Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-07-23 19:39:19 ET · period of report 2026-07-21 · accession 0001649599-26-000009 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DT | 2026-07-23 19:39 | 2026-07-21 | SCHW | Murtagh Nigel J | CRO | M - OptEx | $46.81 | +4,053 | 62.0K | +7% | +$189.7K |
| DT | 2026-07-23 19:39 | 2026-07-21 | SCHW | Murtagh Nigel J | CRO | S - Sale+OE | $104.14 | -4,053 | 58.0K | -7% | -$422.1K |
| DT | 2026-07-23 19:39 | 2026-07-21 | SCHW | Murtagh Nigel J | CRO | M - OptEx | $0.00 | -4,053 | 48.6K | -8% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-07-21 | M | A | 4,053 | $46.81 | 62,025.48 | D | — | — | |
| 2 | Common | Common Stock | 2026-07-21 | S | D | 4,053 | $104.14 | 57,972.48 | D | — | — | (F1) The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 25, 2025. (F2) This transaction was executed in multiple trades at prices ranging from $104.12 to $104.405. 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. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2026-07-21 | M | D | 4,053 | $0.00 | 48,622 | D | $46.81 · — to 2029-03-01 | 4,053 Common Stock | (F4) This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant. |