SCHW insider transaction filings
SCHWAB CHARLES CORP — 50 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-09-02. Screen SCHW transaction legs live →
Insider transaction summary — last 90 days
2026-06-24 to 2026-09-22, from the filings listed below: 38 Form 4 filings. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 37 legs across 29 filings by 10 insiders — 1,338,033 shares, $143,792,179 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 42.
- Largest priced transaction: sale of 192,488 shares @ $103.90 ($19,999,927) by Bettinger Walter W, filed 2026-07-29.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| Schwab Charles R. — Co-Chairman, Director | 9 | — | 8 legs · 541,705 sh · $58,172,443 | 5 |
| Bettinger Walter W — Co-Chairman, Director | 3 | — | 6 legs · 536,494 sh · $58,021,931 | 8 |
| Schwab-Pomerantz Carolyn — Director | 4 | — | 4 legs · 73,026 sh · $7,803,848 | 1 |
| Craig Jonathan M. — MD, Head of Retail Investing | 3 | — | 3 legs · 65,366 sh · $6,974,162 | 6 |
| Murtagh Nigel J — Chief Risk Officer | 3 | — | 5 legs · 63,675 sh · $6,756,697 | 8 |
| Howard Dennis — MD, Chief Tech, OPS & Data Off | 3 | — | 2 legs · 30,198 sh · $3,182,043 | 3 |
| Beatty Jonathan S — MD, Head of Advisor Services | 4 | — | 5 legs · 9,000 sh · $917,833 | 1 |
| Morgan Peter J. III — General Counsel | 1 | — | 1 leg · 6,952 sh · $709,341 | — |
| Hathi Neesha — MD, Head Wealth Adv, Bnk, Tst | 2 | — | 2 legs · 6,354 sh · $689,926 | 4 |
| SNEED PAULA A — Director | 1 | — | 1 leg · 5,263 sh · $563,954 | — |
+4 more insiders in the window, not shown — every filing appears in the table below.
Recent Form 4 filings — SCHWAB CHARLES CORP
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-02 | 4 | Hathi Neesha — MD, Head Wealth Adv, Bnk, Tst | Option exercise (M): 3,177 @ $52.05 · Sale (S): 3,177 @ $109.04 · Option exercise (M): 3,177 (derivative) @ $0 | EDGAR |
| 2026-08-31 | 4 | Bettinger Walter W — Co-Chairman, Director | Option exercise (M): 74,388 @ $46.81 · Sale (S): 74,388 @ $110.91 · Option exercise (M): 74,388 (derivative) @ $0 | EDGAR |
| 2026-08-31 | 4 | Hathi Neesha — MD, Head Wealth Adv, Bnk, Tst | Option exercise (M): 3,177 @ $52.05 · Sale (S): 3,177 @ $108.12 · Option exercise (M): 3,177 (derivative) @ $0 | EDGAR |
| 2026-08-28 | 4 | Schwab Charles R. — Co-Chairman, Director | Gift (G): 9,300 @ $0 | EDGAR |
| 2026-08-27 | 4 | Schwab-Pomerantz Carolyn — Director | Sale (S): 9,175 @ $109.25 | EDGAR |
| 2026-08-26 | 4 | Schwab Charles R. — Co-Chairman, Director | Sale (S): 117,000 @ $113.20 | EDGAR |
| 2026-08-26 | 4 | Bettinger Walter W — Co-Chairman, Director | Option exercise (M): 176,210 @ $46.81 · Sale (S): 176,210 @ $113.49 · Option exercise (M): 176,210 (derivative) @ $0 | EDGAR |
| 2026-08-19 | 4 | Schwab Charles R. — Co-Chairman, Director | Gift (G): 45,500 @ $0 · Gift (G): 54,550 @ $0 | EDGAR |
| 2026-08-18 | 4 | Beatty Jonathan S — MD, Head of Advisor Services | Sale (S): 1,000 @ $111.33 | EDGAR |
| 2026-08-17 | 4 | Craig Jonathan M. — MD, Head of Retail Investing | Option exercise (M): 21,866 @ $46.81 · Sale (S): 21,866 @ $111.03 · Option exercise (M): 21,866 (derivative) @ $0 | EDGAR |
| 2026-08-17 | 4 | Howard Dennis — MD, Chief Tech, OPS & Data Off | Sale (S): 2,198 @ $110 | EDGAR |
| 2026-08-13 | 4 | Schwab Charles R. — Co-Chairman, Director | Sale (S): 46,410 @ $108.18 | EDGAR |
| 2026-08-11 | 4 | Schwab Charles R. — Co-Chairman, Director | Sale (S): 46,445 @ $107.78 | EDGAR |
| 2026-08-10 | 4 | Schwab Charles R. — Co-Chairman, Director | Gift (G): 37,200 @ $0 | EDGAR |
| 2026-08-10 | 4 | Murtagh Nigel J — Chief Risk Officer | Option exercise (M): 1,897 @ $46.81 · Sale (S): 1,897 @ $109.00 · Option exercise (M): 24,778 @ $46.81 · Sale (S): 24,778 @ $109.01 · Option exercise (M): 1,897 (derivative) @ $0 · Option exercise (M): 24,778 (derivative) @ $0 | EDGAR |
| 2026-08-10 | 4 | SNEED PAULA A — Director | Sale (S): 5,263 @ $107.15 | EDGAR |
| 2026-08-07 | 4 | Schwab-Pomerantz Carolyn — Director | Sale (S): 18,561 @ $107.70 | EDGAR |
| 2026-08-07 | 4 | Craig Jonathan M. — MD, Head of Retail Investing | Option exercise (M): 21,750 @ $46.81 · Sale (S): 21,750 @ $107.02 · Option exercise (M): 21,750 (derivative) @ $0 | EDGAR |
| 2026-08-05 | 4 | Schwab-Pomerantz Carolyn — Director | Sale (S): 22,640 @ $106.36 | EDGAR |
| 2026-08-04 | 4 | Howard Dennis — MD, Chief Tech, OPS & Data Off | Tax withholding (F): 1,292 @ $104.87 | EDGAR |
| 2026-08-04 | 4 | Schwab Charles R. — Co-Chairman, Director | Sale (S): 95,250 @ $105.52 · Sale (S): 47,650 @ $106.08 | EDGAR |
| 2026-07-30 | 4 | Schwab Charles R. — Co-Chairman, Director | Sale (S): 48,000 @ $105.60 · Gift (G): 60,000 @ $0 · Sale (S): 95,450 @ $105.82 | EDGAR |
| 2026-07-30 | 4 | Schwab-Pomerantz Carolyn — Director | Sale (S): 22,650 @ $105.71 · Gift (G): 271 @ $0 | EDGAR |
| 2026-07-30 | 4 | Howard Dennis — MD, Chief Tech, OPS & Data Off | Option exercise (M): 28,000 @ $64.10 · Sale (S): 28,000 @ $105.01 · Option exercise (M): 28,000 (derivative) @ $0 | EDGAR |
| 2026-07-29 | 4 | Bettinger Walter W — Co-Chairman, Director | Option exercise (M): 192,488 @ $52.05 · Sale (S): 192,488 @ $103.90 · Option exercise (M): 93,408 @ $52.05 · Sale (S): 42,265 @ $103.86 · Sale (S): 38,263 @ $105.18 · Sale (S): 12,880 @ $105.56 · +2 more | EDGAR |
| 2026-07-29 | 4 | Murtagh Nigel J — Chief Risk Officer | Option exercise (M): 32,947 @ $46.81 · Sale (S): 21,947 @ $104 · Sale (S): 11,000 @ $104.03 · Option exercise (M): 32,947 (derivative) @ $0 | EDGAR |
| 2026-07-28 | 4 | Schwab Charles R. — Co-Chairman, Director | Sale (S): 45,500 @ $101.72 | EDGAR |
| 2026-07-27 | 4 | Morgan Peter J. III — General Counsel | Sale (S): 6,952 @ $102.03 | EDGAR |
| 2026-07-23 | 4 | Murtagh Nigel J — Chief Risk Officer | Option exercise (M): 4,053 @ $46.81 · Sale (S): 4,053 @ $104.14 · Option exercise (M): 4,053 (derivative) @ $0 | EDGAR |
| 2026-07-21 | 4 | Beatty Jonathan S — MD, Head of Advisor Services | Sale (S): 2,000 @ $104.21 | EDGAR |
| 2026-07-09 | 4 | Craig Jonathan M. — MD, Head of Retail Investing | Option exercise (M): 21,750 @ $46.81 · Sale (S): 21,750 @ $102.01 · Option exercise (M): 21,750 (derivative) @ $0 | EDGAR |
| 2026-07-08 | 4 | Beatty Jonathan S — MD, Head of Advisor Services | Sale (S): 2,000 @ $102.01 | EDGAR |
| 2026-07-06 | 4 | Beatty Jonathan S — MD, Head of Advisor Services | Tax withholding (F): 1,036 @ $92.72 · Sale (S): 2,000 @ $97.03 · Sale (S): 2,000 @ $100.01 | EDGAR |
| 2026-07-06 | 4 | Brown Marianne Catherine — Director | Grant/award (A): 418 (derivative) | EDGAR |
| 2026-07-06 | 4 | Ruffel Charles A. — Director | Grant/award (A): 1,280 (derivative) @ $0 | EDGAR |
| 2026-07-06 | 4 | Ellis Stephen A — Director | Grant/award (A): 379 (derivative) | EDGAR |
| 2026-07-06 | 4 | HERRINGER FRANK C — Director | Grant/award (A): 457 (derivative) | EDGAR |
| 2026-06-25 | 4 | Ellis Stephen A — Director | Option exercise (M): 2,258 @ $25.11 · Option exercise (M): 2,258 (derivative) @ $0 | EDGAR |
| 2026-06-04 | 4 | Verdeschi Michael D — CFO | Tax withholding (F): 6,519 @ $87.42 | EDGAR |
| 2026-05-28 | 4 | Schwab-Pomerantz Carolyn — Director | Grant/award (A): 1,602 @ $0 · Grant/award (A): 3,977 (derivative) @ $0 | EDGAR |
| 2026-05-28 | 4 | Wurster Richard A — President & CEO, Director | Purchase (P): 21,959 @ $84.23 | EDGAR |
| 2026-05-28 | 4 | Ruffel Charles A. — Director | Grant/award (A): 1,602 @ $0 · Grant/award (A): 3,977 (derivative) @ $0 | EDGAR |
| 2026-05-28 | 4 | Dea Joan — Director | Grant/award (A): 1,602 @ $0 · Grant/award (A): 3,977 (derivative) @ $0 | EDGAR |
| 2026-05-28 | 4 | ADAMS JOHN K JR — Director | Grant/award (A): 1,602 @ $0 · Grant/award (A): 3,977 (derivative) @ $0 | EDGAR |
| 2026-05-27 | 4 | Brown Marianne Catherine — Director | Grant/award (A): 1,602 @ $0 · Grant/award (A): 3,977 (derivative) @ $0 | EDGAR |
| 2026-05-27 | 4 | Ellis Stephen A — Director | Grant/award (A): 1,602 @ $0 · Grant/award (A): 3,977 (derivative) @ $0 | EDGAR |
| 2026-05-27 | 4 | SNEED PAULA A — Director | Grant/award (A): 1,602 @ $0 · Grant/award (A): 3,977 (derivative) @ $0 | EDGAR |
| 2026-05-27 | 4 | Sarin Arun — Director | Grant/award (A): 1,602 @ $0 · Grant/award (A): 3,977 (derivative) @ $0 | EDGAR |
| 2026-05-27 | 4 | DODDS CHRISTOPHER V — Director | Grant/award (A): 1,602 @ $0 · Grant/award (A): 3,977 (derivative) @ $0 | EDGAR |
| 2026-05-27 | 4 | HERRINGER FRANK C — Director | Grant/award (A): 1,602 @ $0 · Grant/award (A): 3,977 (derivative) @ $0 | EDGAR |
Recent 8-K events — SCHWAB CHARLES CORP
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-08-12 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-07-21 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-29 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-01 | 8-K | 5.03 — Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-22 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
| 2026-05-21 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-04-22 | 8-K | 3.03 — Material Modification to Rights of Security Holders 5.03 — Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-04-16 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-03-02 | 8-K | 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-01-29 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
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