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
- 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 |
|---|---|---|---|---|---|
| Nov 3, 2026 | SCHW | Sale | 11,675 | $89.21 | $1.0M |
| Oct 29, 2026 | SCHW | Sale | 136,400 | $89.50 | $12.2M |
| Oct 28, 2026 | SCHW | Sale | 66,750 | $88.36 | $5.9M |
| Aug 24, 2026 | SCHW | Sale | 117,000 | $113.20 | $13.2M |
| Aug 12, 2026 | SCHW | Sale | 46,410 | $108.18 | $5.0M |
| Aug 11, 2026 | SCHW | Sale | 46,445 | $107.78 | $5.0M |
| Aug 4, 2026 | SCHW | Sale | 47,650 | $106.08 | $5.1M |
| Aug 3, 2026 | SCHW | Sale | 95,250 | $105.52 | $10.1M |
| Jul 29, 2026 | SCHW | Sale | 95,450 | $105.82 | $10.1M |
| Jul 28, 2026 | SCHW | Sale | 48,000 | $105.60 | $5.1M |
| Jul 24, 2026 | SCHW | Sale | 45,500 | $101.72 | $4.6M |
| May 19, 2026 | SCHW | Sale | 27,500 | $92.22 | $2.5M |
| May 18, 2026 | SCHW | Sale | 27,500 | $92.40 | $2.5M |
| May 6, 2026 | SCHW | Sale | 109,300 | $92.01 | $10.1M |
| May 4, 2026 | SCHW | Sale | 109,300 | $91.50 | $10.0M |
| May 1, 2026 | SCHW | Sale | 55,000 | $91.86 | $5.1M |
| Apr 30, 2026 | SCHW | Sale | 50,000 | $91.81 | $4.6M |
| Apr 29, 2026 | SCHW | Sale | 63,743 | $90.49 | $5.8M |
| Apr 27, 2026 | SCHW | Sale | 36,450 | $90.00 | $3.3M |
| Apr 23, 2026 | SCHW | Sale | 36,450 | $90.50 | $3.3M |
| Feb 10, 2026 | SCHW | Sale | 32,413 | $105.58 | $3.4M |
| Feb 9, 2026 | SCHW | Sale | 126,200 | $106.55 | $13.4M |
| Feb 4, 2026 | SCHW | Sale | 67,975 | $103.81 | $7.1M |
| Feb 3, 2026 | SCHW | Sale | 96,625 | $103.74 | $10.0M |
| Jan 29, 2026 | SCHW | Sale | 145,650 | $103.16 | $15.0M |
| Jan 28, 2026 | SCHW | Sale | 26,475 | $103.22 | $2.7M |
| Jan 28, 2026 | SCHW | Sale | 44,962 | $103.20 | $4.6M |
| Jan 26, 2026 | SCHW | Sale | 134,895 | $103.09 | $13.9M |
| Oct 29, 2025 | SCHW | Sale | 44,750 | $94.52 | $4.2M |
| Oct 28, 2025 | SCHW | Sale | 64,400 | $94.00 | $6.1M |
| Aug 27, 2025 | SCHW | Sale | 136,500 | $97.04 | $13.2M |
| Aug 26, 2025 | SCHW | Sale | 136,500 | $96.67 | $13.2M |
| Aug 8, 2025 | SCHW | Sale | 28,653 | $96.60 | $2.8M |
| Aug 8, 2025 | SCHW | Sale | 104,500 | $96.84 | $10.1M |
| Aug 7, 2025 | SCHW | Sale | 22,721 | $96.02 | $2.2M |
| May 22, 2025 | SCHW | Sale | 34,585 | $87.50 | $3.0M |
| May 12, 2025 | SCHW | Sale | 120,000 | $85.39 | $10.2M |
| Apr 28, 2025 | SCHW | Sale | 37,585 | $79.55 | $3.0M |
| Feb 27, 2025 | SCHW | Sale | 55,598 | $79.14 | $4.4M |
| Feb 21, 2025 | SCHW | Sale | 123,900 | $81.90 | $10.1M |
| Feb 21, 2025 | SCHW | Sale | 100 | $82.36 | $8K |
| Feb 19, 2025 | SCHW | Sale | 124,000 | $81.96 | $10.2M |
| Feb 18, 2025 | SCHW | Sale | 5,865 | $81.40 | $477K |
| Feb 13, 2025 | SCHW | Sale | 113,051 | $81.20 | $9.2M |
| Feb 13, 2025 | SCHW | Sale | 11,949 | $81.60 | $975K |
| Feb 12, 2025 | SCHW | Sale | 180,506 | $82.09 | $14.8M |
| Oct 21, 2024 | SCHW | Sale | 17,225 | $70.90 | $1.2M |
| Oct 16, 2024 | SCHW | Sale | 62,345 | $72.52 | $4.5M |
| Jul 31, 2024 | SCHW | Sale | 67,386 | $65.11 | $4.4M |
| May 15, 2024 | SCHW | Sale | 58,065 | $78.08 | $4.5M |
| May 14, 2024 | SCHW | Sale | 65,360 | $76.89 | $5.0M |
| May 6, 2024 | SCHW | Sale | 65,790 | $76.40 | $5.0M |
| May 3, 2024 | SCHW | Sale | 66,225 | $75.51 | $5.0M |
| Apr 29, 2024 | SCHW | Sale | 59,906 | $74.78 | $4.5M |
| Apr 26, 2024 | SCHW | Sale | 59,905 | $74.96 | $4.5M |
| Apr 22, 2024 | SCHW | Sale | 89,275 | $74.62 | $6.7M |
| Feb 23, 2024 | SCHW | Sale | 58,500 | $64.72 | $3.8M |
| Feb 22, 2024 | SCHW | Sale | 58,500 | $64.60 | $3.8M |
| Feb 15, 2024 | SCHW | Sale | 71,226 | $64.99 | $4.6M |
| Jan 24, 2024 | SCHW | Sale | 16,390 | $63.94 | $1.0M |
| Jul 26, 2023 | SCHW | Sale | 75,760 | $66.60 | $5.0M |
| Jul 24, 2023 | SCHW | Sale | 72,047 | $66.66 | $4.8M |
| May 22, 2023 | SCHW | Sale | 77,640 | $51.76 | $4.0M |
| Feb 14, 2023 | SCHW | Sale | 28,775 | $80.65 | $2.3M |
| Feb 13, 2023 | SCHW | Sale | 95,030 | $81.04 | $7.7M |
| Feb 8, 2023 | SCHW | Sale | 62,500 | $81.54 | $5.1M |
| Feb 7, 2023 | SCHW | Sale | 62,890 | $81.07 | $5.1M |
| Feb 6, 2023 | SCHW | Sale | 125,780 | $80.10 | $10.1M |
| Feb 6, 2023 | SCHW | Sale | 62,890 | $80.02 | $5.0M |
| Feb 3, 2023 | SCHW | Sale | 129,030 | $79.76 | $10.3M |
| Feb 1, 2023 | SCHW | Sale | 121,066 | $77.84 | $9.4M |
| Nov 18, 2022 | SCHW | Sale | 48,075 | $79.66 | $3.8M |
| Nov 18, 2022 | SCHW | Sale | 83,975 | $79.66 | $6.7M |
| Nov 11, 2022 | SCHW | Sale | 83,975 | $78.30 | $6.6M |
| Nov 11, 2022 | SCHW | Sale | 48,075 | $78.28 | $3.8M |
| Nov 4, 2022 | SCHW | Sale | 130,297 | $79.22 | $10.3M |
| Nov 4, 2022 | SCHW | Sale | 4,703 | $80.16 | $377K |
| Nov 1, 2022 | SCHW | Sale | 380 | $79.81 | $30K |
| Nov 1, 2022 | SCHW | Sale | 380 | $79.83 | $30K |
| Nov 1, 2022 | SCHW | Sale | 1,400 | $79.85 | $112K |
| Oct 31, 2022 | SCHW | Sale | 135,000 | $79.49 | $10.7M |
| Jul 29, 2022 | SCHW | Sale | 135,300 | $69.43 | $9.4M |
| Jul 28, 2022 | SCHW | Sale | 149,600 | $65.36 | $9.8M |
| Jul 21, 2022 | SCHW | Sale | 120,000 | $62.52 | $7.5M |
| Jul 20, 2022 | SCHW | Sale | 120,000 | $62.70 | $7.5M |
| May 26, 2022 | SCHW | Sale | 147,275 | $68.96 | $10.2M |
| Feb 22, 2022 | SCHW | Sale | 78,430 | $85.91 | $6.7M |
| Feb 22, 2022 | SCHW | Sale | 78,430 | $85.95 | $6.7M |
| Feb 17, 2022 | SCHW | Sale | 58,140 | $86.63 | $5.0M |
| Feb 10, 2022 | SCHW | Sale | 30,873 | $95.50 | $2.9M |
| Feb 7, 2022 | SCHW | Sale | 119,280 | $92.59 | $11.0M |
| Feb 3, 2022 | SCHW | Sale | 119,280 | $90.20 | $10.8M |
| Feb 2, 2022 | SCHW | Sale | 119,280 | $89.75 | $10.7M |
| Feb 1, 2022 | SCHW | Sale | 1,420 | $89.43 | $127K |
| Jan 10, 2022 | SCHW | Sale | 60,000 | $90.07 | $5.4M |
| Jan 3, 2022 | SCHW | Sale | 60,000 | $84.84 | $5.1M |
| Dec 27, 2021 | SCHW | Sale | 60,000 | $85.43 | $5.1M |
| Dec 20, 2021 | SCHW | Sale | 60,000 | $80.61 | $4.8M |
| Nov 23, 2021 | SCHW | Sale | 24,550 | $82.25 | $2.0M |
| Nov 23, 2021 | SCHW | Sale | 24,550 | $82.25 | $2.0M |
SEC reporting-owner ID (CIK) 923738 · all filings on EDGAR