| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
MD, Head Of Retail Investing | MD, Head Of Investor Services | Please See Remarks +2 more
2 companies
Craig Jonathan M. serves as a MD, Head Of Retail Investing at SCHW-PJ and has filed Form 4s across 2 companies. Across recent SEC filings that breaks down to 0 buys and 52 sells.
Historically, Craig Jonathan M.'s trades have earned a middling insider score of 58/100 across 25 rated trades. Over a 12-month horizon, 54.2% of those trades were profitable, with an average 12-month return of -2.3%.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | SCHW-PJ The Charles Schwab Corporation | MD, Head Of Retail Investing | Sale+OE | 21,750 | $102.01 | $2,218,721.85 | -100% | - | - | |
| Nov 7, 2025 | SCHW Schwab Charles Corp | MD, Head Of Investor Services | Sale+OE | 35,188 | $95.35 | $3,355,028.01 | -100% | +7.1% | - | |
| May 21, 2025 | SCHW Schwab Charles Corp | MD, Head Of Investor Services | Sale+OE | 47,500 | $88.46 | $4,201,636.25 | -100% | +9.3% | +3.2% | |
| May 1, 2025 | SCHW Schwab Charles Corp | MD, Head Of Investor Services | Sale+OE | 9,559 | $82.00 | $783,853.29 | -100% | +20.9% | +12.3% | |
| Mar 6, 2025 | SCHW Schwab Charles Corp | MD, Head Of Investor Services | Sell | 23,258 | $75.59 | $1,757,986.17 | -100% | +15.8% | +26.0% | |
| Mar 3, 2025 | SCHW Schwab Charles Corp | MD, Head Of Investor Services | Sale+OE | 28,668 | $79.32 | $2,273,971.56 | -55.2% | +12.8% | +21.9% | |
| Mar 21, 2024 | SCHW Schwab Charles Corp | Please See Remarks | Sale+OE | 4,977 | $70.01 | $348,429.82 | -100% | +1.2% | +9.1% | |
| Mar 6, 2024 | SCHW Schwab Charles Corp | Please See Remarks | Sell | 48,751 | $67.80 | $3,305,083.25 | -85.7% | +5.7% | +11.0% | |
| Mar 6, 2023 | SCHW Schwab Charles Corp | Please See Remarks | Sell | 34,667 | $76.33 | $2,646,239.58 | -75.6% | -29.0% | -11.1% | |
| Jan 18, 2023 | SCHW Schwab Charles Corp | Please See Remarks | Sale+OE | 51,144 | $80.30 | $4,106,684.87 | -82.1% | -33.6% | -22.9% |