Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | CFO | June 03, 2026 | June 04, 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 June 03, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,442 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Tax withholding · Disposed 6,519 · Balance 47,442 F1: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on June 3, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on June 3, 2024.
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 |
|---|---|---|---|---|---|---|
| June 03, 2026 Filed Jun 4, 2026 22:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 6,519 | $87.42 | $569,890.98 |
DisclosureSEC source: 0002034140-26-000005 · wk-form4_1780610500.xml · nonDerivative · entry 1 Verdeschi Michael D · CIK 0002034140 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,442 F1 · shares: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on June 3, 2024. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:42 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 62,134 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0002034140-26-000003 · wk-form4_1772671349.xml · derivative · entry 1 Verdeschi Michael D · CIK 0002034140 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,134 Underlying: Common Stock · 62,134 shares Expires 2036-03-02 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 |
| June 03, 2025 Filed Jun 5, 2025 00:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 5,888 | $87.54 | $515,435.52 |
DisclosureSEC source: 0002034140-25-000008 · wk-form4_1749083023.xml · nonDerivative · entry 1 Verdeschi Michael D · CIK 0002034140 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,961 F1 · shares: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on June 3, 2024. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 02:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 79,344 | $0.00 Strike: $78.12 | $0.00 |
DisclosureSEC source: 0002034140-25-000002 · wk-form4_1741141043.xml · derivative · entry 1 Verdeschi Michael D · CIK 0002034140 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,344 Underlying: Common Stock · 79,344 shares Expires 2035-03-03 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.