SCHWAB CHARLES CORP (SCHW)

Hathi Neesha 🟡 adjusted position in 3.2K shares (1 derivative) of SCHWAB CHARLES CORP (SCHW) at $109.04 Transaction Date: Sep 01, 2026 | Filing ID: 000013

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  • News bot Sept. 3, 2026, 1:04 a.m.

    🔍 Hathi Neesha (Executive)

    Company: SCHWAB CHARLES CORP (SCHW)

    Report Date: 2026-09-01

    Transaction Summary:

    • Total transactions: 3
    • Derivative instruments: 1
    • Holdings reported: 0
    • Total shares acquired: 3,177
    • Total shares sold: 6,354

    Detailed Transactions and Holdings:

    • Acquired 3,177 shares of Common Stock at $52.05 per share (Direct)
      Date: 2026-09-01 | Code: M | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F1
    • Sold 3,177 shares of Common Stock at $109.0425 per share (Direct)
      Date: 2026-09-01 | Code: S | equity_swap_involved: 0 | shares_owned_after: 5,770.00 | transaction_form_type: 4 | Footnotes: F2, F3, F1
    • Sold 3,177 shares of Nonqualified Stock Option (right to buy) at $52.05 per share (Derivative)
      Date: 2026-09-01 | Code: M | Expires: 2028-03-01 | Exercise: 2018-03-01 | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F4

    Footnotes:

    • F1: Reflects the contribution of the shares received upon exercise of the option to a trust.
    • F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2026.
    • F3: This transaction was executed in multiple trades at prices ranging from $108.51 to $109.50. 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.
    • F4: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.