Schwab Charles R. 4
4 · SCHWAB CHARLES CORP · Filed May 26, 2026
Research Summary
AI-generated summary of this filing
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
- Gift
Common Stock
2026-05-22−210,000→ 54,174,341 total(indirect: By Trust)
- 30,209,768(indirect: By Partnership)
Common Stock
- 44,025(indirect: by 188 Corp)
Common Stock
- 10,624,797.33(indirect: By Trust)
Common Stock