Insiders · Profile

Craig Jonathan M.

MD, Head of Retail Investing at Charles Schwab. Filing since 7 Mar 2018. CIK 0001733065

Company
Date
Role
Action
Shares
Amount
Of holding
14 Aug 2026
MD, Head of Retail Investing
Sold on a plan
21,866
$2.43M
100%
5 Aug 2026
MD, Head of Retail Investing
Sold on a plan
21,750
$2.33M
100%
7 Jul 2026
MD, Head of Retail Investing
Sold on a plan
21,750
$2.22M
100%
14 Apr 2026
MD, Head of Retail Investing
Sold on a plan
21,750
$2.15M
100%
3 Mar 2026
MD, Head of Investor Services
Sold on a plan
14,481
$1.37M
100%
7 Nov 2025
MD, Head of Investor Services
Sold at will
35,188
$3.36M
100%
21 May 2025
MD, Head of Investor Services
Sold at will
47,500
$4.20M
100%
1 May 2025
MD, Head of Investor Services
Sold on a plan
9,559
$783.85K
100%
6 Mar 2025
MD, Head of Investor Services
Sold on a plan
23,258
$1.76M
100%
3 Mar 2025
MD, Head of Investor Services
Sold on a plan
28,668
$2.27M
55.2%
21 Mar 2024
Please see remarks
Sold on a plan
4,977
$348.43K
100%
6 Mar 2024
Please see remarks
Sold on a plan
48,751
$3.31M
100%
6 Mar 2023
Please see remarks
Sold, plan not stated
34,667
$2.65M
75.6%
18 Jan 2023
Please see remarks
Sold, plan not stated
51,144
$4.11M
100%
28 Oct 2022
Please see remarks
Sold, plan not stated
4,019
$317.80K
100%
12 Aug 2022
Please see remarks
Sold, plan not stated
8,032
$602.41K
66.7%
7 Apr 2022
MD, Senior EVP
Sold, plan not stated
4,016
$321.38K
25.0%
12 Jan 2022
Senior EVP
Sold, plan not stated
4,976
$472.72K
100%
11 Oct 2021
Senior EVP
Sold, plan not stated
11,598
$904.41K
100%
28 Sep 2021
Senior EVP
Sold, plan not stated
902
$70.32K
100%
3 Jun 2021
Senior EVP
Sold, plan not stated
12,500
$948.77K
100%
27 May 2021
Senior EVP
Sold, plan not stated
12,500
$924.85K
100%
29 Apr 2021
Senior EVP
Sold, plan not stated
20,294
$1.45M
100%
28 Apr 2021
Senior EVP
Sold, plan not stated
7,793
$545.53K
100%
27 Apr 2021
Senior EVP
Sold, plan not stated
8,424
$581.26K
100%
6 Apr 2021
Senior EVP
Sold, plan not stated
2,241
$152.24K
100%
12 Mar 2021
Senior EVP
Sold, plan not stated
8,423
$564.44K
100%
4 Mar 2021
Senior EVP
Sold, plan not stated
6,796
$440.46K
100%
24 Feb 2021
Senior EVP
Sold, plan not stated
8,904
$578.72K
100%
19 Feb 2021
Senior EVP
Sold, plan not stated
8,903
$561.00K
100%
12 Jan 2021
Senior EVP
Sold, plan not stated
3,503
$213.61K
100%
7 Jan 2021
Senior EVP
Sold, plan not stated
3,503
$206.61K
100%
6 Jan 2021
Senior EVP
Sold, plan not stated
7,316
$409.27K
100%
29 Dec 2020
Senior EVP
Sold, plan not stated
3,813
$202.06K
100%
1 Dec 2020
Senior EVP
Sold, plan not stated
13,272
$668.27K
100%
20 Oct 2020
Senior EVP
Sold, plan not stated
6,326
$253.05K
100%
4 Jun 2020
Senior EVP
Sold, plan not stated
10,935
$437.61K
100%
16 Jan 2020
Senior EVP
Sold, plan not stated
3,153
$154.50K
100%
15 Jan 2020
Senior EVP
Sold, plan not stated
3,162
$149.65K
100%
15 Oct 2019
Senior EVP
Sold, plan not stated
3,740
$145.75K
100%
15 Jul 2019
Senior EVP
Sold, plan not stated
3,740
$150.35K
100%
15 Apr 2019
Senior EVP
Sold, plan not stated
3,740
$173.98K
100%
6 Mar 2019
Senior EVP
Sold, plan not stated
12,604
$578.94K
100%
15 Jan 2019
Senior EVP
Sold, plan not stated
3,739
$162.95K
100%
15 Oct 2018
Senior EVP
Sold, plan not stated
2,629
$128.39K
100%
15 Jun 2018
Senior EVP
Sold, plan not stated
2,629
$147.30K
100%
21 May 2018
Senior EVP
Sold, plan not stated
10,000
$600.00K
100%
16 Apr 2018
Senior EVP
Sold, plan not stated
2,629
$136.98K
100%
12 Mar 2018
Senior EVP
Sold, plan not stated
5,000
$290.04K
100%
8 Mar 2018
Senior EVP
Sold, plan not stated
1,820
$101.24K
100%
7 Mar 2018
Senior EVP
Sold, plan not stated
6,226
$335.70K
77.4%
51 decisions on file.