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Craig Jonathan M.'s Form 4 filing

Schwab Charles Corp (SCHW) · filed Jul 9, 2026

Accession no.
0001733065-26-000009
Filed
Jul 9, 2026, 8:21 PM ET
Trade date
Jul 7, 2026
Filing delay
2 days
Rule 10b5-1 plan
Checked

This filing lists 2 non-derivative transactions and 1 derivative transaction. Open-market sales total $2.22M. It was filed 2 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Craig Jonathan M.CIK 0001733065Officer (MD, Head of Retail Investing)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Jul 7, 2026Common StockMOption exerciseAcquired+21,750$46.81+$1,018,117.50Direct
Jul 7, 2026Common StockSSaleDisposed−21,750$102.01−$2,218,721.850Indirect

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Jul 7, 2026Common StockMOption exerciseDisposed−21,750$0.00$043,616Direct

Footnotes

Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.

Read the original on SEC EDGAR (opens in a new tab)