Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | General Counsel | July 23, 2026 | July 27, 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 July 23, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-07-23 transaction · row 1
1 source rowRow 1 · 2026-07-23 · Sale · Disposed 6,952 · Balance 0 F1: This transaction was executed in multiple trades at prices ranging from $101.98 to $102.09. 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. |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 152.136 |
Reported balance
Holding disclosure · report date 2026-07-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 152.136 F2: This information is based on a plan statement as of June 30, 2026. |
| Common StockSEC Table I · non-derivative | Indirectby ESPP | 697 |
Reported balance
Holding disclosure · report date 2026-07-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 697 F3: This information is based on a plan statement as of July 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $101.98 to $102.09. 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: This information is based on a plan statement as of June 30, 2026.
F3: This information is based on a plan statement as of July 15, 2026.
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 |
|---|---|---|---|---|---|---|
| July 23, 2026 Filed Jul 27, 2026 22:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,952 | $102.03 | $709,341.06 |
DisclosureSEC source: 0001792910-26-000006 · wk-form4_1785189935.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $101.98 to $102.09. 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 02, 2026 Filed Mar 4, 2026 01:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 21,057 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001792910-26-000004 · wk-form4_1772588366.xml · derivative · entry 5 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,057 Underlying: Common Stock · 21,057 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 01:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 4,311 | $95.31 | $410,859.86 |
DisclosureSEC source: 0001792910-26-000004 · wk-form4_1772588366.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,952 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 01:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 11,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001792910-26-000004 · wk-form4_1772588366.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,263 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 |
| February 02, 2026 Filed Feb 4, 2026 02:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,595 | $0.00 Strike: $66.47 | $0.00 |
DisclosureSEC source: 0001792910-26-000002 · wk-form4_1770172854.xml · derivative · entry 5 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,788 Underlying: Common Stock · 7,595 shares Expires 2034-03-01 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 2022 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 02:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,595 | $104.38 | $792,796.48 |
DisclosureSEC source: 0001792910-26-000002 · wk-form4_1770172854.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $104.32 to $104.44. 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 02, 2026 Filed Feb 4, 2026 02:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,595 | $66.47 | $504,839.65 |
DisclosureSEC source: 0001792910-26-000002 · wk-form4_1770172854.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,595 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 27, 2025 Filed Aug 29, 2025 22:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 47,813 | $0.00 Strike: $64.10 | $0.00 |
DisclosureSEC source: 0001792910-25-000010 · wk-form4_1756505930.xml · derivative · entry 7 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,813 shares Expires 2031-03-01 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 27, 2025 Filed Aug 29, 2025 22:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,203 | $0.00 Strike: $46.39 | $0.00 |
DisclosureSEC source: 0001792910-25-000010 · wk-form4_1756505930.xml · derivative · entry 6 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,203 shares Expires 2028-11-01 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. 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 27, 2025 Filed Aug 29, 2025 22:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 50,016 | $97.00 | $4,851,572.01 |
DisclosureSEC source: 0001792910-25-000010 · wk-form4_1756505930.xml · nonDerivative · entry 3 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $96.895 to $97.09. 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 27, 2025 Filed Aug 29, 2025 22:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 47,813 | $64.10 | $3,064,813.30 |
DisclosureSEC source: 0001792910-25-000010 · wk-form4_1756505930.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,016 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 27, 2025 Filed Aug 29, 2025 22:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,203 | $46.39 | $102,197.17 |
DisclosureSEC source: 0001792910-25-000010 · wk-form4_1756505930.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,203 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 22, 2025 Filed May 23, 2025 20:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,176 | $87.39 | $889,294.89 |
DisclosureSEC source: 0001792910-25-000006 · wk-form4_1748030640.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.24 to $87.57. 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 00:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 27,360 | $0.00 Strike: $78.12 | $0.00 |
DisclosureSEC source: 0001792910-25-000004 · wk-form4_1741135983.xml · derivative · entry 5 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,360 Underlying: Common Stock · 27,360 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 00:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 8,378 | $79.05 | $662,239.01 |
DisclosureSEC source: 0001792910-25-000004 · wk-form4_1741135983.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,176 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 00:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 18,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001792910-25-000004 · wk-form4_1741135983.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,554 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 |
| January 22, 2025 Filed Jan 24, 2025 23:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 14,643 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001792910-25-000002 · wk-form4_1737760818.xml · derivative · entry 5 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,643 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. 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 2, 2020. Read SEC document |
| January 22, 2025 Filed Jan 24, 2025 23:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,643 | $80.70 | $1,181,709.14 |
DisclosureSEC source: 0001792910-25-000002 · wk-form4_1737760818.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The transaction was executed in multiple trades at prices ranging from $80.505 to $80.95. 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 |
| January 22, 2025 Filed Jan 24, 2025 23:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 14,643 | $41.98 | $614,713.14 |
DisclosureSEC source: 0001792910-25-000002 · wk-form4_1737760818.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,643 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, 2024 Filed Apr 19, 2024 01:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 24,520 | $72.23 | $1,771,150.71 |
DisclosureSEC source: 0001792910-24-000004 · wk-form4_1713488889.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The transaction was executed in multiple trades at prices ranging from $72.14 to $72.33. 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 01, 2024 Filed Mar 5, 2024 23:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 30,383 | $0.00 Strike: $66.47 | $0.00 |
DisclosureSEC source: 0001792910-24-000002 · wk-form4_1709682044.xml · derivative · entry 4 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,383 Underlying: Common Stock · 30,383 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 5, 2024 23:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 19,716 | $66.36 | $1,308,278.84 |
DisclosureSEC source: 0001792910-24-000002 · wk-form4_1709682044.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,520 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 5, 2024 23:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 44,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001792910-24-000002 · wk-form4_1709682044.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,236 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 |
| November 30, 2023 Filed Dec 5, 2023 01:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,162 | $60.72 | $434,875.21 |
DisclosureSEC source: 0000316709-23-000064 · wk-form4_1701738988.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 852 | $52.69 | $44,891.88 |
DisclosureSEC source: 0000316709-23-000055 · wk-form4_1699044038.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,162 F1 · kind: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,000 | $59.61 | $476,872.00 |
DisclosureSEC source: 0001062993-23-017304 · form4.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · MD, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,014 F1 · price: The transaction was executed in multiple trades at prices ranging from $59.595 to $59.66. 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 02, 2023 Filed Mar 7, 2023 02:07 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 10,140 | $76.46 | $775,329.75 |
DisclosureSEC source: 0001062993-23-006125 · form4.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · MD, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,014 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 02:07 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 24,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-006125 · form4.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · MD, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,154 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 01:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 26,448 | $0.00 Strike: $77.41 | $0.00 |
DisclosureSEC source: 0001062993-23-005980 · form4.xml · derivative · entry 1 Morgan Peter J. III · CIK 0001792910 · MD, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,448 Underlying: Common Stock · 26,448 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 |
| November 08, 2022 Filed Nov 9, 2022 22:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,463 | $80.04 | $117,103.93 |
DisclosureSEC source: 0001062993-22-021781 · form4.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,803 F1 · price: The transaction was executed in multiple trades at prices ranging from $80.03 to $80.06. 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 |
| November 01, 2022 Filed Nov 3, 2022 23:27 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,312 | $80.26 | $105,294.56 |
DisclosureSEC source: 0001062993-22-021550 · form4.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,266 F1 · kind: Shares withheld for taxes upon the settlement of Restricted Stock Units granted to the reporting person. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 20:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,322 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001062993-22-021417 · form4.xml · derivative · entry 4 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,643 Underlying: Common Stock · 7,322 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. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 20:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,322 | $80.03 | $585,967.94 |
DisclosureSEC source: 0001062993-22-021417 · form4.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,578 F1 · price: This transaction was executed in multiple trades at prices ranging from $79.95 to $80.10. 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 31, 2022 Filed Nov 2, 2022 20:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,322 | $41.98 | $307,377.56 |
DisclosureSEC source: 0001062993-22-021417 · form4.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,900 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, 2022 Filed Mar 4, 2022 00:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 25,045 | $0.00 Strike: $77.86 | $0.00 |
DisclosureSEC source: 0001225208-22-004202 · doc4.xml · derivative · entry 1 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,045 Underlying: Common Stock · 25,045 shares Expires 2032-03-01 F1 · 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 |
| February 08, 2022 Filed Feb 8, 2022 21:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,203 | $0.00 Strike: $46.39 | $0.00 |
DisclosureSEC source: 0001225208-22-001602 · doc4.xml · derivative · entry 6 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,203 Underlying: Common Stock · 2,203 shares Expires 2028-11-01 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. Read SEC document |
| February 08, 2022 Filed Feb 8, 2022 21:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,277 | $0.00 Strike: $44.24 | $0.00 |
DisclosureSEC source: 0001225208-22-001602 · doc4.xml · derivative · entry 5 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,277 shares Expires 2027-11-01 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. Read SEC document |
| February 08, 2022 Filed Feb 8, 2022 21:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,480 | $94.04 | $421,318.91 |
DisclosureSEC source: 0001225208-22-001602 · doc4.xml · nonDerivative · entry 3 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,578 F1 · price: This transaction was executed in multiple trades at prices ranging from $94.00 to $94.09. 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 08, 2022 Filed Feb 8, 2022 21:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,203 | $46.39 | $102,197.17 |
DisclosureSEC source: 0001225208-22-001602 · doc4.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,058 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 08, 2022 Filed Feb 8, 2022 21:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,277 | $44.24 | $100,734.48 |
DisclosureSEC source: 0001225208-22-001602 · doc4.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,855 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 |
| January 31, 2022 Filed Feb 1, 2022 18:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,239 | $87.14 | $195,104.44 |
DisclosureSEC source: 0001225208-22-001225 · doc4.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,578 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.12 to $87.15. 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 01, 2021 Filed Nov 3, 2021 17:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,541 | $82.10 | $126,508.40 |
DisclosureSEC source: 0001225208-21-013463 · doc4.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,817 Read SEC document |
| August 27, 2021 Filed Aug 30, 2021 23:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,042.827 | $75.58 | $78,814.47 |
DisclosureSEC source: 0001225208-21-011808 · doc4.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · by ESPP Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $75.57 to $75.578. 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 29, 2021 Filed Apr 29, 2021 18:25 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,321 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001225208-21-007204 · doc4.xml · derivative · entry 5 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,965 Underlying: Common Stock · 7,321 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. Read SEC document |
| April 29, 2021 Filed Apr 29, 2021 18:25 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,321 | $70.85 | $518,703.10 |
DisclosureSEC source: 0001225208-21-007204 · doc4.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,358 F1 · price: This transaction was executed in multiple trades at prices ranging from $70.68 to $70.90. 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 29, 2021 Filed Apr 29, 2021 18:25 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,321 | $41.98 | $307,335.58 |
DisclosureSEC source: 0001225208-21-007204 · doc4.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,679 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 23:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 47,813 | $0.00 Strike: $64.10 | $0.00 |
DisclosureSEC source: 0001225208-21-004583 · doc4.xml · derivative · entry 1 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,813 Underlying: Common Stock · 47,813 shares Expires 2031-03-01 F1 · 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 |
| February 24, 2021 Filed Feb 25, 2021 01:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,405 | $0.00 Strike: $46.39 | $0.00 |
DisclosureSEC source: 0001225208-21-003702 · doc4.xml · derivative · entry 9 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,406 Underlying: Common Stock · 4,405 shares Expires 2028-11-01 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. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 01:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 6,828 | $0.00 Strike: $44.24 | $0.00 |
DisclosureSEC source: 0001225208-21-003702 · doc4.xml · derivative · entry 8 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,277 Underlying: Common Stock · 6,828 shares Expires 2027-11-01 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. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 01:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,379 | $0.00 Strike: $31.65 | $0.00 |
DisclosureSEC source: 0001225208-21-003702 · doc4.xml · derivative · entry 7 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,379 shares Expires 2026-11-01 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. 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.