Current roles
From Section 16 filings (Forms 3, 4 and 5) in the last 13 months.
Past roles
“Last filing” is the latest Form 3/4/5 for that company, an upper bound on the end date.
None on record since 2016.
Sits alongside
People who currently share a board or management team with this person.
- Arun SarinSCHW
- Carolyn Schwab-PomerantzSCHW
- Charles A. RuffelSCHW
- Charles R. SchwabSCHW
- Dennis HowardSCHW
- Frank C. HerringerSCHW
- Joan DeaSCHW
- John K. Adams, Jr.SCHW
- Jonathan M. CraigSCHW
- Jonathan S. BeattySCHW
- Marianne Catherine BrownSCHW
- Michael D. VerdeschiSCHW
- Neesha HathiSCHW
- Nigel J. MurtaghSCHW
- Paula A. SneedSCHW
- Paul Woolway VSCHW
- Peter J. Morgan IIISCHW
- Richard A. WursterSCHW
- Stephen A. EllisSCHW
- Tyler A. WoulfeSCHW
- Walter W. BettingerSCHW
Open-market trades
Purchases and sales reported on Form 4 at S&P 500 companies.
| Date | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Feb 6, 2026 | SCHW | Sale | 11,825 | $104.55 | $1.2M |
| Nov 18, 2024 | SCHW | Sale | 9,284 | $81.43 | $756K |
| Oct 18, 2021 | SCHW | Sale | 11,094 | $80.38 | $892K |
| Feb 24, 2021 | SCHW | Sale | 30,000 | $64.14 | $1.9M |
| Nov 11, 2020 | SCHW | Sale | 9,307 | $46.54 | $433K |
| Aug 16, 2018 | SCHW | Sale | 8,548 | $51.14 | $437K |
| Aug 16, 2018 | SCHW | Sale | 1,791 | $51.14 | $92K |
| Aug 16, 2018 | SCHW | Sale | 1,446 | $51.14 | $74K |
| Aug 16, 2018 | SCHW | Sale | 3,933 | $51.14 | $201K |
SEC reporting-owner ID (CIK) 1186004 · all filings on EDGAR