Craig Jonathan M.
SEC CIK 1733065 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| SCHW | Charles Schwab Corporation | Senior EVP | 0 | — | $35.97M | 42 | 2021-09-28 | 2026-08-14 |
Most active insiders at SCHW, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Schwab Charles R. | Co-COB, Dir | — | $185.84M |
| 2 | Bettinger Walter W | Co-COB, Dir | — | $91.84M |
| 3 | Schwab-Pomerantz Carolyn | Dir | — | $15.45M |
| 4 | Craig Jonathan M. | MD, Head of Retail Investing | — | $13.85M |
| 5 | Murtagh Nigel J | CRO | — | $11.53M |
| 6 | Howard Dennis | MD, Chief Tech, OPS, Data Off | — | $6.79M |
| 7 | Woolway Paul V | MD, Chief Banking Off | — | $3.96M |
| 8 | Wurster Richard A | Pres, CEO, Dir | $1.85M | — |
| 9 | Beatty Jonathan S | MD, Head of Advisor Services | — | $1.83M |
| 10 | Morgan Peter J. III | GC | — | $1.50M |
Transactions 42
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DT | 2026-08-17 18:22 | 2026-08-14 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Retail Investing | M - OptEx | $46.81 | +21.9K | 0 | New | +$1.02M |
| DTI | 2026-08-17 18:22 | 2026-08-14 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Retail Investing | S - Sale+OE | $111.03 | -21.9K | 0 | -100% | -$2.43M |
| DT | 2026-08-07 18:15 | 2026-08-05 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Retail Investing | M - OptEx | $46.81 | +21.8K | 0 | New | +$1.02M |
| DTI | 2026-08-07 18:15 | 2026-08-05 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Retail Investing | S - Sale+OE | $107.02 | -21.8K | 0 | -100% | -$2.33M |
| DT | 2026-07-09 20:21 | 2026-07-07 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Retail Investing | M - OptEx | $46.81 | +21.8K | 0 | New | +$1.02M |
| DTI | 2026-07-09 20:21 | 2026-07-07 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Retail Investing | S - Sale+OE | $102.01 | -21.8K | 0 | -100% | -$2.22M |
| DT | 2026-04-15 20:09 | 2026-04-14 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Retail Investing | M - OptEx | $46.81 | +21.8K | 0 | New | +$1.02M |
| DTI | 2026-04-15 20:09 | 2026-04-14 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Retail Investing | S - Sale+OE | $99.00 | -21.8K | 0 | -100% | -$2.15M |
| MI | 2026-03-05 | 2026-03-03 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | S - Sale | $94.60 | -14.5K | 5,449 | -73% | -$1.37M |
| D | 2026-03-03 | 2026-03-01 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | F - Tax | $95.31 | -11.2K | 14.5K | -44% | -$1.06M |
| D | 2026-03-03 | 2026-03-01 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | A - Grant | $0.00 | +25.6K | 25.6K | New | $0 |
| D | 2025-11-10 | 2025-11-07 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | M - OptEx | $41.98 | +35.2K | 0 | New | +$1.48M |
| DI | 2025-11-10 | 2025-11-07 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | S - Sale+OE | $95.35 | -35.2K | 0 | -100% | -$3.36M |
| D | 2025-05-22 | 2025-05-21 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | M - OptEx | $41.98 | +47.5K | 0 | New | +$1.99M |
| DI | 2025-05-22 | 2025-05-21 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | S - Sale+OE | $88.46 | -47.5K | 0 | -100% | -$4.20M |
| DI | 2025-05-02 | 2025-05-01 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | S - Sale+OE | $82.00 | -9,559 | 0 | -100% | -$783.8K |
| D | 2025-05-02 | 2025-05-01 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | M - OptEx | $42.99 | +9,559 | 0 | New | +$410.9K |
| I | 2025-03-10 | 2025-03-06 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | S - Sale | $75.59 | -23.3K | 0 | -100% | -$1.76M |
| D | 2025-03-04 | 2025-03-03 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | M - OptEx | $42.99 | +28.7K | 0 | New | +$1.23M |
| D | 2025-03-04 | 2025-03-03 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | F - Tax | $79.05 | -19.2K | 0 | -100% | -$1.51M |
| D | 2025-03-04 | 2025-03-01 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | A - Grant | $0.00 | +42.4K | 42.4K | New | $0 |
| DI | 2025-03-04 | 2025-03-03 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Head of Investor Services | S - Sale+OE | $79.32 | -28.7K | 23.3K | -55% | -$2.27M |
| DI | 2024-03-25 | 2024-03-21 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | S - Sale+OE | $70.01 | -4,977 | 0 | -100% | -$348.4K |
| D | 2024-03-25 | 2024-03-21 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | M - OptEx | $26.39 | +4,977 | 0 | New | +$131.3K |
| MI | 2024-03-08 | 2024-03-06 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | S - Sale | $67.80 | -48.8K | 0 | -100% | -$3.31M |
| D | 2024-03-05 | 2024-03-01 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | A - Grant | $0.00 | +92.2K | 92.2K | New | $0 |
| D | 2024-03-05 | 2024-03-01 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | F - Tax | $66.36 | -43.5K | 0 | -100% | -$2.89M |
| 2023-03-06 | 2023-03-02 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | A - Grant | $0.00 | +68.8K | 68.8K | New | $0 | |
| 2023-03-06 | 2023-03-02 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | F - Tax | $76.46 | -34.1K | 0 | -100% | -$2.61M | |
| I | 2023-03-06 | 2023-03-06 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | S - Sale | $76.33 | -34.7K | 11.2K | -76% | -$2.65M |
| DMI | 2023-01-20 | 2023-01-18 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | S - Sale+OE | $80.30 | -51.1K | 11.2K | -82% | -$4.11M |
| D | 2023-01-20 | 2023-01-18 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | M - OptEx | $30.17 | +51.1K | 0 | New | +$1.54M |
| I | 2022-11-01 | 2022-10-28 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | S - Sale | $79.08 | -4,019 | 0 | -100% | -$317.8K |
| I | 2022-08-15 | 2022-08-12 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Please see remarks | S - Sale | $75.00 | -8,032 | 4,019 | -67% | -$602.4K |
| I | 2022-04-07 | 2022-04-07 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Senior EVP | S - Sale | $80.02 | -4,016 | 12.1K | -25% | -$321.4K |
| DI | 2022-03-03 | 2022-03-01 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | MD, Senior EVP | M - OptEx | $80.06 | +16.1K | 16.1K | New | +$1.29M |
| DI | 2022-01-13 | 2022-01-12 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Senior EVP | M - OptEx | $26.39 | +4,976 | 4,976 | New | +$131.3K |
| DI | 2022-01-13 | 2022-01-12 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Senior EVP | S - Sale+OE | $95.00 | -4,976 | 0 | -100% | -$472.7K |
| DI | 2021-10-12 | 2021-10-11 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Senior EVP | S - Sale+OE | $77.98 | -11.6K | 0 | -100% | -$904.4K |
| DI | 2021-10-12 | 2021-10-11 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Senior EVP | M - OptEx | $26.39 | +11.6K | 11.6K | New | +$306.1K |
| DI | 2021-09-28 | 2021-09-28 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Senior EVP | S - Sale+OE | $77.96 | -902 | 0 | -100% | -$70.3K |
| DI | 2021-09-28 | 2021-09-28 | SCHW | Charles Schwab Corporation | Craig Jonathan M. | Senior EVP | M - OptEx | $26.39 | +902 | 902 | New | +$23.8K |
Purchase Sale Sale after option exercise All abbreviations