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
- 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 |
|---|---|---|---|---|---|
| Apr 15, 2026 | SCHW | Sale | 7,941 | $100.00 | $794K |
| Apr 14, 2026 | SCHW | Sale | 7,942 | $98.00 | $778K |
| Mar 3, 2026 | SCHW | Sale | 2,500 | $94.89 | $237K |
| Mar 3, 2026 | SCHW | Sale | 3,626 | $94.41 | $342K |
| Mar 2, 2026 | SCHW | Sale | 7,942 | $96.00 | $762K |
| Mar 2, 2026 | SCHW | Sale | 7,942 | $94.23 | $748K |
| Oct 1, 2025 | SCHW | Sale | 1,292 | $93.74 | $121K |
| Oct 1, 2025 | SCHW | Sale | 1,913 | $93.04 | $178K |
| Sep 2, 2025 | SCHW | Sale | 3,205 | $95.20 | $305K |
| Aug 1, 2025 | SCHW | Sale | 3,290 | $96.06 | $316K |
| Jul 1, 2025 | SCHW | Sale | 3,290 | $90.95 | $299K |
| Jun 18, 2025 | SCHW | Sale | 10,129 | $90.01 | $912K |
| Jun 2, 2025 | SCHW | Sale | 3,290 | $87.68 | $288K |
| May 8, 2025 | SCHW | Sale | 8,613 | $85.00 | $732K |
| May 1, 2025 | SCHW | Sale | 3,380 | $81.15 | $274K |
| May 1, 2025 | SCHW | Sale | 8,614 | $82.00 | $706K |
| Apr 1, 2025 | SCHW | Sale | 400 | $77.96 | $31K |
| Apr 1, 2025 | SCHW | Sale | 2,980 | $77.36 | $231K |
| Mar 24, 2025 | SCHW | Sale | 8,614 | $80.00 | $689K |
| Mar 5, 2025 | SCHW | Sale | 9,887 | $75.38 | $745K |
| Mar 3, 2025 | SCHW | Sale | 3,380 | $79.32 | $268K |
| Aug 1, 2024 | SCHW | Sale | 1,150 | $65.20 | $75K |
SEC reporting-owner ID (CIK) 2031313 · all filings on EDGAR