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sellModerate cluster of 610b5-1 plan

Jonathan M. Craig sold $1.4M of SCHW

MD, Head of Investor Services at SCHWAB CHARLES CORP. 14,481 shares at an average of $94.60, traded Mar 3, 2026, filed Mar 5, 2026.

Warning score
55
Value
$1.4M
14,481 shares
Holdings after
0
-100% from before
From 52-week low
+40%
low $67.78, close $94.62
From 52-week high
-11%
high $106.16, as of Mar 3, 2026

Score components

  • Role
    Officer
    +15
  • Trade size
    $1.4M at market
    +25
  • Share of holdings sold
    Sold 100% of holdings
    +20
  • Cluster
    6 insiders selling within 14 days
    +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.

This signal so far: 1m -1.7%, 3m -7.4%, 6m +16.4%.

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 13, 2026 · close 95.94
Since filing Mar 5, 2026: +1.2%SPY +15.1% · excess -13.9%

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 0001733065-26-000005, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Mar 3, 2026SOpen-market sale
Common Stockindirect: by Trust10b5-1
-9,032$94.42$853k5,449Mar 5, 2026
Mar 3, 2026SOpen-market sale
Common Stockindirect: by Trust10b5-1
-5,449$94.89$517k0Mar 5, 2026

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%
20Weak
SCHWsell 410b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$346k
3,177 shares
-36%
50Moderate
SCHWsell 6
SCHWAB CHARLES CORP
Walter W Bettinger
Co-Chairman
$8.3M
74,388 shares
-11%
30Weak
SCHWsell 610b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$343k
3,177 shares
-100%
55Moderate
SCHWsell 7
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$1.0M
9,175 shares
-1%
50Moderate
SCHWsell 7
SCHWAB CHARLES CORP
Walter W Bettinger
Co-Chairman
$20M
176,210 shares
-22%
60Notable
SCHWsell 7
SCHWAB CHARLES CORP
Charles R. Schwab
Co-Chairman
$13M
117,000 shares
-0%
40Moderate
SCHWsell 9
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$111k
1,000 shares
-9%
40Moderate
SCHWsell 910b5-1
SCHWAB CHARLES CORP
Jonathan M. Craig
MD, Head of Retail Investing
$2.4M
21,866 shares
-100%
28Weak
SCHWsell 810b5-1
SCHWAB CHARLES CORP
Dennis Howard
MD, Chief Tech, OPS & Data Off
$242k
2,198 shares
-24%

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 $1.4M of SCHW | InsiderTell