Schwab common shares: Form 144 shows foundation disposals

The Charles Schwab Corp. notice of proposed sale of Common stock by a charitable foundation.

Rhea-AI Filing Summary

The Charles Schwab Corp. notice of proposed sale of Common stock by a charitable foundation. The filing lists prior gifts of Common shares on 03/16/2021 (93,000 shares) and 11/06/2021 (113,636 shares), and shows recent dispositions by MICHAEL F & JODY J PETRIE FOUNDATION on 02/20/2026 (6,638 shares for $300,036.30) and 02/03/2026 (7,143 shares for $300,004.60). The securities are listed as Common and the exchange referenced is NASDAQ.

Insights

Compliance & Securities Counsel

Routine Form 144 notice reporting proposed resale activity by a foundation.

Form 144 is a standard notice used to report proposed sales of restricted or control securities. The filing lists gift dates and specific share counts and two recent dispositions in February 2026 with dollar amounts recorded.

These entries are procedural disclosures; cash‑flow treatment and whether sales completed are not stated here, so further filings or broker confirmations would show execution details.

Key Figures

Shares outstanding (listed): 45,962,065 Gift - 03/16/2021: 93,000 shares Gift - 11/06/2021: 113,636 shares +4 more

7 metrics

Shares outstanding (listed) 45,962,065 as of 05/01/2026

Gift - 03/16/2021 93,000 shares Securities To Be Sold entry dated 03/16/2021

Gift - 11/06/2021 113,636 shares Securities To Be Sold entry dated 11/06/2021

Disposition - 02/20/2026 6,638 shares Sold by MICHAEL F & JODY J PETRIE FOUNDATION

Proceeds shown - 02/20/2026 $300,036.30 Dollar amount listed next to 6,638‑share disposition

Disposition - 02/03/2026 7,143 shares Sold by MICHAEL F & JODY J PETRIE FOUNDATION

Proceeds shown - 02/03/2026 $300,004.60 Dollar amount listed next to 7,143‑share disposition

Key Terms

Form 144, Gift, Issuer, Common

4 terms

Form 144 regulatory

"144: Securities Sold During The Past 3 Months"

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.

Gift other

"03/16/2021 | Gift | Issuer"

Issuer regulatory

"Gift | Issuer | | 03/16/2021"

Common market

"144: Securities To Be Sold Common | 03/16/2021"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Who is selling shares according to this Form 144 for MBIN?

The filing shows MICHAEL F & JODY J PETRIE FOUNDATION as the seller. The foundation reported two February 2026 dispositions and prior gifts in 2021.

How many shares were listed as gifted in the filing?

The filing lists gifts of 93,000 shares on 03/16/2021 and 113,636 shares on 11/06/2021. Those entries are shown under "Securities To Be Sold."

What recent sales are disclosed in the Form 144 excerpt?

Two dispositions are shown: 6,638 shares on 02/20/2026 and 7,143 shares on 02/03/2026. Each row includes an associated dollar figure in the excerpt.

What dollar amounts accompany the recent share sales?

The excerpt shows proceeds of $300,036.30 for 6,638 shares and $300,004.60 for 7,143 shares, listed next to the February 2026 dispositions.

Which issuer and exchange are named in the filing?

The issuer is shown as The Charles Schwab Corp. and the exchange referenced is NASDAQ in the securities section of the excerpt.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/01/2026 - 03:30 PM EDT 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	0001719796
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Merchants Bancorp
SEC File Number	001-38258
Address of Issuer	410 MONON BLVD CARMEL INDIANA 46032
Phone	3175697420
Name of Person for Whose Account the Securities are To Be Sold	Petrie Jody J.
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	10% Stockholder

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 Corp. 3000 Schwab Way Westlake TX 76262	10870	504911.50	45962065	05/01/2026	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	03/16/2021	Gift	Issuer		03/16/2021	93000		Gift
Common	11/06/2021	Gift	Issuer		11/06/2021	113636		Gift

* 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
MICHAEL F & JODY J PETRIE FOUNDATION 410 MONON BLVD, Carmel IN 46032	Common	02/20/2026	6638	300036.30
MICHAEL F & JODY J PETRIE FOUNDATION 410 MONON BLVD Carmel IN 46032	Common	02/03/2026	7143	300004.60

144: Remarks and Signature

Remarks	J KAERCHER & J PETRIE & E PELL PETRIE GRANDCHILDREN TRUST U/A DTD 12/27/2019
Date of Notice	05/01/2026
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	Jody Petrie
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)