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
Filing timeAug 17
Trade dateAug 14, 2026
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
$110.58
Pre-filing
1mo ago -7.0%1w ago -2.7%1d ago -0.5%
Returns since
7d +2.8%30d -2.1%90d -2.1%180d -2.1%1y -2.1%

SCHW price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
SCHW since 2026-08-17Filed 17 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

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
21.8k sh
$4.68k per share
Estimated value
$102M
Computed from shares × price
Holdings after
0 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Direct Ownership 10b5-1 Detected
-4score
Filing-only score

-4

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.

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
Related transactions

0 other filings

Same reporting owner
Recent company activity

0 recent txs

SCHW