Insider Transactions in Q1 2022 at Schwab Charles Corp (SCHW)
Insider Transaction List (Q1 2022)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price | 
|---|---|---|---|---|---|
| 
           
            Mar 22                          
            2022                          
           
         |           
        Peter B. Crawford CFO | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              3,114
              -16.2%
              
         |   
        
           
              $283,374              
              $91.0 P/Share              
                     
         | 
      
| 
           
            Mar 16                          
            2022                          
           
         |           
        Peter B. Crawford CFO | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              3,114
              -13.94%
              
         |   
        
           
              $270,918              
              $87.01 P/Share              
                     
         | 
      
| 
           
            Mar 01                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              31,389
              +0.04%
              
         |   
        
           
              $2,511,120              
              $80.06 P/Share              
                     
         | 
      
| 
           
            Mar 01                          
            2022                          
           
         |           
        Walter W Bettinger Co-Chairman | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              84,711
              +22.45%
              
         |   
        
           
              $6,776,880              
              $80.06 P/Share              
                     
         | 
      
| 
           
            Mar 01                          
            2022                          
           
         |           
        Joseph R Martinetto COO | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              24,288
              +10.33%
              
         |   
        
           
              $1,943,040              
              $80.06 P/Share              
                     
         | 
      
| 
           
            Mar 01                          
            2022                          
           
         |           
        Bernard J. Clark MD Head of Advisor Services | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              13,585
              +13.66%
              
         |   
        
           
              $1,086,800              
              $80.06 P/Share              
                     
         | 
      
| 
           
            Mar 01                          
            2022                          
           
         |           
        Jonathan M. Craig MD, Head of Investor Services | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              16,067
              +50.0%
              
         |   
        
           
              $1,285,360              
              $80.06 P/Share              
                     
         | 
      
| 
           
            Mar 01                          
            2022                          
           
         |           
        Nigel J Murtagh Chief Risk Officer | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              9,916
              +12.8%
              
         |   
        
           
              $793,280              
              $80.06 P/Share              
                     
         | 
      
| 
           
            Mar 01                          
            2022                          
           
         |           
        Peter B. Crawford CFO | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              9,342
              +29.49%
              
         |   
        
           
              $747,360              
              $80.06 P/Share              
                     
         | 
      
| 
           
            Feb 24                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              95,484
              -0.06%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Feb 23                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              351,650
              -0.47%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Feb 22                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              156,860
              -0.1%
              
         |   
        
           
              $13,333,100              
              $85.93 P/Share              
                     
         | 
      
| 
           
            Feb 18                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              35,620
              -0.05%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Feb 17                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              58,140
              -0.08%
              
         |   
        
           
              $5,000,040              
              $86.63 P/Share              
                     
         | 
      
| 
           
            Feb 14                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              13,960
              -0.02%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Feb 11                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              7,864
              -0.01%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Feb 10                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              220,064
              -0.29%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Feb 10                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              30,873
              -0.04%
              
         |   
        
           
              $2,932,935              
              $95.5 P/Share              
                     
         | 
      
| 
           
            Feb 09                          
            2022                          
           
         |           
        Richard A Wurster President & CEO | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Direct | 
           
              600
              -0.69%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Feb 09                          
            2022                          
           
         |           
        Richard A Wurster President & CEO | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Direct | 
           
              61,423
              -41.4%
              
         |   
        
           
              $5,773,762              
              $94.62 P/Share              
                     
         | 
      
| 
           
            Feb 09                          
            2022                          
           
         |           
        Richard A Wurster President & CEO | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              61,423
              +13.72%
              
         |   
        
           
              $2,702,612              
              $44.09 P/Share              
                     
         | 
      
| 
           
            Feb 08                          
            2022                          
           
         |           
        Frank C Herringer Director | 
           
              SELL
             
            
                Payment of exercise price or tax liability
             
           | 
        Indirect | 
           
              2,209
              -1.45%
              
         |   
        
           
              $207,646              
              $94.48 P/Share              
                     
         | 
      
| 
           
            Feb 08                          
            2022                          
           
         |           
        Frank C Herringer Director | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              16,491
              +9.79%
              
         |   
        
           
              $197,892              
              $12.66 P/Share              
                     
         | 
      
| 
           
            Feb 08                          
            2022                          
           
         |           
        Peter J. Morgan Iii General Counsel | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Direct | 
           
              4,480
              -49.46%
              
         |   
        
           
              $421,120              
              $94.04 P/Share              
                     
         | 
      
| 
           
            Feb 08                          
            2022                          
           
         |           
        Peter J. Morgan Iii General Counsel | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              4,480
              +22.25%
              
         |   
        
           
              $201,600              
              $45.32 P/Share              
                     
         | 
      
| 
           
            Feb 07                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              119,280
              -0.16%
              
         |   
        
           
              $10,973,760              
              $92.59 P/Share              
                     
         | 
      
| 
           
            Feb 07                          
            2022                          
           
         |           
        Peter B. Crawford CFO | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              7,500
              -36.59%
              
         |   
        
           
              $697,500              
              $93.11 P/Share              
                     
         | 
      
| 
           
            Feb 07                          
            2022                          
           
         |           
        Peter B. Crawford CFO | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              7,500
              +26.79%
              
         |   
        
           
              $172,500              
              $23.12 P/Share              
                     
         | 
      
| 
           
            Feb 03                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              119,280
              -0.16%
              
         |   
        
           
              $10,735,200              
              $90.2 P/Share              
                     
         | 
      
| 
           
            Feb 02                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              119,280
              -0.16%
              
         |   
        
           
              $10,615,920              
              $89.75 P/Share              
                     
         | 
      
| 
           
            Feb 01                          
            2022                          
           
         |           
        Peter B. Crawford CFO | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              2,000
              -13.34%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Feb 01                          
            2022                          
           
         |           
        Peter B. Crawford CFO | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              6,000
              -28.58%
              
         |   
        
           
              $534,000              
              $89.38 P/Share              
                     
         | 
      
| 
           
            Feb 01                          
            2022                          
           
         |           
        Peter B. Crawford CFO | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              6,000
              +22.22%
              
         |   
        
           
              $138,000              
              $23.12 P/Share              
                     
         | 
      
| 
           
            Feb 01                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              2,778
              -0.0%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Feb 01                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              1,420
              -0.0%
              
         |   
        
           
              $126,380              
              $89.43 P/Share              
                     
         | 
      
| 
           
            Jan 31                          
            2022                          
           
         |           
        Peter J. Morgan Iii General Counsel | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Direct | 
           
              2,239
              -32.84%
              
         |   
        
           
              $194,793              
              $87.14 P/Share              
                     
         | 
      
| 
           
            Jan 13                          
            2022                          
           
         |           
        Charles A. Ruffel Director | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              2,798
              +8.85%
              
         |   
        
           
              $117,516              
              $42.86 P/Share              
                     
         | 
      
| 
           
            Jan 12                          
            2022                          
           
         |           
        Jonathan M. Craig MD, Head of Investor Services | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              4,976
              -100.0%
              
         |   
        
           
              $472,720              
              $95.0 P/Share              
                     
         | 
      
| 
           
            Jan 12                          
            2022                          
           
         |           
        Jonathan M. Craig MD, Head of Investor Services | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Indirect | 
           
              4,976
              +50.0%
              
         |   
        
           
              $129,376              
              $26.39 P/Share              
                     
         | 
      
| 
           
            Jan 10                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              60,000
              -0.19%
              
         |   
        
           
              $5,400,000              
              $90.07 P/Share              
                     
         | 
      
| 
           
            Jan 06                          
            2022                          
           
         |           
        Charles A. Ruffel Director | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              2,998
              +19.63%
              
         |   
        
           
              $176,882              
              $59.32 P/Share              
                     
         | 
      
| 
           
            Jan 03                          
            2022                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              60,000
              -0.21%
              
         |   
        
           
              $5,040,000              
              $84.84 P/Share              
                     
         |