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Jonathan M. Craig net worth and biography

Jonathan Craig Biography and Net Worth

EVP of Charles Schwab

Jonathan M. Craig serves as Managing Director, Head of Investor Services & Marketing at Charles Schwab & Co., Inc.

Craig has leadership responsibilities for Schwab’s Investor Services and Schwab Retirement Plan Services, Inc. which respectively serve the firm’s clients who invest on their own or through a workplace retirement plan. He also oversees the Marketing function that is responsible for building the Schwab brand and fueling growth through communication and outreach to clients, prospects, influencers and employees.

Since joining Schwab in 2000, he has held a variety of roles driving growth for the franchise, including Chief Marketing Officer and leadership of Schwab’s client solutions unit, which encompassed Schwab’s third-party mutual fund, ETF and fixed income platforms, managed account solutions, alternative investments, insurance services, and cash and margin lending products. He also served as Chief of Staff to Charles R. Schwab, founder and chairman of The Charles Schwab Corporation.

Prior to joining Schwab, Craig was employed with AT&T, where he held a variety of management positions in marketing, advertising and sales.

Craig received his Master of Business Administration degree from the University of California, Berkeley, and an undergraduate degree in economics and political science from McGill University in Montreal, Canada. In addition, Craig has completed Executive Education at the Harvard Business School, University of Chicago Booth School of Business, and the University of Virginia Graduate School of Business.

What is Jonathan M. Craig's net worth?: The estimated net worth of Jonathan M. Craig is at least $829,225.29 as of March 6th, 2023. Mr. Craig owns 11,159 shares of Charles Schwab stock worth more than $829,225 as of December 21st. This net worth evaluation does not reflect any other investments that Mr. Craig may own. Learn More about Jonathan M. Craig's net worth.
How do I contact Jonathan M. Craig?: The corporate mailing address for Mr. Craig and other Charles Schwab executives is 211 MAIN STREET, SAN FRANCISCO CA, 94105. Charles Schwab can also be reached via phone at (817) 859-5000 and via email at [email protected]. Learn More on Jonathan M. Craig's contact information.
Has Jonathan M. Craig been buying or selling shares of Charles Schwab?: Jonathan M. Craig has not been actively trading shares of Charles Schwab during the past quarter. Most recently, Jonathan M. Craig sold 4,977 shares of the business's stock in a transaction on Thursday, March 21st. The shares were sold at an average price of $70.01, for a transaction totalling $348,439.77. Following the completion of the sale, the insider now directly owns 81,446 shares of the company's stock, valued at $5,702,034.46. Learn More on Jonathan M. Craig's trading history.
Who are Charles Schwab's active insiders?: Charles Schwab's insider roster includes Jonathan Beatty (Managing Director, Head of Advisor Services), Walter Bettinger (CEO), Marianne Brown (Director), Marie Chandoha (CEO), Bernard Clark (EVP), Jonathan Craig (EVP), Peter Crawford (CFO), Joan Dea (Director), Christopher Dodds (Director), Mark Goldfarb (Director), William Haraf (Director), Frank Herringer (Director), Terri Kallsen (EVP), Joseph Martinetto (COO), Stephen McLin (Director), Peter Morgan, III (EVP), Nigel Murtagh (EVP), Todd Ricketts (Director), Charles Ruffel (Director), Charles Schwab (Founder & Co-Chairman), Carolyn Schwab-Pomerantz (Director), Paula Sneed (Director), Roger Walther (Director), Paul Woolway (Managing Director, Chief Banking Officer), and Richard Wurster (President). Learn More on Charles Schwab's active insiders.
Are insiders buying or selling shares of Charles Schwab?: In the last twelve months, Charles Schwab insiders bought shares 2 times. They purchased a total of 35,000 shares worth more than $2,277,000.00. In the last twelve months, insiders at the financial services provider sold shares 42 times. They sold a total of 1,093,851 shares worth more than $78,497,840.13. The most recent insider tranaction occured on November, 25th when insider Jonathan S Beatty sold 2,300 shares worth more than $188,623.00. Insiders at Charles Schwab own 6.6% of the company. Learn More about insider trades at Charles Schwab.
Information on this page was last updated on 11/25/2024.

Jonathan M. Craig Insider Trading History at Charles Schwab

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/21/2024	Sell	4,977	$70.01	$348,439.77	81,446
3/6/2023	Sell	34,667	$76.33	$2,646,132.11	11,159
1/18/2023	Sell	51,144	$80.30	$4,106,863.20
10/28/2022	Sell	4,019	$79.08	$317,822.52
8/12/2022	Sell	8,032	$75.00	$602,400.00	4,019
4/7/2022	Sell	4,016	$80.02	$321,360.32
1/12/2022	Sell	4,976	$95.00	$472,720.00
9/28/2021	Sell	902	$77.96	$70,319.92
6/3/2021	Sell	12,500	$75.90	$948,750.00
5/27/2021	Sell	12,500	$73.99	$924,875.00	82,484
4/27/2021	Sell	8,424	$69.00	$581,256.00
4/6/2021	Sell	2,241	$67.94	$152,253.54
3/12/2021	Sell	8,423	$67.01	$564,425.23
2/19/2021	Sell	8,903	$63.01	$560,978.03
1/6/2021	Sell	7,316	$55.94	$409,257.04
12/29/2020	Sell	3,813	$52.99	$202,050.87
12/1/2020	Sell	13,272	$50.35	$668,245.20
10/20/2020	Sell	6,326	$40.00	$253,040.00
6/4/2020	Sell	10,935	$40.02	$437,618.70
1/15/2020	Sell	3,162	$47.33	$149,657.46
10/15/2019	Sell	3,740	$38.97	$145,747.80
7/15/2019	Sell	3,740	$40.20	$150,348.00
4/15/2019	Sell	3,740	$46.52	$173,984.80	66,190
1/15/2019	Sell	3,739	$43.58	$162,945.62
10/15/2018	Sell	2,629	$48.84	$128,400.36
6/15/2018	Sell	2,629	$56.03	$147,302.87
5/21/2018	Sell	10,000	$60.00	$600,000.00
4/16/2018	Sell	2,629	$52.11	$136,997.19
3/12/2018	Sell	5,000	$58.01	$290,050.00
3/8/2018	Sell	8,046	$54.31	$436,978.26

Jonathan M. Craig Buying and Selling Activity at Charles Schwab

Charles Schwab Company Overview

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Today's Range

Now: $74.31

$73.32

$75.00

50 Day Range

MA: $76.77

$67.87

$82.83

2 Week Range

Now: $74.31

$59.67

$83.35

Volume

12,219,728 shs

Average Volume

8,085,971 shs

Market Capitalization

$132.25 billion

P/E Ratio

29.03

Dividend Yield

1.35%

Beta

0.96