Insider Transactions in Q1 2023 at Schwab Charles Corp (SCHW)
Insider Transaction List (Q1 2023)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 28
2023
|
Marianne Catherine Brown Director |
BUY
Open market or private purchase
|
Direct |
5,000
+33.37%
|
$265,000
$53.47 P/Share
|
|
Mar 17
2023
|
Gerri Martin Flickinger Director |
BUY
Open market or private purchase
|
Indirect |
3,700
+30.44%
|
$199,800
$54.16 P/Share
|
|
Mar 17
2023
|
Bernard J. Clark MD Head of Advisor Services |
BUY
Open market or private purchase
|
Indirect |
5,000
+3.98%
|
$270,000
$54.83 P/Share
|
|
Mar 17
2023
|
Richard A Wurster President |
BUY
Open market or private purchase
|
Direct |
2,000
+1.93%
|
$108,000
$54.39 P/Share
|
|
Mar 16
2023
|
Mark A Goldfarb Director |
BUY
Open market or private purchase
|
Indirect |
4,000
+12.9%
|
$232,000
$58.37 P/Share
|
|
Mar 15
2023
|
Stephen A Ellis Director |
BUY
Open market or private purchase
|
Indirect |
34,387
+25.63%
|
$1,994,446
$58.26 P/Share
|
|
Mar 14
2023
|
Stephen A Ellis Director |
BUY
Open market or private purchase
|
Indirect |
6,757
+9.36%
|
$378,392
$56.08 P/Share
|
|
Mar 14
2023
|
Walter W Bettinger Co-Chairman and CEO |
BUY
Open market or private purchase
|
Direct |
50,000
+7.08%
|
$2,950,000
$59.31 P/Share
|
|
Mar 14
2023
|
Peter B. Crawford CFO |
BUY
Open market or private purchase
|
Indirect |
5,000
+10.06%
|
$285,000
$57.96 P/Share
|
|
Mar 14
2023
|
John K Adams Jr Director |
BUY
Open market or private purchase
|
Direct |
5,000
+10.65%
|
$295,000
$59.31 P/Share
|
|
Mar 14
2023
|
Todd M Ricketts Director |
BUY
Open market or private purchase
|
Direct |
10,000
+4.15%
|
$560,000
$56.79 P/Share
|
|
Mar 14
2023
|
Richard A Wurster President |
SELL
Open market or private purchase
|
Direct |
5,000
-4.79%
|
$285,000
$57.28 P/Share
|
|
Mar 06
2023
|
Jonathan M. Craig Officer |
SELL
Open market or private sale
|
Indirect |
34,667
-75.65%
|
$2,634,692
$76.33 P/Share
|
|
Mar 02
2023
|
Richard A Wurster President |
SELL
Payment of exercise price or tax liability
|
Direct |
13,481
-12.5%
|
$1,024,556
$76.46 P/Share
|
|
Mar 02
2023
|
Richard A Wurster President |
BUY
Grant, award, or other acquisition
|
Direct |
31,514
+22.61%
|
-
|
|
Mar 02
2023
|
Bernard J. Clark MD Head of Advisor Services |
SELL
Payment of exercise price or tax liability
|
Direct |
20,336
-100.0%
|
$1,545,536
$76.46 P/Share
|
|
Mar 02
2023
|
Bernard J. Clark MD Head of Advisor Services |
BUY
Grant, award, or other acquisition
|
Direct |
50,135
+50.0%
|
-
|
|
Mar 02
2023
|
Jonathan M. Craig Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
34,091
-100.0%
|
$2,590,916
$76.46 P/Share
|
|
Mar 02
2023
|
Jonathan M. Craig Officer |
BUY
Grant, award, or other acquisition
|
Direct |
68,758
+50.0%
|
-
|
|
Mar 02
2023
|
Peter B. Crawford CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
19,360
-100.0%
|
$1,471,360
$76.46 P/Share
|
|
Mar 02
2023
|
Peter B. Crawford CFO |
BUY
Grant, award, or other acquisition
|
Direct |
42,974
+50.0%
|
-
|
|
Mar 02
2023
|
Joseph R Martinetto COO |
SELL
Payment of exercise price or tax liability
|
Direct |
44,199
-100.0%
|
$3,359,124
$76.46 P/Share
|
|
Mar 02
2023
|
Joseph R Martinetto COO |
BUY
Grant, award, or other acquisition
|
Direct |
93,109
+50.0%
|
-
|
|
Mar 02
2023
|
Peter J. Morgan Iii General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
10,140
-38.77%
|
$770,640
$76.46 P/Share
|
|
Mar 02
2023
|
Peter J. Morgan Iii General Counsel |
BUY
Grant, award, or other acquisition
|
Direct |
24,351
+48.22%
|
-
|
|
Mar 02
2023
|
Nigel J Murtagh Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
18,298
-18.64%
|
$1,390,648
$76.46 P/Share
|
|
Mar 02
2023
|
Nigel J Murtagh Chief Risk Officer |
BUY
Grant, award, or other acquisition
|
Direct |
40,825
+29.38%
|
-
|
|
Mar 02
2023
|
Charles R. Schwab Co-Chairman |
SELL
Payment of exercise price or tax liability
|
Direct |
45,871
-100.0%
|
$3,486,196
$76.46 P/Share
|
|
Mar 02
2023
|
Charles R. Schwab Co-Chairman |
BUY
Grant, award, or other acquisition
|
Direct |
111,730
+50.0%
|
-
|
|
Mar 02
2023
|
Walter W Bettinger Co-Chairman and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
126,937
-17.31%
|
$9,647,212
$76.46 P/Share
|
|
Mar 02
2023
|
Walter W Bettinger Co-Chairman and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
300,813
+29.09%
|
-
|
|
Mar 01
2023
|
Carolyn Schwab Pomerantz Director |
SELL
Payment of exercise price or tax liability
|
Direct |
489
-4.49%
|
$37,653
$77.25 P/Share
|
|
Mar 01
2023
|
Carolyn Schwab Pomerantz Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,107
+22.2%
|
-
|
|
Feb 24
2023
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
37,975
-0.06%
|
-
|
|
Feb 24
2023
|
Nigel J Murtagh Chief Risk Officer |
SELL
Open market or private sale
|
Direct |
10,796
-15.85%
|
$863,680
$80.23 P/Share
|
|
Feb 16
2023
|
Charles A. Ruffel Director |
SELL
Open market or private sale
|
Direct |
5,176
-30.01%
|
$414,080
$80.88 P/Share
|
|
Feb 14
2023
|
Frank C Herringer Director |
SELL
Open market or private sale
|
Indirect |
9,139
-5.5%
|
$731,120
$80.87 P/Share
|
|
Feb 14
2023
|
Frank C Herringer Director |
BUY
Bona fide gift
|
Indirect |
14,345
+7.95%
|
-
|
|
Feb 14
2023
|
Frank C Herringer Director |
SELL
Bona fide gift
|
Direct |
14,345
-74.54%
|
-
|
|
Feb 14
2023
|
Frank C Herringer Director |
BUY
Exercise of conversion of derivative security
|
Direct |
14,345
+42.71%
|
$272,555
$19.21 P/Share
|
|
Feb 14
2023
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
28,775
-0.05%
|
$2,302,000
$80.65 P/Share
|
|
Feb 13
2023
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
62,500
-0.1%
|
-
|
|
Feb 13
2023
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
95,030
-0.16%
|
$7,697,430
$81.04 P/Share
|
|
Feb 08
2023
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
62,500
-0.2%
|
$5,062,500
$81.54 P/Share
|
|
Feb 07
2023
|
Charles R. Schwab Co-Chairman |
SELL
Open market or private sale
|
Indirect |
62,890
-0.2%
|
$5,094,090
$81.07 P/Share
|
|
Feb 07
2023
|
Charles R. Schwab Co-Chairman |
SELL
Bona fide gift
|
Indirect |
62,895
-0.1%
|
-
|
|
Feb 06
2023
|
Paula A Sneed Director |
SELL
Open market or private sale
|
Indirect |
20,888
-15.18%
|
$1,671,040
$80.0 P/Share
|
|
Feb 06
2023
|
Paula A Sneed Director |
BUY
Bona fide gift
|
Indirect |
20,888
+13.18%
|
-
|
|
Feb 06
2023
|
Paula A Sneed Director |
SELL
Bona fide gift
|
Direct |
20,888
-81.0%
|
-
|
|
Feb 06
2023
|
Paula A Sneed Director |
BUY
Exercise of conversion of derivative security
|
Direct |
20,888
+28.41%
|
$981,736
$47.29 P/Share
|