Jonathan M. Craig
CIK 1733065 · MD, Head of Retail Investing · last filed 2026-08-17
Jonathan M. Craig is a MD, Head of Retail Investing who has filed 70 SEC Form 4 insider transactions across 1 company since 2018. The most recent filing, for SCHW, was dated Aug 17, 2026. Across all open-market trades the lifetime net is −$50.7M, making them a net seller over the disclosed history.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$0
1
70
-$50.69M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SCHW | MD, Head of Retail Investing | 0 | $108.28 | $0 | -$50.69M | 62 | 2026-08-17 |
Recent Filings
70 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-08-17 | SCHW | Mixed | — | -$1.40M | EDGAR |
| 2026-08-07 | SCHW | Mixed | — | -$1.31M | EDGAR |
| 2026-08-07 | SCHW | Mixed | — | -$1.31M | EDGAR |
| 2026-08-05 | SCHW | Notice (144) | −56,740 | -$6.28M | EDGAR |
| 2026-07-09 | SCHW | Mixed | — | -$1.20M | EDGAR |
| 2026-04-15 | SCHW | Mixed | — | -$1.14M | EDGAR |
| 2026-04-14 | SCHW | Notice (144) | −87,116 | -$9.13M | EDGAR |
| 2026-03-05 | SCHW | Sell (S) | −14,481 | -$1.37M | EDGAR |
| 2026-03-03 | SCHW | Notice (144) | −14,481 | -$1.37M | EDGAR |
| 2026-03-03 | SCHW | Mixed | +14,481 | -$1.06M | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.