Schwab-Pomerantz Carolyn 4
Accession 0001950787-26-000002
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
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
- Sale
Common Stock
[F1]2026-01-22$105.25/sh−19,050$2,004,961→ 1,415,508.66 total(indirect: By Trust) - Sale
Common Stock
[F2]2026-01-22$105.19/sh−9,525$1,001,928→ 1,405,983.66 total(indirect: By Trust) - Sale
Common Stock
[F3]2026-01-22$105.17/sh−9,525$1,001,792→ 1,396,458.66 total(indirect: By Trust) - Sale
Common Stock
[F4]2026-01-22$105.02/sh−4,765$500,400→ 436,149 total(indirect: By Trust)
- 9,624
Common Stock
- 2,798(indirect: By LLC)
Common Stock
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
Issuer
SCHWAB CHARLES CORP
CIK 0000316709
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