Charles Schwab Corporation (SCHW) — insider trading
Financials
Charles Schwab Corporation (SCHW) has 16 reported SEC Form 4 insider transactions in our data, including 4 open-market sales among the most recent 16 (latest 2026-07-07).
Recent Form 4 transactions
| Date | Insider | Role | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-07-07 | Craig Jonathan M. | Officer (MD, Head of Retail Investing) | Option exercise / conversion (derivative) | 21,750 | $0.00 | $0 | Form 4 |
| 2026-07-07 | Craig Jonathan M. | Officer (MD, Head of Retail Investing) | Open-market sale | 21,750 | $102.01 | $2.22M | Form 4 |
| 2026-07-07 | Craig Jonathan M. | Officer (MD, Head of Retail Investing) | Option exercise / conversion | 21,750 | $46.81 | $1.02M | Form 4 |
| 2026-07-07 | Beatty Jonathan S | Officer (MD, Head of Advisor Services) | Open-market sale | 2,000 | $102.01 | $204.0K | Form 4 |
| 2026-07-06 | Beatty Jonathan S | Officer (MD, Head of Advisor Services) | Open-market sale | 2,000 | $100.01 | $200.0K | Form 4 |
| 2026-07-02 | Beatty Jonathan S | Officer (MD, Head of Advisor Services) | Open-market sale | 2,000 | $97.03 | $194.1K | Form 4 |
| 2026-07-01 | Beatty Jonathan S | Officer (MD, Head of Advisor Services) | Shares withheld for taxes / exercise cost | 1,036 | $92.73 | $96.1K | Form 4 |
| 2026-07-01 | Brown Marianne Catherine | Director | Grant / award / vesting (derivative) | 418 | — | — | Form 4 |
| 2026-07-01 | Ruffel Charles A. | Director | Grant / award / vesting (derivative) | 1,280 | $0.00 | $0 | Form 4 |
| 2026-07-01 | HERRINGER FRANK C | Director | Grant / award / vesting (derivative) | 457 | — | — | Form 4 |
| 2026-07-01 | Ellis Stephen A | Director | Grant / award / vesting (derivative) | 379 | — | — | Form 4 |
| 2026-06-23 | Ellis Stephen A | Director | Option exercise / conversion (derivative) | 2,258 | $0.00 | $0 | Form 4 |
| 2026-06-23 | Ellis Stephen A | Director | Option exercise / conversion | 2,258 | $25.11 | $56.7K | Form 4 |
| 2026-06-03 | Verdeschi Michael D | Officer (CFO) | Shares withheld for taxes / exercise cost | 6,519 | $87.42 | $569.9K | Form 4 |
| 2026-05-26 | ADAMS JOHN K JR | Director | Grant / award / vesting (derivative) | 3,977 | $0.00 | $0 | Form 4 |
| 2026-05-26 | ADAMS JOHN K JR | Director | Grant / award / vesting | 1,602 | $0.00 | $0 | Form 4 |
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Transaction types are the SEC Form 4 codes: open-market purchases (P) and sales (S) are the only rows that reflect open-market conviction. Awards/vesting (A), option exercises (M/X/C), shares withheld for taxes (F) and gifts (G) are compensation or mechanical, not buying or selling on the open market. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan); open-market buying is not a recommendation to buy. Informational only — not financial advice.
Source: SEC EDGAR Form 3/4/5. See the full company profile: Charles Schwab Corporation (SCHW).
Last updated 2026-07-07 (most recent filing date).
Informational only — NOT financial advice. Insider filings are sourced from SEC EDGAR and shown with their reported dates.