Updated Jul 16, 2026 · Last SEC filing 2026-07-10
SCHWAB CHARLES CORP (SCHW) has filed 30 SEC Form 4 insider transactions in the last 90 days, with the most recent on 2026-07-10. 5 Form 8-K material event filings were reported by SCHW in the last 90 days. 13 Form 144 notices of proposed sale were filed for SCHW stock. InsiderAlpha tracks every SCHW SEC filing — Form 4, Form 144, and 8-K — in real time, including Rule 10b5-1 plan detection.
| SIC classification | Security Brokers, Dealers & Flotation Companies (SIC 6211) |
|---|---|
| SEC CIK | 0000316709 |
| Form 4 filings (90d) | 30 |
|---|---|
| Form 8-K filings (90d) | 5 |
| Form 144 notices (90d) | 13 |
| Latest Form 4 filing | 2026-07-10 |
| Date | Insider | Role | Transaction | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| Craig Jonathan M. | MD, Head of Retail Investing | M — Option exercise | 21.8K | $46.81 | $1.02M | SEC | |
| Craig Jonathan M. | MD, Head of Retail Investing | S — Open-market sale | 21.8K | $102.01 | $2.22M | SEC | |
| Beatty Jonathan S | MD, Head of Advisor Services | S — Open-market sale | 2.0K | $102.01 | $204K | SEC | |
| Beatty Jonathan S | MD, Head of Advisor Services | S — Open-market sale | 2.0K | $100.01 | $200K | SEC | |
| Beatty Jonathan S | MD, Head of Advisor Services | S — Open-market sale | 2.0K | $97.03 | $194K | SEC | |
| Beatty Jonathan S | MD, Head of Advisor Services | F — Tax withholding / forfeiture | 1.0K | $92.72 | $96K | SEC | |
| Ellis Stephen A | Director | M — Option exercise | 2.3K | $25.11 | $57K | SEC | |
| Verdeschi Michael D | CFO | F — Tax withholding / forfeiture | 6.5K | $87.42 | $570K | SEC | |
| Wurster Richard A | President & CEO | P — Open-market purchase | 22.0K | $84.23 | $1.85M | SEC | |
| ADAMS JOHN K JR | Director | A — Grant or award | 1.6K | $0.00 | — | SEC | |
| Ellis Stephen A | Director | A — Grant or award | 1.6K | $0.00 | — | SEC | |
| Sarin Arun | Director | A — Grant or award | 1.6K | $0.00 | — | SEC | |
| Schwab-Pomerantz Carolyn | Director | A — Grant or award | 1.6K | $0.00 | — | SEC | |
| SNEED PAULA A | Director | A — Grant or award | 1.6K | $0.00 | — | SEC | |
| DODDS CHRISTOPHER V | Director | A — Grant or award | 1.6K | $0.00 | — | SEC |
All transactions sourced from SEC EDGAR Form 4 filings for SCHWAB CHARLES CORP (SCHW). Updated in real time as new filings are submitted to the SEC.
| Insider | Form 4 filings | Total transaction value |
|---|---|---|
| Schwab Charles R. | 11 | $47.13M |
| HERRINGER FRANK C | 6 | $456K |
| Ellis Stephen A | 5 | $57K |
| Schwab-Pomerantz Carolyn | 5 | $1.23M |
| Sarin Arun | 5 | $456K |
Form 144 must be filed before insiders sell restricted or control stock above SEC thresholds. A cluster of Form 144 notices often precedes a wave of insider distribution.
SEC Form 4 transactions are reported with a one-letter code indicating the type of transaction. Common codes you'll see in SCHW insider filings:
| P | Open-market purchase by the insider |
|---|---|
| S | Open-market sale by the insider |
| A | Grant, award, or other acquisition from the issuer |
| M | Exercise or conversion of derivative security (e.g. options) |
| F | Payment of exercise price or tax liability via share withholding |
| G | Bona-fide gift of securities |
| D | Disposition to the issuer (e.g. share buyback participation) |
| J | Other acquisition or disposition |
| X | Exercise of in-the-money or at-the-money derivative security |
| C | Conversion of derivative security |
| V | Transaction voluntarily reported earlier than required |
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