Transaction · 0001733065-25-000002

Craig Jonathan M.

Craig Jonathan M., MD, HIS, reported a transaction classified as withholding at SCHWAB CHARLES CORP involving 19151.000000 shares for an estimated $1513790.80. Reported holdings after the transaction were 0.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

withholdingSEC transaction code FMD, HIS
SCHWSCHWAB CHARLES CORP
Filing timeMar 05
Trade dateMar 03, 2025
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
Pre-filing
1mo ago1w ago1d ago
Returns since
7d30d90d180d1y

SCHW price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
SCHW since 2025-03-05Filed 547 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
withholding
Code F
Identifier
0001733065-25-000002
Common Stock
Transaction date
Mar 03, 2025
Filed Mar 05, 2025, 02:08 AM · 2d delay
Shares
19.1k sh
$7.90k per share
Estimated value
-$151M
Computed from shares × price
Holdings after
0 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Direct Ownership
-12score
Filing-only score

-12

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

MD, Head of Investor Services

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. F1

    Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the p…

  2. F2

    The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs.

  3. F3

    Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a revocable living trust.

  4. F4

    The option exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on October 31, 2024.

  5. F5

    Reflects the contribution of the shares received upon exercise of the option to a revocable living trust.

  6. F6

    The transaction was executed in multiple trades at prices ranging from $78.96 to $79.71. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to

  7. provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

  8. F7

    The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.

  9. F8

    The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

Original filing · 0001733065-25-000002
Related transactions

0 other filings

Same reporting owner
Recent company activity

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SCHW