Schwab Charles Corp (SCHW) director Sneed sells 5,263 shares via trust
Rhea-AI Filing Summary
Schwab Charles Corp director Paula A. Sneed reported an indirect sale of 5,263 shares of common stock on 2026-08-07 at a weighted average price of $107.1545 per share, executed by a trust. After this transaction, the trust held 91,711.1605 shares, and Sneed also reported 9,675 shares held directly. The sale price reflects multiple trades between $107.07 and $107.205 per share.
Positive
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Negative
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Insights
Analyzing...
Insider Trade Summary
Net Seller: 5,263 shares
Net Sell
2 txns
Insider
SNEED PAULA A
Role
Director
Sold
5,263 shs ($564K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1 | 5,263 | $107.1545 | $564K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 91,711.1605 shares (Indirect, by Trust);
Common Stock — 9,675 shares (Direct)
Footnotes (1)
- F1. This transaction was executed in multiple trades at prices ranging from $107.07 to $107.205. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.
Key Figures
Shares sold: 5,263 shares
Weighted average sale price: $107.1545 per share
Price range of trades: $107.07 to $107.205 per share
+2 more
5 metrics
Shares sold
5,263 shares
Common stock sale on 2026-08-07 by trust associated with director
Weighted average sale price
$107.1545 per share
Price for 5,263-share common stock sale on 2026-08-07
Price range of trades
$107.07 to $107.205 per share
Range of prices in multiple trades comprising the reported sale
Indirect holdings after sale
91,711.1605 shares
Common stock held indirectly by trust following the transaction
Direct holdings reported
9,675 shares
Common stock held directly by Paula A. Sneed as of 2026-08-07
Key Terms
weighted average sale price, indirect, by Trust, open market or private transaction
4 terms
weighted average sale price financial
"The price reported reflects the weighted average sale price."
indirect financial
"The sale was reported as indirect ownership, coded as indirect."
by Trust financial
"Ownership nature for the sold shares was listed as by Trust."
open market or private transaction financial
"Transaction code S indicates a sale in open market or private transaction."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did SCHW director Paula A. Sneed report on this Form 4?
Paula A. Sneed reported a sale of 5,263 shares of Schwab Charles Corp common stock on 2026-08-07. The sale was an indirect transaction by a trust associated with her, at a weighted average price of $107.1545 per share.
Is Paula A. Sneed’s SCHW transaction on August 7, 2026 direct or indirect ownership?
The 5,263-share sale involved indirect ownership “by Trust”. The Form 4 identifies the ownership type as indirect, with the nature of ownership specified as “by Trust,” distinguishing it from her separately reported direct holdings.
Does the Form 4 indicate that Paula A. Sneed’s SCHW trade was under a Rule 10b5-1 plan?
The filing’s Rule 10b5-1 checkbox is not marked as affirmative. The available data do not state that the sale was made pursuant to a Rule 10b5-1 trading plan; the transaction is reported simply as an open market or private sale.