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
- Christopher Dodds VSCHW
- 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
Open-market trades
Purchases and sales reported on Form 4 at S&P 500 companies.
| Date | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | SCHW | Sale | 74,388 | $110.91 | $8.3M |
| Aug 24, 2026 | SCHW | Sale | 176,210 | $113.49 | $20.0M |
| Jul 28, 2026 | SCHW | Sale | 12,880 | $105.56 | $1.4M |
| Jul 28, 2026 | SCHW | Sale | 38,263 | $105.18 | $4.0M |
| Jul 28, 2026 | SCHW | Sale | 42,265 | $103.86 | $4.4M |
| Jul 27, 2026 | SCHW | Sale | 192,488 | $103.90 | $20.0M |
| Feb 6, 2026 | SCHW | Sale | 67,514 | $104.25 | $7.0M |
| Feb 4, 2026 | SCHW | Sale | 94,948 | $104.25 | $9.9M |
| Feb 3, 2026 | SCHW | Sale | 141,033 | $103.85 | $14.6M |
| Feb 3, 2026 | SCHW | Sale | 21,429 | $104.24 | $2.2M |
| Jul 29, 2025 | SCHW | Sale | 173,876 | $98.84 | $17.2M |
| May 19, 2025 | SCHW | Sale | 191,523 | $89.00 | $17.0M |
| Feb 12, 2025 | SCHW | Sale | 441,797 | $81.87 | $36.2M |
| Feb 12, 2025 | SCHW | Sale | 22,832 | $82.66 | $1.9M |
| Jul 17, 2024 | SCHW | Buy | 25,000 | $66.26 | $1.7M |
| Mar 14, 2023 | SCHW | Buy | 50,000 | $59.31 | $3.0M |
| Apr 29, 2022 | SCHW | Buy | 63,188 | $67.07 | $4.2M |
| Apr 28, 2022 | SCHW | Buy | 9,723 | $68.16 | $663K |
| Apr 27, 2022 | SCHW | Buy | 4,341 | $68.55 | $298K |
| Apr 26, 2022 | SCHW | Buy | 26,108 | $68.55 | $1.8M |
| Apr 25, 2022 | SCHW | Buy | 36,640 | $69.49 | $2.5M |
| Oct 20, 2021 | SCHW | Sale | 206,025 | $81.19 | $16.7M |
| Oct 19, 2021 | SCHW | Sale | 245,239 | $81.12 | $19.9M |
| May 14, 2021 | SCHW | Sale | 49,788 | $72.47 | $3.6M |
| May 10, 2021 | SCHW | Sale | 20,483 | $72.48 | $1.5M |
| May 6, 2021 | SCHW | Sale | 124,669 | $71.44 | $8.9M |
| May 6, 2021 | SCHW | Sale | 1 | $70.79 | $61 |
| Apr 29, 2021 | SCHW | Sale | 242,002 | $70.68 | $17.1M |
| Dec 26, 2018 | SCHW | Buy | 31,579 | $37.97 | $1.2M |
| Dec 24, 2018 | SCHW | Buy | 93,090 | $39.09 | $3.6M |
| May 22, 2018 | SCHW | Sale | 101,310 | $59.71 | $6.0M |
| May 22, 2018 | SCHW | Sale | 40,489 | $59.71 | $2.4M |
| May 22, 2018 | SCHW | Sale | 109,501 | $59.71 | $6.5M |
| May 21, 2018 | SCHW | Sale | 113,832 | $59.72 | $6.8M |
| Dec 4, 2017 | SCHW | Sale | 156,100 | $50.05 | $7.8M |
| Nov 30, 2017 | SCHW | Sale | 168,220 | $49.10 | $8.3M |
| Nov 29, 2017 | SCHW | Sale | 262,309 | $48.15 | $12.6M |
| Nov 7, 2017 | SCHW | Buy | 41,330 | $27.23 | $1.1M |
| Nov 7, 2017 | SCHW | Buy | 31,180 | $27.19 | $848K |
| Apr 19, 2017 | SCHW | Sale | 15,056 | $38.57 | $581K |
| Jan 25, 2017 | SCHW | Sale | 325,000 | $42.31 | $13.8M |
| Jan 13, 2017 | SCHW | Sale | 339,426 | $41.75 | $14.2M |
| Jan 5, 2017 | SCHW | Sale | 143,596 | $41.20 | $5.9M |
| Jan 4, 2017 | SCHW | Sale | 125,000 | $41.20 | $5.2M |
| Jan 4, 2017 | SCHW | Sale | 359,400 | $40.70 | $14.6M |
| Dec 23, 2016 | SCHW | Sale | 320,649 | $40.35 | $12.9M |
| Dec 15, 2016 | SCHW | Sale | 206,092 | $39.85 | $8.2M |
| Dec 8, 2016 | SCHW | Sale | 68,667 | $39.85 | $2.7M |
| Dec 1, 2016 | SCHW | Sale | 196,592 | $39.43 | $7.8M |
| Nov 30, 2016 | SCHW | Sale | 56,423 | $39.22 | $2.2M |
| Nov 23, 2016 | SCHW | Sale | 34,233 | $39.21 | $1.3M |
| Nov 10, 2016 | SCHW | Sale | 100,800 | $35.46 | $3.6M |
| Oct 20, 2016 | SCHW | Sale | 73,241 | $32.34 | $2.4M |
| Oct 20, 2016 | SCHW | Sale | 243,446 | $32.34 | $7.9M |
| Oct 20, 2016 | SCHW | Sale | 281,909 | $32.34 | $9.1M |
| Oct 19, 2016 | SCHW | Sale | 612,000 | $32.65 | $20.0M |
| Apr 26, 2016 | SCHW | Sale | 10,000 | $29.78 | $298K |
SEC reporting-owner ID (CIK) 1296479 · all filings on EDGAR