Nigel J Murtagh
Insider
First SEC filing: July 31, 2015 · Latest: July 31, 2015
Insider at
Insider transactions
0 buys (P)
8 sells (S)
Net: $-11,526,590
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. 10, 2026 | SCHW | M | 24,778 | $46.81 | $1,159,858 | 82,750 Direct | +42.74% | Acquired | 106.6% (price as of 2026-10-02) |
| Aug. 10, 2026 | SCHW | S 10b5-1 | 24,778 | $109.01 | $2,701,050 | 57,972 Direct | -29.94% | Disposed | -11.3% (price as of 2026-10-02) |
| Aug. 10, 2026 | SCHW | M | 24,778 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 6, 2026 | SCHW | M | 1,897 | $46.81 | $88,799 | 59,869 Direct | +3.27% | Acquired | 106.6% (price as of 2026-10-02) |
| Aug. 6, 2026 | SCHW | S 10b5-1 | 1,897 | $109.00 | $206,773 | 57,972 Direct | -3.17% | Disposed | -11.3% (price as of 2026-10-02) |
| Aug. 6, 2026 | SCHW | M | 1,897 | · | · | 24,778 Direct | -7.11% | Disposed | (price as of 2026-10-02) |
| July 27, 2026 | SCHW | M | 32,947 | · | · | 15,675 Direct | -67.76% | Disposed | (price as of 2026-10-02) |
| July 27, 2026 | SCHW | S | 11,000 | $104.03 | $1,144,330 | 57,972 Direct | -15.95% | Disposed | -7.0% (price as of 2026-10-02) |
| July 27, 2026 | SCHW | S | 21,947 | $104.00 | $2,282,488 | 68,972 Direct | -24.14% | Disposed | -7.0% (price as of 2026-10-02) |
| July 27, 2026 | SCHW | M | 32,947 | $46.81 | $1,542,249 | 90,919 Direct | +56.83% | Acquired | 106.6% (price as of 2026-10-02) |
| July 21, 2026 | SCHW | M | 4,053 | · | · | 48,622 Direct | -7.69% | Disposed | (price as of 2026-10-02) |
| July 21, 2026 | SCHW | S 10b5-1 | 4,053 | $104.14 | $422,079 | 57,972 Direct | -6.53% | Disposed | -7.1% (price as of 2026-10-02) |
| July 21, 2026 | SCHW | M | 4,053 | $46.81 | $189,721 | 62,025 Direct | +6.99% | Acquired | 106.6% (price as of 2026-10-02) |
| April 14, 2026 | SCHW | M | 41,297 | $52.05 | $2,149,509 | 99,269 Direct | +71.24% | Acquired | 85.8% (price as of 2026-10-02) |
| April 14, 2026 | SCHW | S 10b5-1 | 41,297 | $99.00 | $4,088,403 | 57,972 Direct | -41.60% | Disposed | -2.3% (price as of 2026-10-02) |
| April 14, 2026 | SCHW | M | 41,297 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 3, 2026 | SCHW | S | 4,463 | $94.43 | $421,441 | 60,712 Direct | -6.85% | Disposed | 2.4% (price as of 2026-10-02) |
| March 3, 2026 | SCHW | S | 2,740 | $94.90 | $260,026 | 57,972 Direct | -4.51% | Disposed | 1.9% (price as of 2026-10-02) |
| March 2, 2026 | SCHW | A | 30,377 | · | · | 30,377 Direct | · | Acquired | (price as of 2026-10-02) |
| March 1, 2026 | SCHW | A | 16,312 | · | · | 74,284 Direct | +28.14% | Acquired | (price as of 2026-10-02) |
| March 1, 2026 | SCHW | F | 9,109 | $95.30 | $868,088 | 65,175 Direct | -12.26% | Disposed | 1.5% (price as of 2026-10-02) |
| Nov. 12, 2025 | SCHW | G | 1,032 | · | · | 57,972 Direct | -1.75% | Disposed | (price as of 2026-10-02) |
| July 29, 2025 | SCHW | M | 24,096 | $41.98 | $1,011,550 | 83,095 Direct | +40.84% | Acquired | 130.3% (price as of 2026-10-02) |
| July 29, 2025 | SCHW | S | 24,096 | $97.91 | $2,359,239 | 58,999 Direct | -29.00% | Disposed | -1.2% (price as of 2026-10-02) |
| July 29, 2025 | SCHW | M | 24,096 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| June 18, 2025 | SCHW | M 10b5-1 | 20,872 | $42.99 | $897,287 | 79,871 Direct | +35.38% | Acquired | 124.9% (price as of 2026-10-02) |
| June 18, 2025 | SCHW | S | 20,872 | $90.01 | $1,878,689 | 58,999 Direct | -26.13% | Disposed | 7.4% (price as of 2026-10-02) |
| June 18, 2025 | SCHW | M 10b5-1 | 20,872 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 28, 2025 | SCHW | M | 25,000 | $41.98 | $1,049,500 | 83,999 Direct | +42.37% | Acquired | 130.3% (price as of 2026-10-02) |
| May 28, 2025 | SCHW | S | 25,000 | $88.20 | $2,205,000 | 58,999 Direct | -29.76% | Disposed | 9.6% (price as of 2026-10-02) |
| May 28, 2025 | SCHW | M | 25,000 | · | · | 24,096 Direct | -50.92% | Disposed | (price as of 2026-10-02) |
| May 8, 2025 | SCHW | M 10b5-1 | 25,000 | $42.99 | $1,074,750 | 83,993 Direct | +42.38% | Acquired | 124.9% (price as of 2026-10-02) |
| May 8, 2025 | SCHW | S | 25,000 | $85.00 | $2,125,000 | 58,993 Direct | -29.76% | Disposed | 13.8% (price as of 2026-10-02) |
| May 8, 2025 | SCHW | M 10b5-1 | 25,000 | · | · | 20,872 Direct | -54.50% | Disposed | (price as of 2026-10-02) |
| May 6, 2025 | SCHW | G | 121 | · | · | 58,993 Direct | -0.20% | Disposed | (price as of 2026-10-02) |
| March 5, 2025 | SCHW | S | 15,229 | $75.38 | $1,147,962 | 59,092 Direct | -20.49% | Disposed | 28.3% (price as of 2026-10-02) |
| March 3, 2025 | SCHW | F | 11,277 | $79.04 | $891,334 | 74,321 Direct | -13.17% | Disposed | 22.3% (price as of 2026-10-02) |
| March 3, 2025 | SCHW | A | 39,216 | · | · | 39,216 Direct | · | Acquired | (price as of 2026-10-02) |
| March 1, 2025 | SCHW | A | 26,506 | · | · | 85,598 Direct | +44.86% | Acquired | (price as of 2026-10-02) |
| Nov. 22, 2024 | SCHW | S | 12,739 | $81.17 | $1,034,025 | 59,092 Direct | -17.73% | Disposed | 19.1% (price as of 2026-10-02) |
| April 16, 2024 | SCHW | S | 10,000 | $72.40 | $724,000 | 71,446 Direct | -12.28% | Disposed | 33.6% (price as of 2026-10-02) |
| April 16, 2024 | SCHW | G | 133 | · | · | 71,313 Direct | -0.19% | Disposed | (price as of 2026-10-02) |
| March 21, 2024 | SCHW | M 10b5-1 | 12,948 | $26.39 | $341,698 | 94,394 Direct | +15.90% | Acquired | 266.4% (price as of 2026-10-02) |
| March 21, 2024 | SCHW | S | 12,948 | $70.03 | $906,748 | 81,446 Direct | -13.72% | Disposed | 38.1% (price as of 2026-10-02) |
| March 21, 2024 | SCHW | M 10b5-1 | 12,948 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 6, 2024 | SCHW | S 10b5-1 | 25,558 | $67.72 | $1,730,788 | 85,879 Direct | -22.93% | Disposed | 42.8% (price as of 2026-10-02) |
| March 6, 2024 | SCHW | S 10b5-1 | 4,433 | $68.24 | $302,508 | 81,446 Direct | -5.16% | Disposed | 41.7% (price as of 2026-10-02) |
| March 1, 2024 | SCHW | A | 55,060 | · | · | 136,506 Direct | +67.60% | Acquired | (price as of 2026-10-02) |
| March 1, 2024 | SCHW | F | 25,069 | $66.36 | $1,663,579 | 111,437 Direct | -18.36% | Disposed | 45.7% (price as of 2026-10-02) |
| March 1, 2024 | SCHW | A | 44,003 | · | · | 44,003 Direct | · | Acquired | (price as of 2026-10-02) |
| March 2, 2023 | SCHW | F | 18,298 | $76.46 | $1,399,065 | 79,849 Direct | -18.64% | Disposed | 26.5% (price as of 2026-10-02) |
| March 2, 2023 | SCHW | A | 40,825 | · | · | 98,147 Direct | +71.22% | Acquired | (price as of 2026-10-02) |
| March 1, 2023 | SCHW | A | 38,304 | · | · | 38,304 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 24, 2023 | SCHW | S | 10,796 | $80.23 | $866,163 | 57,322 Direct | -15.85% | Disposed | 20.5% (price as of 2026-10-02) |
| Nov. 28, 2022 | SCHW | G | 171 | · | · | 68,118 Direct | -0.25% | Disposed | (price as of 2026-10-02) |
| Oct. 28, 2022 | SCHW | M | 16,169 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Oct. 28, 2022 | SCHW | S | 16,169 | $80.00 | $1,293,520 | 68,105 Direct | -19.19% | Disposed | 20.9% (price as of 2026-10-02) |
| Oct. 28, 2022 | SCHW | M | 16,169 | $30.17 | $487,819 | 84,274 Direct | +23.74% | Acquired | 220.5% (price as of 2026-10-02) |
| Oct. 28, 2022 | SCHW | S | 16,169 | $80.00 | $1,293,520 | 51,798 Direct | -23.79% | Disposed | 20.9% (price as of 2026-10-02) |
| March 1, 2022 | SCHW | M | 9,916 | $80.06 | $793,875 | 67,568 Direct | +17.20% | Acquired | 20.8% (price as of 2026-10-02) |
| March 1, 2022 | SCHW | A | 35,779 | · | · | 35,779 Direct | · | Acquired | (price as of 2026-10-02) |
| Oct. 22, 2021 | SCHW | M | 28,000 | $26.39 | $738,920 | 85,484 Direct | +48.71% | Acquired | 266.4% (price as of 2026-10-02) |
| Oct. 22, 2021 | SCHW | S | 28,000 | $83.26 | $2,331,280 | 57,484 Direct | -32.75% | Disposed | 16.1% (price as of 2026-10-02) |
| Oct. 22, 2021 | SCHW | G | 239 | · | · | 57,245 Direct | -0.42% | Disposed | (price as of 2026-10-02) |
| Oct. 22, 2021 | SCHW | M | 28,000 | · | · | 12,948 Direct | -68.38% | Disposed | (price as of 2026-10-02) |
| Aug. 25, 2021 | SCHW | M | 25,000 | $26.39 | $659,750 | 82,484 Direct | +43.49% | Acquired | 266.4% (price as of 2026-10-02) |
| Aug. 25, 2021 | SCHW | S | 25,000 | $74.76 | $1,869,000 | 57,484 Direct | -30.31% | Disposed | 29.3% (price as of 2026-10-02) |
| Aug. 25, 2021 | SCHW | M | 25,000 | · | · | 40,948 Direct | -37.91% | Disposed | (price as of 2026-10-02) |
| May 28, 2021 | SCHW | M | 25,000 | $30.17 | $754,250 | 82,484 Direct | +43.49% | Acquired | 220.5% (price as of 2026-10-02) |
| May 28, 2021 | SCHW | S | 25,000 | $74.01 | $1,850,250 | 57,484 Direct | -30.31% | Disposed | 30.7% (price as of 2026-10-02) |
| May 28, 2021 | SCHW | M | 25,000 | · | · | 16,169 Direct | -60.73% | Disposed | (price as of 2026-10-02) |
| March 1, 2021 | SCHW | M | 7,067 | $63.75 | $450,521 | 57,484 Direct | +14.02% | Acquired | 51.7% (price as of 2026-10-02) |
| March 1, 2021 | SCHW | A | 59,512 | · | · | 59,512 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 12, 2021 | SCHW | M | 19,000 | $30.17 | $573,230 | 69,275 Direct | +37.79% | Acquired | 220.5% (price as of 2026-10-02) |
| Feb. 12, 2021 | SCHW | M | 17,665 | $28.44 | $502,393 | 86,940 Direct | +25.50% | Acquired | 240.0% (price as of 2026-10-02) |
| Feb. 12, 2021 | SCHW | S | 36,665 | $57.92 | $2,123,637 | 50,275 Direct | -42.17% | Disposed | 67.0% (price as of 2026-10-02) |
| Feb. 12, 2021 | SCHW | M | 17,665 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Feb. 12, 2021 | SCHW | M | 19,000 | · | · | 41,169 Direct | -31.58% | Disposed | (price as of 2026-10-02) |
| March 2, 2020 | SCHW | M | 9,284 | $40.81 | $378,880 | 49,405 Direct | +23.14% | Acquired | 137.0% (price as of 2026-10-02) |
| March 2, 2020 | SCHW | A | 49,096 | · | · | 49,096 Direct | · | Acquired | (price as of 2026-10-02) |
| May 31, 2019 | SCHW | G | 236 | · | · | 39,639 Direct | -0.59% | Disposed | (price as of 2026-10-02) |
| April 17, 2019 | SCHW | S | 23,200 | $45.70 | $1,060,240 | 39,875 Direct | -36.78% | Disposed | 111.6% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | M | 19,349 | $25.86 | $500,365 | 66,190 Direct | +41.31% | Acquired | 273.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | M | 19,093 | $27.45 | $524,103 | 85,283 Direct | +28.85% | Acquired | 252.3% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | M | 15,667 | $23.12 | $362,221 | 100,950 Direct | +18.37% | Acquired | 318.3% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | M | 15,619 | $22.67 | $354,083 | 116,569 Direct | +15.47% | Acquired | 326.6% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | M | 1,718 | $11.75 | $20,186 | 118,287 Direct | +1.47% | Acquired | 723.0% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | M | 659 | $12.45 | $8,205 | 118,946 Direct | +0.56% | Acquired | 676.7% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | M | 615 | $12.93 | $7,952 | 119,561 Direct | +0.52% | Acquired | 647.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | M | 297 | $13.64 | $4,051 | 119,858 Direct | +0.25% | Acquired | 608.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | M | 202 | $16.40 | $3,313 | 120,060 Direct | +0.17% | Acquired | 489.6% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | M | 15 | $12.93 | $194 | 120,075 Direct | +0.01% | Acquired | 647.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | S | 15 | $45.64 | $685 | 120,060 Direct | -0.01% | Disposed | 111.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | S | 202 | $45.64 | $9,219 | 119,858 Direct | -0.17% | Disposed | 111.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | S | 297 | $45.64 | $13,555 | 119,561 Direct | -0.25% | Disposed | 111.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | S | 659 | $45.64 | $30,077 | 118,902 Direct | -0.55% | Disposed | 111.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | S | 1,718 | $45.64 | $78,410 | 117,184 Direct | -1.44% | Disposed | 111.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | S | 15,667 | $45.64 | $715,042 | 101,517 Direct | -13.37% | Disposed | 111.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | S | 19,093 | $45.64 | $871,405 | 82,424 Direct | -18.81% | Disposed | 111.9% (price as of 2026-10-02) |
| April 16, 2019 | SCHW | S | 19,349 | $45.64 | $883,088 | 63,075 Direct | -23.47% | Disposed | 111.9% (price as of 2026-10-02) |
Showing latest 100 of 160 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. 10, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.81 | March 1, 2029 | 24,778 | Disposed |
| Aug. 6, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.81 | March 1, 2029 | 1,897 | Disposed |
| July 27, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.81 | March 1, 2029 | 32,947 | Disposed |
| July 21, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.81 | March 1, 2029 | 4,053 | Disposed |
| April 14, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $52.05 | March 1, 2028 | 41,297 | Disposed |
| March 2, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $95.49 | March 2, 2036 | 30,377 | Acquired |
| July 29, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $41.98 | March 2, 2030 | 24,096 | Disposed |
| June 18, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $42.99 | March 1, 2027 | 20,872 | Disposed |
| May 28, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $41.98 | March 2, 2030 | 25,000 | Disposed |
| May 8, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $42.99 | March 1, 2027 | 25,000 | Disposed |
| March 3, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $78.12 | March 3, 2035 | 39,216 | Acquired |
| March 21, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 12,948 | Disposed |
| March 1, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $66.47 | March 1, 2034 | 44,003 | Acquired |
| March 1, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $77.41 | March 1, 2033 | 38,304 | Acquired |
| Oct. 28, 2022 | SCHW | Nonqualified Stock Option | Common Stock | $30.17 | March 2, 2025 | 16,169 | Disposed |
| March 1, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $77.86 | March 1, 2032 | 35,779 | Acquired |
| Oct. 22, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 28,000 | Disposed |
| Aug. 25, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 25,000 | Disposed |
| May 28, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $30.17 | March 2, 2025 | 25,000 | Disposed |
| March 1, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $64.10 | March 1, 2031 | 59,512 | Acquired |
| Feb. 12, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.44 | Nov. 3, 2024 | 17,665 | Disposed |
| Feb. 12, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $30.17 | March 2, 2025 | 19,000 | Disposed |
| March 2, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $41.98 | March 2, 2030 | 49,096 | Acquired |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $16.40 | March 1, 2023 | 202 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $25.86 | March 3, 2024 | 19,349 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $22.67 | Aug. 1, 2023 | 15,619 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $27.45 | Aug. 1, 2024 | 19,093 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $11.75 | Nov. 1, 2021 | 1,718 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $13.64 | Nov. 1, 2022 | 297 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $23.12 | Nov. 1, 2023 | 15,667 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.93 | July 2, 2022 | 15 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.93 | July 2, 2022 | 615 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.45 | Aug. 1, 2022 | 659 | Disposed |
| March 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.81 | March 1, 2029 | 52,675 | Acquired |
| April 27, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $16.40 | March 1, 2023 | 6,500 | Disposed |
| April 27, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $13.64 | Nov. 1, 2022 | 6,500 | Disposed |
| March 1, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $52.05 | March 1, 2028 | 41,297 | Acquired |
| Feb. 26, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $16.40 | March 1, 2023 | 15,000 | Disposed |
| Nov. 22, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $13.64 | Nov. 1, 2022 | 10,000 | Disposed |
| Oct. 31, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.93 | July 2, 2022 | 5,000 | Disposed |
| Oct. 31, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.45 | Aug. 1, 2022 | 3,000 | Disposed |
| March 1, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $42.99 | March 1, 2027 | 45,872 | Acquired |
| Nov. 23, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.45 | Aug. 1, 2022 | 13,000 | Disposed |
| Nov. 10, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.93 | July 2, 2022 | 10,000 | Disposed |
| Oct. 20, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $11.75 | Nov. 1, 2021 | 15,000 | Disposed |
| March 1, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $26.39 | March 1, 2026 | 65,948 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 13 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 31, 2015 | SCHW | Common Stock | 37,053 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 29,621 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 26,110 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 24,938 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 25,000 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 15,944 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 30,267 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 19,410 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 18,012 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 20,181 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 19,093 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 17,665 | Direct |
| July 31, 2015 | SCHW | Nonqualified Stock Option (right to buy) | 60,169 | Direct |