The Charles Schwab Corporation: a Form 144 notice shows an insider sale activity by Paul Woolway. The filing lists 6,126 common shares tied to RSU vesting (issuer) with a 03/03/2026 date for the securities to be sold. The filing also reports prior sales during the past three months of 15,884 common shares on 03/02/2026 for an aggregate amount of $1,510,816.00.
The Charles Schwab Corporation filed an 8-K announcing it has completed its acquisition of Forge Global Holdings, Inc., a platform that provides eligible investors access to shares of pre-IPO companies through direct private share purchases and single- and multi-company funds.
Schwab describes the deal as combining leaders in public and private market transactions, positioning it to offer a more comprehensive experience in both markets for individual investors and Registered Investment Advisors. Integration work is underway, and Forge will continue operating its business and relationships with issuers while Schwab gradually introduces Forge’s products and capabilities to more clients.
Under the agreement announced earlier, Forge shareholders received $45 in cash per outstanding common share, and the transaction was unanimously approved by the boards of both Schwab and Forge.
SCHWAB CHARLES CORP executive Dennis Howard, MD and Chief Technology, Operations & Data Officer, exercised stock options and sold shares in a planned transaction. On February 25, 2026, he exercised 27,903 nonqualified stock options at $64.10 per share, receiving the same number of common shares.
That same day, he sold 27,903 common shares at a weighted average price of $95.02 per share in open-market trades executed between $95.00 and $95.09. The sale was made under a Rule 10b5-1 trading plan adopted on November 25, 2025. After these transactions, he directly owned 10,470 common shares and 84,000 options.
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.