John Coghlan sells Schwab shares (NYSE: LIF) — 8,000 total in 2026

Rhea-AI Filing Summary

John Coghlan filed a Form 144 to sell up to 12,000 shares of Common Stock of THE CHARLES SCHWAB CORPORATION. The filing lists private purchases dated 09/26/2011 and reports sales of 4,000 shares on 05/01/2026 for $176,616.00 and 4,000 shares on 06/01/2026 for $175,941.00.

Insights

Compliance Analyst

Form 144 discloses registered resale activity and two recent sales by John Coghlan.

The filing lists a 12,000-share resale registration tied to privately purchased shares with an original purchase date of 09/26/2011. It also documents two completed dispositions of 4,000 shares each on 05/01/2026 and 06/01/2026, with the proceeds shown.

These entries are routine Section 144 disclosures required for restricted or control stock resales; cash-flow treatment is shown for each sale by transaction amount. Subsequent filings would report additional transactions if further sales occur.

Key Figures

Registered shares: 12,000 shares Sale on 05/01/2026: 4,000 shares Sale on 06/01/2026: 4,000 shares +2 more

5 metrics

Registered shares 12,000 shares Resale registration listed on the Form 144

Sale on 05/01/2026 4,000 shares Proceeds <money>$176,616.00</money>

Sale on 06/01/2026 4,000 shares Proceeds <money>$175,941.00</money>

Original purchase date 09/26/2011 Private purchases noted as the acquisition date

Purchase window 9/26/11 to 3/6/25 Private purchases occurred between these dates

Key Terms

Form 144, Private purchases, Issuer

3 terms

Form 144 regulatory

"144: Securities To Be Sold"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Private purchases financial

"PRIVATE PURCHASES ON VARIOUS DATES BETWEEN 9/26/11 TO 3/6/25"

Issuer regulatory

"PRIVATE PURCHASES ... | ISSUER"

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Available on EDGAR 07/01/2026 - 10:29 AM Accepted by SEC EDGAR 07/01/2026 - 10:29 AM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
COMMON	THE CHARLES SCHWAB CORPORATION 3000 Schwab Way Westlake TX 76262	12000	672042.00	81031691	07/01/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
COMMON	09/26/2011	PRIVATE PURCHASES ON VARIOUS DATES BETWEEN 9/26/11 TO 3/6/25	ISSUER			12000	09/26/2011	NA

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
JOHN COGHLAN 1900 SOUTH NORFOLK STREET, SUITE 310 SAN MATEO CA 94403	COMMON	05/01/2026	4000	176616.00
JOHN COGHLAN 1900 SOUTH NORFOLK STREET, SUITE 310 SAN MATEO CA 94403	COMMON	06/01/2026	4000	175941.00

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What did John Coghlan disclose in his Form 144 with respect to Schwab shares?

He disclosed a registration to sell up to 12,000 shares of Schwab Common Stock. The filing cites private purchases dated 09/26/2011 and two completed sales of 4,000 shares each with stated proceeds.

How many Schwab shares did John Coghlan sell in the past three months?

The filing reports sales totaling 8,000 shares in the past three months. Specifically, 4,000 shares sold on 05/01/2026 and 4,000 shares sold on 06/01/2026, with proceeds shown for each.

What proceeds were reported for the May and June 2026 Schwab share sales?

The May 05/01/2026 sale reported proceeds of $176,616.00; the June 06/01/2026 sale reported proceeds of $175,941.00. Each amount is shown next to the respective 4,000-share sale.

Does the Form 144 specify the original purchase date for the registered shares?

Yes. The filing cites private purchases on 09/26/2011 and a purchase window described as occurring between 9/26/11 and 3/6/25. Those purchase dates are listed in the securities information section.