Insider Shareholders with Direct Ownership of Schwab Charles Corp (SCHW)
This section provides a comprehensive overview of the insiders with direct ownership of Schwab Charles Corp (SCHW). You can find detailed information about the size and nature of each insider's ownership stake, as well as the latest updates on their holdings.
SCHWAB CHARLES CORP Insider List
| Insider | Adquired | Disposed | Held | # of Trades | Last Transaction |
|---|---|---|---|---|---|
|
Walter W Bettinger
Co-Chairman |
5,705,178 | 5,126,692 | 764,610 $67.4 Million | 70 |
May 19, 2025
Reduced 20.03%
|
|
Todd M Ricketts
Director |
527,137 | 0 | 379,767 $33.5 Million | 10 |
May 27, 2025
Added 0.38%
|
|
Robert N Wilson
Director |
81,420 | 32,912 | 193,282 $17 Million | 8 |
Dec 13, 2018
Reduced 3.3%
|
|
Richard A Wurster
President & CEO |
315,992 | 177,532 | 177,689 $15.7 Million | 20 |
May 09, 2025
Reduced 7.95%
|
| 879,450 | 699,215 | 84,414 $7.44 Million | 22 |
Mar 01, 2024
Reduced 45.64%
|
|
|
Nigel J Murtagh
Chief Risk Officer |
479,426 | 484,967 | 58,999 $5.2 Million | 52 |
May 28, 2025
Reduced 29.76%
|
|
John K Adams Jr
Director |
43,162 | 15,701 | 48,666 $4.29 Million | 12 |
May 27, 2025
Added 2.92%
|
|
Jonathan S Beatty
MD, Head of Advisor Services |
32,611 | 2,088 | 44,375 $3.91 Million | 8 |
Mar 01, 2025
Reduced 4.49%
|
|
William S Haraf
Director |
32,395 | 15,701 | 34,555 $3.04 Million | 10 |
May 19, 2022
Added 5.61%
|
|
David R Garfield
EVP and General Counsel |
133,203 | 116,298 | 29,044 $2.56 Million | 8 |
Mar 01, 2019
Added 30.21%
|
|
Joan Dea
Director |
19,162 | 1,250 | 28,186 $2.48 Million | 10 |
May 27, 2025
Added 4.93%
|
|
Charles A. Ruffel
Director |
31,481 | 13,730 | 18,110 $1.6 Million | 14 |
May 27, 2025
Added 7.47%
|
|
Roger O Walther
Director |
8,419 | 0 | 17,167 $1.51 Million | 4 |
May 14, 2020
Added 16.52%
|
|
Marianne Catherine Brown
Director |
15,522 | 0 | 15,751 $1.39 Million | 7 |
May 27, 2025
Added 8.49%
|
|
Stephen T Mclin
Director |
9,715 | 0 | 11,159 $983,219 | 3 |
May 17, 2019
Added 24.22%
|
|
Arun Sarin
Director |
31,328 | 0 | 10,666 $939,781 | 11 |
May 27, 2025
Added 12.05%
|
|
Frank C Herringer
Director |
58,996 | 18,250 | 10,666 $939,781 | 15 |
May 27, 2025
Added 12.05%
|
|
Christopher V Dodds
Director |
31,745 | 0 | 10,666 $939,781 | 10 |
May 27, 2025
Added 12.05%
|
|
Carolyn Schwab Pomerantz
Director |
20,757 | 4,310 | 9,624 $847,970 | 9 |
May 27, 2025
Added 13.19%
|
|
Stephen A Ellis
Director |
66,511 | 0 | 9,039 $796,426 | 14 |
May 27, 2025
Added 13.92%
|
|
Paula A Sneed
Director |
38,657 | 20,888 | 8,073 $711,312 | 11 |
May 27, 2025
Added 15.33%
|
|
Mark A Goldfarb
Director |
32,036 | 16,653 | 7,395 $651,573 | 11 |
May 22, 2023
Added 25.24%
|
|
Bharat Masrani
Director |
8,357 | 1,078 | 7,279 $641,352 | 13 |
May 28, 2024
Added 19.91%
|
|
Brian M Levitt
Director |
30,203 | 1,078 | 7,279 $641,352 | 14 |
May 28, 2024
Added 19.91%
|
|
C Preston Butcher
Director |
1,831 | 0 | 6,767 $596,240 | 1 |
May 18, 2017
Added 21.3%
|
|
Nancy H Bechtle
Director |
1,831 | 0 | 6,767 $596,240 | 1 |
May 18, 2017
Added 21.3%
|
|
Gerri Martin Flickinger
Director |
10,522 | 0 | 5,767 $508,130 | 6 |
May 27, 2025
Added 20.22%
|
|
Terri R Kallsen
EVP - Investor Services |
0 | 2,676 | 860 $75,774 | 3 |
Nov 05, 2018
Reduced 49.59%
|
|
Charles R. Schwab
Co-Chairman |
940,990 | 79,203 | 0 $0 | 13 |
Mar 03, 2025
Added 100.0%
|
|
Jonathan M. Craig
MD, Head of Investor Services |
351,477 | 96,727 | 0 $0 | 12 |
Mar 01, 2024
Reduced 100.0%
|
| 144,920 | 58,121 | 0 $0 | 11 |
Mar 01, 2024
Reduced 100.0%
|
|
|
Peter J. Morgan Iii
General Counsel |
159,468 | 170,590 | 0 $0 | 34 |
May 22, 2025
Reduced 100.0%
|
|
Bernard J. Clark
MD Head of Advisor Services |
226,900 | 51,575 | 0 $0 | 7 |
Mar 04, 2024
Reduced 100.0%
|
|
Paul V Woolway
MD, Chief Banking Officer |
39,095 | 3,367 | 0 $0 | 5 |
N/A
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