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 |
|---|---|---|---|---|---|---|
| March 02, 2023 Filed Mar 7, 2023 02:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 18,298 | $76.46 | $1,399,110.83 |
DisclosureSEC source: 0001062993-23-006126 · form4.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · MD, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,849.0709 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 02, 2023 Filed Mar 7, 2023 02:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 40,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-006126 · form4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · MD, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,147.0709 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, 2022. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 01:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 38,304 | $0.00 Strike: $77.41 | $0.00 |
DisclosureSEC source: 0001062993-23-005978 · form4.xml · derivative · entry 1 Murtagh Nigel J · CIK 0001649599 · MD, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,304 Underlying: Common Stock · 38,304 shares Expires 2033-03-01 F1 · 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 |
| February 24, 2023 Filed Feb 28, 2023 21:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,796.3541 | $80.23 | $866,145.07 |
DisclosureSEC source: 0001062993-23-005097 · form4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · MD, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,322.0709 F1 · price: This transaction was executed in multiple trades at prices ranging from $80.105 to $80.385. 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 |
| November 28, 2022 Filed Dec 19, 2022 21:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 171.3414 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024104 · form4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · MD, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,118.425 F1 · balance_after: Includes 185.1395 shares acquired through dividend reinvestment. Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 21:24 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 16,169 | $80.00 | $1,293,444.01 |
DisclosureSEC source: 0001062993-22-021374 · form4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · MD, EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,798.3047 F1 · kind: This transaction was executed in multiple trades at prices ranging from $79.975 to $80.025. 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. F2 · balance_after: Includes 399.5435 shares acquired through dividend reinvestment. Read SEC document |
| October 28, 2022 Filed Dec 19, 2022 21:42 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option · Derivative | 16,169 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001062993-22-024101 · form4a.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · MD, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,169 shares Expires 2025-03-02 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. F1 · kind: The original Form 4 inadvertently omitted this transaction. F5 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on March 2, 2016, the first anniversary of the grant date. Read SEC document |
| October 28, 2022 Filed Dec 19, 2022 21:42 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 16,169 | $80.00 | $1,293,444.01 |
DisclosureSEC source: 0001062993-22-024101 · form4a.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · MD, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,104.6269 F3 · price: This transaction was executed in multiple trades at prices ranging from $79.975 to $80.025. 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 |
| October 28, 2022 Filed Dec 19, 2022 21:42 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 16,169 | $30.17 | $487,818.73 |
DisclosureSEC source: 0001062993-22-024101 · form4a.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · MD, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,273.6269 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 · kind: The original Form 4 inadvertently omitted this transaction. F2 · balance_after: Includes 137.3222 shares acquired through dividend reinvestment that were previously inadvertently omitted. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:27 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 35,779 | $0.00 Strike: $77.86 | $0.00 |
DisclosureSEC source: 0001225208-22-004204 · doc4.xml · derivative · entry 3 Murtagh Nigel J · CIK 0001649599 · MD, EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,779 Underlying: Common Stock · 35,779 shares Expires 2032-03-01 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 |
| March 01, 2022 Filed Mar 4, 2022 00:27 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 9,916 | $80.06 | $793,899.75 |
DisclosureSEC source: 0001225208-22-004204 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · MD, EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,567.7702 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 · shares: Shares acquired on the vesting of the restricted stock units. Read SEC document |
| October 22, 2021 Filed Oct 25, 2021 20:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 28,000 | $0.00 Strike: $26.39 | $0.00 |
DisclosureSEC source: 0001225208-21-013237 · doc4.xml · derivative · entry 5 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,948 Underlying: Common Stock · 28,000 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. Read SEC document |
| October 22, 2021 Filed Oct 25, 2021 20:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 238.9687 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013237 · doc4.xml · nonDerivative · entry 3 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,244.8589 Read SEC document |
| October 22, 2021 Filed Oct 25, 2021 20:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 28,000 | $83.26 | $2,331,232.40 |
DisclosureSEC source: 0001225208-21-013237 · doc4.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,483.8276 F1 · price: This transaction was executed in multiple trades at prices ranging from $83.06 to $83.425. 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 |
| October 22, 2021 Filed Oct 25, 2021 20:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 28,000 | $26.39 | $738,920.00 |
DisclosureSEC source: 0001225208-21-013237 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,483.8276 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 25, 2021 Filed Aug 26, 2021 16:07 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $26.39 | $0.00 |
DisclosureSEC source: 0001225208-21-011750 · doc4.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,948 Underlying: Common Stock · 25,000 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. Read SEC document |
| August 25, 2021 Filed Aug 26, 2021 16:07 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 25,000 | $74.76 | $1,868,917.50 |
DisclosureSEC source: 0001225208-21-011750 · doc4.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,483.8276 F1 · price: This transaction was executed in multiple trades at prices ranging from $74.655 to $74.88. 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 25, 2021 Filed Aug 26, 2021 16:07 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 25,000 | $26.39 | $659,750.00 |
DisclosureSEC source: 0001225208-21-011750 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,483.8276 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, 2021 Filed May 28, 2021 21:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001225208-21-008669 · doc4.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,169 Underlying: Common Stock · 25,000 shares Expires 2025-03-02 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. Read SEC document |
| May 28, 2021 Filed May 28, 2021 21:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 25,000 | $74.01 | $1,850,177.50 |
DisclosureSEC source: 0001225208-21-008669 · doc4.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,483.8276 F1 · price: This transaction was executed in multiple trades at prices ranging from $73.97 to $74.03. 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 number of shares and prices at which the transaction was effected. Read SEC document |
| May 28, 2021 Filed May 28, 2021 21:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 25,000 | $30.17 | $754,250.00 |
DisclosureSEC source: 0001225208-21-008669 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,483.8276 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 01, 2021 Filed Mar 3, 2021 23:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 59,512 | $0.00 Strike: $64.10 | $0.00 |
DisclosureSEC source: 0001225208-21-004585 · doc4.xml · derivative · entry 3 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,512 Underlying: Common Stock · 59,512 shares Expires 2031-03-01 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 |
| March 01, 2021 Filed Mar 3, 2021 23:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,067 | $63.75 | $450,521.25 |
DisclosureSEC source: 0001225208-21-004585 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,483.8276 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 19,000 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001225208-21-002664 · doc4.xml · derivative · entry 6 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,169 Underlying: Common Stock · 19,000 shares Expires 2025-03-02 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. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 17,665 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001225208-21-002664 · doc4.xml · derivative · entry 5 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,665 shares Expires 2024-11-03 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. F2 · derivative.exercise_date: The date first exercisable is 11/03/2015. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 36,665 | $57.92 | $2,123,651.47 |
DisclosureSEC source: 0001225208-21-002664 · doc4.xml · nonDerivative · entry 3 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,274.9959 F1 · price: This transaction was executed in multiple trades at prices ranging from $57.875 to $57.995. 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 |
| February 12, 2021 Filed Feb 17, 2021 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 17,665 | $28.44 | $502,392.60 |
DisclosureSEC source: 0001225208-21-002664 · doc4.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,939.9959 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 |
| February 12, 2021 Filed Feb 17, 2021 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 19,000 | $30.17 | $573,230.00 |
DisclosureSEC source: 0001225208-21-002664 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,274.9959 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 02, 2020 Filed Mar 5, 2020 01:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 49,096 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001225208-20-004391 · doc4.xml · derivative · entry 2 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,096 Underlying: Common Stock · 49,096 shares Expires 2030-03-02 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 |
| March 02, 2020 Filed Mar 5, 2020 01:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 9,284 | $40.81 | $378,880.04 |
DisclosureSEC source: 0001225208-20-004391 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,404.9625 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 20:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008696 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,639.3494 Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 21:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 23,200 | $45.70 | $1,060,300.32 |
DisclosureSEC source: 0001225208-19-007041 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,875.3494 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.52 to $45.80. 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 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 659 | $0.00 Strike: $12.45 | $0.00 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · derivative · entry 28 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,451 Underlying: Common Stock · 659 shares Expires 2022-08-01 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. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 615 | $0.00 Strike: $12.93 | $0.00 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · derivative · entry 27 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,308 Underlying: Common Stock · 615 shares Expires 2022-07-02 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. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 15 | $0.00 Strike: $12.93 | $0.00 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · derivative · entry 26 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,923 Underlying: Common Stock · 15 shares Expires 2022-07-02 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. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 15,667 | $0.00 Strike: $23.12 | $0.00 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · derivative · entry 25 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,345 Underlying: Common Stock · 15,667 shares Expires 2023-11-01 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. F8 · derivative.exercise_date: The date first exercisable is 11/01/2014. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 297 | $0.00 Strike: $13.64 | $0.00 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · derivative · entry 24 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,203 Underlying: Common Stock · 297 shares Expires 2022-11-01 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. F7 · derivative.exercise_date: The date first exercisable is 11/01/2013. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 1,718 | $0.00 Strike: $11.75 | $0.00 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · derivative · entry 23 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,903 Underlying: Common Stock · 1,718 shares Expires 2021-11-01 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. F6 · derivative.exercise_date: The date first exercisable is 11/01/2012. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 19,093 | $0.00 Strike: $27.45 | $0.00 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · derivative · entry 22 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,093 shares Expires 2024-08-01 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. F5 · derivative.exercise_date: The date first exercisable is 8/01/2015. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 15,619 | $0.00 Strike: $22.67 | $0.00 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · derivative · entry 21 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,791 Underlying: Common Stock · 15,619 shares Expires 2023-08-01 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 date first exercisable is 8/01/2014. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 19,349 | $0.00 Strike: $25.86 | $0.00 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · derivative · entry 20 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Underlying: Common Stock · 19,349 shares Expires 2024-03-03 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 date first exercisable is 3/03/2015. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 202 | $0.00 Strike: $16.40 | $0.00 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · derivative · entry 19 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,565 Underlying: Common Stock · 202 shares Expires 2023-03-01 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. F2 · derivative.exercise_date: The date first exercisable is 3/01/2014. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 19,349 | $45.64 | $883,132.86 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · nonDerivative · entry 18 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,075.3494 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.68 to $45.70. 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 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 19,093 | $45.64 | $871,448.43 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · nonDerivative · entry 17 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,424.3494 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.68 to $45.70. 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 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 15,667 | $45.64 | $715,077.91 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · nonDerivative · entry 16 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,517.3494 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.68 to $45.70. 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 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,718 | $45.64 | $78,413.47 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · nonDerivative · entry 15 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,184.3494 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.68 to $45.70. 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 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 659 | $45.64 | $30,078.28 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · nonDerivative · entry 14 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,902.3494 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.68 to $45.70. 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 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 297 | $45.64 | $13,555.76 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · nonDerivative · entry 13 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,561.3494 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.68 to $45.70. 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 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 202 | $45.64 | $9,219.74 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · nonDerivative · entry 12 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,858.3494 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.68 to $45.70. 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 16, 2019 Filed Apr 16, 2019 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 15 | $45.64 | $684.63 |
DisclosureSEC source: 0001225208-19-006862 · doc4.xml · nonDerivative · entry 11 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,060.3494 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.68 to $45.70. 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.