Charles Schwab Corp executive Jonathan S. Beatty reported option exercises and related share movements. On January 22, 2026, he exercised a nonqualified stock option for 2,000 shares of Charles Schwab common stock at an exercise price of $46.39 per share, receiving 2,000 shares.
According to the footnotes, those 2,000 shares were contributed to a trust, and the filing also notes an additional contribution of 9,845 shares to that trust. A trust associated with him then sold 2,000 shares of common stock at a weighted average price of $105.0017 per share in multiple trades under a Rule 10b5-1 trading plan adopted on May 28, 2025. Following these transactions, he reported 33,495 shares held directly and 21,768 shares held indirectly by a trust.
A holder of The Charles Schwab Corporation common stock has filed a notice of proposed sale under Rule 144. The filing covers 42,865 common shares to be sold through The Charles Schwab Corporation as broker on the NYSE, with an aggregate market value of $4,509,006.00. The filing notes that 1,776,936,770 shares of the issuer’s common stock are outstanding.
The securities to be sold were acquired as a gift on 02/14/2022 from Charles R. Schwab, who originally acquired the shares on 11/26/1986. By signing, the seller represents that they do not know any undisclosed material adverse information about the issuer’s current or prospective operations.
The Charles Schwab Corporation filed a current report stating that it released its financial results for the quarter ended December 31, 2025. The company notes that these results were announced in a press release dated January 21, 2026, which is included as Exhibit 99.1.
The filing also lists Schwab’s registered securities, including its common stock traded on the New York Stock Exchange under the symbol SCHW, and depositary shares representing interests in its Series D and Series J non-cumulative preferred stock.
Charles Schwab Corporation reported a director equity grant on a Form 4. On 01/02/2026, the director acquired 394 restricted stock units (RSUs) under the company’s Directors' Deferred Compensation Plan II. Each RSU represents the right to receive one share of Charles Schwab stock and is held in a rabbi trust for the director’s benefit.
The RSUs were received in lieu of cash director fees and will be distributed to the director when she leaves the Board of Directors. Following this transaction, the director beneficially owns 7,365.22 RSUs, which includes 20.43 RSUs acquired through dividend reinvestment in November 2025.
Charles Schwab Corp director equity compensation update: A company director reported receiving 431 restricted stock units (RSUs) of Charles Schwab Corp common stock on 01/02/2026 under the Directors' Deferred Compensation Plan II. These RSUs were received in lieu of cash director fees and are held in a rabbi trust for the director's benefit, to be distributed when he leaves the Board of Directors. Following this transaction, the director beneficially owns 150,782.73 RSUs, which includes 440.59 RSUs acquired through dividend reinvestment in November 2025. Each RSU represents the right to receive one share of company stock.
Charles Schwab Corp disclosed a director equity grant in the form of restricted stock units. On 01/02/2026, a director received 357 restricted stock units, each representing the right to receive one share of common stock. These units were granted under the Directors' Deferred Compensation Plan II and are held in a rabbi trust for the director’s benefit.
The RSUs were issued in lieu of cash director fees and will be distributed to the director when he leaves the Board of Directors, consistent with the plan’s terms. Following this transaction, the director beneficially owned 12,417.76 restricted stock units, which includes 35.34 RSUs acquired through dividend reinvestment in November 2025.
Charles Schwab Corporation director reports new stock option grant. A company director filed a Form 4 disclosing receipt of a nonqualified stock option to buy 1,317 shares of Schwab common stock on 01/02/2026 at an exercise price of $101.57 per share. The option was granted under the Directors' Deferred Compensation Plan II, vested immediately on the grant date, and is scheduled to expire on 01/02/2036. The filing states the option was received in lieu of cash compensation otherwise payable as director fees and is held as a direct ownership position.
Charles Schwab Corporation officer Form 4 shows an option exercise and related share sale. On 12/23/2025, the reporting person exercised a nonqualified stock option to buy 2,000 shares of Charles Schwab common stock at $46.39 per share, granted under the company’s 2013 Stock Incentive Plan and expiring on 11/01/2028.
The 2,000 shares received were contributed to a trust, and the trust then sold 2,000 shares of common stock on the same date in multiple trades at a weighted average price of $102.0108 per share under a Rule 10b5‑1 trading plan adopted on May 28, 2025. After these transactions, the reporting person held 43,340 shares directly and 11,923 shares indirectly through the trust, and 2,000 stock options remained beneficially owned.
The Charles Schwab Corporation insider plans to sell common stock under Rule 144. A notice reports a proposed sale of 4,000 shares of Schwab common stock through The Charles Schwab Corporation as broker on the NYSE, with an aggregate market value of $414,020.00. The shares relate to a stock option exercise from the issuer on 12/23/2025. The notice also shows that the seller previously sold 3,072 shares of Schwab common stock on 11/12/2025 for gross proceeds of $301,056.00. Schwab had 1,776,936,770 shares of common stock outstanding at the time listed.
Charles Schwab Corp director reports option exercise and trust transfer. A company director exercised a nonqualified stock option for 1,922 shares of common stock at an exercise price of $31.98 per share on 12/16/2025, coded as transaction type “M”. Following this transaction, the director directly owned 6,660 shares of Charles Schwab common stock and indirectly held 97,959.7662 shares through a trust.
The explanation notes that the shares received upon exercise were contributed to a revocable trust and that the indirect holdings include 277.8338 shares acquired via dividend reinvestment. The option was originally granted under the Directors' Deferred Compensation Plan II and vested immediately, and after this exercise the report shows 0 derivative securities of this option remaining.