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Craig Jonathan M.
MDHead of Retail InvestingCIK 0001733065
Largest Purchase
No open-market purchases in the recent filings.
Profile
- Filings
- 7
- Buy transactions
- 0
- Sell transactions
- 7
- Companies
- 1
- Active
- 2025–2026
Across 7 filings between 2025–2026, Craig Jonathan M., MD, Head of Retail Investing, has disclosed $30.8M in transactions — all concentrated in SCHWAB CHARLES CORP (SCHW). Their disclosed trades are heavily weighted toward selling — $0 in buys and $13.9M in sells. Data is sourced from official SEC Form 3, 4, and 5 filings.
Associated Companies
Trading History
7 loaded
| Aug 17 | SCHW SCHWAB CHARLES CORP | Craig Jonathan M. | MD, Head of Retail Investing | Sell | $2.4M |
| Aug 7 | SCHW SCHWAB CHARLES CORP | Craig Jonathan M. | MD, Head of Retail Investing | Sell | $2.3M |
| Jul 9 | SCHW SCHWAB CHARLES CORP | Craig Jonathan M. | MD, Head of Retail Investing | Sell | $2.2M |
| Apr 15 | SCHW SCHWAB CHARLES CORP | Craig Jonathan M. | MD, Head of Retail Investing | Sell | $2.2M |
| Mar 5 | SCHW SCHWAB CHARLES CORP | Craig Jonathan M. | MD, Head of Investor Services | Sell | $1.4M |
| Mar 3 | SCHW SCHWAB CHARLES CORP | Craig Jonathan M. | MD, Head of Investor Services | Grant | $5.8M |
| Nov 10 | SCHW SCHWAB CHARLES CORP | Craig Jonathan M. | MD, Head of Investor Services | Sell | $3.4M |
7 filings