Transaction · 0001879974-26-000010

Hathi Neesha

Hathi Neesha, MD, HWA, BNK, TST, reported an open-market or private sale at SCHWAB CHARLES CORP involving 3177.000000 shares for an estimated $343497.56. Reported holdings after the transaction were 0.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

Open-market sellSEC transaction code SMD, HWA, BNK, TST
SCHWSCHWAB CHARLES CORP
Trade date
Aug 28, 2026
Filing date
Aug 31, 2026
View on SEC Insider profile
Estimated value-$343kShares × reported price
Shares traded3.17k$108.12 per share
Holdings after0Indirect · by Trust
% of reported position traded100%This security and ownership context
How reported position traded is calculated

Shares sold ÷ (holdings after + shares sold). Estimated position before: 3,177 shares.

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 -4.9%1w ago +2.3%1d ago -1.6%
Returns since7d -0.5%30d -11.0%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
Sell
Code S
Identifier
0001879974-26-000010
Common Stock
Transaction date
Aug 28, 2026
Filed Aug 31, 2026, 10:30 PM · 3d delay
Shares
3,177 sh
$108.12 per share
Estimated value
-$343k
Computed from shares × price
Holdings after
0 sh
Indirect · by Trust

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Cluster Selling
Filing-only score

0 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
    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 Wealth Adv, Bnk, Tst

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

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

    2. F2

      The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 29, 2026.

    3. F3

      This transaction was executed in multiple trades at prices ranging from $107.805 to $108.725. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to pro…

    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 · 0001879974-26-000010
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