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
- 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 17, 2026 | SCHW | Sale | 1,000 | $111.33 | $111K |
| Jul 21, 2026 | SCHW | Sale | 2,000 | $104.21 | $208K |
| Jul 7, 2026 | SCHW | Sale | 2,000 | $102.01 | $204K |
| Jul 6, 2026 | SCHW | Sale | 2,000 | $100.01 | $200K |
| Jul 2, 2026 | SCHW | Sale | 2,000 | $97.03 | $194K |
| Feb 27, 2026 | SCHW | Sale | 2,030 | $95.30 | $193K |
| Jan 22, 2026 | SCHW | Sale | 2,000 | $105.00 | $210K |
| Dec 23, 2025 | SCHW | Sale | 2,000 | $102.01 | $204K |
| Nov 12, 2025 | SCHW | Sale | 3,072 | $98.00 | $301K |
| Aug 28, 2025 | SCHW | Sale | 6,144 | $96.81 | $595K |
| Aug 27, 2025 | SCHW | Sale | 3,296 | $97.18 | $320K |
| May 30, 2025 | SCHW | Sale | 2,850 | $87.57 | $250K |
| May 8, 2025 | SCHW | Sale | 3,658 | $85.00 | $311K |
| Nov 25, 2024 | SCHW | Sale | 2,300 | $82.01 | $189K |
| Nov 14, 2024 | SCHW | Sale | 2,700 | $81.68 | $221K |
| Nov 11, 2024 | SCHW | Sale | 2,500 | $77.02 | $193K |
| Jul 11, 2024 | SCHW | Sale | 780 | $75.00 | $59K |
SEC reporting-owner ID (CIK) 2028977 · all filings on EDGAR