Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-03-03 00:00:00 ET · period of report 2026-03-01 · accession 0001733065-26-000003 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-03-03 | 2026-03-01 | SCHW | Craig Jonathan M. | MD, Head of Investor Services | F - Tax | $95.31 | -11.2K | 14.5K | -44% | -$1.06M |
| D | 2026-03-03 | 2026-03-01 | SCHW | Craig Jonathan M. | MD, Head of Investor Services | A - Grant | $0.00 | +25.6K | 25.6K | New | $0 |
| D | 2026-03-03 | 2026-03-02 | SCHW | Craig Jonathan M. | MD, Head of Investor Services | A - Grant | $0.00 | +50.1K | 50.1K | New | $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 | 2026-03-01 | F | D | 11,152 | $95.31 | 14,481 | D | — | — | |
| 2 | Common | Common Stock | 2026-03-01 | A | A | 25,633 | $0.00 | 25,633 | D | — | — | |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2026-03-02 | A | A | 50,052 | $0.00 | 50,052 | D | $95.49 · — to 2036-03-02 | 50,052 Common Stock | (F3) 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. |