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The Charles Schwab Corporation filing reports insider sales by Jonathan Beatty. The filing lists two dispositions: 2,000 common shares sold on 12/23/2025 and 2,000 common shares sold on 01/22/2026. The record also notes RSUs acquired on 3/1/24 and 11/2/24.
The issuer is identified as The Charles Schwab Corporation and the form type is a Form 144 reporting sales of common stock.
The Charles Schwab Corporation files its annual report describing a large, diversified wealth management, brokerage, banking, and asset-management business. At December 31, 2025, Schwab served $11.90 trillion in client assets, 38.5 million active brokerage accounts, 5.7 million workplace plan participant accounts, and 2.2 million banking accounts.
Management highlights a “Through Clients’ Eyes” strategy focused on scale, operating efficiency, broad product breadth, and low costs. Schwab operates two main segments, Investor Services and Advisor Services, each offering extensive trading, advisory, banking, retirement, and custody solutions.
Schwab also discloses a definitive agreement to acquire Forge Global Holdings, Inc., a private-markets platform, in a transaction valued at approximately $660 million, expected to close in March 2026 following stockholder approval and customary regulatory clearances.
Charles R. Schwab, Co‑Chairman and director of Charles Schwab Corp, reported indirect sales and a gift of company common stock. On February 9, 2026, a trust associated with him made a bona fide gift of 60,000 shares at $0, leaving 55,722,729 shares held indirectly by that trust.
Also on February 9, a limited partnership associated with him sold 126,200 shares at a weighted average price of $106.5495, with 30,515,781 shares remaining indirectly held by the partnership. On February 10, 2026, the same partnership sold an additional 32,413 shares at a weighted average price of $105.5774, leaving 30,483,368 shares indirectly held.
The filing also reports indirect holdings of 44,025 shares through 188 Corp and 9,509,797.33 shares held by his spouse as trustee, with no transaction codes indicated for these positions.
Charles Schwab Co-Chairman Walter W. Bettinger reported option exercises and related share sales on February 6, 2026. A nonqualified stock option to buy 67,514 shares at $42.99 per share was exercised and fully exhausted.
The same 67,514 shares of common stock, held indirectly through a family trust, were sold at a weighted average price of $104.2521, leaving the trust with 529,346 shares. Additional indirect holdings include shares held through an ESPP, ESOP, and by the spouse, including as trustee.
Charles Schwab director Christopher V. Dodds, through a trust, reported option exercises and a share sale in Charles Schwab Corp. common stock. On February 6, 2026, a trust associated with him acquired 4,390 shares at $73, 4,703 shares at $62.66, and 2,732 shares at $51.97 upon exercising nonqualified stock options.
The trust then sold 11,825 common shares at a weighted average price of $104.5509, with individual trades ranging from $104.38 to $104.67. After these transactions, the trust held 449,406 indirect shares, while Dodds also reported 4,067 directly held shares and 2,732 remaining options under the 2022 stock incentive plan.
Charles R. Schwab filed a notice of intent to sell 32,413 shares of The Charles Schwab Corporation common stock. The planned sale through The Charles Schwab Corporation as broker is listed with an aggregate market value of $3,422,080.27, on the NYSE around 02/10/2026.
The filing states that 32,413 common shares were originally acquired from the issuer on 03/31/1987 in a leveraged buyout. Shares of common stock outstanding were 1,776,936,770 as of the data shown, providing scale versus the company’s total equity base.
Over the prior three months, the notice lists several separate sales of the issuer’s common stock for the account of Charles R. Schwab, including 134,895 shares on 01/26/2026 for gross proceeds of $13,905,834.00 and 146,560 shares on 01/29/2026 for gross proceeds of $15,119,854.00. The signer represents he is not aware of undisclosed material adverse information about the issuer’s current or prospective operations.
Schwab executive Howard Dennis, MD and Chief Technology, Operations & Data Officer, filed an initial ownership report as of January 29, 2026. He beneficially owns restricted stock units representing 10,470 shares of common stock granted under the 2022 Stock Incentive Plan, vesting in three equal annual installments beginning August 1, 2026.
The filing also lists several nonqualified stock options to buy Schwab common stock, including grants for 111,903 shares at $64.10 per share expiring March 1, 2031, and additional options for 35,779–54,720 shares with exercise prices between $66.47 and $78.12, expiring from 2032 through 2035, all held directly.
Charles R. Schwab filed a Rule 144 notice to sell 126,200 shares of The Charles Schwab Corporation common stock, with an aggregate market value of $13,446,547.00. The planned sale is through The Charles Schwab Corporation as broker on or about February 9, 2026 on the NYSE.
The filing also lists prior sales of common shares over the past three months by Charles R. Schwab, including 134,895 shares on January 26, 2026 for gross proceeds of $13,905,834.00 and 146,560 shares on January 29, 2026 for $15,119,854.00.