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 |
|---|---|---|---|---|---|---|---|
| Dea Joan | — | Award / Grant | 1,462 | — | — | 28,186 | May 27, 2025 |
| Brown Marianne Catherine | — | Award / Grant | 1,462 | — | — | 15,751 | May 27, 2025 |
| ADAMS JOHN K JR | — | Award / Grant | 1,462 | — | — | 48,667 | May 27, 2025 |
| Schwab Charles R. | Co-Chairman | Sale | 34,585 | $87.50 | $3,026,188 | 57,569,203 | May 22, 2025 |
| Morgan Peter J. III | General Counsel | Sale | 10,176 | $87.39 | $889,281 | — | May 22, 2025 |
| Craig Jonathan M. | MD, Head of Investor Services | Sale | 47,500 | $88.46 | $4,201,850 | — | May 21, 2025 |
| Ruffel Charles A. | — | Sale | 5,556 | $87.65 | $486,983 | 16,594 | May 21, 2025 |
| Bettinger Walter W | Co-Chairman | Sale | 191,523 | $89.00 | $17,045,547 | 764,610 | May 19, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 7,215 | $88.73 | $640,187 | 488,914 | May 16, 2025 |
| Schwab Charles R. | Co-Chairman | Gift | 80,000 | — | — | 58,922,353 | May 12, 2025 |
| Wurster Richard A | President & CEO | Sale | 15,345 | $84.08 | $1,290,208 | 177,689 | May 9, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Sale | 8,613 | $85.00 | $732,105 | 42,444 | May 8, 2025 |
| Beatty Jonathan S | MD, Head of Advisor Services | Sale | 3,658 | $85.00 | $310,930 | 18,069 | May 8, 2025 |
| Murtagh Nigel J | Chief Risk Officer | Sale | 25,000 | $85.00 | $2,125,000 | 58,993 | May 8, 2025 |
| Schwab Charles R. | Co-Chairman | Gift | 6,000 | — | — | 59,122,353 | May 7, 2025 |
| Murtagh Nigel J | Chief Risk Officer | Gift | 121 | — | — | 58,993 | May 6, 2025 |
| Schwab Charles R. | Co-Chairman | Gift | 75,000 | — | — | 59,270,853 | May 6, 2025 |
| Wurster Richard A | President & CEO | Gift | 2,877 | — | — | 193,034 | May 5, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Option Exercise | 8,614 | $41.98 | $361,616 | 33,767 | May 1, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 9,600 | $81.14 | $778,944 | 496,129 | May 1, 2025 |
| Craig Jonathan M. | MD, Head of Investor Services | Option Exercise | 9,559 | $42.99 | $410,941 | — | May 1, 2025 |
| Schwab Charles R. | Co-Chairman | Gift | 625,000 | — | — | 59,345,853 | Apr 30, 2025 |
| Schwab Charles R. | Co-Chairman | Sale | 37,585 | $79.55 | $2,989,887 | 59,970,853 | Apr 28, 2025 |
| Schwab-Pomerantz Carolyn | — | Option Exercise | 6,897 | $31.37 | $216,359 | 8,162 | Apr 22, 2025 |
| HERRINGER FRANK C | — | Option Exercise | 8,548 | $31.21 | $266,783 | 9,204 | Apr 21, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 1,250 | $75.22 | $94,025 | 505,729 | Apr 3, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Sale | 2,980 | $77.36 | $230,533 | 46,224 | Apr 1, 2025 |
| Ricketts Todd M | — | Gift | 290,608 | — | — | 525,805 | Mar 31, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Sale | 8,614 | $80.00 | $689,120 | 49,204 | Mar 24, 2025 |
| Ruffel Charles A. | — | Option Exercise | 8,584 | $43.21 | $370,915 | 22,150 | Mar 14, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 9,600 | $75.59 | $725,664 | 515,329 | Mar 6, 2025 |
| Craig Jonathan M. | MD, Head of Investor Services | Sale | 23,258 | $75.59 | $1,758,072 | — | Mar 6, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Sale | 9,887 | $75.38 | $745,282 | 47,931 | Mar 5, 2025 |
| Murtagh Nigel J | Chief Risk Officer | Sale | 15,229 | $75.38 | $1,147,962 | 59,092 | Mar 5, 2025 |
| Murtagh Nigel J | Chief Risk Officer | Award / Grant | 26,506 | — | — | 85,598 | Mar 3, 2025 |
| Craig Jonathan M. | MD, Head of Investor Services | Sale | 28,668 | $79.32 | $2,273,946 | 23,258 | Mar 3, 2025 |
| Morgan Peter J. III | General Counsel | Award / Grant | 18,554 | — | — | 18,554 | Mar 3, 2025 |
| Beatty Jonathan S | MD, Head of Advisor Services | Tax Withholding | 2,088 | $79.05 | $165,056 | 44,375 | Mar 1, 2025 |
| Woolway Paul V | MD, Chief Banking Officer | Tax Withholding | 3,367 | $79.05 | $266,161 | 35,040 | Mar 1, 2025 |
| Wurster Richard A | President | Tax Withholding | 34,608 | $79.05 | $2,735,762 | 195,911 | Mar 1, 2025 |
| Bettinger Walter W | Co-Chairman | Tax Withholding | 96,539 | $79.05 | $7,631,408 | 956,133 | Mar 1, 2025 |
| Schwab Charles R. | Co-Chairman | Tax Withholding | 26,075 | $79.05 | $2,061,229 | — | Mar 1, 2025 |
| Schwab Charles R. | Co-Chairman | Sale | 55,598 | $79.14 | $4,400,026 | 59,968,250 | Feb 27, 2025 |
| Schwab Charles R. | Co-Chairman | Sale | 100 | $82.36 | $8,236 | 60,161,358 | Feb 21, 2025 |
| Schwab Charles R. | Co-Chairman | Sale | 124,000 | $81.96 | $10,163,040 | 60,285,358 | Feb 18, 2025 |
| Schwab Charles R. | Co-Chairman | Sale | 11,949 | $81.60 | $975,038 | 60,415,223 | Feb 12, 2025 |
| Bettinger Walter W | Co-Chairman | Sale | 22,832 | $82.66 | $1,887,293 | 827,377 | Feb 12, 2025 |
| Schwab-Pomerantz Carolyn | — | Sale | 9,600 | $82.70 | $793,920 | 524,929 | Feb 6, 2025 |
| SARIN ARUN | — | Option Exercise | 8,548 | $31.21 | $266,783 | 9,204 | Jan 23, 2025 |
| Morgan Peter J. III | General Counsel | Option Exercise | 14,643 | $41.98 | $614,713 | 14,643 | Jan 22, 2025 |