Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-03-03 00:00:00 ET · period of report 2026-03-01 · accession 0002031313-26-000003 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DI | 2026-03-03 | 2026-03-01 | SCHW | Woolway Paul V | MD, Chief Banking Off | A - Grant | $0.00 | +8,156 | 38.0K | +27% | $0 |
| DI | 2026-03-03 | 2026-03-01 | SCHW | Woolway Paul V | MD, Chief Banking Off | F - Tax | $90.31 | -2,030 | 36.0K | -5% | -$183.3K |
| D | 2026-03-03 | 2026-03-02 | SCHW | Woolway Paul V | MD, Chief Banking Off | M - OptEx | $52.05 | +15.9K | 25.2K | +171% | +$826.8K |
| DMI | 2026-03-03 | 2026-03-02+ | SCHW | Woolway Paul V | MD, Chief Banking Off | S - Sale+OE | $94.97 | -22.0K | 43.9K | -33% | -$2.09M |
| D | 2026-03-03 | 2026-03-02 | SCHW | Woolway Paul V | MD, Chief Banking Off | A - Grant | $0.00 | +15.2K | 15.2K | New | $0 |
| D | 2026-03-03 | 2026-03-02 | SCHW | Woolway Paul V | MD, Chief Banking Off | M - OptEx | $0.00 | -15.9K | 15.9K | -50% | $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 | A | A | 8,156 | $0.00 | 38,022.44 | I by Trust | — | — | |
| 2 | Common | Common Stock | 2026-03-01 | F | D | 2,030 | $90.31 | 35,992.44 | I by Trust | — | — | |
| 3 | Common | Common Stock | 2026-03-02 | M | A | 15,884 | $52.05 | 25,153 | D by Trust | — | — | (F3) Reflects the contribution of 15,884 shares received upon exercise of the options to a revocable trust. |
| 4 | Common | Common Stock | 2026-03-03 | S | D | 2,500 | $94.89 | 29,866.44 | I | — | — | (F7) This transaction was executed in multiple trades at prices ranging from $94.72 to $95.07. 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. |
| 5 | Common | Common Stock | 2026-03-02 | S | D | 7,942 | $96.00 | 35,992.44 | I by Trust | — | — | (F5) This transaction was executed in multiple trades at prices ranging from $96.00 to $96.01. 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. |
| 6 | Common | Common Stock | 2026-03-03 | S | D | 3,626 | $94.41 | 32,366.44 | I by Trust | — | — | (F6) This transaction was executed in multiple trades at prices ranging from $93.7 to $94.695. 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. |
| 7 | Common | Common Stock | 2026-03-02 | S | D | 7,942 | $94.23 | 43,934.44 | I by Trust | — | — | |
| 8 | Derivative | Nonqualified Stock Option (right to buy) | 2026-03-02 | A | A | 15,189 | $0.00 | 15,189 | D | $95.49 · — to 2036-03-02 | 15,189 Common Stock | (F9) 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. |
| 9 | Derivative | Nonqualified Stock Option (right to buy) | 2026-03-02 | M | D | 15,884 | $0.00 | 15,883 | D | $52.05 · — to 2028-03-01 | 15,884 Common Stock | (F8) 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. |