13F Pro

SEC Form 4 reporting owner

Craig Jonathan M.

Craig Jonathan M. has filed 9 Form 4 transactions reported between March 1, 2026 and August 14, 2026, as MD, Head of Retail Investing, MD, Head of Investor Services of SCHWAB CHARLES CORP.

Name as filed: Craig Jonathan M.

Open-market buys, 24 mo
None
reported
Open-market sales, 24 mo
$1.4M
2 lines
Companies
1
with Form 4 filings
Latest transaction
Aug 14, 2026
transaction date

Roles and reported holdings

  • SCHWSCHWAB CHARLES CORP
    Mar 1, 2026 – Aug 14, 2026

    MD, Head of Retail Investing, MD, Head of Investor Services

    Held directly14,481 sh as of Mar 1, 2026 · Form 4
    Held indirectly (latest line)0 sh as of Mar 3, 2026 · Form 4

    24 months: $1.4M sold

Transaction history

All 9 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

DateCompanyTypeSharesValueFiling
Aug 14, 2026SCHWMD, Head of Retail InvestingOption exerciseCode M · direct21,866$1.0M@ $46.81Form 4
Aug 5, 2026SCHWMD, Head of Retail InvestingOption exerciseCode M · direct21,750$1.0M@ $46.81Form 4
Jul 7, 2026SCHWMD, Head of Retail InvestingOption exerciseCode M · direct21,750$1.0M@ $46.81Form 4
Apr 14, 2026SCHWMD, Head of Retail InvestingOption exerciseCode M · direct21,750$1.0M@ $46.81Form 4
Mar 3, 2026SCHWMD, Head of Investor ServicesOpen-market saleCode S · indirect5,449$517K@ $94.89Form 4
Mar 3, 2026SCHWMD, Head of Investor ServicesOpen-market saleCode S · indirect9,032$853K@ $94.42Form 4
Mar 2, 2026SCHWMD, Head of Investor ServicesGrant or awardCode A · direct50,052—Form 4
Mar 1, 2026SCHWMD, Head of Investor ServicesShares withheld for tax or exercise priceCode F · direct11,152$1.1M@ $95.31Form 4
Mar 1, 2026SCHWMD, Head of Investor ServicesGrant or awardCode A · direct25,633—Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.