SCHWAB CHARLES CORP — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Beatty Jonathan S | MD, Head of Advisor Services | Sale | 2,000 | $102.01 | $204,020 | 11,923 | Dec 23, 2025 |
| Ellis Stephen A | — | Option Exercise | 1,922 | $31.98 | $61,466 | 6,660 | Dec 16, 2025 |
| Ruffel Charles A. | — | Gift | 8,372 | — | — | 9,779 | Nov 19, 2025 |
| SNEED PAULA A | — | Gift | 8,680 | — | — | 96,974 | Nov 13, 2025 |
| Murtagh Nigel J | Chief Risk Officer | Gift | 1,032 | — | — | 57,972 | Nov 12, 2025 |
| Beatty Jonathan S | MD, Head of Advisor Services | Option Exercise | 3,072 | $46.39 | $142,510 | 43,340 | Nov 12, 2025 |
| Schwab Charles R. | Co-Chairman | Gift | 52,500 | — | — | 56,119,454 | Nov 12, 2025 |
| Schwab-Pomerantz Carolyn | — | Gift | 298 | — | — | 1,434,559 | Nov 10, 2025 |
| Bettinger Walter W | Co-Chairman | Gift | 61,388 | — | — | 529,346 | Nov 10, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Gift | 398 | — | — | 1,537 | Nov 10, 2025 |
| Craig Jonathan M. | MD, Head of Investor Services | Sale | 35,188 | $95.35 | $3,355,176 | — | Nov 7, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Gift | 3,823 | — | — | 30,955 | Oct 29, 2025 |
| Schwab Charles R. | Co-Chairman | Sale | 44,750 | $94.52 | $4,229,770 | 56,171,954 | Oct 28, 2025 |
| Schwab Charles R. | Co-Chairman | Gift | 31,750 | — | — | 56,281,104 | Oct 23, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 14,400 | $92.55 | $1,332,720 | 1,434,857 | Oct 2, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Sale | 1,913 | $93.04 | $177,986 | 36,070 | Oct 1, 2025 |
| Ellis Stephen A | — | Option Exercise | 2,105 | $28.55 | $60,098 | 6,660 | Sep 23, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 9,600 | $96.64 | $927,744 | 450,514 | Sep 4, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Sale | 3,205 | $95.20 | $305,116 | 37,983 | Sep 2, 2025 |
| Beatty Jonathan S | MD, Head of Advisor Services | Option Exercise | 6,144 | $46.39 | $285,020 | 43,340 | Aug 28, 2025 |
| Morgan Peter J. III | General Counsel | Option Exercise | 2,203 | $46.39 | $102,197 | 2,203 | Aug 27, 2025 |
| Schwab Charles R. | Co-Chairman | Sale | 136,500 | $97.04 | $13,245,960 | 56,331,449 | Aug 26, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 13,542 | $96.06 | $1,300,845 | 1,463,657 | Aug 25, 2025 |
| Schwab Charles R. | Co-Chairman | Sale | 22,721 | $96.02 | $2,181,670 | 56,737,602 | Aug 8, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 14,000 | $96.68 | $1,353,520 | 1,477,599 | Aug 7, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Sale | 3,290 | $96.06 | $316,037 | 41,188 | Aug 1, 2025 |
| Bettinger Walter W | Co-Chairman | Sale | 173,876 | $98.84 | $17,185,904 | 590,734 | Jul 29, 2025 |
| Wurster Richard A | President & CEO | Sale | 20,500 | $99.16 | $2,032,780 | 157,189 | Jul 29, 2025 |
| Murtagh Nigel J | Chief Risk Officer | Sale | 24,096 | $97.91 | $2,359,239 | 58,999 | Jul 29, 2025 |
| Dea Joan | — | Gift | 513 | — | — | 27,673 | Jul 29, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 14,400 | $91.59 | $1,318,896 | 1,491,599 | Jul 3, 2025 |
| Beatty Jonathan S | MD, Head of Advisor Services | Tax Withholding | 1,035 | $90.74 | $93,916 | 43,340 | Jul 1, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Sale | 3,290 | $90.95 | $299,226 | 35,864 | Jul 1, 2025 |
| Ellis Stephen A | — | Option Exercise | 1,853 | $33.12 | $61,371 | 6,660 | Jun 24, 2025 |
| Murtagh Nigel J | Chief Risk Officer | Option Exercise | 20,872 | $42.99 | $897,287 | 79,871 | Jun 18, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Sale | 10,129 | $90.01 | $911,711 | 39,154 | Jun 18, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 9,600 | $87.25 | $837,600 | 479,314 | Jun 5, 2025 |
| Verdeschi Michael D | CFO | Tax Withholding | 5,888 | $87.54 | $515,436 | 53,961 | Jun 3, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Sale | 3,290 | $87.68 | $288,467 | 39,154 | Jun 2, 2025 |
| Beatty Jonathan S | MD, Head of Advisor Services | Sale | 2,850 | $87.57 | $249,574 | 15,219 | May 30, 2025 |
| Murtagh Nigel J | Chief Risk Officer | Sale | 25,000 | $88.20 | $2,205,000 | 58,999 | May 28, 2025 |
| Ricketts Todd M | — | Award / Grant | 1,462 | — | — | 379,767 | May 27, 2025 |
| MARTIN-FLICKINGER GERRI | — | Award / Grant | 1,462 | — | — | 5,767 | May 27, 2025 |
| SNEED PAULA A | — | Award / Grant | 1,462 | — | — | 8,073 | May 27, 2025 |
| Schwab-Pomerantz Carolyn | — | Award / Grant | 1,462 | — | — | 9,624 | May 27, 2025 |
| SARIN ARUN | — | Award / Grant | 1,462 | — | — | 10,666 | May 27, 2025 |
| Ruffel Charles A. | — | Award / Grant | 1,462 | — | — | 18,110 | May 27, 2025 |
| HERRINGER FRANK C | — | Award / Grant | 1,462 | — | — | 10,666 | May 27, 2025 |
| Ellis Stephen A | — | Award / Grant | 1,462 | — | — | 9,039 | May 27, 2025 |
| DODDS CHRISTOPHER V | — | Award / Grant | 1,462 | — | — | 10,666 | May 27, 2025 |