Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-02-27 00:00:00 ET · period of report 2026-02-25 · accession 0001825454-26-000009 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-02-27 | 2026-02-25 | SCHW | Howard Dennis | MD, Chief Tech, OPS, Data Off | S - Sale+OE | $95.02 | -27.9K | 10.5K | -73% | -$2.65M |
| D | 2026-02-27 | 2026-02-25 | SCHW | Howard Dennis | MD, Chief Tech, OPS, Data Off | M - OptEx | $64.10 | +27.9K | 38.4K | +267% | +$1.79M |
| D | 2026-02-27 | 2026-02-25 | SCHW | Howard Dennis | MD, Chief Tech, OPS, Data Off | M - OptEx | $0.00 | -27.9K | 84.0K | -25% | $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 | 2026-02-25 | S | D | 27,903 | $95.02 | 10,470 | D | — | — | (F2) This transaction was executed in multiple trades at prices ranging from $95.00 to $95.09. 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. |
| 2 | Common | Common Stock | 2026-02-25 | M | A | 27,903 | $64.10 | 38,373 | D | — | — | |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2026-02-25 | M | D | 27,903 | $0.00 | 84,000 | D | $64.10 · — to 2031-03-01 | 27,903 Common Stock | (F3) 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. |