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 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 |
|---|---|---|---|---|---|
| Aug 14, 2026 | SCHW | Sale | 21,866 | $111.03 | $2.4M |
| Aug 5, 2026 | SCHW | Sale | 21,750 | $107.02 | $2.3M |
| Jul 7, 2026 | SCHW | Sale | 21,750 | $102.01 | $2.2M |
| Apr 14, 2026 | SCHW | Sale | 21,750 | $99.00 | $2.2M |
| Mar 3, 2026 | SCHW | Sale | 5,449 | $94.89 | $517K |
| Mar 3, 2026 | SCHW | Sale | 9,032 | $94.42 | $853K |
| Nov 7, 2025 | SCHW | Sale | 35,188 | $95.35 | $3.4M |
| May 21, 2025 | SCHW | Sale | 47,500 | $88.46 | $4.2M |
| May 1, 2025 | SCHW | Sale | 9,559 | $82.00 | $784K |
| Mar 6, 2025 | SCHW | Sale | 23,258 | $75.59 | $1.8M |
| Mar 3, 2025 | SCHW | Sale | 28,668 | $79.32 | $2.3M |
| Mar 21, 2024 | SCHW | Sale | 4,977 | $70.01 | $348K |
| Mar 6, 2024 | SCHW | Sale | 40,616 | $67.71 | $2.8M |
| Mar 6, 2024 | SCHW | Sale | 8,135 | $68.23 | $555K |
| Mar 6, 2023 | SCHW | Sale | 34,667 | $76.33 | $2.6M |
| Jan 18, 2023 | SCHW | Sale | 11,159 | $80.83 | $902K |
| Jan 18, 2023 | SCHW | Sale | 39,985 | $80.15 | $3.2M |
| Oct 28, 2022 | SCHW | Sale | 4,019 | $79.08 | $318K |
| Aug 12, 2022 | SCHW | Sale | 8,032 | $75.00 | $602K |
| Apr 7, 2022 | SCHW | Sale | 4,016 | $80.02 | $321K |
| Jan 12, 2022 | SCHW | Sale | 4,976 | $95.00 | $473K |
| Oct 11, 2021 | SCHW | Sale | 11,598 | $77.98 | $904K |
| Sep 28, 2021 | SCHW | Sale | 902 | $77.96 | $70K |
| Jun 3, 2021 | SCHW | Sale | 12,500 | $75.90 | $949K |
| May 27, 2021 | SCHW | Sale | 12,500 | $73.99 | $925K |
| Apr 29, 2021 | SCHW | Sale | 12,500 | $72.00 | $900K |
| Apr 29, 2021 | SCHW | Sale | 7,794 | $70.99 | $553K |
| Apr 28, 2021 | SCHW | Sale | 7,793 | $70.00 | $546K |
| Apr 27, 2021 | SCHW | Sale | 8,424 | $69.00 | $581K |
| Apr 6, 2021 | SCHW | Sale | 2,241 | $67.94 | $152K |
| Mar 12, 2021 | SCHW | Sale | 8,423 | $67.01 | $564K |
| Mar 4, 2021 | SCHW | Sale | 6,796 | $64.81 | $440K |
| Feb 24, 2021 | SCHW | Sale | 8,904 | $65.00 | $579K |
| Feb 19, 2021 | SCHW | Sale | 8,903 | $63.01 | $561K |
| Jan 12, 2021 | SCHW | Sale | 3,503 | $60.98 | $214K |
| Jan 7, 2021 | SCHW | Sale | 3,503 | $58.98 | $207K |
| Jan 6, 2021 | SCHW | Sale | 3,502 | $56.97 | $200K |
| Jan 6, 2021 | SCHW | Sale | 3,814 | $54.99 | $210K |
| Dec 29, 2020 | SCHW | Sale | 3,813 | $52.99 | $202K |
| Dec 1, 2020 | SCHW | Sale | 13,272 | $50.35 | $668K |
| Oct 20, 2020 | SCHW | Sale | 6,326 | $40.00 | $253K |
| Jun 4, 2020 | SCHW | Sale | 7,772 | $40.03 | $311K |
| Jun 4, 2020 | SCHW | Sale | 3,163 | $40.00 | $127K |
| Jan 16, 2020 | SCHW | Sale | 3,153 | $49.00 | $154K |
| Jan 15, 2020 | SCHW | Sale | 3,162 | $47.33 | $150K |
| Oct 15, 2019 | SCHW | Sale | 3,740 | $38.97 | $146K |
| Jul 15, 2019 | SCHW | Sale | 3,740 | $40.20 | $150K |
| Apr 15, 2019 | SCHW | Sale | 3,740 | $46.52 | $174K |
| Mar 6, 2019 | SCHW | Sale | 12,604 | $45.93 | $579K |
| Jan 15, 2019 | SCHW | Sale | 3,739 | $43.58 | $163K |
| Oct 15, 2018 | SCHW | Sale | 2,629 | $48.84 | $128K |
| Jun 15, 2018 | SCHW | Sale | 2,629 | $56.03 | $147K |
| May 21, 2018 | SCHW | Sale | 10,000 | $60.00 | $600K |
| Apr 16, 2018 | SCHW | Sale | 2,629 | $52.11 | $137K |
| Mar 12, 2018 | SCHW | Sale | 5,000 | $58.01 | $290K |
| Mar 8, 2018 | SCHW | Sale | 1,820 | $55.63 | $101K |
| Mar 7, 2018 | SCHW | Sale | 6,226 | $53.92 | $336K |
SEC reporting-owner ID (CIK) 1733065 · all filings on EDGAR