Welcome to our dedicated page for Schwab (CHARLES) (The) SEC filings (Ticker: SCHW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Managing trillions in client assets, Charles Schwab blends discount brokerage, integrated banking, and advisor services. That mix makes its regulatory disclosures anything but routine. If you've typed “Charles Schwab SEC filings explained simply,” you already know the 10-K, 10-Q, and 8-K stack up quickly. Our page opens every report in one place so you can see how interest-earning cash, order-flow revenues, and asset-management fees shift over time without wading through hundreds of pages.
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Director Stephen A. Ellis of Charles Schwab executed notable insider transactions on June 24, 2025:
- Exercised 1,853 nonqualified stock options at a strike price of $33.12 per share
- Acquired 1,853 shares of common stock through option exercise
- Contributed the newly acquired shares plus additional 2,379 shares to a revocable trust
Following these transactions, Ellis's holdings include:
- 6,660 shares held directly
- 93,389 shares held indirectly through trust (including 304 shares from dividend reinvestment)
The stock options were granted under the Directors' Deferred Compensation Plan II with immediate vesting and were set to expire on July 1, 2025. This Form 4 filing was submitted by attorney-in-fact P. Blake Allen on June 26, 2025.
Charles Schwab Chief Risk Officer Nigel J. Murtagh reported significant insider trading activity on June 18, 2025. The transactions involved:
- Exercise of 20,872 nonqualified stock options at a strike price of $42.99
- Immediate sale of all exercised shares at an average price of $90.0089 per share
- The sale was executed under a pre-established Rule 10b5-1 trading plan from November 23, 2024
Following these transactions, Murtagh's holdings include 58,999 shares held directly and 2,374 shares held indirectly through an ESPP. The exercised options were granted under the 2013 Stock Incentive Plan and had completely vested in four annual installments. The options were set to expire on March 1, 2027, but were exercised well before expiration.
Paul V. Woolway, Managing Director and Chief Banking Officer of Charles Schwab, reported significant insider transactions on June 18, 2025:
- Exercised 10,129 non-qualified stock options at $46.81 per share under the company's 2013 Stock Incentive Plan
- Subsequently sold 10,129 shares at weighted average price of $90.0073 (range: $90.00-$90.045) through a Rule 10b5-1 trading plan established November 15, 2024
- Contributed exercised shares to a revocable trust
Post-transaction holdings include:
- 33,767 shares held directly
- 39,154 shares in trust
- 7,464 shares in ESPP
- 2,277 shares through two sons (1,138.624 each)
- 10,131 remaining stock options exercisable until March 1, 2029
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