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sellWeak10b5-1 plan

Jonathan M. Craig sold $2.3M of SCHW

MD, Head of Investor Services at SCHWAB CHARLES CORP. 28,668 shares at an average of $79.32, traded Mar 3, 2025, filed Mar 4, 2025.

Warning score
25
Value
$2.3M
28,668 shares
Holdings after
23,258
-55% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    Officer
    +15
  • Trade size
    $2.3M at market
    +25
  • Share of holdings sold
    Sold 55% of holdings
    +20
  • Cluster
    No other insider selling within 14 days
    0
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

SCHWOct 9, 2026 · close 96.70
Since filing Mar 4, 2025: +31.1%SPY +37.6% · excess -6.5%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001733065-25-000002, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Mar 1, 2025AGrant or award
Common Stock10b5-1
+42,409$0.00$042,409Mar 4, 2025
Mar 3, 2025FTax withholding
Common Stock10b5-1
-19,151$79.05$1.5M0Mar 4, 2025
Mar 3, 2025MOption exercise
Common Stock10b5-1
+28,668$42.99$1.2M0Mar 4, 2025
Mar 3, 2025SOpen-market sale
Common Stockindirect: by Trust10b5-1
-28,668$79.32$2.3M23,258Mar 4, 2025
Mar 3, 2025AGrant or award
Nonqualified Stock Option (right to buy)derivative10b5-1
+63,840$0.00$063,840Mar 4, 2025
Mar 3, 2025MOption exercise
Nonqualified Stock Option (right to buy)derivative10b5-1
-28,668$0.00$09,559Mar 4, 2025

Related signals

Other insiders at SCHWAB CHARLES CORP and this insider’s other filings.

ScoreSideCompanyInsiderValueSharesFiled
5Weaksell10b5-1SCHW
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$346k3,177
40Moderatesell10b5-1SCHW
SCHWAB CHARLES CORP
Jonathan M. Craig
MD, Head of Investor Services
$1.8M23,258
40ModeratesellSCHW
SCHWAB CHARLES CORP
Walter W Bettinger
Co-Chairman
$38M464,629
16Weaksell10b5-1SCHW
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$714k9,000
12Weaksell 510b5-1SCHW
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$189k2,300
60Notablesell 5SCHW
SCHWAB CHARLES CORP
Nigel J Murtagh
Chief Risk Officer
$1.0M12,739
37Weaksell 5SCHW
SCHWAB CHARLES CORP
Christopher Dodds V
director
$756k9,284
31Weaksell 510b5-1SCHW
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$720k9,000
12Weaksell 510b5-1SCHW
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$221k2,700
48Moderatesell 5SCHW
SCHWAB CHARLES CORP
Charles A. Ruffel
director
$236k2,998

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Jonathan M. Craig sold $2.3M of SCHW | InsiderTell