The Vanguard Group filed Amendment No. 10 to a Schedule 13G/A for Charles Schwab Corp. reporting 0 shares beneficially owned, representing 0% of the common stock. The filing notes an internal realignment effective January 12, 2026 that disaggregated certain subsidiaries' holdings for separate reporting. The form is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Charles Schwab director Stephen A. Ellis exercised stock options to acquire additional common shares. On March 24, 2026 he exercised options on 9,765 shares of Charles Schwab common stock at exercise prices of $28.38 and $28.96 per share, fully converting these option grants into shares.
Following the transactions, Ellis held 6,660 shares of common stock directly. A footnote explains that shares received upon exercise were contributed to a revocable trust, which held 97,327.5296 Charles Schwab common shares indirectly on his behalf. The filing shows only option exercises and related transfers, with no open-market share sales.
Schwab Chief Risk Officer Nigel J. Murtagh reported selling 7,203 shares of Charles Schwab common stock in open-market transactions. The sales occurred on March 3, 2026 in two trades: 4,463 shares at a weighted average price of $94.4274 and 2,740 shares at $94.8993.
The filing notes these sales were made under a Rule 10b5-1 trading plan adopted on November 25, 2025. After the transactions, Murtagh directly holds 57,972.4846 shares of Schwab common stock and indirectly holds 2,484 shares through an employee stock purchase plan, based on a plan statement as of January 30, 2026.
Charles Schwab executive Jonathan M. Craig reported preset insider sales of company stock. A trust associated with him sold a total of 14,481 shares of Charles Schwab common stock in two open-market transactions on March 3, 2026, at weighted average prices of $94.4218 and $94.8943. These sales were made under a Rule 10b5-1 trading plan adopted on November 11, 2025, and left the trust with no remaining Schwab shares.
Charles Schwab Corporation executive Dennis Howard, MD and Chief Technology, Operations & Data Officer, reported selling a total of 10,108 shares of Schwab common stock in open-market transactions on March 3, 2026. The sales were executed at weighted average prices of $94.4316 and $94.8778 per share.
The transactions were carried out under a pre-arranged Rule 10b5-l trading plan adopted on November 25, 2025. Following these sales, Howard directly owns 10,470 shares of Schwab common stock.
SCHWAB CHARLES CORP reported that executive Jonathan S. Beatty, Managing Director and Head of Advisor Services, received a grant of 24,509 nonqualified stock options on March 2, 2026. The options were granted at an exercise price of $0.00 per share under the company’s 2022 Stock Incentive Plan and vest in four equal annual installments starting on the first anniversary of the grant date.
Verdeschi Michael D reported acquisition or exercise transactions in this Form 4 filing.
Charles Schwab Corporation reported that its CFO, Michael D. Verdeschi, received a grant of nonqualified stock options covering 62,134 shares on March 2, 2026. The options were granted at no cost to him on the grant date.
The award was issued under the company’s 2022 Stock Incentive Plan and vests in four equal annual installments, beginning on the first anniversary of the grant date. This is a compensation-related equity grant rather than an open-market stock purchase or sale.
Charles Schwab’s MD and Chief Banking Officer Paul V. Woolway reported a mix of equity awards, option activity, and insider sales in company stock. Across several open-market transactions executed through a trust, he sold 22,010 shares of common stock, with prices in the mid‑$90s, under a pre‑arranged Rule 10b5‑1 trading plan. The filing also shows shares acquired from vesting of performance-based restricted stock units tied to a three-year goal period ending December 31, 2025, the exercise of a nonqualified stock option, a new stock option grant, and shares withheld to cover related tax obligations.
Charles Schwab executive Jonathan M. Craig, Managing Director and Head of Investor Services, reported equity compensation activity. He received 25,633 shares of common stock on the vesting of performance-based restricted stock units tied to a three-year performance period ending December 31, 2025, all under the company’s 2022 Stock Incentive Plan. To cover related tax withholding on this vesting, the company withheld 11,152 shares of common stock at $95.305 per share, leaving Craig with 14,481 shares of common stock held directly after these transactions. Separately, on March 2, 2026, he was granted a nonqualified stock option for 50,052 shares, which vests in four equal annual installments beginning on the first anniversary of the grant date.
Charles Schwab’s Chief Risk Officer Nigel J. Murtagh reported equity compensation activity. He was granted 30,377 nonqualified stock options on March 2, 2026, at an exercise price of $0.0000 as a grant under the 2022 Stock Incentive Plan, vesting in four equal annual installments beginning on the first anniversary of the grant date.
On March 1, 2026, he acquired 16,312 shares of common stock upon the vesting of performance-based restricted stock units tied to a three-year performance period ended December 31, 2025. The company withheld 9,109 shares at $95.3050 per share to cover related tax obligations. After these transactions, he directly owned 65,175.4846 common shares and indirectly held 2,374 common shares through an employee stock purchase plan.