Jan. 12, 2022 | SCHW | S 10b5-1 | 4,976 | $95.00 | $472,720 | 0 Indirect | -100.00% | Disposed | 17.8% (price as of 2026-08-19) |
| Oct. 11, 2021 | SCHW | S 10b5-1 | 11,598 | $77.98 | $904,412 | 0 Indirect | -100.00% | Disposed | 43.5% (price as of 2026-08-19) |
| Sept. 28, 2021 | SCHW | S 10b5-1 | 902 | $77.96 | $70,320 | 0 Indirect | -100.00% | Disposed | 43.6% (price as of 2026-08-19) |
| June 3, 2021 | SCHW | S 10b5-1 | 12,500 | $75.90 | $948,750 | 0 Indirect | -100.00% | Disposed | 47.5% (price as of 2026-08-19) |
| May 27, 2021 | SCHW | S 10b5-1 | 12,500 | $73.99 | $924,875 | 0 Indirect | -100.00% | Disposed | 51.3% (price as of 2026-08-19) |
| April 29, 2021 | SCHW | S 10b5-1 | 7,794 | $70.99 | $553,296 | 0 Indirect | -100.00% | Disposed | 57.7% (price as of 2026-08-19) |
| April 29, 2021 | SCHW | S 10b5-1 | 12,500 | $72.00 | $900,000 | 0 Indirect | -100.00% | Disposed | 55.5% (price as of 2026-08-19) |
| April 28, 2021 | SCHW | S 10b5-1 | 7,793 | $70.00 | $545,510 | 0 Indirect | -100.00% | Disposed | 59.9% (price as of 2026-08-19) |
| April 27, 2021 | SCHW | S 10b5-1 | 8,424 | $69.00 | $581,256 | 0 Indirect | -100.00% | Disposed | 62.2% (price as of 2026-08-19) |
| April 6, 2021 | SCHW | S 10b5-1 | 2,241 | $67.94 | $152,254 | 0 Indirect | -100.00% | Disposed | 64.8% (price as of 2026-08-19) |
| March 12, 2021 | SCHW | S 10b5-1 | 8,423 | $67.01 | $564,425 | 0 Indirect | -100.00% | Disposed | 67.0% (price as of 2026-08-19) |
| March 4, 2021 | SCHW | S 10b5-1 | 6,796 | $64.81 | $440,449 | 0 Indirect | -100.00% | Disposed | 72.7% (price as of 2026-08-19) |
| Feb. 24, 2021 | SCHW | S 10b5-1 | 8,904 | $65.00 | $578,760 | 0 Indirect | -100.00% | Disposed | 72.2% (price as of 2026-08-19) |
| Feb. 19, 2021 | SCHW | S 10b5-1 | 8,903 | $63.01 | $560,978 | 0 Indirect | -100.00% | Disposed | 77.6% (price as of 2026-08-19) |
| Jan. 12, 2021 | SCHW | S 10b5-1 | 3,503 | $60.98 | $213,613 | 0 Indirect | -100.00% | Disposed | 83.6% (price as of 2026-08-19) |
| Jan. 7, 2021 | SCHW | S 10b5-1 | 3,503 | $58.98 | $206,607 | 0 Indirect | -100.00% | Disposed | 89.8% (price as of 2026-08-19) |
| Jan. 6, 2021 | SCHW | S 10b5-1 | 3,502 | $56.97 | $199,509 | 3,814 Indirect | -47.87% | Disposed | 96.5% (price as of 2026-08-19) |
| Jan. 6, 2021 | SCHW | S 10b5-1 | 3,814 | $54.99 | $209,732 | 0 Indirect | -100.00% | Disposed | 103.6% (price as of 2026-08-19) |
| Dec. 29, 2020 | SCHW | S 10b5-1 | 3,813 | $52.99 | $202,051 | 0 Indirect | -100.00% | Disposed | 111.2% (price as of 2026-08-19) |
| Dec. 1, 2020 | SCHW | S 10b5-1 | 13,272 | $50.35 | $668,245 | 0 Indirect | -100.00% | Disposed | 122.3% (price as of 2026-08-19) |
| Oct. 20, 2020 | SCHW | S 10b5-1 | 6,326 | $40.00 | $253,040 | 0 Indirect | -100.00% | Disposed | 179.8% (price as of 2026-08-19) |
| June 4, 2020 | SCHW | S 10b5-1 | 3,163 | $40.00 | $126,520 | 7,772 Indirect | -28.93% | Disposed | 179.8% (price as of 2026-08-19) |
| June 4, 2020 | SCHW | S 10b5-1 | 7,772 | $40.03 | $311,113 | 0 Indirect | -100.00% | Disposed | 179.6% (price as of 2026-08-19) |
| Jan. 16, 2020 | SCHW | S 10b5-1 | 3,153 | $49.00 | $154,497 | 0 Indirect | -100.00% | Disposed | 128.4% (price as of 2026-08-19) |
| Jan. 15, 2020 | SCHW | S 10b5-1 | 3,162 | $47.33 | $149,657 | 0 Indirect | -100.00% | Disposed | 136.5% (price as of 2026-08-19) |
| Oct. 15, 2019 | SCHW | S 10b5-1 | 3,740 | $38.97 | $145,748 | 0 Indirect | -100.00% | Disposed | 187.2% (price as of 2026-08-19) |
Showing latest 100 of 135 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 |
|---|---|---|---|---|---|---|---|
| Aug. 14, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (21,866) | $46.81 | March 1, 2029 | 21,866 | Disposed |
| Aug. 5, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (21,750) | $46.81 | March 1, 2029 | 21,750 | Disposed |
| July 7, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (21,750) | $46.81 | March 1, 2029 | 21,750 | Disposed |
| March 1, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (60,192) | $77.41 | March 1, 2033 | 60,192 | Acquired |
| Jan. 18, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (51,144) | $30.17 | March 2, 2025 | 51,144 | Disposed |
| March 1, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (57,246) | $77.86 | March 1, 2032 | 57,246 | Acquired |
| Jan. 12, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,976) | $26.39 | March 1, 2026 | 4,976 | Disposed |
| Oct. 11, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (11,598) | $26.39 | March 1, 2026 | 11,598 | Disposed |
| Sept. 28, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (902) | $26.39 | March 1, 2026 | 902 | Disposed |
| June 3, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (12,500) | $26.39 | March 1, 2026 | 12,500 | Disposed |
| May 27, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (12,500) | $26.39 | March 1, 2026 | 12,500 | Disposed |
| April 29, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,794) | $28.44 | Nov. 3, 2024 | 7,794 | Disposed |
| April 29, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (12,500) | $26.39 | March 1, 2026 | 12,500 | Disposed |
| April 28, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,793) | $28.44 | Nov. 3, 2024 | 7,793 | Disposed |
| April 27, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,424) | $27.45 | Aug. 1, 2024 | 8,424 | Disposed |
| March 12, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,423) | $27.45 | Aug. 1, 2024 | 8,423 | Disposed |
| March 1, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (99,695) | $64.10 | March 1, 2031 | 99,695 | Acquired |
| Feb. 24, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,904) | $25.86 | March 3, 2024 | 8,904 | Disposed |
| Feb. 19, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,903) | $25.86 | March 3, 2024 | 8,903 | Disposed |
| Jan. 12, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,503) | $23.12 | Nov. 1, 2023 | 3,503 | Disposed |
| Jan. 7, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,503) | $23.12 | Nov. 1, 2023 | 3,503 | Disposed |
| Jan. 6, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,814) | $22.67 | Aug. 1, 2023 | 3,814 | Disposed |
| Jan. 6, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,502) | $23.12 | Nov. 1, 2023 | 3,502 | Disposed |
| Dec. 29, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,813) | $22.67 | Aug. 1, 2023 | 3,813 | Disposed |
| Dec. 1, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (9,459) | $16.40 | March 1, 2023 | 9,459 | Disposed |
| Dec. 1, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,813) | $22.67 | Aug. 1, 2023 | 3,813 | Disposed |
| Oct. 20, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (6,326) | $12.88 | Oct. 1, 2022 | 6,326 | Disposed |
| June 4, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,163) | $12.88 | Oct. 1, 2022 | 3,163 | Disposed |
| March 2, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (82,688) | $41.98 | March 2, 2030 | 82,688 | Acquired |
| Jan. 16, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,153) | $16.40 | March 1, 2023 | 3,153 | Disposed |
| Jan. 15, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,162) | $12.88 | Oct. 1, 2022 | 3,162 | Disposed |
| Oct. 15, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,740) | $15.43 | Nov. 1, 2020 | 3,740 | Disposed |
| July 15, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,740) | $15.43 | Nov. 1, 2020 | 3,740 | Disposed |
| April 15, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,740) | $15.43 | Nov. 1, 2020 | 3,740 | Disposed |
| March 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (87,116) | $46.81 | March 1, 2029 | 87,116 | Acquired |
| Jan. 15, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,739) | $15.43 | Nov. 1, 2020 | 3,739 | Disposed |
| Oct. 15, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,629) | $17.38 | Nov. 2, 2019 | 2,629 | Disposed |
| June 15, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,629) | $17.38 | Nov. 2, 2019 | 2,629 | Disposed |
| May 21, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (10,000) | $12.88 | Oct. 1, 2022 | 10,000 | Disposed |
| April 16, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,629) | $17.38 | Nov. 2, 2019 | 2,629 | Disposed |
| April 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (13,124) | $50.41 | April 2, 2028 | 13,124 | Acquired |
| March 12, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,000) | $12.88 | Oct. 1, 2022 | 5,000 | Disposed |
| March 1, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (39,708) | $52.05 | March 1, 2028 | 39,708 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 30 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Direct |
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Direct |
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Direct |
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Direct |
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Direct |
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (77,923) | 77,923 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (36,459) | 36,459 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (20,178) | 20,178 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (14,760) | 14,760 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (12,940) | 12,940 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (12,008) | 12,008 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (17,807) | 17,807 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (59,953) | 59,953 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (16,847) | 16,847 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (15,587) | 15,587 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (51,144) | 51,144 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (38,227) | 38,227 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (77,923) | 77,923 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (36,459) | 36,459 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (20,178) | 20,178 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (14,760) | 14,760 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (12,940) | 12,940 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (12,008) | 12,008 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (17,807) | 17,807 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (59,953) | 59,953 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (16,847) | 16,847 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (15,587) | 15,587 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (51,144) | 51,144 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (38,227) | 38,227 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
SCHW
President| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2019 | $633,333 | — | — | — | $1,243,486 | — | $14,857 | $4,041,676 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.