Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-04-16 19:43:55 ET · period of report 2026-04-14 · accession 0002031313-26-000005 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMT | 2026-04-16 19:43 | 2026-04-14+ | SCHW | Woolway Paul V | MD, Chief Banking Off | M - OptEx | $52.05 | +15.9K | 25.2K | +171% | +$826.7K |
| DMTI | 2026-04-16 19:43 | 2026-04-14+ | SCHW | Woolway Paul V | MD, Chief Banking Off | S - Sale+OE | $99.00 | -15.9K | 29.9K | -35% | -$1.57M |
| DMT | 2026-04-16 19:43 | 2026-04-14+ | SCHW | Woolway Paul V | MD, Chief Banking Off | M - OptEx | $0.00 | -15.9K | 0 | -100% | $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 | 2026-04-14 | M | A | 7,942 | $52.05 | 25,153 | D | — | — | (F1) Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| 2 | Common | Common Stock | 2026-04-14 | S | D | 7,942 | $98.00 | 29,866.44 | I by Trust | — | — | (F2) The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 24, 2025. (F3) This transaction was executed in multiple trades at prices ranging from $98.00 to $98.025. 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. (F1) Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| 3 | Common | Common Stock | 2026-04-15 | M | A | 7,941 | $52.05 | 25,153 | D | — | — | (F1) Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| 4 | Common | Common Stock | 2026-04-15 | S | D | 7,941 | $100.00 | 29,866.44 | I by Trust | — | — | (F2) The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 24, 2025. (F4) This transaction was executed in multiple trades at prices ranging from $100.00 to $100.055. 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. (F1) Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| 5 | Derivative | Nonqualified Stock Option (right to buy) | 2026-04-14 | M | D | 7,942 | $0.00 | 7,941 | D | $52.05 · — to 2028-03-01 | 7,942 Common Stock | (F5) 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. |
| 6 | Derivative | Nonqualified Stock Option (right to buy) | 2026-04-15 | M | D | 7,941 | $0.00 | 0 | D | $52.05 · — to 2028-03-01 | 7,941 Common Stock | (F5) 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. |