Craig Jonathan M.
Officer · SCHW
As of 2026-09-16, Craig Jonathan M. has 33 Form 4 transactions on record across 1 company — 20 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Pattern in the record: open-market sales filed in March in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-14 | SCHW | Sale | 21,866 @ $111.03 | $2.4M | −100.0% of holding | 0 | Form 4 |
| 2026-08-05 | SCHW | Sale | 21,750 @ $107.02 | $2.3M | −100.0% of holding | 0 | Form 4 |
| 2026-07-07 | SCHW | Sale | 21,750 @ $102.01 | $2.2M | −100.0% of holding | 0 | Form 4 |
| 2026-04-14 | SCHW | Sale | 21,750 @ $99.00 | $2.2M | −100.0% of holding | 0 | Form 4 |
| 2026-03-03 | SCHW | Sale | 9,032 @ $94.42 | $853K | −62.4% of holding | 5,449 | Form 4 |
| 2026-03-03 | SCHW | Sale | 5,449 @ $94.89 | $517K | −100.0% of holding | 0 | Form 4 |
| 2025-11-07 | SCHW | Sale | 35,188 @ $95.35 | $3.4M | −100.0% of holding | 0 | Form 4 |
| 2025-05-21 | SCHW | Sale | 47,500 @ $88.46 | $4.2M | −100.0% of holding | 0 | Form 4 |
| 2025-05-01 | SCHW | Sale | 9,559 @ $82.00 | $784K | −100.0% of holding | 0 | Form 4 |
| 2025-03-06 | SCHW | Sale | 23,258 @ $75.59 | $1.8M | −100.0% of holding | 0 | Form 4 |
| 2025-03-03 | SCHW | Sale | 28,668 @ $79.32 | $2.3M | −55.2% of holding | 23,258 | Form 4 |
22 award / exercise / gift records — not counted as purchases
| Date | Company | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | SCHW | Option exercise | 21,866 | 0 | Form 4 |
| 2026-08-14 | SCHW | Option exercise | 21,866 | 0 | Form 4 |
| 2026-08-05 | SCHW | Option exercise | 21,750 | 0 | Form 4 |
| 2026-08-05 | SCHW | Option exercise | 21,750 | 21,866 | Form 4 |
| 2026-07-07 | SCHW | Option exercise | 21,750 | 0 | Form 4 |
| 2026-07-07 | SCHW | Option exercise | 21,750 | 43,616 | Form 4 |
| 2026-04-14 | SCHW | Option exercise | 21,750 | 0 | Form 4 |
| 2026-04-14 | SCHW | Option exercise | 21,750 | 65,366 | Form 4 |
| 2026-03-02 | SCHW | Award / grant | 50,052 | 50,052 | Form 4 |
| 2026-03-01 | SCHW | Withheld for tax | 11,152 | 14,481 | Form 4 |
| 2026-03-01 | SCHW | Award / grant | 25,633 | 25,633 | Form 4 |
| 2025-11-07 | SCHW | Option exercise | 35,188 | 0 | Form 4 |
| 2025-11-07 | SCHW | Option exercise | 35,188 | 0 | Form 4 |
| 2025-05-21 | SCHW | Option exercise | 47,500 | 0 | Form 4 |
| 2025-05-21 | SCHW | Option exercise | 47,500 | 35,188 | Form 4 |
| 2025-05-01 | SCHW | Option exercise | 9,559 | 0 | Form 4 |
| 2025-05-01 | SCHW | Option exercise | 9,559 | 0 | Form 4 |
| 2025-03-03 | SCHW | Withheld for tax | 19,151 | 0 | Form 4 |
| 2025-03-03 | SCHW | Option exercise | 28,668 | 0 | Form 4 |
| 2025-03-03 | SCHW | Award / grant | 63,840 | 63,840 | Form 4 |
| 2025-03-03 | SCHW | Option exercise | 28,668 | 9,559 | Form 4 |
| 2025-03-01 | SCHW | Award / grant | 42,409 | 42,409 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.