77/100B91.070
USD
-0.64
(-0.70%)
Market Open
Last updated: · Delayed 15 min
Fair value126.85Plus-28%76Price 91.07176
Q4 FY2026 · Earnings report
EPS estimate 1.72Revenue estimate 7.40B
Q4 FY2026 · Earnings report
EPS estimate 1.72Revenue estimate 7.40B
Charles Schwab Corp (The) executives and insider trading
Richard A. Wurster reported no open-market purchases or sales over the last twelve months.
Over the last twelve months Charles Schwab Corp (The)'s insiders sold 1,629,608 shares for 170.06M USD in 41 sales on the open market, and bought 0 shares in 0 purchases.
Insiders over the last twelve months
- Insider sales
- 41
- Shares sold
- 1,629,608
- Value sold
- 170.06M USD
- Insider purchasesWhat is insider trading? Insider trading here means the legal trades that a company's executives, directors and large owners make in its shares, reported to the SEC on Form 4.
- 0
Insiders buying against sellingWhat is a Rule 10b5-1 trading plan? A Rule 10b5-1 plan lets an insider fix future trades in advance, while holding no inside information, so later trades follow the plan, not a new decision.
Bought on the market
Sold on the market
0
1 week
6.58M USD
0
1 month
26.17M USD
0
3 months
72.38M USD
0
6 months
170.06M USD
0
1 year
170.06M USD
0
2 years
170.06M USD
Sold, decided at the timeSold under a Rule 10b5-1 plan set in advance
Open-market purchases and sales reported on Form 4, by value. Awards, option exercises and shares withheld for tax are not counted. Whether a sale was under a Rule 10b5-1 plan is read from each Form 4 at the SEC (the box exists on filings since April 2023).
Executives and directors
The people who run the company and the directors who reported trades, with what each bought and sold on the open market over the last twelve months. The CEO first, then whoever traded most.
| Name | Position | Age | Shares sold (12 months) | Value sold (12 months) | Shares bought (12 months) | Last sale | Shares held after |
|---|---|---|---|---|---|---|---|
| Richard A. Wurster CEO | Chief Executive Officer, President & Director | 52 | — | — | — | — | — |
| Charles Robert Schwab | Founder & Co-Chairman | 89 | 827,280 | 83.90M USD | — | 9 Nov 2026 | 53,232,016 |
| Walter W Bettinger | Director, Co-Chairman | — | 536,494 | 58.02M USD | — | 28 Aug 2026 | 684,748 |
| Carolyn Schwab-pomerantz | Director | — | 73,026 | 7.80M USD | — | 26 Aug 2026 | 1,323,162 |
| Jonathan Craig | MD, Head of Investor Service & Head of Retail Investing | 54 | 65,366 | 6.97M USD | — | 14 Aug 2026 | — |
| Nigel J. Murtagh | MD & Chief Risk Officer | 62 | 63,675 | 6.76M USD | — | 10 Aug 2026 | 82,750 |
| Dennis Howard | MD, Chief Tech, OPS & Data Off | — | 30,198 | 3.18M USD | — | 13 Aug 2026 | 6,980 |
| Neesha Hathi | MD, Head Wealth Adv, Bnk, Tst | — | 16,354 | 1.62M USD | — | 2 Nov 2026 | 5,770 |
| Peter J. Morgan | MD, General Counsel & Corporate Secretary | 61 | 6,952 | 709.34K USD | — | 23 Jul 2026 | — |
| Paula A Sneed | Director | — | 5,263 | 563.95K USD | — | 7 Aug 2026 | 91,711 |
| Jonathan S Beatty | MD, Head of Advisor Services | — | 5,000 | 523.76K USD | — | 17 Aug 2026 | 10,738 |
| Tim Heier | MD & Chief Technology Officer | — | — | — | — | — | — |
| Lisa Kidd Hunt | MD & Head of International Services | — | — | — | — | — | — |
| Shannon Jurecka | Managing Director & Chief Administrative Officer | 56 | — | — | — | — | — |
| Stacy Hammond | MD & Chief Marketing Officer | — | — | — | — | — | — |
| Jeff Edwards | MD & Head of Investor Relations | — | — | — | — | — | — |
| Kartikeya Sharma | Head of Investor Relations | — | — | — | — | — | — |
| Michael Verdeschi | MD & Chief Financial Officer | 57 | — | — | — | — | — |
| Charles A. Ruffel | Director | — | — | — | — | — | — |
| Frank C Herringer | Director | — | — | — | — | — | — |
| Stephen A Ellis | Director | — | — | — | — | — | 7,445 |
| Marianne Catherine Brown | Director | — | — | — | — | — | — |
| Tyler A. Woulfe | MD, Chief Banking Officer | — | — | — | — | — | 4,018 |
Insider sales and purchases by quarter
How many insider sales and purchases were reported each quarter.
Insider sales Insider purchases
Every insider transactionWhat is insider trading? Insider trading here means the legal trades that a company's executives, directors and large owners make in its shares, reported to the SEC on Form 4.
Insiders must report every trade in the company's shares to the SEC within two business days, on Form 4. Only purchases and sales are trades on the open market; awards, option exercises, shares withheld for tax and gifts come with pay, and the twelve-month totals leave them out.
| Date | Name | Transaction | Shares | Price | Value | Shares held after | Filing |
|---|---|---|---|---|---|---|---|
| 10 Nov 2026 | Charles Robert Schwab | Gift | 31,850 | — | — | 53,232,016 | Form 4 |
| 9 Nov 2026 | Charles Robert Schwab | Sale | 70,750 | 93.01 | 6.58M USD | 53,263,866 | Form 4 |
| 3 Nov 2026 | Charles Robert Schwab | Sale | 11,675 | 89.21 | 1.04M USD | 53,334,616 | Form 4 |
| 2 Nov 2026 | Neesha Hathi | Option exercise | 5,000 | 64.10 | 320.50K USD | 68,246 | Form 4 |
| 2 Nov 2026 | Neesha Hathi | Sale | 5,000 | 88.92 | 444.62K USD | 5,770 | Form 4 |
| 2 Nov 2026 | Neesha Hathi | Option exercise | 5,000 | 64.10 | 320.50K USD | — | Form 4 |
| 29 Oct 2026 | Charles Robert Schwab | Sale | 136,400 | 89.50 | 12.21M USD | 53,346,291 | Form 4 |
| 28 Oct 2026 | Charles Robert Schwab | Sale | 66,750 | 88.36 | 5.90M USD | 53,482,691 | Form 4 |
| 1 Oct 2026 | Charles A. Ruffel | Award | 1,222 | 98.37 | 120.21K USD | 1,222 | Form 4 |
| 1 Oct 2026 | Frank C Herringer | Award | 445 | — | — | 153,637 | Form 4 |
| 1 Oct 2026 | Stephen A Ellis | Award | 369 | — | — | 13,684 | Form 4 |
| 1 Oct 2026 | Marianne Catherine Brown | Award | 407 | — | — | 8,700 | Form 4 |
| 1 Oct 2026 | Neesha Hathi | Option exercise | 5,000 | 41.98 | 209.90K USD | 13,950 | Form 4 |
| 1 Oct 2026 | Neesha Hathi | Sale | 5,000 | 97.80 | 489.01K USD | 5,770 | Form 4 |
| 1 Oct 2026 | Neesha Hathi | Option exercise | 5,000 | 41.98 | 209.90K USD | — | Form 4 |
| 23 Sept 2026 | Stephen A Ellis | Option exercise | 1,918 | 31.48 | 60.38K USD | 7,445 | Form 4 |
| 23 Sept 2026 | Stephen A Ellis | Option exercise | 1,918 | 31.48 | 60.38K USD | — | Form 4 |
| 1 Sept 2026 | Neesha Hathi | Sale | 3,177 | 109.04 | 346.43K USD | 5,770 | Form 4 |
| 1 Sept 2026 | Neesha Hathi | Option exercise | 3,177 | 52.05 | 165.36K USD | — | Form 4 |
| 1 Sept 2026 | Neesha Hathi | Option exercise | 3,177 | 52.05 | 165.36K USD | — | Form 4 |
| 28 Aug 2026 | Walter W Bettinger | Option exercise | 74,388 | 46.81 | 3.48M USD | 684,748 | Form 4 |
| 28 Aug 2026 | Walter W Bettinger | Sale | 74,388 | 110.91 | 8.25M USD | 610,360 | Form 4 |
| 28 Aug 2026 | Walter W Bettinger | Option exercise | 74,388 | 46.81 | 3.48M USD | 154,589 | Form 4 |
| 28 Aug 2026 | Neesha Hathi | Option exercise | 3,177 | 52.05 | 165.36K USD | 3,177 | Form 4 |
| 28 Aug 2026 | Neesha Hathi | Sale | 3,177 | 108.12 | 343.50K USD | — | Form 4 |
| 28 Aug 2026 | Neesha Hathi | Option exercise | 3,177 | 52.05 | 165.36K USD | — | Form 4 |
| 27 Aug 2026 | Charles Robert Schwab | Gift | 9,300 | — | — | 53,549,441 | Form 4 |
| 26 Aug 2026 | Carolyn Schwab-pomerantz | Sale | 9,175 | 109.25 | 1.00M USD | 1,323,162 | Form 4 |
| 24 Aug 2026 | Charles Robert Schwab | Sale | 117,000 | 113.20 | 13.24M USD | 53,558,741 | Form 4 |
| 24 Aug 2026 | Walter W Bettinger | Option exercise | 176,210 | 46.81 | 8.25M USD | 786,570 | Form 4 |
| 24 Aug 2026 | Walter W Bettinger | Sale | 176,210 | 113.49 | 20.00M USD | 610,360 | Form 4 |
| 24 Aug 2026 | Walter W Bettinger | Option exercise | 176,210 | 46.81 | 8.25M USD | 228,977 | Form 4 |
| 18 Aug 2026 | Charles Robert Schwab | Gift | 54,550 | — | — | 53,675,741 | Form 4 |
| 17 Aug 2026 | Charles Robert Schwab | Gift | 45,500 | — | — | 53,730,291 | Form 4 |
| 17 Aug 2026 | Jonathan S Beatty | Sale | 1,000 | 111.33 | 111.33K USD | 10,738 | Form 4 |
| 14 Aug 2026 | Jonathan Craig | Sale | 21,866 | 111.03 | 2.43M USD | — | Form 4 |
| 14 Aug 2026 | Jonathan Craig | Option exercise | 21,866 | 46.81 | 1.02M USD | — | Form 4 |
| 14 Aug 2026 | Jonathan Craig | Option exercise | 21,866 | 46.81 | 1.02M USD | — | Form 4 |
| 13 Aug 2026 | Dennis Howard | Sale | 2,198 | 110.00 | 241.78K USD | 6,980 | Form 4 |
| 12 Aug 2026 | Charles Robert Schwab | Sale | 46,410 | 108.18 | 5.02M USD | 30,021,463 | Form 4 |
| 11 Aug 2026 | Charles Robert Schwab | Sale | 46,445 | 107.78 | 5.01M USD | 30,067,873 | Form 4 |
| 10 Aug 2026 | Nigel J. Murtagh | Option exercise | 24,778 | 46.81 | 1.16M USD | 82,750 | Form 4 |
| 10 Aug 2026 | Nigel J. Murtagh | Sale | 24,778 | 109.01 | 2.70M USD | 57,972 | Form 4 |
| 10 Aug 2026 | Nigel J. Murtagh | Option exercise | 24,778 | 46.81 | 1.16M USD | — | Form 4 |
| 7 Aug 2026 | Paula A Sneed | Sale | 5,263 | 107.15 | 563.95K USD | 91,711 | Form 4 |
| 6 Aug 2026 | Charles Robert Schwab | Gift | 37,200 | — | — | 53,775,791 | Form 4 |
| 6 Aug 2026 | Nigel J. Murtagh | Option exercise | 1,897 | 46.81 | 88.80K USD | 59,869 | Form 4 |
| 6 Aug 2026 | Nigel J. Murtagh | Sale | 1,897 | 109.00 | 206.78K USD | 57,972 | Form 4 |
| 6 Aug 2026 | Nigel J. Murtagh | Option exercise | 1,897 | 46.81 | 88.80K USD | 24,778 | Form 4 |
| 5 Aug 2026 | Carolyn Schwab-pomerantz | Sale | 18,561 | 107.70 | 2.00M USD | 1,332,337 | Form 4 |
| 5 Aug 2026 | Jonathan Craig | Option exercise | 21,750 | 46.81 | 1.02M USD | 21,866 | Form 4 |
| 5 Aug 2026 | Jonathan Craig | Sale | 21,750 | 107.02 | 2.33M USD | — | Form 4 |
| 5 Aug 2026 | Jonathan Craig | Option exercise | 21,750 | 46.81 | 1.02M USD | — | Form 4 |
| 4 Aug 2026 | Carolyn Schwab-pomerantz | Sale | 22,640 | 106.36 | 2.41M USD | 1,350,898 | Form 4 |
| 4 Aug 2026 | Charles Robert Schwab | Sale | 47,650 | 106.08 | 5.05M USD | 53,877,941 | Form 4 |
| 3 Aug 2026 | Charles Robert Schwab | Sale | 95,250 | 105.52 | 10.05M USD | 53,925,591 | Form 4 |
| 1 Aug 2026 | Dennis Howard | Shares withheld for tax | 1,292 | 104.87 | 135.49K USD | 9,178 | Form 4 |
| 29 Jul 2026 | Charles Robert Schwab | Sale | 95,450 | 105.82 | 10.10M USD | 30,114,318 | Form 4 |
| 28 Jul 2026 | Charles Robert Schwab | Sale | 48,000 | 105.60 | 5.07M USD | 54,080,841 | Form 4 |
| 28 Jul 2026 | Charles Robert Schwab | Gift | 60,000 | — | — | 54,020,841 | Form 4 |
| 28 Jul 2026 | Carolyn Schwab-pomerantz | Sale | 22,650 | 105.71 | 2.39M USD | 1,373,809 | Form 4 |
| 28 Jul 2026 | Carolyn Schwab-pomerantz | Gift | 271 | — | — | 1,373,538 | Form 4 |
| 28 Jul 2026 | Dennis Howard | Option exercise | 28,000 | 64.10 | 1.79M USD | 56,000 | Form 4 |
| 28 Jul 2026 | Dennis Howard | Option exercise | 28,000 | 64.10 | 1.79M USD | 38,470 | Form 4 |
| 28 Jul 2026 | Dennis Howard | Sale | 28,000 | 105.01 | 2.94M USD | 10,470 | Form 4 |
| 28 Jul 2026 | Walter W Bettinger | Option exercise | 93,408 | 52.05 | 4.86M USD | 622,754 | Form 4 |
| 28 Jul 2026 | Walter W Bettinger | Sale | 42,265 | 103.86 | 4.39M USD | 580,489 | Form 4 |
| 28 Jul 2026 | Walter W Bettinger | Sale | 38,263 | 105.18 | 4.02M USD | 542,226 | Form 4 |
| 28 Jul 2026 | Walter W Bettinger | Sale | 12,880 | 105.56 | 1.36M USD | 529,346 | Form 4 |
| 28 Jul 2026 | Walter W Bettinger | Option exercise | 93,408 | 52.05 | 4.86M USD | — | Form 4 |
| 27 Jul 2026 | Walter W Bettinger | Option exercise | 192,488 | 52.05 | 10.02M USD | 721,834 | Form 4 |
| 27 Jul 2026 | Walter W Bettinger | Sale | 192,488 | 103.90 | 20.00M USD | 529,346 | Form 4 |
| 27 Jul 2026 | Walter W Bettinger | Option exercise | 192,488 | 52.05 | 10.02M USD | 93,408 | Form 4 |
| 27 Jul 2026 | Nigel J. Murtagh | Option exercise | 32,947 | 46.81 | 1.54M USD | 90,919 | Form 4 |
| 27 Jul 2026 | Nigel J. Murtagh | Sale | 21,947 | 104.00 | 2.28M USD | 68,972 | Form 4 |
| 27 Jul 2026 | Nigel J. Murtagh | Sale | 11,000 | 104.03 | 1.14M USD | 57,972 | Form 4 |
| 27 Jul 2026 | Nigel J. Murtagh | Option exercise | 32,947 | 46.81 | 1.54M USD | 15,675 | Form 4 |
| 24 Jul 2026 | Charles Robert Schwab | Sale | 45,500 | 101.72 | 4.63M USD | 54,128,841 | Form 4 |
| 23 Jul 2026 | Peter J. Morgan | Sale | 6,952 | 102.03 | 709.34K USD | — | Form 4 |
| 21 Jul 2026 | Nigel J. Murtagh | Option exercise | 4,053 | 46.81 | 189.72K USD | 62,025 | Form 4 |
| 21 Jul 2026 | Nigel J. Murtagh | Sale | 4,053 | 104.14 | 422.07K USD | 57,972 | Form 4 |
| 21 Jul 2026 | Nigel J. Murtagh | Option exercise | 4,053 | 46.81 | 189.72K USD | 48,622 | Form 4 |
| 21 Jul 2026 | Jonathan S Beatty | Sale | 2,000 | 104.21 | 208.41K USD | 11,738 | Form 4 |
| 7 Jul 2026 | Jonathan Craig | Option exercise | 21,750 | 46.81 | 1.02M USD | 43,616 | Form 4 |
| 7 Jul 2026 | Jonathan Craig | Sale | 21,750 | 102.01 | 2.22M USD | — | Form 4 |
| 7 Jul 2026 | Jonathan Craig | Option exercise | 21,750 | 46.81 | 1.02M USD | — | Form 4 |
| 7 Jul 2026 | Jonathan S Beatty | Sale | 2,000 | 102.01 | 204.02K USD | 13,738 | Form 4 |
| 1 Jul 2026 | Tyler A. Woulfe | Other | — | — | — | 4,018 | Form 4 |
| 1 Jul 2026 | Neesha Hathi | Other | — | — | — | 5,770 | Form 4 |
| 1 Jul 2026 | Stephen A Ellis | Award | 379 | — | — | 13,276 | Form 4 |
| 2 Mar 2026 | Tyler A. Woulfe | Other | — | 95.49 | — | 9,666 | Form 4 |
| 2 Mar 2026 | Neesha Hathi | Other | — | 95.49 | — | 23,818 | Form 4 |
| 3 Mar 2025 | Neesha Hathi | Other | — | 78.12 | — | 30,096 | Form 4 |
Common questions about Charles Schwab Corp (The)'s executives and insiders
Source: Financial Modeling Prep