Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | MD, Chief Banking Officer | April 14, 2026 | April 16, 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 April 14, 2026 · Filed April 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,153 |
Reported balance
After 2026-04-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-14 · Exercise / conversion · Acquired 7,942 · Balance 25,153 F1: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| Common StockSEC Table I · non-derivative | Direct | 25,153 |
Reported balance
After 2026-04-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-04-15 · Exercise / conversion · Acquired 7,941 · Balance 25,153 F1: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 29,866.4372 |
Reported balance
After 2026-04-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-04-14 · Sale · Disposed 7,942 · Balance 29,866.4372 F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 24, 2025. F3: This transaction was executed in multiple trades at prices ranging from $98.00 to $98.025. 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. F1: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 29,866.4372 |
Reported balance
After 2026-04-15 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-04-15 · Sale · Disposed 7,941 · Balance 29,866.4372 F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 24, 2025. F4: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.055. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.05 · Expires 2028-03-01 | Direct | 7,941 |
Reported balance
After 2026-04-14 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-04-14 · Exercise / conversion · Disposed 7,942 · Balance 7,941 F5: 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. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.05 · Expires 2028-03-01 | Direct | 0 |
Reported balance
After 2026-04-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-04-15 · Exercise / conversion · Disposed 7,941 · Balance 0 F5: 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. |
| Common StockSEC Table I · non-derivative | Indirectby ESPP | 7,500 |
Reported balance
Holding disclosure · report date 2026-04-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 7,500 |
| Common StockSEC Table I · non-derivative | Indirectby Son 1 | 1,536.624 |
Reported balance
Holding disclosure · report date 2026-04-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,536.624 |
| Common StockSEC Table I · non-derivative | Indirectby Son 2 | 1,536.624 |
Reported balance
Holding disclosure · report date 2026-04-14 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,536.624 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the contribution of the shares received upon exercise of the option to a revocable trust.
F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 24, 2025.
F3: This transaction was executed in multiple trades at prices ranging from $98.00 to $98.025. 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.
F4: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.055. 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.
F5: 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.
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 |
|---|---|---|---|---|---|---|
| April 15, 2026 Filed Apr 16, 2026 23:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,941 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0002031313-26-000005 · wk-form4_1776383032.xml · derivative · entry 9 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,941 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 the first anniversary of the grant date. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 23:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,941 | $100.00 | $794,136.53 |
DisclosureSEC source: 0002031313-26-000005 · wk-form4_1776383032.xml · nonDerivative · entry 4 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 29,866.4372 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 24, 2025. F4 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.055. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 23:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,941 | $52.05 | $413,329.05 |
DisclosureSEC source: 0002031313-26-000005 · wk-form4_1776383032.xml · nonDerivative · entry 3 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,153 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 23:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,942 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0002031313-26-000005 · wk-form4_1776383032.xml · derivative · entry 8 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,941 Underlying: Common Stock · 7,942 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 the first anniversary of the grant date. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 23:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,942 | $98.00 | $778,342.21 |
DisclosureSEC source: 0002031313-26-000005 · wk-form4_1776383032.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 29,866.4372 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 24, 2025. F3 · price: This transaction was executed in multiple trades at prices ranging from $98.00 to $98.025. 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. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 23:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,942 | $52.05 | $413,381.10 |
DisclosureSEC source: 0002031313-26-000005 · wk-form4_1776383032.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,153 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 02:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,500 | $94.89 | $237,226.00 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 7 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 29,866.4372 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 24, 2025. F7 · price: This transaction was executed in multiple trades at prices ranging from $94.72 to $95.07. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 02:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,626 | $94.41 | $342,346.61 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 6 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 32,366.4372 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 24, 2025. F6 · price: This transaction was executed in multiple trades at prices ranging from $93.7 to $94.695. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 02:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 15,189 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · derivative · entry 12 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,189 Underlying: Common Stock · 15,189 shares Expires 2036-03-02 F9 · 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 02, 2026 Filed Mar 4, 2026 02:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 15,884 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · derivative · entry 11 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,883 Underlying: Common Stock · 15,884 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · 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 |
| March 02, 2026 Filed Mar 4, 2026 02:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,942 | $96.00 | $762,442.32 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 5 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 35,992.4372 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 24, 2025. F5 · price: This transaction was executed in multiple trades at prices ranging from $96.00 to $96.01. 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 02:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,942 | $94.23 | $748,374.66 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 4 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 43,934.4372 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 02:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 15,884 | $52.05 | $826,762.20 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 3 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,153 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 · balance_after: Reflects the contribution of 15,884 shares received upon exercise of the options to a revocable trust. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,030 | $90.31 | $183,319.15 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 35,992.4372 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 02:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 8,156 | $0.00 | $0.00 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 38,022.4372 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| November 10, 2025 Filed Nov 13, 2025 02:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0002031313-25-000036 · wk-form4_1763000436.xml · nonDerivative · entry 3 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Indirect · by Son 2 Disclosed balance after: 1,536.624 Read SEC document |
| November 10, 2025 Filed Nov 13, 2025 02:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0002031313-25-000036 · wk-form4_1763000436.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Indirect · by Son 1 Disclosed balance after: 1,536.624 Read SEC document |
| November 10, 2025 Filed Nov 13, 2025 02:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 1,089 | $0.00 | $0.00 |
DisclosureSEC source: 0002031313-25-000036 · wk-form4_1763000436.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 29,866.4372 F1 · balance_after: Reflects transfers of shares between trusts. Read SEC document |
| October 29, 2025 Filed Oct 31, 2025 00:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 3,822.6706 | $0.00 | $0.00 |
DisclosureSEC source: 0002031313-25-000033 · wk-form4_1761869779.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 30,955.4372 Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 23:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,292 | $93.74 | $121,116.47 |
DisclosureSEC source: 0002031313-25-000031 · wk-form4_1759446245.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 34,778.1078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $93.54 to $94.25. 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 01, 2025 Filed Oct 2, 2025 23:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,913 | $93.04 | $177,994.89 |
DisclosureSEC source: 0002031313-25-000031 · wk-form4_1759446245.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 36,070.1078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $92.49 to $93.44. 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 |
| September 02, 2025 Filed Sep 3, 2025 23:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,205 | $95.20 | $305,126.58 |
DisclosureSEC source: 0002031313-25-000029 · wk-form4_1756942275.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 37,983.1078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $95.04 to $95.29. 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 01, 2025 Filed Aug 6, 2025 00:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,290 | $96.06 | $316,043.32 |
DisclosureSEC source: 0002031313-25-000026 · wk-form4_1754439973.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 41,188.1078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $95.82 to $96.30. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,290 | $90.95 | $299,220.24 |
DisclosureSEC source: 0002031313-25-000022 · wk-form4_1751500443.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 35,864.1078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-I trading plan adopted by the reporting person on November 15, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $90.83 to $91.06. 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 |
| June 18, 2025 Filed Jun 20, 2025 20:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 10,129 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0002031313-25-000020 · wk-form4_1750450688.xml · derivative · entry 6 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,131 Underlying: Common Stock · 10,129 shares Expires 2029-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 20:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,129 | $90.01 | $911,683.94 |
DisclosureSEC source: 0002031313-25-000020 · wk-form4_1750450688.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 39,154.1078 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $90.00 to $90.045. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 20:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 10,129 | $46.81 | $474,138.49 |
DisclosureSEC source: 0002031313-25-000020 · wk-form4_1750450688.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,767 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of 10,129 shares received upon exercise of the options to a revocable trust. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 22:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,290 | $87.68 | $288,451.74 |
DisclosureSEC source: 0002031313-25-000017 · wk-form4_1748988391.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 39,154.1078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $87.63 to $87.835. 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 08, 2025 Filed May 9, 2025 20:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,613 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0002031313-25-000015 · wk-form4_1746821119.xml · derivative · entry 6 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,613 shares Expires 2030-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,613 | $85.00 | $732,105.00 |
DisclosureSEC source: 0002031313-25-000015 · wk-form4_1746821119.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 42,444.1078 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 8,613 | $41.98 | $361,573.74 |
DisclosureSEC source: 0002031313-25-000015 · wk-form4_1746821119.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,767 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of 8,613 shares received upon exercise of the options to a revocable trust. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,614 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0002031313-25-000013 · wk-form4_1746475274.xml · derivative · entry 7 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,613 Underlying: Common Stock · 8,614 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. F6 · 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 |
| May 01, 2025 Filed May 5, 2025 20:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,380 | $81.15 | $274,273.82 |
DisclosureSEC source: 0002031313-25-000013 · wk-form4_1746475274.xml · nonDerivative · entry 3 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 42,444.1078 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $82.00 to $82.01. 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 |
| May 01, 2025 Filed May 5, 2025 20:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,614 | $82.00 | $706,360.92 |
DisclosureSEC source: 0002031313-25-000013 · wk-form4_1746475274.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 45,824.1078 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $81.01 to $81.34. 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. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 8,614 | $41.98 | $361,615.72 |
DisclosureSEC source: 0002031313-25-000013 · wk-form4_1746475274.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,767 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 00:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $77.96 | $31,185.00 |
DisclosureSEC source: 0002031313-25-000011 · wk-form4_1743641218.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 45,824.1078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $77.935 to $77.99. 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 01, 2025 Filed Apr 3, 2025 00:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,980 | $77.36 | $230,539.95 |
DisclosureSEC source: 0002031313-25-000011 · wk-form4_1743641218.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 46,224.1078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $76.88 to $77.775. 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 24, 2025 Filed Mar 27, 2025 22:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,614 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0002031313-25-000008 · wk-form4_1743113337.xml · derivative · entry 3 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,227 Underlying: Common Stock · 8,614 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. 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 the first anniversary of the grant date. Read SEC document |
| March 24, 2025 Filed Mar 27, 2025 22:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,614 | $80.00 | $689,129.48 |
DisclosureSEC source: 0002031313-25-000008 · wk-form4_1743113337.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 49,204.1078 F4 · price: The transaction was executed in multiple trades at prices ranging from $80.00 to $80.01. 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. F3 · balance_after: Includes the contribution of 9,887 shares to a trust. Read SEC document |
| March 24, 2025 Filed Mar 27, 2025 22:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 8,614 | $41.98 | $361,615.72 |
DisclosureSEC source: 0002031313-25-000008 · wk-form4_1743113337.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,767 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024. F2 · balance_after: Reflects the contribution of 8,614 shares received upon exercise of the option to a trust. F3 · balance_after: Includes the contribution of 9,887 shares to a trust. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 23:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,887 | $75.38 | $745,253.39 |
DisclosureSEC source: 0002031313-25-000004 · wk-form4_1741391240.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 47,931.1078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $75.02 to $75.72. 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 01:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 20,064 | $0.00 Strike: $78.12 | $0.00 |
DisclosureSEC source: 0002031313-25-000002 · wk-form4_1741139001.xml · derivative · entry 7 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,064 Underlying: Common Stock · 20,064 shares Expires 2035-03-03 F6 · 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 01:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,380 | $79.32 | $268,117.82 |
DisclosureSEC source: 0002031313-25-000002 · wk-form4_1741139001.xml · nonDerivative · entry 3 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 57,818.1078 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $78.96 to $79.705. 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 transfer of shares and prices at which the transaction was effected. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 3,367 | $79.05 | $266,144.52 |
DisclosureSEC source: 0002031313-25-000002 · wk-form4_1741139001.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,040 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 01:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 13,254 | $0.00 | $0.00 |
DisclosureSEC source: 0002031313-25-000002 · wk-form4_1741139001.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,407 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2024. Read SEC document |
| November 06, 2024 Filed Nov 9, 2024 00:14 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 1,321 | $0.00 | $0.00 |
DisclosureSEC source: 0002031313-24-000007 · wk-form4_1731111237.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 61,198.1078 F1 · balance_after: Reflects the transfer of 632.1296 shares that were previously held by ESPP. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 22:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,150 | $65.20 | $74,980.00 |
DisclosureSEC source: 0002031313-24-000005 · wk-form4_1722637879.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 61,886.9152 F1 · kind: The transaction was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 9, 2023. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.