Welcome to our dedicated page for Schwab (CHARLES) (The) SEC filings (Ticker: SCHW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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The filing is a Form 144/A notice indicating that insider Richard Wurster intends to sell up to 20,500 common shares of The Charles Schwab Corporation (SCHW) through broker Charles Schwab Corp. on or after 29 Jul 2025. At the stated aggregate market value of $2.03 million, the proposed sale equals roughly 0.001 % of the 1.82 billion shares outstanding, making it immaterial to the float.
The shares were acquired as RSUs between 25 Oct 2022 and 1 Mar 2024. The filer previously sold 15,345 shares on 9 May 2025 for $1.29 million. No undisclosed adverse information is asserted in the certification statement.
Form 144 filings signal possible insider sales but are not binding; actual transactions may depend on Rule 10b5-1 plans and market conditions. Given the limited size, the filing is unlikely to affect SCHW’s valuation, though continued selling by senior insiders can influence sentiment.
Charles Schwab Corp. (SCHW) – Form 144 filing: The notice discloses a planned sale of 24,096 common shares on 29 Jul 2025 through The Charles Schwab Corp. brokerage, with an aggregate market value of $2.36 million. The shares were acquired the same day via stock-option exercise. Schwab reports 1.817 billion shares outstanding, so the proposed sale represents roughly 0.001 % of total float.
The filer—identified in earlier sales data as Nigel Murtagh—previously sold 70,872 shares during the last three months, generating $6.21 million in gross proceeds across three transactions (8 May, 28 May and 18 Jun 2025). No adverse undisclosed information is claimed by the seller, as required by Rule 144 representations.
The filing signals continued, but modest, insider-level divestment. Given the tiny percentage of total shares and the option-exercise origin, the transaction appears routine and is unlikely to affect SCHW’s capital structure or market liquidity.
Charles Schwab Corporation (SCHW) – Form 4 insider filing
On 07/01/2025, independent director Charles A. Ruffel received a non-qualified stock option for 1,322 shares of Charles Schwab common stock at an exercise price of $91.17. The option was granted under the company’s Directors’ Deferred Compensation Plan II, vests immediately, and expires on 07/01/2035. The award was taken in lieu of cash director fees, indicating the director’s choice to align compensation with future share performance. Following the grant, Mr. Ruffel beneficially owns 1,322 derivative securities (options) directly; no changes were reported in his non-derivative (common-stock) holdings.
The transaction is routine board compensation and does not involve open-market purchases or sales. While it marginally increases insider exposure to the stock, the small size (≈$120k notional value at grant price) suggests limited market impact.
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