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4//SEC Filing

Schwab-Pomerantz Carolyn 4

Accession 0001950787-26-000002

CIK 0000316709other

Filed

Jan 25, 7:00 PM ET

Accepted

Jan 26, 8:11 PM ET

Size

363.3 KB

Accession

0001950787-26-000002

Research Summary

AI-generated summary of this filing

Updated

Charles Schwab (SCHW) Director Carolyn Schwab-Pomerantz Sells Shares

What Happened
Carolyn Schwab-Pomerantz, a director of Charles Schwab Corporation (SCHW), sold a total of 42,865 shares in open-market transactions on January 22, 2026. The trades were reported as four dispositions: 19,050 shares at a weighted average $105.25 ($2,004,961), 9,525 shares at $105.19 ($1,001,928), 9,525 shares at $105.17 ($1,001,792), and 4,765 shares at $105.02 ($500,400) — approximately $4.51 million in proceeds. These were sales (S), which are often routine disposition transactions and do not, by themselves, indicate company outlook.

Key Details

  • Transaction date: January 22, 2026; filing date (Form 4): January 26, 2026 (filed within the required reporting window).
  • Prices: reported as weighted averages; trades executed in multiple fills with ranges noted in footnotes:
    • F1: $105.055–$105.37 (applies to the 19,050-share lot)
    • F2: $105.07–$105.28 (9,525-share lot)
    • F3: $105.05–$105.40 (9,525-share lot)
    • F4: $105.00–$105.10 (4,765-share lot)
      The filer offers to provide detailed per-trade counts/prices upon request.
  • Shares owned after transaction: not specified in the supplied filing details.
  • Filing remark: Exhibit 24 (Power of Attorney) is attached, indicating the report may have been submitted by an authorized representative.

Context

  • Transaction type: S = Sale (open-market). Sales by directors can be for many personal reasons (diversification, liquidity, tax planning); they are not an explicit indicator of company performance.
  • No options, awards, gifts, or tax-withholding noted in this filing.
  • If you track insider activity, this sale increases reported insider supply by 42.9k shares ($4.5M) on that date; purchases generally carry more informational weight than routine sales.

Insider Transaction Report

Form 4
Period: 2026-01-22
Transactions
  • Sale

    Common Stock

    [F1]
    2026-01-22$105.25/sh19,050$2,004,9611,415,508.66 total(indirect: By Trust)
  • Sale

    Common Stock

    [F2]
    2026-01-22$105.19/sh9,525$1,001,9281,405,983.66 total(indirect: By Trust)
  • Sale

    Common Stock

    [F3]
    2026-01-22$105.17/sh9,525$1,001,7921,396,458.66 total(indirect: By Trust)
  • Sale

    Common Stock

    [F4]
    2026-01-22$105.02/sh4,765$500,400436,149 total(indirect: By Trust)
Holdings
  • Common Stock

    9,624
  • Common Stock

    (indirect: By LLC)
    2,798
Footnotes (4)
  • [F1]This transaction was executed in multiple trades at prices ranging from $105.055 to $105.37. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
  • [F2]This transaction was executed in multiple trades at prices ranging from $105.07 to $105.28. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
  • [F3]This transaction was executed in multiple trades at prices ranging from $105.05 to $105.40. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
  • [F4]This transaction was executed in multiple trades at prices ranging from $105.00 to $105.10. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Signature
/s/ P. Blake Allen, Attorney-in-fact|2026-01-26

Issuer

SCHWAB CHARLES CORP

CIK 0000316709

Entity typeother

Related Parties

1
  • filerCIK 0001950787

Filing Metadata

Form type
4
Filed
Jan 25, 7:00 PM ET
Accepted
Jan 26, 8:11 PM ET
Size
363.3 KB