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
- 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 |
|---|---|---|---|---|---|
| Jul 23, 2026 | SCHW | Sale | 6,952 | $102.03 | $709K |
| Feb 2, 2026 | SCHW | Sale | 7,595 | $104.38 | $793K |
| Aug 27, 2025 | SCHW | Sale | 50,016 | $97.00 | $4.9M |
| May 22, 2025 | SCHW | Sale | 10,176 | $87.39 | $889K |
| Jan 22, 2025 | SCHW | Sale | 14,643 | $80.70 | $1.2M |
| Apr 16, 2024 | SCHW | Sale | 24,520 | $72.23 | $1.8M |
| Nov 30, 2023 | SCHW | Sale | 7,162 | $60.72 | $435K |
| Aug 29, 2023 | SCHW | Sale | 8,000 | $59.61 | $477K |
| Nov 8, 2022 | SCHW | Sale | 1,463 | $80.04 | $117K |
| Oct 31, 2022 | SCHW | Sale | 7,322 | $80.03 | $586K |
| Feb 8, 2022 | SCHW | Sale | 4,480 | $94.04 | $421K |
| Jan 31, 2022 | SCHW | Sale | 2,239 | $87.14 | $195K |
| Aug 27, 2021 | SCHW | Sale | 1,043 | $75.58 | $79K |
| Apr 29, 2021 | SCHW | Sale | 7,321 | $70.85 | $519K |
| Feb 24, 2021 | SCHW | Sale | 14,612 | $64.11 | $937K |
| Nov 6, 2020 | SCHW | Sale | 3,521 | $41.38 | $146K |
| Jan 31, 2020 | SCHW | Sale | 6,757 | $46.11 | $312K |
| Jan 31, 2020 | SCHW | Sale | 3,429 | $46.11 | $158K |
| Jan 31, 2020 | SCHW | Sale | 6,552 | $46.11 | $302K |
| Nov 29, 2019 | SCHW | Sale | 624 | $49.70 | $31K |
| Nov 26, 2019 | SCHW | Sale | 2,500 | $49.02 | $123K |
SEC reporting-owner ID (CIK) 1792910 · all filings on EDGAR