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sellWeak cluster of 810b5-1 plan

Jonathan M. Craig sold $784k of SCHW

MD, Head of Investor Services at SCHWAB CHARLES CORP. 9,559 shares at an average of $82.00, traded May 1, 2025, filed May 2, 2025.

Warning score
37
Value
$784k
9,559 shares
Holdings after
0
-100% from before
From 52-week low
+33%
low $60.19, close $80.00
From 52-week high
-2%
high $81.82, as of May 1, 2025

Score components

  • Role
    Officer
    +15
  • Trade size
    $784k at market
    +22
  • Share of holdings sold
    Sold 100% of holdings
    +20
  • Cluster
    8 insiders selling within 14 days
    +15
  • 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 May 2, 2025: +18.6%SPY +39.7% · excess -21.1%

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 0001733065-25-000006, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 1, 2025MOption exercise
Common Stock10b5-1
+9,559$42.99$411k0May 2, 2025
May 1, 2025SOpen-market sale
Common Stockindirect: by Trust10b5-1
-9,559$82.00$784k0May 2, 2025
May 1, 2025MOption exercise
Nonqualified Stock Option (right to buy)derivative10b5-1
-9,559$0.00$00May 2, 2025

Related signals

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

ScoreCompanyInsiderValueHoldingsFiled
8Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$489k
5,000 shares
-46%
5Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$346k
3,177 shares
-36%
30Weak
SCHWsell 310b5-1
SCHWAB CHARLES CORP
Nigel J Murtagh
Chief Risk Officer
$1.9M
20,872 shares
-26%
24Weak
SCHWsell 310b5-1
SCHWAB CHARLES CORP
Paul Woolway V
MD, Chief Banking Officer
$912k
10,129 shares
-21%
35Weak
SCHWsell 710b5-1
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$2.1M
24,000 shares
-2%
24Weak
SCHWsell 1010b5-1
SCHWAB CHARLES CORP
Paul Woolway V
MD, Chief Banking Officer
$288k
3,290 shares
-8%
48Moderate
SCHWsell 10
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$250k
2,850 shares
-16%
50Moderate
SCHWsell 10
SCHWAB CHARLES CORP
Nigel J Murtagh
Chief Risk Officer
$2.2M
25,000 shares
-30%
52Moderate
SCHWsell 10
SCHWAB CHARLES CORP
Paula A Sneed
director
$761k
8,647 shares
-8%
60Notable
SCHWsell 11
SCHWAB CHARLES CORP
Charles R. Schwab
Co-Chairman
$3.0M
34,585 shares
-0%

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 $784k of SCHW | InsiderTell