Insider Transactions in Q1 2020 at Schwab Charles Corp (SCHW)
Insider Transaction List (Q1 2020)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price | 
|---|---|---|---|---|---|
| 
           
            Mar 13                          
            2020                          
           
         |           
        Roger O Walther Director | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              25,689
              +4.04%
              
         |   
        
           
              $462,402              
              $18.42 P/Share              
                     
         | 
      
| 
           
            Mar 06                          
            2020                          
           
         |           
        Bernard J. Clark MD Head of Advisor Services | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              12,629
              -14.88%
              
         |   
        
           
              $404,128              
              $32.94 P/Share              
                     
         | 
      
| 
           
            Mar 02                          
            2020                          
           
         |           
        Walter W Bettinger Co-Chairman | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              61,388
              +10.62%
              
         |   
        
           
              $2,455,520              
              $40.81 P/Share              
                     
         | 
      
| 
           
            Mar 02                          
            2020                          
           
         |           
        Bernard J. Clark MD Head of Advisor Services | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              12,629
              +12.95%
              
         |   
        
           
              $505,160              
              $40.81 P/Share              
                     
         | 
      
| 
           
            Mar 02                          
            2020                          
           
         |           
        Jonathan M. Craig MD, Head of Investor Services | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              7,772
              +50.0%
              
         |   
        
           
              $310,880              
              $40.81 P/Share              
                     
         | 
      
| 
           
            Mar 02                          
            2020                          
           
         |           
        Joseph R Martinetto COO | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              15,529
              +6.93%
              
         |   
        
           
              $621,160              
              $40.81 P/Share              
                     
         | 
      
| 
           
            Mar 02                          
            2020                          
           
         |           
        Nigel J Murtagh Chief Risk Officer | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              9,284
              +15.82%
              
         |   
        
           
              $371,360              
              $40.81 P/Share              
                     
         | 
      
| 
           
            Mar 02                          
            2020                          
           
         |           
        Peter B. Crawford CFO | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              5,774
              +18.01%
              
         |   
        
           
              $230,960              
              $40.81 P/Share              
                     
         | 
      
| 
           
            Mar 02                          
            2020                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              19,767
              +0.03%
              
         |   
        
           
              $790,680              
              $40.81 P/Share              
                     
         | 
      
| 
           
            Feb 13                          
            2020                          
           
         |           
        Stephen T Mclin Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              5,364
              -3.3%
              
         |   
        
           
              $252,108              
              $47.29 P/Share              
                     
         | 
      
| 
           
            Feb 13                          
            2020                          
           
         |           
        Stephen T Mclin Director | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              5,364
              +3.2%
              
         |   
        
           
              $96,552              
              $18.62 P/Share              
                     
         | 
      
| 
           
            Feb 11                          
            2020                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              19,455
              -0.03%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Feb 11                          
            2020                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              8,500
              -0.01%
              
         |   
        
           
              $399,500              
              $47.76 P/Share              
                     
         | 
      
| 
           
            Feb 03                          
            2020                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              220,000
              -0.3%
              
         |   
        
           
              $9,900,000              
              $45.73 P/Share              
                     
         | 
      
| 
           
            Jan 31                          
            2020                          
           
         |           
        Peter J. Morgan Iii General Counsel | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Direct | 
           
              16,738
              -22.99%
              
         |   
        
           
              $769,948              
              $46.11 P/Share              
                     
         | 
      
| 
           
            Jan 31                          
            2020                          
           
         |           
        Peter J. Morgan Iii General Counsel | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              16,738
              +18.25%
              
         |   
        
           
              $502,140              
              $30.49 P/Share              
                     
         | 
      
| 
           
            Jan 31                          
            2020                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              107,850
              -0.14%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Jan 30                          
            2020                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              327,360
              -0.22%
              
         |   
        
           
              $15,385,920              
              $47.2 P/Share              
                     
         | 
      
| 
           
            Jan 30                          
            2020                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              112,360
              +0.15%
              
         |   
        
           
              $2,022,480              
              $18.25 P/Share              
                     
         | 
      
| 
           
            Jan 17                          
            2020                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              102,300
              -0.14%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Jan 16                          
            2020                          
           
         |           
        Jonathan M. Craig MD, Head of Investor Services | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              3,153
              -100.0%
              
         |   
        
           
              $154,497              
              $49.0 P/Share              
                     
         | 
      
| 
           
            Jan 16                          
            2020                          
           
         |           
        Jonathan M. Craig MD, Head of Investor Services | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              3,153
              +50.0%
              
         |   
        
           
              $50,448              
              $16.4 P/Share              
                     
         | 
      
| 
           
            Jan 15                          
            2020                          
           
         |           
        Jonathan M. Craig MD, Head of Investor Services | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              3,162
              -100.0%
              
         |   
        
           
              $148,614              
              $47.33 P/Share              
                     
         | 
      
| 
           
            Jan 15                          
            2020                          
           
         |           
        Jonathan M. Craig MD, Head of Investor Services | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              3,162
              +50.0%
              
         |   
        
           
              $37,944              
              $12.88 P/Share              
                     
         | 
      
| 
           
            Jan 02                          
            2020                          
           
         |           
        Stephen T Mclin Director | 
           
              SELL
             
            
                Payment of exercise price or tax liability
             
           | 
        Indirect | 
           
              1,979
              -1.24%
              
         |   
        
           
              $93,013              
              $47.97 P/Share              
                     
         | 
      
| 
           
            Jan 02                          
            2020                          
           
         |           
        Stephen T Mclin Director | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              4,800
              +2.93%
              
         |   
        
           
              $91,200              
              $19.78 P/Share              
                     
         |