Charles Schwab Corporation executive Dennis Howard reported equity awards and related tax withholding. He received 42,458 nonqualified stock options on March 2, 2026 at an exercise price of $0.00, which vest in four equal annual installments starting one year after the grant date.
On March 1, 2026, he acquired 16,312 shares of common stock upon vesting of performance-based restricted stock units tied to a three-year performance period ending December 31, 2025. The company withheld 6,204 shares at $95.305 per share to cover tax obligations, leaving him with 20,578 common shares held directly after these transactions.
Charles Schwab Corp director and Co-Chairman Charles R. Schwab reported equity compensation activity. He acquired 38,838 shares of common stock upon vesting of performance-based restricted stock units tied to a three-year performance period ending December 31, 2025.
The company withheld 15,283 shares at $95.305 per share to cover tax obligations related to this vesting. Schwab also received a grant of 72,489 nonqualified stock options, which vest in four equal annual installments starting on the first anniversary of the grant date. The filing also lists large indirect common stock holdings through a trust, a limited partnership, a corporation, and a trust where his spouse serves as trustee.
Charles Schwab Co-Chairman Walter W. Bettinger reported equity compensation transactions involving common stock and options. On March 1, 2026, he acquired 141,757 shares of common stock at $0.0000 per share through the vesting of performance-based restricted stock units tied to a three-year performance period ending December 31, 2025. On the same date, the company withheld 60,743 shares of common stock at $95.3050 per share to cover related tax obligations, a tax-withholding disposition rather than an open-market sale, leaving 81,014 shares of this award directly owned afterward. On March 2, 2026, he received a nonqualified stock option for 42,113 shares at an exercise price of $0.0000, scheduled to vest in four equal annual installments beginning on the first anniversary of the grant date. The filing also lists indirect common stock holdings through a family trust, ESOP, ESPP, and a trust where his spouse serves as trustee.
SCHWAB CHARLES CORP President & CEO Richard A. Wurster reported equity compensation changes. He received a grant of 230,411 nonqualified stock options with an exercise right to buy common shares, which vest in four equal annual installments beginning on the first anniversary of the grant date.
He also acquired 62,140 shares of common stock at no cost upon vesting of performance-based restricted stock units tied to a three-year performance period ended December 31, 2025. To cover related tax withholding, the company withheld 22,879 shares of common stock at a price of $95.305 per share. Following these transactions, he held 196,450 shares of common stock directly and 4,334 shares indirectly through an employee stock purchase plan.
Charles Schwab’s General Counsel Peter J. Morgan III reported equity compensation activity. He received a grant of 21,057 nonqualified stock options that vest in four equal annual installments and 11,263 shares of common stock from performance-based restricted stock units that vested after a three-year performance period. To cover related tax obligations, 4,311 shares of common stock were withheld by the company at $95.305 per share, resulting in updated direct and indirect share holdings.
Charles Schwab executive Jonathan S. Beatty, Managing Director and Head of Advisor Services, reported an open-market sale of 2,030 shares of common stock on February 27, 2026. The shares were sold indirectly by a trust at a weighted average price of $95.2974 per share, across multiple trades between $95.20 and $95.36.
After this transaction, the trust held 19,738 shares, and Beatty also reported 33,495 shares held directly. The filing notes that full trade details are available on request.
Charles Schwab director-linked trust reports stock sale. A trust associated with director Stephen A. Ellis sold 10,725 shares of Schwab common stock in an open-market transaction on February 26, 2026 at a weighted average price of $96.5682 per share. After this indirect sale, the trust holds 87,562.5296 shares, including 327.7634 shares acquired through dividend reinvestment.
The Charles Schwab Corporation submitted a Form 144 disclosing an insider sale and related RSU vesting. The filing shows an RSU vesting on 03/01/2026 reported as an issuer transaction and a sale by Dennis Howard of 27,903 common shares on 02/25/2026.
The notice lists issuer details and trading venue as NYSE. Timing and cash‑flow specifics beyond the sale date and the vesting date are not included in the provided excerpt.