Insider at

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Insider transactions

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0 buys (P) 0 sells (S) Net: $0 + 18 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

18 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
March 14, 2023 SCHW P 10,000 $56.79 $567,900 230,892 Direct +4.53% Acquired 70.3% (price as of 2026-10-05)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.

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DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
May 27, 2025 SCHW Nonqualified Stock Option (right to buy) Common Stock (3,646) $88.63 May 27, 2035 3,646 Acquired
May 28, 2024 SCHW Nonqualified Stock Option (right to buy) Common Stock (4,496) $70.79 May 28, 2034 4,496 Acquired
May 22, 2023 SCHW Nonqualified Stock Option (right to buy) Common Stock (5,464) $51.97 May 22, 2033 5,464 Acquired
May 19, 2022 SCHW Nonqualified Stock Option (right to buy) Common Stock (4,703) $62.66 May 19, 2032 4,703 Acquired
May 17, 2021 SCHW Nonqualified Stock Option (right to buy) Common Stock (4,390) $73.00 May 17, 2031 4,390 Acquired
Oct. 22, 2020 SCHW Nonqualified Stock Option (right to buy) Common Stock (1,243) $40.13 Oct. 22, 2030 1,243 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 1 holding

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Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
Dec. 18, 2020 SCHW Common Stock 135 Direct