Petrie Grandchildren Trust, MBIN (NASDAQ: MBIN) file Charles Schwab stock sale

Rhea-AI Filing Summary

A trust associated with Michael Petrie filed to report transactions in common stock of The Charles Schwab Corporation. The filing notes a prior gift of shares dated 11/06/2021 and identifies the Petrie Grandchildren Trust as a holder. It also records that the Petrie Grandchildren Trust sold 10,696 shares of Charles Schwab common stock on 05/05/2026 for an aggregate amount of $500,027.24.

Key Figures

Shares sold in past 3 months: 10,696 shares Aggregate sale amount: $500,027.24 Gift transaction date: 11/06/2021 +1 more

4 metrics

Shares sold in past 3 months 10,696 shares Common stock of The Charles Schwab Corporation sold by Petrie Grandchildren Trust on 05/05/2026

Aggregate sale amount $500,027.24 Proceeds from sale of 10,696 Charles Schwab common shares on 05/05/2026

Gift transaction date 11/06/2021 Date of gift involving Michael Petrie related to Charles Schwab common stock

Original acquisition date for gifted shares 01/01/1990 Acquisition date associated with the gifted Charles Schwab shares

Key Terms

Securities To Be Sold, Securities Sold During The Past 3 Months, Petrie Grandchildren Trust

3 terms

Securities To Be Sold financial

"144: Securities To Be Sold Common | 11/06/2021 | Gift | Michael Petrie"

Securities Sold During The Past 3 Months financial

"144: Securities Sold During The Past 3 Months Petrie Grandchildren Trust"

Petrie Grandchildren Trust financial

"Petrie Grandchildren Trust 410 Monon Blvd. Carmel IN 46032 | Common"

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Available on EDGAR 07/30/2026 - 04:04 PM Accepted by SEC EDGAR 07/30/2026 - 04:03 PM Learn about SEC filing dates

FAQ

What securities are covered in this MBIN-related Form 144 filing?

The filing covers common stock of The Charles Schwab Corporation. It lists this security under "Securities To Be Sold" and ties it to transactions involving the Petrie Grandchildren Trust.

Who is the reporting holder in the MBIN Form 144 disclosure?

The reporting holder is the Petrie Grandchildren Trust. The trust’s address is given as 410 Monon Blvd., Carmel, IN 46032, and it is associated with transactions in Charles Schwab common stock.

What recent sales are reported in this MBIN Form 144 filing?

The report shows that the Petrie Grandchildren Trust sold 10,696 shares of Charles Schwab common stock on 05/05/2026 for $500,027.24, disclosed under "Securities Sold During The Past 3 Months."

Does the MBIN Form 144 mention any gifts of securities?

Yes. It references a gift transaction dated 11/06/2021 involving Michael Petrie, with an acquisition date of 01/01/1990, in connection with Charles Schwab common stock.

On which market is the reported Charles Schwab stock traded?

The Charles Schwab common stock referenced in the filing is listed as traded on NASDAQ. This appears in the section identifying the issuer and the security details.

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	11111	613741.64	45935408	07/30/2026	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	11/06/2021	Gift	Michael Petrie		01/01/1990	11111	11/06/2021	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
Petrie Grandchildren Trust 410 Monon Blvd. Carmel IN 46032	Common	05/05/2026	10696	500027.24

144: Remarks and Signature

Remarks

Date of Notice

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)