Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-07-29 20:20:32 ET · period of report 2026-07-27 · accession 0001649599-26-000012 · 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 | 2026-07-29 20:20 | 2026-07-27 | SCHW | Murtagh Nigel J | CRO | M - OptEx | $46.81 | +32.9K | 90.9K | +57% | +$1.54M |
| DMT | 2026-07-29 20:20 | 2026-07-27 | SCHW | Murtagh Nigel J | CRO | S - Sale+OE | $104.01 | -32.9K | 58.0K | -36% | -$3.43M |
| DT | 2026-07-29 20:20 | 2026-07-27 | SCHW | Murtagh Nigel J | CRO | M - OptEx | $0.00 | -32.9K | 15.7K | -68% | $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 | 2026-07-27 | M | A | 32,947 | $46.81 | 90,919.48 | D | — | — | |
| 2 | Common | Common Stock | 2026-07-27 | S | D | 21,947 | $104.00 | 68,972.48 | D | — | — | (F1) These sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 25, 2025. (F2) This transaction was executed in multiple trades at prices ranging from $103.95 to $104.075. 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. |
| 3 | Common | Common Stock | 2026-07-27 | S | D | 11,000 | $104.03 | 57,972.48 | D | — | — | (F2) This transaction was executed in multiple trades at prices ranging from $103.95 to $104.075. 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. |
| 4 | Derivative | Nonqualified Stock Option (right to buy) | 2026-07-27 | M | D | 32,947 | $0.00 | 15,675 | D | $46.81 · — to 2029-03-01 | 32,947 Common Stock | (F3) 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. |