Last 12 months
Inside the activity.
1 purchase rows · 89 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 2 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 9 |
| Feb 2026 | 0 | 13 |
| Mar 2026 | 0 | 10 |
| Apr 2026 | 0 | 9 |
| May 2026 | 1 | 7 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 18 |
| Aug 2026 | 0 | 18 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 1 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 6, 2026 00:28 UTC |
Ruffel Charles A.Director
|
GrantNonqualified Stock Option (right to buy) · Derivative | 1,222 | $0.00 Strike: $98.37 | $0.00 |
DisclosureSEC source: 0001739929-26-000010 · wk-form4_1791246535.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,222 Underlying: Common Stock · 1,222 shares Expires 2036-10-01 F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. F1 · derivative.exercise_date: The option was received pursuant to the Directors' Compensation Plan II and vested immediately. Read SEC document |
| October 01, 2026 Filed Oct 6, 2026 00:00 UTC |
HERRINGER FRANK CDirector
|
GrantRestricted Stock Units · Derivative | 445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001171694-26-000012 · wk-form4_1791244802.xml · derivative · entry 1 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,636.78 Underlying: Common Stock · 445 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 440.52 RSUs acquired through dividend reinvestment. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 23:47 UTC |
Ellis Stephen ADirector
|
GrantRestricted Stock Units · Derivative | 369 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001561563-26-000025 · wk-form4_1791244043.xml · derivative · entry 1 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,683.75 Underlying: Common Stock · 369 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 38.29 RSUs acquired through dividend reinvestment. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 23:31 UTC |
Brown Marianne CatherineDirector
|
GrantRestricted Stock Units · Derivative | 407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001804183-26-000016 · wk-form4_1791243076.xml · derivative · entry 1 Brown Marianne Catherine · CIK 0001804183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,700.21 Underlying: Common Stock · 407 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. F5 · balance_after: Includes 23.85 RSUs acquired through dividend reinvestment. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:01 UTC |
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001879974-26-000015 · wk-form4_1791230489.xml · derivative · entry 3 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,950 Underlying: Common Stock · 5,000 shares Expires 2030-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:01 UTC |
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst
|
SaleCommon Stock | 5,000 | $97.80 | $489,007.00 |
DisclosureSEC source: 0001879974-26-000015 · wk-form4_1791230489.xml · nonDerivative · entry 2 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 5,770 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2026. F3 · price: This transaction was executed in multiple trades at prices ranging from $97.275 to $98.23. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:01 UTC |
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst
|
Exercise / conversionCommon Stock | 5,000 | $41.98 | $209,900.00 |
DisclosureSEC source: 0001879974-26-000015 · wk-form4_1791230489.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 21:14 UTC |
Ellis Stephen ADirector
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 1,918 | $0.00 Strike: $31.48 | $0.00 |
DisclosureSEC source: 0001561563-26-000023 · wk-form4_1790370888.xml · derivative · entry 3 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,918 shares Expires 2026-10-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 21:14 UTC |
Ellis Stephen ADirector
|
Exercise / conversionCommon Stock | 1,918 | $31.48 | $60,378.64 |
DisclosureSEC source: 0001561563-26-000023 · wk-form4_1790370888.xml · nonDerivative · entry 1 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,445 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of shares received upon exercise of the option to a trust. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 01:04 UTC |
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,177 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0001879974-26-000013 · wk-form4_1788397456.xml · derivative · entry 3 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,177 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 01:04 UTC |
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst
|
SaleCommon Stock | 3,177 | $109.04 | $346,428.02 |
DisclosureSEC source: 0001879974-26-000013 · wk-form4_1788397456.xml · nonDerivative · entry 2 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 5,770 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2026. F3 · price: This transaction was executed in multiple trades at prices ranging from $108.51 to $109.50. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 01:04 UTC |
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst
|
Exercise / conversionCommon Stock | 3,177 | $52.05 | $165,362.85 |
DisclosureSEC source: 0001879974-26-000013 · wk-form4_1788397456.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 23:39 UTC |
Bettinger Walter WDirector · Co-Chairman
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 74,388 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001296479-26-000014 · wk-form4_1788219574.xml · derivative · entry 7 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,589 Underlying: Common Stock · 74,388 shares Expires 2029-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 23:39 UTC |
Bettinger Walter WDirector · Co-Chairman
|
SaleCommon Stock | 74,388 | $110.91 | $8,250,648.32 |
DisclosureSEC source: 0001296479-26-000014 · wk-form4_1788219574.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 610,360 F1 · price: This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 23:39 UTC |
Bettinger Walter WDirector · Co-Chairman
|
Exercise / conversionCommon Stock | 74,388 | $46.81 | $3,482,102.28 |
DisclosureSEC source: 0001296479-26-000014 · wk-form4_1788219574.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 684,748 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 22:30 UTC |
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,177 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0001879974-26-000010 · wk-form4_1788215398.xml · derivative · entry 3 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,177 Underlying: Common Stock · 3,177 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 22:30 UTC |
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst
|
SaleCommon Stock | 3,177 | $108.12 | $343,497.56 |
DisclosureSEC source: 0001879974-26-000010 · wk-form4_1788215398.xml · nonDerivative · entry 2 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 29, 2026. F3 · price: This transaction was executed in multiple trades at prices ranging from $107.805 to $108.725. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 22:30 UTC |
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst
|
Exercise / conversionCommon Stock | 3,177 | $52.05 | $165,362.85 |
DisclosureSEC source: 0001879974-26-000010 · wk-form4_1788215398.xml · nonDerivative · entry 1 Hathi Neesha · CIK 0001879974 · MD, Head Wealth Adv, Bnk, Tst 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a trust. Read SEC document |
| August 27, 2026 Filed Aug 28, 2026 21:32 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 9,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-26-000046 · wk-form4_1787952763.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 53,549,441 Read SEC document |
| August 26, 2026 Filed Aug 27, 2026 22:00 UTC |
Schwab-Pomerantz CarolynDirector
|
SaleCommon Stock | 9,175 | $109.25 | $1,002,397.19 |
DisclosureSEC source: 0001950787-26-000016 · wk-form4_1787868012.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,323,161.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $109.22 to $109.36. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 24, 2026 Filed Aug 27, 2026 00:15 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 117,000 | $113.20 | $13,244,411.70 |
DisclosureSEC source: 0000923738-26-000044 · wk-form4_1787789713.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 53,558,741 F1 · price: This transaction was executed in multiple trades at prices ranging from $112.77 to $113.65. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 23:37 UTC |
Bettinger Walter WDirector · Co-Chairman
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 176,210 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001296479-26-000011 · wk-form4_1787787460.xml · derivative · entry 7 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,977 Underlying: Common Stock · 176,210 shares Expires 2029-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 23:37 UTC |
Bettinger Walter WDirector · Co-Chairman
|
SaleCommon Stock | 176,210 | $113.49 | $19,997,368.06 |
DisclosureSEC source: 0001296479-26-000011 · wk-form4_1787787460.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 610,360 F2 · price: This transaction was executed in multiple trades at prices ranging from $113.345 to $113.615. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the transfer of 81,014 shares from direct holding to a revocable trust. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 23:37 UTC |
Bettinger Walter WDirector · Co-Chairman
|
Exercise / conversionCommon Stock | 176,210 | $46.81 | $8,248,390.10 |
DisclosureSEC source: 0001296479-26-000011 · wk-form4_1787787460.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 786,570 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the transfer of 81,014 shares from direct holding to a revocable trust. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 22:51 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 54,550 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-26-000042 · wk-form4_1787179876.xml · nonDerivative · entry 2 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 53,675,741 Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 21:55 UTC |
Beatty Jonathan SMD, Head of Advisor Services
|
SaleCommon Stock | 1,000 | $111.33 | $111,330.10 |
DisclosureSEC source: 0002028977-26-000017 · wk-form4_1787090124.xml · nonDerivative · entry 1 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 10,738 F1 · price: This transaction was executed in multiple trades at prices ranging from $111.19 to $111.405. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 22:51 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 45,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-26-000042 · wk-form4_1787179876.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 53,730,291 Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 22:22 UTC |
Craig Jonathan M.MD, Head of Retail Investing
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 21,866 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001733065-26-000013 · wk-form4_1787005356.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,866 shares Expires 2029-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 22:22 UTC |
Craig Jonathan M.MD, Head of Retail Investing
|
SaleCommon Stock | 21,866 | $111.03 | $2,427,687.96 |
DisclosureSEC source: 0001733065-26-000013 · wk-form4_1787005356.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $111.025 to $111.03. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was affected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 22:22 UTC |
Craig Jonathan M.MD, Head of Retail Investing
|
Exercise / conversionCommon Stock | 21,866 | $46.81 | $1,023,547.46 |
DisclosureSEC source: 0001733065-26-000013 · wk-form4_1787005356.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 21:43 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
SaleCommon Stock | 2,198 | $110.00 | $241,780.00 |
DisclosureSEC source: 0001825454-26-000028 · wk-form4_1787003036.xml · nonDerivative · entry 1 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,980 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 25, 2025. Read SEC document |
| August 12, 2026 Filed Aug 14, 2026 00:36 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 46,410 | $108.18 | $5,020,448.16 |
DisclosureSEC source: 0000923738-26-000040 · wk-form4_1786667774.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Limited Partnership Disclosed balance after: 30,021,463 F1 · price: This transaction was executed in multiple trades at prices ranging from $108.02 to $108.35. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 11, 2026 Filed Aug 12, 2026 01:44 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 46,445 | $107.78 | $5,005,716.70 |
DisclosureSEC source: 0000923738-26-000038 · wk-form4_1786499084.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Limited Partnership Disclosed balance after: 30,067,873 F1 · price: This transaction was executed in multiple trades at prices ranging from $107.79 to $107.825. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 00:05 UTC |
Murtagh Nigel JChief Risk Officer
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 24,778 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001649599-26-000014 · wk-form4_1786406742.xml · derivative · entry 7 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,778 shares Expires 2029-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 00:05 UTC |
Murtagh Nigel JChief Risk Officer
|
SaleCommon Stock | 24,778 | $109.01 | $2,701,015.09 |
DisclosureSEC source: 0001649599-26-000014 · wk-form4_1786406742.xml · nonDerivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,972.4846 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 25, 2025. F3 · price: This transaction was executed in multiple trades at prices ranging from $109.00 to $109.04. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 00:05 UTC |
Murtagh Nigel JChief Risk Officer
|
Exercise / conversionCommon Stock | 24,778 | $46.81 | $1,159,858.18 |
DisclosureSEC source: 0001649599-26-000014 · wk-form4_1786406742.xml · nonDerivative · entry 3 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 82,750.4846 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 23:05 UTC |
SNEED PAULA ADirector
|
SaleCommon Stock | 5,263 | $107.15 | $563,954.13 |
DisclosureSEC source: 0001193024-26-000006 · wk-form4_1786403117.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 91,711.1605 F1 · price: This transaction was executed in multiple trades at prices ranging from $107.07 to $107.205. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 06, 2026 Filed Aug 11, 2026 00:36 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 37,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-26-000036 · wk-form4_1786408587.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 53,775,791 F1 · balance_after: Reflects resignation of Mr. Schwab as Trustee of two trusts established for the benefit of his relatives. Read SEC document |
| August 06, 2026 Filed Aug 11, 2026 00:05 UTC |
Murtagh Nigel JChief Risk Officer
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 1,897 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001649599-26-000014 · wk-form4_1786406742.xml · derivative · entry 6 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,778 Underlying: Common Stock · 1,897 shares Expires 2029-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant. Read SEC document |
| August 06, 2026 Filed Aug 11, 2026 00:05 UTC |
Murtagh Nigel JChief Risk Officer
|
SaleCommon Stock | 1,897 | $109.00 | $206,776.04 |
DisclosureSEC source: 0001649599-26-000014 · wk-form4_1786406742.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,972.4846 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 25, 2025. F2 · price: This transaction was executed in multiple trades at prices ranging from $109.00 to $109.0450. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 06, 2026 Filed Aug 11, 2026 00:05 UTC |
Murtagh Nigel JChief Risk Officer
|
Exercise / conversionCommon Stock | 1,897 | $46.81 | $88,798.57 |
DisclosureSEC source: 0001649599-26-000014 · wk-form4_1786406742.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,869.4846 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 22:15 UTC |
Craig Jonathan M.MD, Head of Retail Investing
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 21,750 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001733065-26-000011 · wk-form4_1786140899.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,866 Underlying: Common Stock · 21,750 shares Expires 2029-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 22:15 UTC |
Craig Jonathan M.MD, Head of Retail Investing
|
SaleCommon Stock | 21,750 | $107.02 | $2,327,752.43 |
DisclosureSEC source: 0001733065-26-000011 · wk-form4_1786140899.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $107.005 to $107.06. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 22:15 UTC |
Craig Jonathan M.MD, Head of Retail Investing
|
Exercise / conversionCommon Stock | 21,750 | $46.81 | $1,018,117.50 |
DisclosureSEC source: 0001733065-26-000011 · wk-form4_1786140899.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 22:36 UTC |
Schwab-Pomerantz CarolynDirector
|
SaleCommon Stock | 18,561 | $107.70 | $1,999,015.99 |
DisclosureSEC source: 0001950787-26-000014 · wk-form4_1786142212.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,332,336.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $107.53 to $107.87. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 04, 2026 Filed Aug 4, 2026 23:27 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 47,650 | $106.08 | $5,054,569.05 |
DisclosureSEC source: 0000923738-26-000033 · wk-form4_1785886017.xml · nonDerivative · entry 2 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 53,877,941 F2 · price: This transaction was executed in multiple trades at prices ranging from $105.55 to $106.35. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 04, 2026 Filed Aug 5, 2026 23:36 UTC |
Schwab-Pomerantz CarolynDirector
|
SaleCommon Stock | 22,640 | $106.36 | $2,408,035.68 |
DisclosureSEC source: 0001950787-26-000012 · wk-form4_1785973004.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,350,897.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $106.22 to $106.46. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 23:27 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 95,250 | $105.52 | $10,050,418.05 |
DisclosureSEC source: 0000923738-26-000033 · wk-form4_1785886017.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 53,925,591 F1 · price: This transaction was executed in multiple trades at prices ranging from $105.05 to $105.97. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| August 01, 2026 Filed Aug 4, 2026 23:34 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
Tax withholdingCommon Stock | 1,292 | $104.87 | $135,488.81 |
DisclosureSEC source: 0001825454-26-000026 · wk-form4_1785886446.xml · nonDerivative · entry 1 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,178 F1 · kind: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. Read SEC document |
| July 29, 2026 Filed Jul 31, 2026 00:57 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 95,450 | $105.82 | $10,100,060.84 |
DisclosureSEC source: 0000923738-26-000031 · wk-form4_1785459472.xml · nonDerivative · entry 3 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Limited Partnership Disclosed balance after: 30,114,318 F2 · price: This transaction was executed in multiple trades at prices ranging from $105.315 to $106.13. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.