Transaction · 0001733065-26-000013

Craig Jonathan M.

Craig Jonathan M., MD, HRI, reported a transaction classified as exercise at SCHWAB CHARLES CORP involving 21866.000000 shares for an estimated $1023547.46. Reported holdings after the transaction were 0.000000 shares. The stored filing text includes a detected 10b5-1 reference.

exerciseSEC transaction code MMD, HRI
SCHWSCHWAB CHARLES CORP
Trade date
Aug 14, 2026
Filing date
Aug 17, 2026
View on SEC Insider profile
Estimated value$1.02MShares × reported price
Shares traded21.8k$46.81 per share
Holdings after0Direct
% of reported position tradedUnavailableThis security and ownership context
How reported position traded is calculated

Calculated only for code-P purchases and code-S sales.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

SCHW price since this filing

Daily closing prices, with the filing date and available return windows
SCHW · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -7.0%1w ago -2.7%1d ago -0.5%
Returns since7d +2.8%30d -4.9%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
exercise
Code M
Identifier
0001733065-26-000013
Common Stock
Transaction date
Aug 14, 2026
Filed Aug 17, 2026, 10:22 PM · 3d delay
Shares
21,866 sh
$46.81 per share
Estimated value
$1.02M
Computed from shares × price
Holdings after
0 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Direct Ownership 10b5-1 Detected
Filing-only score

-4 points

Compact filing score computed from stored Form 4 facts. Version v1.

Neutral filing signal

This filing is broadly neutral on the filing-only scale. The Form 4 facts do not strongly tilt positive or negative.

How this score is calculated
  • direct_ownership+6 points

    direct_or_indirect_ownership = D

    Direct ownership reports the insider's personal stake.
  • tenb5_1_detected-10 points

    is_10b5_1 = true

    Stored filing content includes detected 10b5-1 language.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

MD, Head of Retail Investing

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. F1

    Reflects the contribution of the shares received upon exercise of the option to a revocable trust.

  2. F2

    The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025.

  3. F3

    The transaction was executed in multiple trades at prices ranging from $111.025 to $111.03. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provi…

  4. F4

    The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

Original filing · 0001733065-26-000013
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