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 |
|---|---|---|---|---|---|---|---|
| Schwab Charles R. | Chairman | Gift | 29,400 | — | — | 80,662,774 | Dec 16, 2021 |
| Schwab Charles R. | Chairman | Sale | 24,550 | $82.25 | $2,019,238 | 80,716,724 | Nov 23, 2021 |
| Schwab Charles R. | Chairman | Sale | 24,550 | $82.48 | $2,024,884 | 80,765,824 | Nov 22, 2021 |
| Crawford Peter B. | EVP and CFO | Gift | 2,000 | — | — | 14,997 | Nov 22, 2021 |
| Dea Joan | — | Sale | 1,250 | $82.64 | $103,300 | 20,365 | Nov 22, 2021 |
| Goldfarb Mark A | — | Gift | 552 | — | — | 20,865 | Nov 19, 2021 |
| Schwab Charles R. | Chairman | Gift | 115,380 | — | — | 80,790,374 | Nov 18, 2021 |
| Schwab Charles R. | Chairman | Sale | 24,550 | $81.72 | $2,006,226 | 80,954,854 | Nov 15, 2021 |
| Schwab Charles R. | Chairman | Sale | 1,973 | $81.75 | $161,293 | 31,447,606 | Nov 8, 2021 |
| Schwab Charles R. | Chairman | Sale | 22,250 | $81.47 | $1,812,708 | 81,890,824 | Nov 8, 2021 |
| Schwab Charles R. | Chairman | Sale | 59,177 | $81.80 | $4,840,679 | 31,449,579 | Nov 5, 2021 |
| Schwab Charles R. | Chairman | Sale | 61,150 | $82.69 | $5,056,494 | 31,508,756 | Nov 3, 2021 |
| Schwab Charles R. | Chairman | Sale | 61,350 | $81.67 | $5,010,455 | 31,569,906 | Nov 1, 2021 |
| Wurster Richard A | President | Tax Withholding | 2,206 | $82.10 | $181,113 | 86,954 | Nov 1, 2021 |
| Morgan Peter J. III | EVP and General Counsel | Tax Withholding | 1,541 | $82.10 | $126,516 | 6,817 | Nov 1, 2021 |
| Schwab Charles R. | Chairman | Option Exercise | 150,000 | $13.64 | $2,046,000 | 82,085,324 | Oct 29, 2021 |
| Schwab Charles R. | Chairman | Sale | 155,890 | $81.80 | $12,751,802 | 81,935,324 | Oct 28, 2021 |
| Schwab Charles R. | Chairman | Option Exercise | 768 | $12.45 | $9,562 | 81,936,092 | Oct 27, 2021 |
| MARTINETTO JOSEPH R | Senior EVP and COO | Option Exercise | 25,255 | $42.99 | $1,085,712 | 221,875 | Oct 26, 2021 |
| Schwab Charles R. | Chairman | Gift | 894,250 | — | — | 81,935,324 | Oct 26, 2021 |
| MARTINETTO JOSEPH R | Senior EVP and COO | Option Exercise | 230 | $42.99 | $9,888 | 196,850 | Oct 25, 2021 |
| Clark Bernard J. | EVP - Advisor Services | Option Exercise | 300 | $42.99 | $12,897 | 72,569 | Oct 25, 2021 |
| Schwab Charles R. | Chairman | Sale | 23,698 | $83.05 | $1,968,119 | 82,925,876 | Oct 25, 2021 |
| Clark Bernard J. | EVP - Advisor Services | Option Exercise | 28,370 | $42.99 | $1,219,626 | 100,639 | Oct 25, 2021 |
| Wurster Richard A | President | Award / Grant | 59,931 | — | — | 89,160 | Oct 25, 2021 |
| Murtagh Nigel J | EVP - Corporate Risk | Gift | 239 | — | — | 57,245 | Oct 22, 2021 |
| Schwab Charles R. | Chairman | Sale | 120,000 | $82.56 | $9,907,200 | 82,949,574 | Oct 22, 2021 |
| Crawford Peter B. | EVP and CFO | Sale | 11,000 | $83.38 | $917,180 | 16,997 | Oct 22, 2021 |
| Masrani Bharat | — | Tax Withholding | 37 | $83.00 | $3,071 | 1,961 | Oct 22, 2021 |
| Levitt Brian M | — | Tax Withholding | 37 | $83.00 | $3,071 | 1,961 | Oct 22, 2021 |
| MARTINETTO JOSEPH R | Senior EVP and COO | Sale | 10,032 | $81.97 | $822,323 | 186,588 | Oct 21, 2021 |
| Bettinger Walter W | CEO | Option Exercise | 206,025 | $30.17 | $6,215,774 | 413,939 | Oct 20, 2021 |
| Schwab Charles R. | Chairman | Gift | 12,325 | — | — | 83,094,235 | Oct 20, 2021 |
| Schwab Charles R. | Chairman | Sale | 185,250 | $81.18 | $15,038,595 | 83,106,560 | Oct 20, 2021 |
| Ricketts Todd M | — | Gift | 12,909 | — | — | 218,838 | Oct 19, 2021 |
| Bettinger Walter W | CEO | Sale | 245,239 | $81.12 | $19,893,788 | 207,914 | Oct 19, 2021 |
| Schwab Charles R. | Chairman | Gift | 123,800 | — | — | 83,291,810 | Oct 19, 2021 |
| DODDS CHRISTOPHER V | — | Option Exercise | 4,292 | $43.21 | $185,457 | 449,223 | Oct 18, 2021 |
| Schwab Charles R. | Chairman | Gift | 186,400 | — | — | 83,415,610 | Oct 18, 2021 |
| MARTINETTO JOSEPH R | Senior EVP and COO | Sale | 10,031 | $79.42 | $796,662 | 222,104 | Oct 15, 2021 |
| Schwab Charles R. | Chairman | Sale | 28,000 | $78.50 | $2,198,000 | 31,631,256 | Oct 11, 2021 |
| Craig Jonathan M. | Senior EVP | Option Exercise | 11,598 | $26.39 | $306,071 | 11,598 | Oct 11, 2021 |
| MARTINETTO JOSEPH R | Senior EVP and COO | Sale | 25,484 | $78.05 | $1,989,026 | 206,651 | Oct 11, 2021 |
| Clark Bernard J. | EVP - Advisor Services | Sale | 29,977 | $78.16 | $2,343,002 | 72,269 | Oct 11, 2021 |
| Schwab Charles R. | Chairman | Gift | 3,147 | — | — | 83,615,010 | Oct 7, 2021 |
| Schwab Charles R. | Chairman | Sale | 28,000 | $74.47 | $2,085,160 | 31,659,256 | Oct 4, 2021 |
| Craig Jonathan M. | Senior EVP | Option Exercise | 902 | $26.39 | $23,804 | 902 | Sep 28, 2021 |
| Schwab Charles R. | Chairman | Sale | 28,000 | $77.04 | $2,157,120 | 31,687,256 | Sep 27, 2021 |
| Schwab Charles R. | Chairman | Sale | 14,000 | $72.00 | $1,008,000 | 31,715,256 | Sep 23, 2021 |
| Schwab Charles R. | Chairman | Sale | 14,000 | $70.02 | $980,280 | 31,729,256 | Sep 22, 2021 |