Craig Jonathan M.
SEC insider (Form 3/4/5 filer). CIK 0001733065. MD, Head of Retail Investing at SCHWAB CHARLES CORP (SCHW). 25 reported Form 4/5 transactions since Sep 2024; latest on Aug 14, 2026. Located in WESTLAKE, TX.
Companies Craig Jonathan M. has filed insider reports for
- SCHWAB CHARLES CORP (SCHW): Officer, MD, Head of Retail Investing
Craig Jonathan M.
CIK: 0001733065
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
SCHWAB CHARLES CORP
Discretionary Trading P&L
Holdings
Transaction History (25 total)
- Aug 14, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect21.9K shares at avg. $46.81$1.0M - Aug 14, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect21.9K shares at avg. $111.03$2.4M - Aug 5, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect21.8K shares at avg. $107.02$2.3M - Aug 5, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect21.8K shares at avg. $46.81$1.0M - Jul 7, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect21.8K shares at avg. $46.81$1.0M - Jul 7, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect21.8K shares at avg. $102.01$2.2M - Apr 14, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect21.8K shares at avg. $46.81$1.0M - Apr 14, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect21.8K shares at avg. $99.00$2.2M - Mar 3, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect5.4K shares at avg. $94.89$517K - Mar 3, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect9K shares at avg. $94.42$853K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 14, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 21,866 | $46.81 | $1,023,547 | Direct |
| Aug 14, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 21,866 | $111.03 | $2,427,688 | Indirect |
| Aug 5, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 21,750 | $107.02 | $2,327,752 | Indirect |
| Aug 5, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 21,750 | $46.81 | $1,018,118 | Direct |
| Jul 7, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 21,750 | $46.81 | $1,018,118 | Direct |
| Jul 7, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 21,750 | $102.01 | $2,218,722 | Indirect |
| Apr 14, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 21,750 | $46.81 | $1,018,118 | Direct |
| Apr 14, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 21,750 | $99.00 | $2,153,326 | Indirect |
| Mar 3, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 5,449 | $94.89 | $517,079 | Indirect |
| Mar 3, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 9,032 | $94.42 | $852,818 | Indirect |
1-10 of 25 transactions