Dea Joan 4
4 · SCHWAB CHARLES CORP · Filed May 26, 2026
Research Summary
AI-generated summary of this filing
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
Dea Joan
Director
Transactions
- Gift
Common Stock
2026-05-21−835→ 26,838 total
Signature
/s/ P. Blake Allen, Attorney-in-Fact|2026-05-26