SCHWAB CHARLES CORP·4

May 26, 5:30 PM ET

Schwab Charles R. 4

4 · SCHWAB CHARLES CORP · Filed May 26, 2026

Research Summary

AI-generated summary of this filing

Updated

SCHW Charles R. Schwab (Co‑Chair) Gifts 210,000 Shares

What Happened
Charles R. Schwab, Co‑Chairman and Director of Schwab Charles Corp (SCHW), reported a gift (transaction code G) of 210,000 common shares on 2026-05-22. The Form 4 lists this as a disposition with $0 per share reported (total cash value $0). A gift is a non‑market disposition (not an open‑market sale or purchase) and does not by itself signal the insider’s view of the stock.

Key Details

  • Transaction date: 2026-05-22 (reported on Form 4 filed 2026-05-26).
  • Transaction type/code: Gift (G) — disposition; reported price $0.00.
  • Shares transferred: 210,000 shares.
  • Shares owned after transaction: not specified in the information provided.
  • Footnotes/plan details: None disclosed in the provided filing (no 10b5‑1 or tax‑withholding notes shown).
  • Timeliness: Form 4 filed 2026-05-26 for a 2026-05-22 transaction; no late‑filing flag indicated in the supplied data.

Context
Gifts are commonly used for estate planning, charitable donations, or transfers to family trusts and are reported as dispositions; they should not be interpreted as a straightforward buy or sell signal. Retail investors should treat gift transactions differently from open‑market buys or sells when assessing insider sentiment.

Insider Transaction Report

Form 4
Period: 2026-05-22
Schwab Charles R.
DirectorCo-Chairman
Transactions
  • Gift

    Common Stock

    2026-05-22210,00054,174,341 total(indirect: By Trust)
Holdings
  • Common Stock

    (indirect: By Partnership)
    30,209,768
  • Common Stock

    (indirect: by 188 Corp)
    44,025
  • Common Stock

    (indirect: By Trust)
    10,624,797.33
Signature
/s/ P. Blake Allen, Attorney-in-fact|2026-05-26

Documents

1 file
  • 4
    wk-form4_1779830998.xmlPrimary

    FORM 4