Schwab Charles Corp Chief Risk Officer Nigel J. Murtagh exercised nonqualified stock options and sold the resulting shares. He exercised options for 41,297 shares of Common Stock at $52.05 per share, then sold the same 41,297 shares in open-market transactions at a weighted average price of $99.0029.
The sale was effected under a Rule 10b5-1 trading plan adopted by the reporting person on November 25, 2025, indicating it was pre‑scheduled. After these transactions, he holds 57,972.4846 shares directly and 2,484 shares indirectly through an employee stock purchase plan.
The Charles Schwab Corporation filed a Form 144 notice relating to the proposed sale of common stock in connection with a stock option exercise on 04/14/2026. The filing also reports that Jonathan M. Craig sold 14,481 shares on 03/03/2026 with an associated figure of $1,369,896.00. Shares outstanding are listed as 1,752,210,425 as of 04/14/2026.
The Charles Schwab Corporation filed a Form 144 notifying the proposed sale of common stock relating to a stock option exercise dated 04/14/2026.
The excerpt shows an insider, Nigel Murtagh, reported selling 7,203 shares on 03/03/2026 for $681,453.00. Shares outstanding are listed as 1,752,210,425 as of 04/14/2026.
The Charles Schwab Corporation is asking stockholders to vote at its 2026 virtual annual meeting on electing four directors, ratifying Deloitte as auditor, approving executive pay on an advisory basis, and declassifying the board.
The declassification plan would phase out staggered terms and move to annual director elections by the 2029 meeting. Schwab highlights 2025 as a record year, with strong client growth and an adjusted diluted EPS of $4.87 versus a $4.18 target, leading to annual cash incentive funding at 116.5% of target for named executives. As of December 31, 2025, Schwab reports $11.9 trillion in client assets, 38.5 million active brokerage accounts and 2.2 million banking accounts, and emphasizes a pay-for-performance program where most executive compensation is variable and equity-based.
Brown Marianne Catherine reported acquisition or exercise transactions in this Form 4 filing.
Charles Schwab director Marianne Catherine Brown received 434 Restricted Stock Units (RSUs) as a grant under the company's Directors' Deferred Compensation Plan II. Each RSU represents one share of common stock and was taken in lieu of cash director fees.
The RSUs are held in a rabbi trust for her benefit and will be distributed when she leaves the Board of Directors, deferring receipt of the shares until that time. Following this award and prior dividend reinvestments, she now holds a total of 7,823.67 RSUs.
Director Charles A. Ruffel of Schwab Charles Corp received a grant of 1,286 nonqualified stock options on April 1, 2026. Each option allows him to buy one share of common stock at an exercise price of $92.36 per share.
The options were granted under the Directors' Deferred Compensation Plan II, vested immediately, and were received in lieu of cash director fees. This is a compensation-related award rather than an open-market stock purchase or sale.
HERRINGER FRANK C reported acquisition or exercise transactions in this Form 4 filing.
Schwab Charles Corp director Frank C. Herringer reported receiving 474 restricted stock units (RSUs) on April 1, 2026. Each RSU represents a right to receive one share of Schwab common stock and was granted in lieu of cash director fees under the Directors' Deferred Compensation Plan II.
The RSUs are held in a rabbi trust for his benefit and will be distributed when he leaves the Board of Directors. Following this award and prior accruals, including 500.51 RSUs from dividend reinvestment, he holds a total of 151,757.24 RSUs directly.
Charles Schwab Corporation director Stephen A. Ellis received a grant of 393 restricted stock units (RSUs) on company stock as a compensation award. Each RSU represents the right to receive one share of common stock. The RSUs were issued under the Directors' Deferred Compensation Plan II in lieu of cash director fees and are held in a rabbi trust for his benefit, to be distributed when he leaves the Board of Directors. Following this award, Ellis holds a total of 12,851.98 RSUs, which includes 41.22 RSUs acquired through dividend reinvestment.
The Charles Schwab Corporation is soliciting proxies for its 2026 Annual Meeting of Stockholders to be held virtually on May 21, 2026. Stockholders of record as of March 23, 2026 may vote. The meeting agenda includes election of four directors, ratification of Deloitte as independent auditors, advisory approval of named executive officer compensation, and a proposal to declassify the board over a three-year phase-out.
Highlights disclosed include $11.9 trillion in client assets as of December 31, 2025, 38.5 million active brokerage accounts, and executive compensation actions: the Compensation Committee certified annual cash incentive funding at 116.51% based on adjusted diluted EPS of $4.87 versus a target of $4.18. The board reduced its authorized size from 14 to 13 effective at the meeting and approved modest increases to non-employee director compensation effective January 1, 2026 (cash retainer to $110,000 and annual equity grant to $240,000).