Beatty Jonathan S's Form 4 filing
Schwab Charles Corp (SCHW) · filed Jul 6, 2026
- Accession no.
- 0002028977-26-000010
- Filed
- Jul 6, 2026, 6:33 PM ET
- Trade date
- Jul 1-6, 2026
- Filing delay
- 5 days
- Rule 10b5-1 plan
- Checked
This filing lists 3 non-derivative transactions. Open-market sales total $394.1K. It was filed 5 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.
| Owner | Relationship to the company |
|---|---|
| Beatty Jonathan SCIK 0002028977 | Officer (MD, Head of Advisor Services) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jul 1, 2026 | Common Stock | FTax withholdingDisposed | −1,036 | $92.73 | −$96,063.1 | 32,459 | Direct | |
| Jul 2, 2026 | Common Stock | SSaleDisposed | −2,000 | $97.03F3 | −$194,059.4 | 17,738 | Indirect | |
| Jul 6, 2026 | Common Stock | SSaleDisposed | −2,000 | $100.01F4 | −$200,014.8 | 15,738 | Indirect |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F3
This transaction was executed in multiple trades at prices ranging from $97.00 to $97.045. 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 effected.
Referenced by the price of 1 transaction in Table I.
- F4
This transaction was executed in multiple trades at prices ranging from $100.00 to $100.02. 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.
Referenced by the price of 1 transaction in Table I.