Mark A. Goldfarb net worth and biography

Mark Goldfarb Biography and Net Worth

Director of Charles Schwab

Mr. Goldfarb has served as Managing Partner of BDO USA, LLP, an accounting and consulting firm, since January 2015. He was a founder of SS&G, Inc., an accounting and business consulting firm, and served as Managing Partner of SS&G from 1987 until 2012, and as Senior Managing Director of SS&G from 2012 until January 2015, at which time SS&G merged with BDO USA, LLP. Mr. Goldfarb served on the Board of Trustees and as Chairman of the Audit Committee of Schwab Strategic Trust, a registered investment company, from 2009 until 2012, and he currently serves as a member of the Board of Directors of Charles Schwab Bank, SSB. He is also a past president of Cascade Capital Corporation. Mr. Goldfarb is a nominee for election this year.

Mr. Goldfarb brings financial and operational leadership experience to the board, having served as a founder and senior managing director of SS&G and a managing partner with BDO USA, LLP.

What is Mark A. Goldfarb's net worth?: The estimated net worth of Mark A. Goldfarb is at least $1.62 million as of April 16th, 2024. Goldfarb owns 19,917 shares of Charles Schwab stock worth more than $1,615,667 as of December 3rd. This net worth estimate does not reflect any other assets that Goldfarb may own. Learn More about Mark A. Goldfarb's net worth.
How do I contact Mark A. Goldfarb?: The corporate mailing address for Goldfarb 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 Mark A. Goldfarb's contact information.
Has Mark A. Goldfarb been buying or selling shares of Charles Schwab?: Mark A. Goldfarb has not been actively trading shares of Charles Schwab over the course of the past ninety days. Most recently, Mark A. Goldfarb sold 7,100 shares of the business's stock in a transaction on Tuesday, April 16th. The shares were sold at an average price of $70.86, for a transaction totalling $503,106.00. Following the completion of the sale, the director now directly owns 19,917 shares of the company's stock, valued at $1,411,318.62. Learn More on Mark A. Goldfarb's trading history.
Who are Charles Schwab's active insiders?: Charles Schwab's insider roster includes 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 (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.

Mark A. Goldfarb Insider Trading History at Charles Schwab

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/16/2024	Sell	7,100	$70.86	$503,106.00	19,917
3/16/2023	Buy	4,000	$58.37	$233,480.00	27,017
2/10/2021	Sell	26,925	$55.76	$1,501,338.00	5,453
4/17/2020	Buy	5,530	$36.18	$200,075.40	3,771
8/5/2019	Buy	2,595	$38.68	$100,374.60	3,771
6/1/2018	Sell	2,174	$56.67	$123,200.58	5,045
4/27/2017	Buy	1,850	$26.97	$49,894.50	1,850
10/16/2015	Buy	7,100	$28.57	$202,847.00	18,735
2/10/2015	Buy	2,567	$29.21	$74,982.07

Mark A. Goldfarb 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: $81.12

$80.94

$81.97

50 Day Range

MA: $72.37

$63.32

$82.79

2 Week Range

Now: $81.12

$59.67

$83.35

Volume

1,123,375 shs

Average Volume

8,014,032 shs

Market Capitalization

$144.37 billion

P/E Ratio

31.69

Dividend Yield

1.21%

Beta

0.96

I was wrong. Dead wrong.

From Porter & Company | Ad

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.