SCHWAB CHARLES CORP·4

May 26, 5:26 PM ET

Dea Joan 4

4 · SCHWAB CHARLES CORP · Filed May 26, 2026

Research Summary

AI-generated summary of this filing

Updated

Schwab (SCHW) Director Joan Dea Gifts 835 Shares

What Happened

  • Joan Dea, a director of Schwab Charles Corp (SCHW), reported a gift (disposition) of 835 shares on 2026-05-21. The transaction is coded as G (gift), with a reported price of $0.00 and total value $0. This was a disposal (gift), not a purchase or sale for cash.

Key Details

  • Transaction date: 2026-05-21
  • Transaction type/code: Gift (G) — disposition of 835 shares
  • Price reported: $0.00; Total reported value: $0
  • Filing date: 2026-05-26 (filed after the transaction date; appears late relative to the usual 2-business-day Form 4 deadline)
  • Shares owned after transaction: Not specified in the provided filing summary
  • Remarks: Exhibit 24 — Power of Attorney included

Context

  • Gifts are disposals and generally do not indicate the insider’s view of the company’s near-term prospects; they can be for estate planning, charitable giving, or personal reasons.
  • The filing includes a power-of-attorney exhibit, which often authorizes someone else to submit the Form 4. Late filings can occur for administrative reasons but are worth noting for compliance tracking.

Insider Transaction Report

Form 4
Period: 2026-05-21
Dea Joan
Director
Transactions
  • Gift

    Common Stock

    2026-05-2183526,838 total
Signature
/s/ P. Blake Allen, Attorney-in-Fact|2026-05-26

Documents

3 files