Jonathan M. Craig
Insider
First SEC filing: June 8, 2020 · Latest: June 8, 2020
Insider at
Insider transactions
0 buys (P)
7 sells (S)
Net: $-13,852,468
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 |
|---|---|---|---|---|---|---|---|---|---|
| Aug. 14, 2026 | SCHW | M | 21,866 | $46.81 | $1,023,547 | 0 Direct | · | Acquired | 106.6% (price as of 2026-10-02) |
| Aug. 14, 2026 | SCHW | S 10b5-1 | 21,866 | $111.03 | $2,427,782 | 0 Indirect | -100.00% | Disposed | -12.9% (price as of 2026-10-02) |
| Aug. 14, 2026 | SCHW | M | 21,866 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 5, 2026 | SCHW | M | 21,750 | $46.81 | $1,018,118 | 0 Direct | · | Acquired | 106.6% (price as of 2026-10-02) |
| Aug. 5, 2026 | SCHW | S 10b5-1 | 21,750 | $107.02 | $2,327,685 | 0 Indirect | -100.00% | Disposed | -9.6% (price as of 2026-10-02) |
| Aug. 5, 2026 | SCHW | M | 21,750 | · | · | 21,866 Direct | -49.87% | Disposed | (price as of 2026-10-02) |
| July 7, 2026 | SCHW | M | 21,750 | · | · | 43,616 Direct | -33.27% | Disposed | (price as of 2026-10-02) |
| July 7, 2026 | SCHW | S 10b5-1 | 21,750 | $102.01 | $2,218,718 | 0 Indirect | -100.00% | Disposed | -5.2% (price as of 2026-10-02) |
| July 7, 2026 | SCHW | M | 21,750 | $46.81 | $1,018,118 | 0 Direct | · | Acquired | 106.6% (price as of 2026-10-02) |
| April 14, 2026 | SCHW | M | 21,750 | $46.81 | $1,018,118 | 0 Direct | · | Acquired | 106.6% (price as of 2026-10-02) |
| April 14, 2026 | SCHW | S 10b5-1 | 21,750 | $99.00 | $2,153,250 | 0 Indirect | -100.00% | Disposed | -2.3% (price as of 2026-10-02) |
| April 14, 2026 | SCHW | M | 21,750 | · | · | 65,366 Direct | -24.97% | Disposed | (price as of 2026-10-02) |
| March 3, 2026 | SCHW | S | 9,032 | $94.42 | $852,801 | 5,449 Indirect | -62.37% | Disposed | 2.4% (price as of 2026-10-02) |
| March 3, 2026 | SCHW | S | 5,449 | $94.89 | $517,056 | 0 Indirect | -100.00% | Disposed | 1.9% (price as of 2026-10-02) |
| March 2, 2026 | SCHW | A 10b5-1 | 50,052 | · | · | 50,052 Direct | · | Acquired | (price as of 2026-10-02) |
| March 1, 2026 | SCHW | A | 25,633 | · | · | 25,633 Direct | · | Acquired | (price as of 2026-10-02) |
| March 1, 2026 | SCHW | F | 11,152 | $95.30 | $1,062,786 | 14,481 Direct | -43.51% | Disposed | 1.5% (price as of 2026-10-02) |
| Nov. 7, 2025 | SCHW | M | 35,188 | $41.98 | $1,477,192 | 0 Direct | · | Acquired | 130.3% (price as of 2026-10-02) |
| Nov. 7, 2025 | SCHW | S | 35,188 | $95.35 | $3,355,176 | 0 Indirect | -100.00% | Disposed | 1.4% (price as of 2026-10-02) |
| Nov. 7, 2025 | SCHW | M | 35,188 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 21, 2025 | SCHW | M | 47,500 | $41.98 | $1,994,050 | 0 Direct | · | Acquired | 130.3% (price as of 2026-10-02) |
| May 21, 2025 | SCHW | S | 47,500 | $88.46 | $4,201,850 | 0 Indirect | -100.00% | Disposed | 9.3% (price as of 2026-10-02) |
| May 21, 2025 | SCHW | M | 47,500 | · | · | 35,188 Direct | -57.44% | Disposed | (price as of 2026-10-02) |
| May 1, 2025 | SCHW | M 10b5-1 | 9,559 | $42.99 | $410,941 | 0 Direct | · | Acquired | 124.9% (price as of 2026-10-02) |
| May 1, 2025 | SCHW | S | 9,559 | $82.00 | $783,838 | 0 Indirect | -100.00% | Disposed | 17.9% (price as of 2026-10-02) |
| May 1, 2025 | SCHW | M 10b5-1 | 9,559 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 6, 2025 | SCHW | S 10b5-1 | 23,258 | $75.59 | $1,758,072 | 0 Indirect | -100.00% | Disposed | 27.9% (price as of 2026-10-02) |
| March 3, 2025 | SCHW | F | 19,151 | $79.04 | $1,513,695 | 0 Direct | -100.00% | Disposed | 22.3% (price as of 2026-10-02) |
| March 3, 2025 | SCHW | M | 28,668 | $42.99 | $1,232,437 | 0 Direct | · | Acquired | 124.9% (price as of 2026-10-02) |
| March 3, 2025 | SCHW | S | 28,668 | $79.32 | $2,273,946 | 23,258 Indirect | -55.21% | Disposed | 21.9% (price as of 2026-10-02) |
| March 3, 2025 | SCHW | A 10b5-1 | 63,840 | · | · | 63,840 Direct | · | Acquired | (price as of 2026-10-02) |
| March 3, 2025 | SCHW | M 10b5-1 | 28,668 | · | · | 9,559 Direct | -74.99% | Disposed | (price as of 2026-10-02) |
| March 1, 2025 | SCHW | A | 42,409 | · | · | 42,409 Direct | · | Acquired | (price as of 2026-10-02) |
| March 21, 2024 | SCHW | M 10b5-1 | 4,977 | $26.39 | $131,343 | 0 Direct | · | Acquired | 266.4% (price as of 2026-10-02) |
| March 21, 2024 | SCHW | S | 4,977 | $70.01 | $348,440 | 0 Indirect | -100.00% | Disposed | 38.1% (price as of 2026-10-02) |
| March 21, 2024 | SCHW | M 10b5-1 | 4,977 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 6, 2024 | SCHW | S 10b5-1 | 40,616 | $67.71 | $2,750,109 | 8,135 Indirect | -83.31% | Disposed | 42.8% (price as of 2026-10-02) |
| March 6, 2024 | SCHW | S 10b5-1 | 8,135 | $68.23 | $555,051 | 0 Indirect | -100.00% | Disposed | 41.7% (price as of 2026-10-02) |
| March 1, 2024 | SCHW | A | 92,236 | · | · | 92,236 Direct | · | Acquired | (price as of 2026-10-02) |
| March 1, 2024 | SCHW | F | 43,485 | $66.36 | $2,885,665 | 0 Direct | -100.00% | Disposed | 45.7% (price as of 2026-10-02) |
| March 1, 2024 | SCHW | A | 69,147 | · | · | 69,147 Direct | · | Acquired | (price as of 2026-10-02) |
| March 6, 2023 | SCHW | S 10b5-1 | 34,667 | $76.33 | $2,646,132 | 11,159 Indirect | -75.65% | Disposed | 26.7% (price as of 2026-10-02) |
| March 2, 2023 | SCHW | F | 34,091 | $76.46 | $2,606,598 | 0 Direct | -100.00% | Disposed | 26.5% (price as of 2026-10-02) |
| March 2, 2023 | SCHW | A | 68,758 | · | · | 68,758 Direct | · | Acquired | (price as of 2026-10-02) |
| March 1, 2023 | SCHW | A | 60,192 | · | · | 60,192 Direct | · | Acquired | (price as of 2026-10-02) |
| Jan. 18, 2023 | SCHW | M | 51,144 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 18, 2023 | SCHW | S 10b5-1 | 11,159 | $80.83 | $901,982 | 0 Indirect | -100.00% | Disposed | 19.6% (price as of 2026-10-02) |
| Jan. 18, 2023 | SCHW | S 10b5-1 | 39,985 | $80.15 | $3,204,798 | 11,159 Indirect | -78.18% | Disposed | 20.6% (price as of 2026-10-02) |
| Jan. 18, 2023 | SCHW | M | 51,144 | $30.17 | $1,543,014 | 0 Direct | · | Acquired | 220.5% (price as of 2026-10-02) |
| Oct. 28, 2022 | SCHW | S | 4,019 | $79.08 | $317,823 | 0 Indirect | -100.00% | Disposed | 22.3% (price as of 2026-10-02) |
| Aug. 12, 2022 | SCHW | S 10b5-1 | 8,032 | $75.00 | $602,400 | 4,019 Indirect | -66.65% | Disposed | 28.9% (price as of 2026-10-02) |
| April 7, 2022 | SCHW | S 10b5-1 | 4,016 | $80.02 | $321,360 | 12,051 Indirect | -25.00% | Disposed | 20.8% (price as of 2026-10-02) |
| March 1, 2022 | SCHW | M | 16,067 | $80.06 | $1,286,324 | 16,067 Indirect | · | Acquired | 20.8% (price as of 2026-10-02) |
| March 1, 2022 | SCHW | A | 57,246 | · | · | 57,246 Direct | · | Acquired | (price as of 2026-10-02) |
| Jan. 12, 2022 | SCHW | M | 4,976 | $26.39 | $131,317 | 4,976 Indirect | · | Acquired | 266.4% (price as of 2026-10-02) |
| Jan. 12, 2022 | SCHW | S 10b5-1 | 4,976 | $95.00 | $472,720 | 0 Indirect | -100.00% | Disposed | 1.8% (price as of 2026-10-02) |
| Jan. 12, 2022 | SCHW | M | 4,976 | · | · | 4,977 Direct | -49.99% | Disposed | (price as of 2026-10-02) |
| Oct. 11, 2021 | SCHW | M | 11,598 | $26.39 | $306,071 | 11,598 Indirect | · | Acquired | 266.4% (price as of 2026-10-02) |
| Oct. 11, 2021 | SCHW | S 10b5-1 | 11,598 | $77.98 | $904,412 | 0 Indirect | -100.00% | Disposed | 24.0% (price as of 2026-10-02) |
| Oct. 11, 2021 | SCHW | M | 11,598 | · | · | 9,953 Direct | -53.82% | Disposed | (price as of 2026-10-02) |
| Sept. 28, 2021 | SCHW | M | 902 | $26.39 | $23,804 | 902 Indirect | · | Acquired | 266.4% (price as of 2026-10-02) |
| Sept. 28, 2021 | SCHW | S 10b5-1 | 902 | $77.96 | $70,320 | 0 Indirect | -100.00% | Disposed | 24.0% (price as of 2026-10-02) |
| Sept. 28, 2021 | SCHW | M | 902 | · | · | 21,551 Direct | -4.02% | Disposed | (price as of 2026-10-02) |
| June 3, 2021 | SCHW | M | 12,500 | $26.39 | $329,875 | 12,500 Indirect | · | Acquired | 266.4% (price as of 2026-10-02) |
| June 3, 2021 | SCHW | S 10b5-1 | 12,500 | $75.90 | $948,750 | 0 Indirect | -100.00% | Disposed | 27.4% (price as of 2026-10-02) |
| June 3, 2021 | SCHW | M | 12,500 | · | · | 22,453 Direct | -35.76% | Disposed | (price as of 2026-10-02) |
| May 27, 2021 | SCHW | M | 12,500 | $26.39 | $329,875 | 12,500 Indirect | · | Acquired | 266.4% (price as of 2026-10-02) |
| May 27, 2021 | SCHW | S 10b5-1 | 12,500 | $73.99 | $924,875 | 0 Indirect | -100.00% | Disposed | 30.7% (price as of 2026-10-02) |
| May 27, 2021 | SCHW | M | 12,500 | · | · | 34,953 Direct | -26.34% | Disposed | (price as of 2026-10-02) |
| April 29, 2021 | SCHW | M | 7,794 | $28.44 | $221,661 | 7,794 Indirect | · | Acquired | 240.0% (price as of 2026-10-02) |
| April 29, 2021 | SCHW | S 10b5-1 | 7,794 | $70.99 | $553,296 | 0 Indirect | -100.00% | Disposed | 36.2% (price as of 2026-10-02) |
| April 29, 2021 | SCHW | M | 7,794 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| April 29, 2021 | SCHW | M | 12,500 | $26.39 | $329,875 | 12,500 Indirect | · | Acquired | 266.4% (price as of 2026-10-02) |
| April 29, 2021 | SCHW | S 10b5-1 | 12,500 | $72.00 | $900,000 | 0 Indirect | -100.00% | Disposed | 34.3% (price as of 2026-10-02) |
| April 29, 2021 | SCHW | M | 12,500 | · | · | 47,453 Direct | -20.85% | Disposed | (price as of 2026-10-02) |
| April 28, 2021 | SCHW | M | 7,793 | $28.44 | $221,633 | 7,793 Indirect | · | Acquired | 240.0% (price as of 2026-10-02) |
| April 28, 2021 | SCHW | S 10b5-1 | 7,793 | $70.00 | $545,510 | 0 Indirect | -100.00% | Disposed | 38.1% (price as of 2026-10-02) |
| April 28, 2021 | SCHW | M | 7,793 | · | · | 7,794 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| April 27, 2021 | SCHW | M | 8,424 | $27.45 | $231,239 | 8,424 Indirect | · | Acquired | 252.3% (price as of 2026-10-02) |
| April 27, 2021 | SCHW | S 10b5-1 | 8,424 | $69.00 | $581,256 | 0 Indirect | -100.00% | Disposed | 40.1% (price as of 2026-10-02) |
| April 27, 2021 | SCHW | M | 8,424 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| April 6, 2021 | SCHW | S 10b5-1 | 2,241 | $67.94 | $152,254 | 0 Indirect | -100.00% | Disposed | 42.3% (price as of 2026-10-02) |
| April 2, 2021 | SCHW | M | 2,241 | $68.33 | $153,128 | 2,241 Indirect | · | Acquired | 41.5% (price as of 2026-10-02) |
| March 12, 2021 | SCHW | M | 8,423 | $27.45 | $231,211 | 8,423 Indirect | · | Acquired | 252.3% (price as of 2026-10-02) |
| March 12, 2021 | SCHW | S 10b5-1 | 8,423 | $67.01 | $564,425 | 0 Indirect | -100.00% | Disposed | 44.3% (price as of 2026-10-02) |
| March 12, 2021 | SCHW | M | 8,423 | · | · | 8,424 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| March 4, 2021 | SCHW | S 10b5-1 | 6,796 | $64.81 | $440,449 | 0 Indirect | -100.00% | Disposed | 49.2% (price as of 2026-10-02) |
| March 1, 2021 | SCHW | M | 6,796 | $63.75 | $433,245 | 6,796 Indirect | · | Acquired | 51.7% (price as of 2026-10-02) |
| March 1, 2021 | SCHW | A | 99,695 | · | · | 99,695 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 24, 2021 | SCHW | M | 8,904 | $25.86 | $230,257 | 8,904 Indirect | · | Acquired | 273.9% (price as of 2026-10-02) |
| Feb. 24, 2021 | SCHW | S 10b5-1 | 8,904 | $65.00 | $578,760 | 0 Indirect | -100.00% | Disposed | 48.8% (price as of 2026-10-02) |
| Feb. 24, 2021 | SCHW | M | 8,904 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Feb. 19, 2021 | SCHW | M | 8,903 | $25.86 | $230,232 | 8,903 Indirect | · | Acquired | 273.9% (price as of 2026-10-02) |
| Feb. 19, 2021 | SCHW | S 10b5-1 | 8,903 | $63.01 | $560,978 | 0 Indirect | -100.00% | Disposed | 53.5% (price as of 2026-10-02) |
| Feb. 19, 2021 | SCHW | M | 8,903 | · | · | 8,904 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Jan. 12, 2021 | SCHW | M | 3,503 | $23.12 | $80,989 | 3,503 Indirect | · | Acquired | 318.3% (price as of 2026-10-02) |
| Jan. 12, 2021 | SCHW | S 10b5-1 | 3,503 | $60.98 | $213,613 | 0 Indirect | -100.00% | Disposed | 58.6% (price as of 2026-10-02) |
| Jan. 12, 2021 | SCHW | M | 3,503 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 7, 2021 | SCHW | M | 3,503 | $23.12 | $80,989 | 3,503 Indirect | · | Acquired | 318.3% (price as of 2026-10-02) |
| Jan. 7, 2021 | SCHW | S 10b5-1 | 3,503 | $58.98 | $206,607 | 0 Indirect | -100.00% | Disposed | 64.0% (price as of 2026-10-02) |
Showing latest 100 of 167 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 | $46.81 | March 1, 2029 | 21,866 | Disposed |
| Aug. 5, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.81 | March 1, 2029 | 21,750 | Disposed |
| July 7, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.81 | March 1, 2029 | 21,750 | Disposed |
| April 14, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.81 | March 1, 2029 | 21,750 | Disposed |
| March 2, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $95.49 | March 2, 2036 | 50,052 | Acquired |
| Nov. 7, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $41.98 | March 2, 2030 | 35,188 | Disposed |
| May 21, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $41.98 | March 2, 2030 | 47,500 | Disposed |
| May 1, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $42.99 | March 1, 2027 | 9,559 | Disposed |
| March 3, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $78.12 | March 3, 2035 | 63,840 | Acquired |
| March 3, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $42.99 | March 1, 2027 | 28,668 | Disposed |
| March 21, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 4,977 | Disposed |
| March 1, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $66.47 | March 1, 2034 | 69,147 | Acquired |
| March 1, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $77.41 | March 1, 2033 | 60,192 | Acquired |
| Jan. 18, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $30.17 | March 2, 2025 | 51,144 | Disposed |
| March 1, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $77.86 | March 1, 2032 | 57,246 | Acquired |
| Jan. 12, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 4,976 | Disposed |
| Oct. 11, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 11,598 | Disposed |
| Sept. 28, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 902 | Disposed |
| June 3, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 12,500 | Disposed |
| May 27, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 12,500 | Disposed |
| April 29, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.44 | Nov. 3, 2024 | 7,794 | Disposed |
| April 29, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 12,500 | Disposed |
| April 28, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.44 | Nov. 3, 2024 | 7,793 | Disposed |
| April 27, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $27.45 | Aug. 1, 2024 | 8,424 | Disposed |
| March 12, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $27.45 | Aug. 1, 2024 | 8,423 | Disposed |
| March 1, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $64.10 | March 1, 2031 | 99,695 | Acquired |
| Feb. 24, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $25.86 | March 3, 2024 | 8,904 | Disposed |
| Feb. 19, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $25.86 | March 3, 2024 | 8,903 | Disposed |
| Jan. 12, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $23.12 | Nov. 1, 2023 | 3,503 | Disposed |
| Jan. 7, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $23.12 | Nov. 1, 2023 | 3,503 | Disposed |
| Jan. 6, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $22.67 | Aug. 1, 2023 | 3,814 | Disposed |
| Jan. 6, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $23.12 | Nov. 1, 2023 | 3,502 | Disposed |
| Dec. 29, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $22.67 | Aug. 1, 2023 | 3,813 | Disposed |
| Dec. 1, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $16.40 | March 1, 2023 | 9,459 | Disposed |
| Dec. 1, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $22.67 | Aug. 1, 2023 | 3,813 | Disposed |
| Oct. 20, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.88 | Oct. 1, 2022 | 6,326 | Disposed |
| June 4, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.88 | Oct. 1, 2022 | 3,163 | Disposed |
| March 2, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $41.98 | March 2, 2030 | 82,688 | Acquired |
| Jan. 16, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $16.40 | March 1, 2023 | 3,153 | Disposed |
| Jan. 15, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.88 | Oct. 1, 2022 | 3,162 | Disposed |
| Oct. 15, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.43 | Nov. 1, 2020 | 3,740 | Disposed |
| July 15, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.43 | Nov. 1, 2020 | 3,740 | Disposed |
| April 15, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.43 | Nov. 1, 2020 | 3,740 | Disposed |
| March 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.81 | March 1, 2029 | 87,116 | Acquired |
| Jan. 15, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.43 | Nov. 1, 2020 | 3,739 | Disposed |
| Oct. 15, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.38 | Nov. 2, 2019 | 2,629 | Disposed |
| June 15, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.38 | Nov. 2, 2019 | 2,629 | Disposed |
| May 21, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.88 | Oct. 1, 2022 | 10,000 | Disposed |
| April 16, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.38 | Nov. 2, 2019 | 2,629 | Disposed |
| April 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $50.41 | April 2, 2028 | 13,124 | Acquired |
| March 12, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.88 | Oct. 1, 2022 | 5,000 | Disposed |
| March 1, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $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) | · | Direct |
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy) | · | Direct |
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy) | · | Direct |
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy) | · | Direct |
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy) | · | Direct |
| June 8, 2020 | SCHW | Nonqualified Stock Option (right to buy) | · | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 77,923 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 36,459 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 20,178 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 14,760 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 12,940 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 12,008 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 17,807 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 59,953 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 16,847 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 15,587 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 51,144 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 38,227 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 77,923 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 36,459 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 20,178 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 14,760 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 12,940 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 12,008 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 17,807 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 59,953 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 16,847 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 15,587 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 51,144 | Direct |
| March 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | 38,227 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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.