Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-07-08 17:06:46 ET · period of report 2026-07-07 · accession 0002028977-26-000013 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TI | 2026-07-08 17:06 | 2026-07-07 | SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale | $102.01 | -2,000 | 13.7K | -13% | -$204.0K |
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 | 2026-07-07 | S | D | 2,000 | $102.01 | 13,738 | I by Trust | — | — | (F1) These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. (F2) This transaction was executed in multiple trades at prices ranging from $102.00 to $102.025. 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. |