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 |
|---|---|---|---|---|---|---|
| February 24, 2021 Filed Feb 25, 2021 01:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,612 | $64.11 | $936,735.87 |
DisclosureSEC source: 0001225208-21-003702 · doc4.xml · nonDerivative · entry 4 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 $63.98 to $64.20. 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 24, 2021 Filed Feb 25, 2021 01:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 3,379 | $31.65 | $106,945.35 |
DisclosureSEC source: 0001225208-21-003702 · doc4.xml · nonDerivative · entry 3 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,970 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 / conversionCommon Stock | 4,405 | $46.39 | $204,347.95 |
DisclosureSEC source: 0001225208-21-003702 · 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: 19,591 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 / conversionCommon Stock | 6,828 | $44.24 | $302,070.72 |
DisclosureSEC source: 0001225208-21-003702 · 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: 15,186 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 |
| November 06, 2020 Filed Nov 6, 2020 21:52 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,521 | $41.38 | $145,714.47 |
DisclosureSEC source: 0001225208-20-013174 · 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: 8,358 Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 21:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,677 | $41.79 | $70,081.83 |
DisclosureSEC source: 0001225208-20-013024 · 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: 11,879 Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 01:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 29,286 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001225208-20-004393 · 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: 29,286 Underlying: Common Stock · 29,286 shares Expires 2030-03-02 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 |
| January 31, 2020 Filed Jan 31, 2020 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,429 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001225208-20-001429 · doc4.xml · derivative · entry 11 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,429 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. Read SEC document |
| January 31, 2020 Filed Jan 31, 2020 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 6,552 | $0.00 Strike: $31.37 | $0.00 |
DisclosureSEC source: 0001225208-20-001429 · doc4.xml · derivative · entry 10 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,552 shares Expires 2025-11-02 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 |
| January 31, 2020 Filed Jan 31, 2020 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 6,757 | $0.00 Strike: $31.65 | $0.00 |
DisclosureSEC source: 0001225208-20-001429 · 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: 3,379 Underlying: Common Stock · 6,757 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 |
| January 31, 2020 Filed Jan 31, 2020 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,757 | $46.11 | $311,559.19 |
DisclosureSEC source: 0001225208-20-001429 · doc4.xml · nonDerivative · entry 6 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,556 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.07 to $46.205. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 31, 2020 Filed Jan 31, 2020 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,552 | $46.11 | $302,106.82 |
DisclosureSEC source: 0001225208-20-001429 · doc4.xml · nonDerivative · entry 5 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,313 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.07 to $46.205. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 31, 2020 Filed Jan 31, 2020 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,429 | $46.11 | $158,108.10 |
DisclosureSEC source: 0001225208-20-001429 · doc4.xml · nonDerivative · entry 4 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,865 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.07 to $46.205. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 31, 2020 Filed Jan 31, 2020 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 3,429 | $28.44 | $97,520.76 |
DisclosureSEC source: 0001225208-20-001429 · doc4.xml · nonDerivative · entry 3 Morgan Peter J. III · CIK 0001792910 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,294 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, 2020 Filed Jan 31, 2020 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 6,552 | $31.37 | $205,536.24 |
DisclosureSEC source: 0001225208-20-001429 · 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: 26,865 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, 2020 Filed Jan 31, 2020 23:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 6,757 | $31.65 | $213,859.05 |
DisclosureSEC source: 0001225208-20-001429 · 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: 20,313 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 |
| November 29, 2019 Filed Dec 2, 2019 20:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 624 | $49.70 | $31,011.30 |
DisclosureSEC source: 0001225208-19-015041 · 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: 13,556 F1 · price: This transaction was executed in multiple trades at prices ranging from $49.695 to $49.705. 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 26, 2019 Filed Nov 27, 2019 22:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,500 | $49.02 | $122,547.00 |
DisclosureSEC source: 0001225208-19-015023 · 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: 14,180 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.99 to $49.035. 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 04, 2019 Filed Nov 6, 2019 19:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 478 | $42.71 | $20,414.19 |
DisclosureSEC source: 0001225208-19-014182 · 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: 16,680 Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 18:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,175 | $41.61 | $48,885.88 |
DisclosureSEC source: 0001225208-19-014087 · 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: 17,158 Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 18:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 7,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014087 · 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: 18,333 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the Company's 2013 Stock Incentive Plan and vest in four equal annual installments beginning on the first anniversary of the grant date. 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.