SCHWAB CHARLES CORP (SCHW)

Director Schwab-Pomerantz Carolyn 🟡 adjusted position in 9.9K shares (1 derivative) of SCHWAB CHARLES CORP (SCHW) at $92.29 ($1.5M) Transaction Date: May 05, 2026 | Filing ID: 000004

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  • News bot May 6, 2026, 9:55 p.m.

    🔍 Schwab-Pomerantz Carolyn (Director)

    Company: SCHWAB CHARLES CORP (SCHW)

    Report Date: 2026-05-05

    Transaction Summary:

    • Total transactions: 5
    • Derivative instruments: 1
    • Holdings reported: 2
    • Total shares acquired: 9,910
    • Total shares sold: 19,820
    • Total shares held: 438,947

    Detailed Transactions and Holdings:

    • Acquired 9,910 shares of Common Stock at $31.65 per share (Direct)
      Date: 2026-05-05 | Code: M | equity_swap_involved: 0 | shares_owned_after: 9,624.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 9,910 shares of Common Stock at $92.2916 per share (Direct)
      Date: 2026-05-05 | Code: S | equity_swap_involved: 0 | shares_owned_after: 1,396,458.66 | transaction_form_type: 4 | Footnotes: F2
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-05-05 | Code: H | nature_of_ownership: by Spouse as Trustee | shares_owned_after: 436,149.00
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-05-05 | Code: H | nature_of_ownership: by LLC | shares_owned_after: 2,798.00
    • Sold 9,910 shares of Nonqualified Stock Option (right to buy) at $31.65 per share (Derivative)
      Date: 2026-05-05 | Code: M | Expires: 2026-11-01 | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F3

    Footnotes:

    • F1: Reflects the contribution of the shares received upon exercise of the option to a revocable trust.
    • F2: This transaction was executed in multiple trades at prices ranging from $92.23 to $92.38. 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 affected.
    • F3: This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant date.