List of insiders holdings for SCHWAB CHARLES CORP:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
Schwab Charles R. Co-Chairman | 2024-10-22 18:20:18 | 0 98,660,994 | 98,660,994 | Form 4 |
POTTRUCK DAVID S President and CEO | 2004-04-19 18:01:12 | 400,000 4,303,459 | 4,703,459 | Form 4 |
BUTCHER C PRESTON Director | 2018-05-09 17:34:56 | 4,754 940,934 | 945,688 | Form 4 |
Bettinger Walter W Co-Chairman and CEO | 2024-07-19 17:23:54 | 827,377 12,724 | 840,101 | Form 4 |
COGHLAN JOHN PHILIP Vice Chairman | 2003-07-29 15:06:42 | 838,708 0 | 838,708 | Form 4 |
Chafkin Jeremiah H EVP - Advised Investor | 2005-01-07 15:36:53 | 730,298 218.08 | 730,516 | Form 3 |
Schwab-Pomerantz Carolyn Director | 2024-10-18 16:18:33 | 8,162 554,127 | 562,289 | Form 4 |
Ricketts Todd M Director | 2024-05-30 20:58:49 | 239,693 303,187 | 542,880 | Form 4 |
DODDS CHRISTOPHER V Director | 2024-05-30 19:14:06 | 13,700 442,807 | 456,507 | Form 4 |
ATWELL WILLIAM L EVP/President - Ind. Investor | 2005-09-09 14:29:06 | 400,000 0 | 400,000 | Form 4 |
Lyons Jeffrey M Executive Vice President | 2004-12-17 15:29:04 | 0 369,501 | 369,501 | Form 4 |
PENNEY GEOFFREY J EVP and CIO | 2004-02-26 19:51:54 | 355,499 0 | 355,499 | Form 4 |
LEPORE DAWN G Vice Chairman | 2003-07-23 17:41:06 | 304,941 0 | 304,941 | Form 4 |
Scaturro Peter K EVP and CEO - U.S. Trust | 2006-11-01 17:47:11 | 302,644 0 | 302,644 | Form 4 |
MARTINETTO JOSEPH R COO | 2024-04-22 21:19:45 | 0 288,520 | 288,520 | Form 4 |
WEBER ALAN J Executive Vice President | 2004-10-04 12:59:02 | 273,723 0 | 273,723 | Form 4 |
LEEMON DANIEL O EVP and Chief Strategy Officer | 2003-12-05 14:42:50 | 5,354 267,190 | 272,544 | Form 4 |
MCLEOD MARY S Executive Vice President | 2004-02-26 13:36:58 | 268,882 0 | 268,882 | Form 4 |
WALTHER ROGER O Director | 2020-11-19 10:20:45 | 15,453 251,028 | 266,481 | Form 4 |
BILNEY JODY L Executive Vice President | 2004-10-04 12:41:28 | 255,475 0 | 255,475 | Form 4 |
McCool James D EVP - Client Solutions | 2015-06-09 11:45:12 | 174,879 34,752 | 209,631 | Form 4 |
BECHTLE NANCY H Director | 2017-08-07 17:11:55 | 4,754 189,346 | 194,100 | Form 4 |
WILSON ROBERT N Director | 2018-12-14 19:13:57 | 193,282 0 | 193,282 | Form 4 |
Merk Randall W EVP-Schwab Financial Products 10% Owner | 2007-03-06 18:08:40 | 0 182,393 | 182,393 | Form 4 |
Brown Jeffrey T SVP and Acting General Counsel | 2014-04-28 19:16:48 | 175,204 4,110 | 179,314 | Form 3 |
Sasson Gideon EVP and CIO | 2007-06-19 17:18:08 | 176,757 0 | 176,757 | Form 4 |
GORMAN LON Vice Chairman | 2003-10-16 19:37:54 | 0 174,334 | 174,334 | Form 4 |
Clark Bernard J. MD Head of Advisor Services | 2024-06-14 19:07:44 | 44,251 126,079 | 170,330 | Form 4 |
MCLIN STEPHEN T Director | 2020-04-21 15:24:19 | 7,297 157,109 | 164,406 | Form 4 |
Wurster Richard A President | 2024-10-28 17:50:31 | 137,749 3,942 | 141,691 | Form 4 |
SNEED PAULA A Director | 2024-05-30 19:54:48 | 11,107 114,301 | 125,408 | Form 4 |
Clendening John S EVP - Investor Services | 2014-11-05 16:06:03 | 31,448 76,197 | 107,645 | Form 4 |
Dwyer Carrie E EVP and General Counsel | 2014-04-18 14:31:58 | 0 102,755 | 102,755 | Form 4 |
SHULTZ GEORGE P Director Emeritus | 2005-01-21 12:05:58 | 0 97,250 | 97,250 | Form 4 |
Woolway Paul V MD, Chief Banking Officer | 2024-08-02 18:31:25 | 25,153 71,313 | 96,466 | Form 4 |
Brigeman Benjamin L EVP - Investor Services | 2012-02-06 11:38:05 | 5,956 90,121 | 96,077 | Form 4 |
Gill George A. EVP - Investor Services | 2014-11-05 16:06:05 | 90,168 4,014 | 94,182 | Form 4 |
Murtagh Nigel J Chief Risk Officer | 2024-04-18 21:13:06 | 71,313 1,800 | 73,113 | Form 4 |
Garfield David R EVP and General Counsel | 2019-03-05 15:48:06 | 69,563 0 | 69,563 | Form 4 |
Beatty Jonathan S MD, Head of Advisor Services | 2024-07-15 16:48:38 | 48,139 18,069 | 66,208 | Form 4 |
Saeger Rebecca EVP & Chief Marketing Officer | 2011-01-24 19:18:31 | 65,672 0 | 65,672 | Form 5 |
Crawford Peter B. CFO | 2024-04-26 17:20:36 | 0 60,567 | 60,567 | Form 4 |
Verdeschi Michael D CFO | 2024-10-01 16:28:33 | 59,849 0 | 59,849 | Form 3 |
ADAMS JOHN K JR Director | 2024-05-31 18:15:23 | 51,430 0 | 51,430 | Form 4 |
Goldman Charles G EVP/COO, Schwab Institutional | 2008-11-24 16:47:04 | 47,487 0 | 47,487 | Form 4 |
Chandoha Marie A CEO - CSIM | 2019-03-05 19:10:12 | 0 40,260 | 40,260 | Form 4 |
Haraf William S Director | 2022-05-23 17:06:49 | 39,258 0 | 39,258 | Form 4 |
Levitt Brian M Director | 2024-05-30 19:24:53 | 11,775 21,846 | 33,621 | Form 4 |
SARIN ARUN Director | 2024-05-30 19:40:54 | 13,700 18,617 | 32,317 | Form 4 |
Dea Joan Director | 2024-05-30 19:10:38 | 31,220 0 | 31,220 | Form 4 |
YOFFIE DAVID B Director | 2007-05-10 14:05:59 | 27,682 0 | 27,682 | Form 4 |
Hier-King Jan EVP - Human Resources | 2007-02-27 16:23:51 | 27,553 0 | 27,553 | Form 4 |
Goldfarb Mark A Director | 2024-04-18 21:44:11 | 7,395 19,917 | 27,312 | Form 4 |
Allen Jay L EVP and Chief Admin Officer | 2015-06-12 10:45:51 | 18,012 7,528 | 25,540 | Form 4 |
ALDINGER WILLIAM F III Director | 2009-05-20 11:16:51 | 24,254 0 | 24,254 | Form 4 |
FISHER DONALD G Director | 2009-05-20 11:35:28 | 18,754 0 | 18,754 | Form 4 |
MARTIN-FLICKINGER GERRI Director | 2024-05-30 20:13:43 | 8,801 8,455 | 17,256 | Form 4 |
MAGNER MARJORIE Director | 2008-05-21 12:04:34 | 16,922 0 | 16,922 | Form 4 |
MCWHINNEY DEBORAH D EVP - Schwab Institutional | 2007-05-03 18:52:52 | 0 15,830 | 15,830 | Form 4 |
Masrani Bharat Director | 2024-10-03 16:30:12 | 7,295 0 | 7,295 | Form 4 |
Brown Marianne Catherine Director | 2024-10-03 16:27:50 | 5,069 0 | 5,069 | Form 4 |
HERRINGER FRANK C Director | 2024-10-03 16:34:08 | 2,621 0 | 2,621 | Form 4 |
Ellis Stephen A Director | 2024-10-03 16:43:33 | 2,145 0 | 2,145 | Form 4 |
Ruffel Charles A. Director | 2024-10-03 16:37:08 | 1,906 0 | 1,906 | Form 4 |
FRANK ANTHONY M Director Emeritus | 2004-07-06 11:36:39 | 1,780 0 | 1,780 | Form 4 |
Kallsen Terri R EVP - Investor Services | 2019-03-07 18:48:01 | 0 1,249 | 1,249 | Form 4 |
Morgan Peter J. III General Counsel | 2024-04-18 21:08:17 | 0 148.27 | 148.27 | Form 4 |
Craig Jonathan M. Please see remarks | 2024-03-25 19:28:53 | 0 0 | 0 | Form 4 |