Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Chief Risk Officer | August 06, 2026 | August 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SCHWAB CHARLES CORP
Report date August 06, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,972.4846 |
Ending reported balance
After 2026-08-10 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-08-06 · Exercise / conversion · Acquired 1,897 · Balance 59,869.4846 Row 2 · 2026-08-06 · Sale · Disposed 1,897 · Balance 57,972.4846 F1: 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: 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. Row 3 · 2026-08-10 · Exercise / conversion · Acquired 24,778 · Balance 82,750.4846 Row 4 · 2026-08-10 · Sale · Disposed 24,778 · Balance 57,972.4846 F1: 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: 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. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.81 · Expires 2029-03-01 | Direct | 24,778 |
Reported balance
After 2026-08-06 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-06 · Exercise / conversion · Disposed 1,897 · Balance 24,778 F4: 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. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.81 · Expires 2029-03-01 | Direct | 0 |
Reported balance
After 2026-08-10 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-10 · Exercise / conversion · Disposed 24,778 · Balance 0 F4: 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. |
| Common StockSEC Table I · non-derivative | Indirectby ESPP | 2,621 |
Reported balance
Holding disclosure · report date 2026-08-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,621 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
F3: 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.
F4: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 10, 2026 Filed Aug 11, 2026 00:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | 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 | SCHWAB CHARLES CORP SCHW · Entity 1218 | 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 | SCHWAB CHARLES CORP SCHW · Entity 1218 | 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 06, 2026 Filed Aug 11, 2026 00:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | 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 | SCHWAB CHARLES CORP SCHW · Entity 1218 | 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 | SCHWAB CHARLES CORP SCHW · Entity 1218 | 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 |
| July 27, 2026 Filed Jul 30, 2026 00:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 32,947 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001649599-26-000012 · wk-form4_1785370829.xml · derivative · entry 5 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,675 Underlying: Common Stock · 32,947 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: 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 |
| July 27, 2026 Filed Jul 30, 2026 00:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 11,000 | $104.03 | $1,144,348.70 |
DisclosureSEC source: 0001649599-26-000012 · wk-form4_1785370829.xml · nonDerivative · entry 3 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,972.4846 F2 · price: This transaction was executed in multiple trades at prices ranging from $103.95 to $104.075. 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 |
| July 27, 2026 Filed Jul 30, 2026 00:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 21,947 | $104.00 | $2,282,488.00 |
DisclosureSEC source: 0001649599-26-000012 · wk-form4_1785370829.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,972.4846 F1 · kind: These 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $103.95 to $104.075. 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 |
| July 27, 2026 Filed Jul 30, 2026 00:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 32,947 | $46.81 | $1,542,249.07 |
DisclosureSEC source: 0001649599-26-000012 · wk-form4_1785370829.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,919.4846 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 |
| July 21, 2026 Filed Jul 23, 2026 23:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,053 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001649599-26-000009 · wk-form4_1784849956.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,622 Underlying: Common Stock · 4,053 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 |
| July 21, 2026 Filed Jul 23, 2026 23:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,053 | $104.14 | $422,068.88 |
DisclosureSEC source: 0001649599-26-000009 · wk-form4_1784849956.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 $104.12 to $104.405. 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 effected. Read SEC document |
| July 21, 2026 Filed Jul 23, 2026 23:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 4,053 | $46.81 | $189,720.93 |
DisclosureSEC source: 0001649599-26-000009 · wk-form4_1784849956.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,025.4846 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 |
| April 14, 2026 Filed Apr 15, 2026 23:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 41,297 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0001649599-26-000006 · wk-form4_1776297202.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,297 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. F3 · 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 |
| April 14, 2026 Filed Apr 15, 2026 23:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 41,297 | $99.00 | $4,088,522.76 |
DisclosureSEC source: 0001649599-26-000006 · wk-form4_1776297202.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 $99.00 to $99.06. 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 number of shares and prices at which the transaction was effected. Read SEC document |
| April 14, 2026 Filed Apr 15, 2026 23:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 41,297 | $52.05 | $2,149,508.85 |
DisclosureSEC source: 0001649599-26-000006 · wk-form4_1776297202.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 99,269.4846 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 |
| March 03, 2026 Filed Mar 5, 2026 22:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,740 | $94.90 | $260,024.08 |
DisclosureSEC source: 0001649599-26-000004 · wk-form4_1772751574.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-l trading plan adopted by the reporting person on November 25, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $94.76 to $95.11. 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. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,463 | $94.43 | $421,429.49 |
DisclosureSEC source: 0001649599-26-000004 · wk-form4_1772751574.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,712.4846 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. F2 · price: The transaction was executed in multiple trades at prices ranging from $93.75 to $94.74. 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. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 01:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 30,377 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001649599-26-000002 · wk-form4_1772589289.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,377 Underlying: Common Stock · 30,377 shares Expires 2036-03-02 F3 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 9,109 | $95.31 | $868,133.25 |
DisclosureSEC source: 0001649599-26-000002 · wk-form4_1772589289.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,175.4846 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 16,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001649599-26-000002 · wk-form4_1772589289.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,284.4846 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| November 12, 2025 Filed Nov 15, 2025 00:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 1,032.4013 | $0.00 | $0.00 |
DisclosureSEC source: 0001649599-25-000019 · wk-form4_1763166408.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,972.4846 F1 · balance_after: Includes 5.6553 shares acquired through dividend reinvestment. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 21:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 24,096 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001649599-25-000016 · wk-form4_1753995912.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,096 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. F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 21:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 24,096 | $97.91 | $2,359,289.96 |
DisclosureSEC source: 0001649599-25-000016 · wk-form4_1753995912.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,999.2306 F1 · price: This transaction was executed in multiple trades at prices ranging from $97.805 to $98.02. 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 |
| July 29, 2025 Filed Jul 31, 2025 21:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 24,096 | $41.98 | $1,011,550.08 |
DisclosureSEC source: 0001649599-25-000016 · wk-form4_1753995912.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,095.2306 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 |
| June 18, 2025 Filed Jun 20, 2025 20:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 20,872 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001649599-25-000014 · wk-form4_1750450790.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,872 shares Expires 2027-03-01 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 |
| June 18, 2025 Filed Jun 20, 2025 20:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 20,872 | $90.01 | $1,878,665.76 |
DisclosureSEC source: 0001649599-25-000014 · wk-form4_1750450790.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,999.2306 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 23,2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $90.00 to $90.045. 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 |
| June 18, 2025 Filed Jun 20, 2025 20:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 20,872 | $42.99 | $897,287.28 |
DisclosureSEC source: 0001649599-25-000014 · wk-form4_1750450790.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 79,871.2306 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 |
| May 28, 2025 Filed May 30, 2025 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001649599-25-000011 · wk-form4_1748635355.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,096 Underlying: Common Stock · 25,000 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 vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 25,000 | $88.20 | $2,205,105.00 |
DisclosureSEC source: 0001649599-25-000011 · wk-form4_1748635355.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,999.2306 F2 · price: This transaction was executed in multiple trades at prices ranging from $88.1 to $88.365. 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: Includes 6.1465 shares acquired through dividend reinvestment. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 25,000 | $41.98 | $1,049,500.00 |
DisclosureSEC source: 0001649599-25-000011 · wk-form4_1748635355.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,999.2306 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: Includes 6.1465 shares acquired through dividend reinvestment. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001649599-25-000009 · wk-form4_1746820833.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,872 Underlying: Common Stock · 25,000 shares Expires 2027-03-01 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: This option was granted under the company's 2013 Stock Incentive Plan and vested in four installments beginning on March 1, 2017. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 25,000 | $85.00 | $2,125,000.00 |
DisclosureSEC source: 0001649599-25-000009 · wk-form4_1746820833.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,993.0841 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 23, 2024. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 25,000 | $42.99 | $1,074,750.00 |
DisclosureSEC source: 0001649599-25-000009 · wk-form4_1746820833.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 83,993.0841 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 |
| May 06, 2025 Filed May 8, 2025 00:12 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0001649599-25-000007 · wk-form4_1746663127.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,993.0841 F1 · balance_after: Includes 22.5633 shares acquired through dividend reinvestment Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 23:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 15,229 | $75.38 | $1,147,936.13 |
DisclosureSEC source: 0001649599-25-000004 · wk-form4_1741390571.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,091.5208 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 23, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $75.045 to $75.69. 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 |
| March 03, 2025 Filed Mar 5, 2025 02:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 39,216 | $0.00 Strike: $78.12 | $0.00 |
DisclosureSEC source: 0001649599-25-000002 · wk-form4_1741140662.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,216 Underlying: Common Stock · 39,216 shares Expires 2035-03-03 F4 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 02:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 11,277 | $79.05 | $891,390.47 |
DisclosureSEC source: 0001649599-25-000002 · wk-form4_1741140662.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,320.5208 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 02:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 26,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001649599-25-000002 · wk-form4_1741140662.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,597.5208 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2024. Read SEC document |
| November 22, 2024 Filed Nov 27, 2024 00:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 12,739 | $81.17 | $1,033,972.40 |
DisclosureSEC source: 0001649599-24-000011 · wk-form4_1732668373.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,091.5208 F1 · price: The transaction was executed in multiple trades at prices ranging from $81.12 to $81.23. 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 transfer of shares and prices at which the transaction was effected. F2 · balance_after: Includes 517.2984 shares acquired through dividend reinvestment. Read SEC document |
| April 16, 2024 Filed Apr 19, 2024 01:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 133.002 | $0.00 | $0.00 |
DisclosureSEC source: 0001649599-24-000008 · wk-form4_1713489176.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,313.2224 Read SEC document |
| April 16, 2024 Filed Apr 19, 2024 01:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,000 | $72.40 | $723,975.00 |
DisclosureSEC source: 0001649599-24-000008 · wk-form4_1713489176.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,446.2244 F1 · price: The transaction was executed in multiple trades at prices ranging from $72.36 to $72.43. 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. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 01:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 12,948 | $0.00 Strike: $26.39 | $0.00 |
DisclosureSEC source: 0001649599-24-000006 · wk-form4_1711415138.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,948 shares Expires 2026-03-01 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: This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on March 1, 2017. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 01:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 12,948 | $70.03 | $906,686.29 |
DisclosureSEC source: 0001649599-24-000006 · wk-form4_1711415138.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,446.2244 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 24, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $70.00 to $70.125. 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. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 01:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 12,948 | $26.39 | $341,697.72 |
DisclosureSEC source: 0001649599-24-000006 · wk-form4_1711415138.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 94,394.2244 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 |
| March 06, 2024 Filed Mar 9, 2024 02:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,433 | $68.24 | $302,485.76 |
DisclosureSEC source: 0001649599-24-000004 · wk-form4_1709950161.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,446.2244 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 24, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $68.155 to $68.44. The price reported reflects the weighted average purchase 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 |
| March 06, 2024 Filed Mar 9, 2024 02:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 25,558 | $67.72 | $1,730,785.20 |
DisclosureSEC source: 0001649599-24-000004 · wk-form4_1709950161.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 85,879.2244 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 24, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $67.145 to $68.14. The price reported reflects the weighted average purchase 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 |
| March 01, 2024 Filed Mar 6, 2024 00:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 44,003 | $0.00 Strike: $66.47 | $0.00 |
DisclosureSEC source: 0001649599-24-000002 · wk-form4_1709686233.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,003 Underlying: Common Stock · 44,003 shares Expires 2034-03-01 F4 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 25,069 | $66.36 | $1,663,483.58 |
DisclosureSEC source: 0001649599-24-000002 · wk-form4_1709686233.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,437.2244 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 55,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001649599-24-000002 · wk-form4_1709686233.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,506.2244 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2023. 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.