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 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
- Walter W. BettingerSCHW
Open-market trades
Purchases and sales reported on Form 4 at S&P 500 companies.
| Date | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| May 21, 2025 | SCHW | Sale | 5,556 | $87.65 | $487K |
| Nov 13, 2024 | SCHW | Sale | 2,998 | $78.65 | $236K |
| Aug 17, 2023 | SCHW | Buy | 833 | $60.55 | $50K |
| Feb 16, 2023 | SCHW | Sale | 5,176 | $80.88 | $419K |
| Feb 4, 2021 | SCHW | Buy | 3,636 | $54.08 | $197K |
| Jul 22, 2020 | SCHW | Buy | 2,854 | $34.91 | $100K |
| Apr 27, 2020 | SCHW | Buy | 2,460 | $36.74 | $90K |
| May 3, 2019 | SCHW | Buy | 2,500 | $46.10 | $115K |
SEC reporting-owner ID (CIK) 1739929 · all filings on EDGAR