Nigel J. Murtagh - 27 Jul 2026 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Reporting relationship: Chief Risk Officer
Issuer ticker: SCHW
Reported as of: 27 Jul 2026
Net transaction value: -$3,426,837
SEC form: 4
Accepted by SEC: 29 Jul 2026, 20:20:32 UTC
Prior SEC filing: 23 Jul 2026
Source filing: View source filing
Reporting owner signature: /s/ P. Blake Allen, Attorney-in-fact

Key filing fact

Nigel J. Murtagh filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 29 Jul 2026.

Key facts

This page summarizes Nigel J. Murtagh's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
4 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 29 Jul 2026, 20:20.

Change

Previous filing in this sequence was filed on 23 Jul 2026.
Current net transaction value: -$3,426,837.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001649599 Primary reporting owner

Murtagh Nigel J

Relationship: Chief Risk Officer
Address: 3000 SCHWAB WAY, WESTLAKE
Signature: /s/ P. Blake Allen, Attorney-in-fact
Signature date: 29 Jul 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SCHW transaction

Common Stock

Options Exercise

Transaction value
Shares: +32,947
Change %: +57%
Price: $46.81^*
Shares after: 90,919
Date: 27 Jul 2026
Ownership: Direct

SCHW transaction

Common Stock

Sale

Transaction value: $2,282,488
Shares: -21,947
Change %: -24%
Price: $104.00
Shares after: 68,972
Date: 27 Jul 2026
Ownership: Direct
Footnotes: F1, F2

SCHW transaction

Common Stock

Sale

Transaction value: $1,144,349
Shares: -11,000
Change %: -16%
Price: $104.03
Shares after: 57,972
Date: 27 Jul 2026
Ownership: Direct
Footnotes: F2

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 2,621
Date: 27 Jul 2026
Ownership: by ESPP

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SCHW transaction Derivative

Nonqualified Stock Option (right to buy)

Options Exercise

Transaction value
Shares: -32,947
Change %: -68%
Price: $0.000000^*
Shares after: 15,675
Date: 27 Jul 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 32,947
Exercise price: $46.81
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 3 footnotes

Footnote F1

These sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 25, 2025.

Footnote F2

This transaction was executed in multiple trades at prices ranging from $103.95 to $104.075. 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 affected.

Footnote F3

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