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Beatty Jonathan S's Form 4 filing

Schwab Charles Corp (SCHW) · filed Jul 8, 2026

Accession no.
0002028977-26-000013
Filed
Jul 8, 2026, 5:06 PM ET
Trade date
Jul 7, 2026
Filing delay
1 day
Rule 10b5-1 plan
Checked

This filing lists 1 non-derivative transaction. Open-market sales total $204.0K. It was filed 1 day 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
Beatty Jonathan SCIK 0002028977Officer (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.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Jul 7, 2026Common StockSSaleDisposed−2,000$102.01F2−$204,017.813,738Indirect

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.

F2

This transaction was executed in multiple trades at prices ranging from $102.00 to $102.025. 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.

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