Insider Transactions in Q4 2023 at Schwab Charles Corp (SCHW)
Insider Transaction List (Q4 2023)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price | 
|---|---|---|---|---|---|
| 
           
            Dec 15                          
            2023                          
           
         |           
        Stephen A Ellis Director | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              2,247
              +23.3%
              
         |   
        
           
              $56,175              
              $25.82 P/Share              
                     
         | 
      
| 
           
            Nov 30                          
            2023                          
           
         |           
        Carolyn Schwab Pomerantz Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              12,208
              -0.7%
              
         |   
        
           
              $744,688              
              $61.28 P/Share              
                     
         | 
      
| 
           
            Nov 30                          
            2023                          
           
         |           
        Peter J. Morgan Iii General Counsel | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Direct | 
           
              7,162
              -100.0%
              
         |   
        
           
              $429,720              
              $60.72 P/Share              
                     
         | 
      
| 
           
            Nov 30                          
            2023                          
           
         |           
        Peter B. Crawford CFO | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              4,000
              -8.77%
              
         |   
        
           
              $240,000              
              $60.56 P/Share              
                     
         | 
      
| 
           
            Nov 30                          
            2023                          
           
         |           
        Peter B. Crawford CFO | 
           
              BUY
             
            
                Exercise of conversion of derivative security
             
           | 
        Direct | 
           
              4,000
              +100.0%
              
         |   
        
           
              $112,000              
              $28.44 P/Share              
                     
         | 
      
| 
           
            Nov 03                          
            2023                          
           
         |           
        Peter B. Crawford CFO | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              3,114
              -6.96%
              
         |   
        
           
              $174,384              
              $56.19 P/Share              
                     
         | 
      
| 
           
            Nov 02                          
            2023                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              92,300
              -0.15%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Nov 01                          
            2023                          
           
         |           
        Peter J. Morgan Iii General Counsel | 
           
              SELL
             
            
                Payment of exercise price or tax liability
             
           | 
        Direct | 
           
              852
              -10.63%
              
         |   
        
           
              $44,304              
              $52.69 P/Share              
                     
         | 
      
| 
           
            Oct 30                          
            2023                          
           
         |           
        Charles R. Schwab Co-Chairman | 
           
              SELL
             
            
                Bona fide gift
             
           | 
        Indirect | 
           
              59,455
              -0.1%
              
         |   
        
           
              -                 
                     
         | 
      
| 
           
            Oct 24                          
            2023                          
           
         |           
        Paula A Sneed Director | 
           
              SELL
             
            
                Open market or private sale
             
           | 
        Indirect | 
           
              6,918
              -5.8%
              
         |   
        
           
              $338,982              
              $49.98 P/Share              
                     
         | 
      
| 
           
            Oct 19                          
            2023                          
           
         |           
        Carolyn Schwab Pomerantz Director | 
           
              SELL
             
            
                Discretionary transaction
             
           | 
        Indirect | 
           
              9,704
              -100.0%
              
         |   
        
           
              $504,608              
              $52.04 P/Share              
                     
         |