Charles Schwab Corp (SCHW) · Insider trading

What Charles Schwab's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.

Bought, 12 months

$1.85M

1 insider, 1 trade

Sold, 12 months

$334.53M

15 insiders, 11% under a plan

Net, 12 months

−$332.68M

bought less sold

Latest filing

2026-10-05

filings read to 2026-10-19

Bought and sold at the market, by month

Two years. Purchases above the line, sales below, in dollars.

Bought Sold Largest month: $90.21M

Who traded, two years

Insider	Bought	Sold	Trades	Last trade	Holds after
Schwab Charles R.Director, Co-Chairman	–	$295.00M	44	2026-08-24	–
Bettinger Walter WDirector, Co-Chairman	–	$164.13M	14	2026-08-28	–
Schwab-Pomerantz CarolynDirector	–	$38.57M	41	2026-08-26	–
Craig Jonathan M.MD, Head of Retail Investing	–	$22.87M	11	2026-08-14	–
Murtagh Nigel JChief Risk Officer	–	$22.28M	14	2026-08-10	57,972
Woolway Paul VMD, Chief Banking Officer	–	$9.76M	21	2026-04-15	–
Morgan Peter J. IIIGeneral Counsel	–	$8.42M	5	2026-07-23	0
Howard DennisMD, Chief Tech, OPS & Data Off	–	$6.79M	5	2026-08-13	6,980
Wurster Richard ADirector, President & CEO	$1.85M	$3.32M	3	2026-05-28	218,409
Beatty Jonathan SMD, Head of Advisor Services	–	$3.90M	16	2026-08-17	–
Dodds Christopher VDirector	–	$1.99M	2	2026-02-06	–
Sneed Paula ADirector	–	$1.33M	2	2026-08-07	–
Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst	–	$1.18M	3	2026-10-01	–
Ellis Stephen ADirector	–	$1.04M	1	2026-02-26	–
Sarin ArunDirector	–	$927,297	2	2026-05-13	–
Ruffel Charles A.Director	–	$722,776	2	2025-05-21	16,594
Herringer Frank CDirector	–	$495,054	2	2026-04-28	–

Open-market purchases and sales

Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.

Date	Insider	Trade	Shares	Price	Value	Holds after	Filing
2026-10-01	Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst	Saleplanindirect	5,000	97.80	$489,007	5,770	Form 4
2026-09-01	Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst	Saleplanindirect	3,177	109.04	$346,420	5,770	Form 4
2026-08-28	Bettinger Walter WDirector, Co-Chairman	Saleindirect	74,388	110.91	$8.25M	610,360	Form 4
2026-08-28	Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst	Saleplanindirect	3,177	108.12	$343,497	0	Form 4
2026-08-26	Schwab-Pomerantz CarolynDirector	Saleindirect	9,175	109.25	$1.00M	1,323,162	Form 4
2026-08-24	Schwab Charles R.Director, Co-Chairman	Saleindirect	117,000	113.20	$13.24M	53,558,741	Form 4
2026-08-24	Bettinger Walter WDirector, Co-Chairman	Saleindirect	176,210	113.49	$20.00M	610,360	Form 4
2026-08-17	Beatty Jonathan SMD, Head of Advisor Services	Saleindirect	1,000	111.33	$111,330	10,738	Form 4
2026-08-14	Craig Jonathan M.MD, Head of Retail Investing	Saleplanindirect	21,866	111.03	$2.43M	0	Form 4
2026-08-13	Howard DennisMD, Chief Tech, OPS & Data Off	Saleplan	2,198	110.00	$241,780	6,980	Form 4
2026-08-12	Schwab Charles R.Director, Co-Chairman	Saleindirect	46,410	108.18	$5.02M	30,021,463	Form 4
2026-08-11	Schwab Charles R.Director, Co-Chairman	Saleindirect	46,445	107.78	$5.01M	30,067,873	Form 4
2026-08-10	Murtagh Nigel JChief Risk Officer	Saleplan	24,778	109.01	$2.70M	57,972	Form 4
2026-08-07	Sneed Paula ADirector	Saleindirect	5,263	107.15	$563,930	91,711	Form 4
2026-08-06	Murtagh Nigel JChief Risk Officer	Saleplan	1,897	109.00	$206,773	57,972	Form 4
2026-08-05	Craig Jonathan M.MD, Head of Retail Investing	Saleplanindirect	21,750	107.02	$2.33M	0	Form 4
2026-08-05	Schwab-Pomerantz CarolynDirector	Saleindirect	18,561	107.70	$2.00M	1,332,337	Form 4
2026-08-04	Schwab-Pomerantz CarolynDirector	Saleindirect	22,640	106.36	$2.41M	1,350,898	Form 4
2026-08-04	Schwab Charles R.Director, Co-Chairman	Saleindirect	47,650	106.08	$5.05M	53,877,941	Form 4
2026-08-03	Schwab Charles R.Director, Co-Chairman	Saleindirect	95,250	105.52	$10.05M	53,925,591	Form 4
2026-07-29	Schwab Charles R.Director, Co-Chairman	Saleindirect	95,450	105.82	$10.10M	30,114,318	Form 4
2026-07-28	Schwab Charles R.Director, Co-Chairman	Saleindirect	48,000	105.60	$5.07M	54,080,841	Form 4
2026-07-28	Howard DennisMD, Chief Tech, OPS & Data Off	Saleplan	28,000	105.01	$2.94M	10,470	Form 4
2026-07-28	Schwab-Pomerantz CarolynDirector	Saleindirect	22,650	105.71	$2.39M	1,373,809	Form 4
2026-07-28	Bettinger Walter WDirector, Co-Chairman	Saleindirect	42,265	103.86	$4.39M	580,489	Form 4
2026-07-28	Bettinger Walter WDirector, Co-Chairman	Saleindirect	38,263	105.18	$4.02M	542,226	Form 4
2026-07-28	Bettinger Walter WDirector, Co-Chairman	Saleindirect	12,880	105.56	$1.36M	529,346	Form 4
2026-07-27	Bettinger Walter WDirector, Co-Chairman	Saleindirect	192,488	103.90	$20.00M	529,346	Form 4
2026-07-27	Murtagh Nigel JChief Risk Officer	Saleplan	21,947	104.00	$2.28M	68,972	Form 4
2026-07-27	Murtagh Nigel JChief Risk Officer	Saleplan	11,000	104.03	$1.14M	57,972	Form 4
2026-07-24	Schwab Charles R.Director, Co-Chairman	Saleindirect	45,500	101.72	$4.63M	54,128,841	Form 4
2026-07-23	Morgan Peter J. IIIGeneral Counsel	Sale	6,952	102.03	$709,313	0	Form 4
2026-07-21	Murtagh Nigel JChief Risk Officer	Saleplan	4,053	104.14	$422,079	57,972	Form 4
2026-07-21	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	2,000	104.21	$208,420	11,738	Form 4
2026-07-07	Craig Jonathan M.MD, Head of Retail Investing	Saleplanindirect	21,750	102.01	$2.22M	0	Form 4
2026-07-07	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	2,000	102.01	$204,020	13,738	Form 4
2026-07-06	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	2,000	100.01	$200,020	15,738	Form 4
2026-07-02	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	2,000	97.03	$194,060	17,738	Form 4
2026-05-28	Wurster Richard ADirector, President & CEO	Buy	21,959	84.23	$1.85M	218,409	Form 4
2026-05-19	Schwab Charles R.Director, Co-Chairman	Saleindirect	27,500	92.22	$2.54M	30,209,768	Form 4

148 more

2026-05-18	Schwab Charles R.Director, Co-Chairman	Saleindirect	27,500	92.40	$2.54M	30,237,268	Form 4
2026-05-13	Sarin ArunDirector	Saleindirect	2,500	91.16	$227,900	23,983	Form 4
2026-05-06	Schwab Charles R.Director, Co-Chairman	Saleindirect	109,300	92.01	$10.06M	30,264,768	Form 4
2026-05-05	Schwab-Pomerantz CarolynDirector	Saleindirect	9,910	92.29	$914,594	1,396,459	Form 4
2026-05-04	Schwab Charles R.Director, Co-Chairman	Saleindirect	109,300	91.50	$10.00M	30,374,068	Form 4
2026-05-01	Schwab Charles R.Director, Co-Chairman	Saleindirect	55,000	91.86	$5.05M	54,389,641	Form 4
2026-04-30	Schwab Charles R.Director, Co-Chairman	Saleindirect	50,000	91.81	$4.59M	54,444,641	Form 4
2026-04-29	Schwab Charles R.Director, Co-Chairman	Saleindirect	63,743	90.49	$5.77M	55,609,641	Form 4
2026-04-28	Herringer Frank CDirector	Saleindirect	2,520	90.60	$228,312	177,508	Form 4
2026-04-27	Schwab Charles R.Director, Co-Chairman	Saleindirect	36,450	90.00	$3.28M	55,673,384	Form 4
2026-04-23	Schwab Charles R.Director, Co-Chairman	Saleindirect	36,450	90.50	$3.30M	55,709,834	Form 4
2026-04-15	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	7,941	100.00	$794,100	29,866	Form 4
2026-04-14	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	7,942	98.00	$778,316	29,866	Form 4
2026-04-14	Murtagh Nigel JChief Risk Officer	Saleplan	41,297	99.00	$4.09M	57,972	Form 4
2026-04-14	Craig Jonathan M.MD, Head of Retail Investing	Saleplanindirect	21,750	99.00	$2.15M	0	Form 4
2026-03-03	Murtagh Nigel JChief Risk Officer	Saleplan	4,463	94.43	$421,441	60,712	Form 4
2026-03-03	Murtagh Nigel JChief Risk Officer	Saleplan	2,740	94.90	$260,026	57,972	Form 4
2026-03-03	Craig Jonathan M.MD, Head of Investor Services	Saleplanindirect	9,032	94.42	$852,801	5,449	Form 4
2026-03-03	Craig Jonathan M.MD, Head of Investor Services	Saleplanindirect	5,449	94.89	$517,056	0	Form 4
2026-03-03	Howard DennisMD, Chief Tech, OPS & Data Off	Saleplan	6,269	94.43	$591,982	14,309	Form 4
2026-03-03	Howard DennisMD, Chief Tech, OPS & Data Off	Saleplan	3,839	94.88	$364,244	10,470	Form 4
2026-03-03	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	3,626	94.41	$342,331	32,366	Form 4
2026-03-03	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	2,500	94.89	$237,225	29,866	Form 4
2026-03-02	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	7,942	94.23	$748,375	43,934	Form 4
2026-03-02	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	7,942	96.00	$762,432	35,992	Form 4
2026-02-27	Beatty Jonathan SMD, Head of Advisor Services	Saleindirect	2,030	95.30	$193,459	19,738	Form 4
2026-02-26	Ellis Stephen ADirector	Saleindirect	10,725	96.57	$1.04M	87,563	Form 4
2026-02-25	Howard DennisMD, Chief Tech, OPS & Data Off	Saleplan	27,903	95.02	$2.65M	10,470	Form 4
2026-02-10	Schwab Charles R.Director, Co-Chairman	Saleindirect	32,413	105.58	$3.42M	30,483,368	Form 4
2026-02-09	Schwab Charles R.Director, Co-Chairman	Saleindirect	126,200	106.55	$13.45M	30,515,781	Form 4
2026-02-06	Dodds Christopher VDirector	Saleindirect	11,825	104.55	$1.24M	449,406	Form 4
2026-02-06	Bettinger Walter WDirector, Co-Chairman	Saleindirect	67,514	104.25	$7.04M	529,346	Form 4
2026-02-04	Schwab Charles R.Director, Co-Chairman	Saleindirect	67,975	103.81	$7.06M	55,782,729	Form 4
2026-02-04	Bettinger Walter WDirector, Co-Chairman	Saleindirect	94,948	104.25	$9.90M	529,346	Form 4
2026-02-03	Schwab Charles R.Director, Co-Chairman	Saleindirect	96,625	103.74	$10.02M	55,850,704	Form 4
2026-02-03	Bettinger Walter WDirector, Co-Chairman	Saleindirect	141,033	103.85	$14.65M	550,775	Form 4
2026-02-03	Bettinger Walter WDirector, Co-Chairman	Saleindirect	21,429	104.24	$2.23M	529,346	Form 4
2026-02-02	Morgan Peter J. IIIGeneral Counsel	Sale	7,595	104.38	$792,766	0	Form 4
2026-01-29	Schwab Charles R.Director, Co-Chairman	Saleindirect	145,650	103.16	$15.03M	55,947,329	Form 4
2026-01-28	Schwab Charles R.Director, Co-Chairman	Saleindirect	44,962	103.20	$4.64M	56,119,454	Form 4
2026-01-28	Schwab Charles R.Director, Co-Chairman	Saleindirect	26,475	103.22	$2.73M	56,092,979	Form 4
2026-01-26	Schwab Charles R.Director, Co-Chairman	Saleindirect	134,895	103.09	$13.91M	56,119,454	Form 4
2026-01-22	Schwab-Pomerantz CarolynDirector	Saleindirect	19,050	105.25	$2.01M	1,415,509	Form 4
2026-01-22	Schwab-Pomerantz CarolynDirector	Saleindirect	9,525	105.19	$1.00M	1,405,984	Form 4
2026-01-22	Schwab-Pomerantz CarolynDirector	Saleindirect	9,525	105.18	$1.00M	1,396,459	Form 4
2026-01-22	Schwab-Pomerantz CarolynDirector	Saleindirect	4,765	105.02	$500,420	436,149	Form 4
2026-01-22	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	2,000	105.00	$210,000	21,768	Form 4
2025-12-23	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	2,000	102.01	$204,020	11,923	Form 4
2025-11-12	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	3,072	98.00	$301,056	11,923	Form 4
2025-11-07	Craig Jonathan M.MD, Head of Investor Services	Saleindirect	35,188	95.35	$3.36M	0	Form 4
2025-10-29	Schwab Charles R.Director, Co-Chairman	Saleindirect	44,750	94.52	$4.23M	56,171,954	Form 4
2025-10-28	Schwab Charles R.Director, Co-Chairman	Saleindirect	64,400	94.00	$6.05M	56,216,704	Form 4
2025-10-02	Schwab-Pomerantz CarolynDirector	Saleplanindirect	14,400	92.55	$1.33M	1,434,857	Form 4
2025-10-02	Schwab-Pomerantz CarolynDirector	Saleplanindirect	9,600	92.55	$888,480	440,914	Form 4
2025-10-01	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	1,913	93.04	$177,986	36,070	Form 4
2025-10-01	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	1,292	93.74	$121,112	34,778	Form 4
2025-09-04	Schwab-Pomerantz CarolynDirector	Saleplanindirect	14,400	96.64	$1.39M	1,449,257	Form 4
2025-09-04	Schwab-Pomerantz CarolynDirector	Saleplanindirect	9,600	96.64	$927,744	450,514	Form 4
2025-09-02	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	3,205	95.20	$305,116	37,983	Form 4
2025-08-28	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	6,144	96.81	$594,801	11,923	Form 4
2025-08-27	Morgan Peter J. IIIGeneral Counsel	Sale	50,016	97.00	$4.85M	0	Form 4
2025-08-27	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	3,296	97.18	$320,305	11,923	Form 4
2025-08-27	Schwab Charles R.Director, Co-Chairman	Saleindirect	136,500	97.04	$13.25M	56,331,449	Form 4
2025-08-26	Schwab Charles R.Director, Co-Chairman	Saleindirect	136,500	96.67	$13.20M	56,467,949	Form 4
2025-08-25	Schwab-Pomerantz CarolynDirector	Saleindirect	13,542	96.06	$1.30M	1,463,657	Form 4
2025-08-08	Schwab Charles R.Director, Co-Chairman	Saleindirect	28,653	96.60	$2.77M	56,708,949	Form 4
2025-08-08	Schwab Charles R.Director, Co-Chairman	Saleindirect	104,500	96.84	$10.12M	56,604,449	Form 4
2025-08-07	Schwab Charles R.Director, Co-Chairman	Saleindirect	22,721	96.02	$2.18M	56,737,602	Form 4
2025-08-07	Schwab-Pomerantz CarolynDirector	Saleplanindirect	14,000	96.68	$1.35M	1,477,599	Form 4
2025-08-07	Schwab-Pomerantz CarolynDirector	Saleplanindirect	400	97.22	$38,888	1,477,199	Form 4
2025-08-07	Schwab-Pomerantz CarolynDirector	Saleplanindirect	9,400	96.68	$908,792	460,314	Form 4
2025-08-07	Schwab-Pomerantz CarolynDirector	Saleplanindirect	200	97.21	$19,442	460,114	Form 4
2025-08-01	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	3,290	96.06	$316,037	41,188	Form 4
2025-07-29	Bettinger Walter WDirector, Co-Chairman	Saleindirect	173,876	98.84	$17.19M	590,734	Form 4
2025-07-29	Murtagh Nigel JChief Risk Officer	Sale	24,096	97.91	$2.36M	58,999	Form 4
2025-07-29	Wurster Richard ADirector, President & CEO	Sale	20,500	99.16	$2.03M	157,189	Form 4
2025-07-03	Schwab-Pomerantz CarolynDirector	Saleplanindirect	14,400	91.59	$1.32M	1,491,599	Form 4
2025-07-03	Schwab-Pomerantz CarolynDirector	Saleplanindirect	9,600	91.59	$879,264	469,714	Form 4
2025-07-01	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	3,290	90.95	$299,226	35,864	Form 4
2025-06-18	Murtagh Nigel JChief Risk Officer	Saleplan	20,872	90.01	$1.88M	58,999	Form 4
2025-06-18	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	10,129	90.01	$911,711	39,154	Form 4
2025-06-05	Schwab-Pomerantz CarolynDirector	Saleplanindirect	14,400	87.25	$1.26M	1,505,999	Form 4
2025-06-05	Schwab-Pomerantz CarolynDirector	Saleplanindirect	9,600	87.25	$837,600	479,314	Form 4
2025-06-02	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	3,290	87.68	$288,467	39,154	Form 4
2025-05-30	Beatty Jonathan SMD, Head of Advisor Services	Saleindirect	2,850	87.57	$249,574	15,219	Form 4
2025-05-28	Murtagh Nigel JChief Risk Officer	Sale	25,000	88.20	$2.21M	58,999	Form 4
2025-05-27	Sneed Paula ADirector	Saleindirect	8,647	88.06	$761,455	105,654	Form 4
2025-05-22	Schwab Charles R.Director, Co-Chairman	Saleindirect	34,585	87.50	$3.03M	57,569,203	Form 4
2025-05-22	Morgan Peter J. IIIGeneral Counsel	Sale	10,176	87.39	$889,281	0	Form 4
2025-05-21	Craig Jonathan M.MD, Head of Investor Services	Saleindirect	47,500	88.46	$4.20M	0	Form 4
2025-05-21	Ruffel Charles A.Director	Sale	5,556	87.65	$486,983	16,594	Form 4
2025-05-19	Bettinger Walter WDirector, Co-Chairman	Sale	191,523	89.00	$17.05M	764,610	Form 4
2025-05-16	Schwab-Pomerantz CarolynDirector	Saleindirect	10,795	88.74	$957,948	1,520,399	Form 4
2025-05-16	Schwab-Pomerantz CarolynDirector	Saleindirect	7,215	88.73	$640,187	488,914	Form 4
2025-05-12	Schwab Charles R.Director, Co-Chairman	Saleindirect	120,000	85.39	$10.25M	59,002,353	Form 4
2025-05-09	Wurster Richard ADirector, President & CEO	Sale	15,345	84.08	$1.29M	177,689	Form 4
2025-05-08	Murtagh Nigel JChief Risk Officer	Saleplan	25,000	85.00	$2.12M	58,993	Form 4
2025-05-08	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	3,658	85.00	$310,930	18,069	Form 4
2025-05-08	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	8,613	85.00	$732,105	42,444	Form 4
2025-05-01	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	8,614	82.00	$706,348	45,824	Form 4
2025-05-01	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	3,380	81.15	$274,287	42,444	Form 4
2025-05-01	Craig Jonathan M.MD, Head of Investor Services	Saleplanindirect	9,559	82.00	$783,838	0	Form 4
2025-05-01	Schwab-Pomerantz CarolynDirector	Saleplanindirect	14,400	81.14	$1.17M	1,531,194	Form 4
2025-05-01	Schwab-Pomerantz CarolynDirector	Saleplanindirect	9,600	81.14	$778,944	496,129	Form 4
2025-04-28	Schwab Charles R.Director, Co-Chairman	Saleindirect	37,585	79.55	$2.99M	59,970,853	Form 4
2025-04-22	Schwab-Pomerantz CarolynDirector	Saleindirect	6,897	76.77	$529,483	1,545,594	Form 4
2025-04-21	Herringer Frank CDirector	Saleindirect	3,592	74.26	$266,742	172,162	Form 4
2025-04-03	Schwab-Pomerantz CarolynDirector	Saleplanindirect	12,253	74.89	$917,627	1,547,741	Form 4
2025-04-03	Schwab-Pomerantz CarolynDirector	Saleplanindirect	2,147	75.20	$161,454	1,545,594	Form 4
2025-04-03	Schwab-Pomerantz CarolynDirector	Saleplanindirect	8,350	74.90	$625,415	506,979	Form 4
2025-04-03	Schwab-Pomerantz CarolynDirector	Saleplanindirect	1,250	75.22	$94,025	505,729	Form 4
2025-04-01	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	2,980	77.36	$230,533	46,224	Form 4
2025-04-01	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	400	77.96	$31,184	45,824	Form 4
2025-03-24	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	8,614	80.00	$689,120	49,204	Form 4
2025-03-06	Craig Jonathan M.MD, Head of Investor Services	Saleplanindirect	23,258	75.59	$1.76M	0	Form 4
2025-03-06	Schwab-Pomerantz CarolynDirector	Saleplanindirect	14,400	75.58	$1.09M	1,559,994	Form 4
2025-03-06	Schwab-Pomerantz CarolynDirector	Saleplanindirect	9,600	75.59	$725,664	515,329	Form 4
2025-03-05	Murtagh Nigel JChief Risk Officer	Saleplan	15,229	75.38	$1.15M	59,092	Form 4
2025-03-05	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	9,887	75.38	$745,282	47,931	Form 4
2025-03-03	Craig Jonathan M.MD, Head of Investor Services	Saleplanindirect	28,668	79.32	$2.27M	23,258	Form 4
2025-03-03	Woolway Paul VMD, Chief Banking Officer	Saleplanindirect	3,380	79.32	$268,102	57,818	Form 4
2025-02-27	Schwab Charles R.Director, Co-Chairman	Saleindirect	55,598	79.14	$4.40M	59,968,250	Form 4
2025-02-21	Schwab Charles R.Director, Co-Chairman	Saleindirect	123,900	81.90	$10.15M	60,161,458	Form 4
2025-02-21	Schwab Charles R.Director, Co-Chairman	Saleindirect	100	82.36	$8,236	60,161,358	Form 4
2025-02-19	Schwab Charles R.Director, Co-Chairman	Saleindirect	124,000	81.96	$10.16M	60,285,358	Form 4
2025-02-18	Schwab Charles R.Director, Co-Chairman	Saleindirect	5,865	81.40	$477,411	60,409,358	Form 4
2025-02-13	Schwab Charles R.Director, Co-Chairman	Saleindirect	113,051	81.20	$9.18M	60,427,172	Form 4
2025-02-13	Schwab Charles R.Director, Co-Chairman	Saleindirect	11,949	81.60	$975,038	60,415,223	Form 4
2025-02-12	Schwab Charles R.Director, Co-Chairman	Saleindirect	180,506	82.09	$14.82M	60,540,223	Form 4
2025-02-12	Bettinger Walter WDirector, Co-Chairman	Sale	441,797	81.87	$36.17M	850,209	Form 4
2025-02-12	Bettinger Walter WDirector, Co-Chairman	Sale	22,832	82.66	$1.89M	827,377	Form 4
2025-02-06	Schwab-Pomerantz CarolynDirector	Saleplanindirect	14,400	82.70	$1.19M	1,574,394	Form 4
2025-02-06	Schwab-Pomerantz CarolynDirector	Saleplanindirect	9,600	82.70	$793,920	524,929	Form 4
2025-01-23	Sarin ArunDirector	Saleindirect	8,548	81.82	$699,397	18,617	Form 4
2025-01-22	Morgan Peter J. IIIGeneral Counsel	Sale	14,643	80.70	$1.18M	0	Form 4
2025-01-02	Schwab-Pomerantz CarolynDirector	Saleplanindirect	14,400	74.14	$1.07M	1,588,794	Form 4
2025-01-02	Schwab-Pomerantz CarolynDirector	Saleplanindirect	9,600	74.14	$711,744	534,529	Form 4
2024-12-16	Schwab-Pomerantz CarolynDirector	Saleplanindirect	5,400	79.28	$428,112	1,603,194	Form 4
2024-12-16	Schwab-Pomerantz CarolynDirector	Saleplanindirect	3,600	79.29	$285,444	544,129	Form 4
2024-11-25	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	2,300	82.01	$188,623	18,069	Form 4
2024-11-22	Murtagh Nigel JChief Risk Officer	Sale	12,739	81.17	$1.03M	59,092	Form 4
2024-11-18	Dodds Christopher VDirector	Saleindirect	9,284	81.43	$755,996	442,807	Form 4
2024-11-15	Schwab-Pomerantz CarolynDirector	Saleplanindirect	5,400	80.04	$432,216	1,608,914	Form 4
2024-11-15	Schwab-Pomerantz CarolynDirector	Saleplanindirect	3,600	80.02	$288,072	547,729	Form 4
2024-11-14	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	2,700	81.68	$220,536	18,069	Form 4
2024-11-13	Ruffel Charles A.Director	Sale	2,998	78.65	$235,793	13,498	Form 4
2024-11-11	Beatty Jonathan SMD, Head of Advisor Services	Saleplanindirect	2,500	77.02	$192,550	18,069	Form 4
2024-10-21	Schwab Charles R.Director, Co-Chairman	Saleindirect	17,225	70.90	$1.22M	60,602,146	Form 4

Grants, exercises and other transactions

Pay, tax and paperwork rather than a choice to trade at the market price. Two years.

75 × option exercise37 × gift37 × grant or award22 × shares withheld for tax

Show them

Date	Insider	What	Shares	Price	Holds after	Filing
2026-10-01	Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst	Option exercise M	+5,000	41.98	0	Form 4
2026-09-23	Ellis Stephen ADirector	Option exercise M	+1,918	31.48	7,445	Form 4
2026-09-01	Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst	Option exercise M	+3,177	52.05	0	Form 4
2026-08-28	Bettinger Walter WDirector, Co-Chairman	Option exercise M	+74,388	46.81	684,748	Form 4
2026-08-28	Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst	Option exercise M	+3,177	52.05	0	Form 4
2026-08-27	Schwab Charles R.Director, Co-Chairman	Gift G	−9,300	–	53,549,441	Form 4
2026-08-24	Bettinger Walter WDirector, Co-Chairman	Option exercise M	+176,210	46.81	786,570	Form 4
2026-08-18	Schwab Charles R.Director, Co-Chairman	Gift G	−54,550	–	53,675,741	Form 4
2026-08-17	Schwab Charles R.Director, Co-Chairman	Gift G	−45,500	–	53,730,291	Form 4
2026-08-14	Craig Jonathan M.MD, Head of Retail Investing	Option exercise M	+21,866	46.81	0	Form 4
2026-08-10	Murtagh Nigel JChief Risk Officer	Option exercise M	+24,778	46.81	82,750	Form 4
2026-08-06	Schwab Charles R.Director, Co-Chairman	Gift G	−37,200	–	53,775,791	Form 4
2026-08-06	Murtagh Nigel JChief Risk Officer	Option exercise M	+1,897	46.81	59,869	Form 4
2026-08-05	Craig Jonathan M.MD, Head of Retail Investing	Option exercise M	+21,750	46.81	0	Form 4
2026-08-01	Howard DennisMD, Chief Tech, OPS & Data Off	Shares withheld for tax F	−1,292	104.87	9,178	Form 4
2026-07-28	Schwab Charles R.Director, Co-Chairman	Gift G	−60,000	–	54,020,841	Form 4
2026-07-28	Howard DennisMD, Chief Tech, OPS & Data Off	Option exercise M	+28,000	64.10	38,470	Form 4
2026-07-28	Schwab-Pomerantz CarolynDirector	Gift G	−271	–	1,373,538	Form 4
2026-07-28	Bettinger Walter WDirector, Co-Chairman	Option exercise M	+93,408	52.05	622,754	Form 4
2026-07-27	Bettinger Walter WDirector, Co-Chairman	Option exercise M	+192,488	52.05	721,834	Form 4
2026-07-27	Murtagh Nigel JChief Risk Officer	Option exercise M	+32,947	46.81	90,919	Form 4
2026-07-21	Murtagh Nigel JChief Risk Officer	Option exercise M	+4,053	46.81	62,025	Form 4
2026-07-07	Craig Jonathan M.MD, Head of Retail Investing	Option exercise M	+21,750	46.81	0	Form 4
2026-07-01	Beatty Jonathan SMD, Head of Advisor Services	Shares withheld for tax F	−1,036	92.73	32,459	Form 4
2026-06-23	Ellis Stephen ADirector	Option exercise M	+2,258	25.11	7,445	Form 4
2026-06-03	Verdeschi Michael DCFO	Shares withheld for tax F	−6,519	87.42	47,442	Form 4
2026-05-26	Adams John K JrDirector	Grant or award A	+1,602	–	50,711	Form 4
2026-05-26	Dea JoanDirector	Grant or award A	+1,602	–	28,440	Form 4
2026-05-26	Ruffel Charles A.Director	Grant or award A	+1,602	–	11,381	Form 4
2026-05-26	Schwab-Pomerantz CarolynDirector	Grant or award A	+1,602	–	11,226	Form 4
2026-05-26	Herringer Frank CDirector	Grant or award A	+1,602	–	12,268	Form 4
2026-05-26	Dodds Christopher VDirector	Grant or award A	+1,602	–	5,669	Form 4
2026-05-26	Sarin ArunDirector	Grant or award A	+1,602	–	12,268	Form 4
2026-05-26	Sneed Paula ADirector	Grant or award A	+1,602	–	9,675	Form 4
2026-05-26	Ellis Stephen ADirector	Grant or award A	+1,602	–	8,262	Form 4
2026-05-26	Brown Marianne CatherineDirector	Grant or award A	+1,602	–	17,353	Form 4
2026-05-22	Schwab Charles R.Director, Co-Chairman	Gift G	−210,000	–	54,174,341	Form 4
2026-05-21	Dea JoanDirector	Gift G	−835	–	26,838	Form 4
2026-05-15	Schwab Charles R.Director, Co-Chairman	Gift G	−5,300	–	54,384,341	Form 4
2026-05-13	Sarin ArunDirector	Option exercise M	+7,866	28.96	10,666	Form 4
2026-05-05	Schwab-Pomerantz CarolynDirector	Option exercise M	+9,910	31.65	9,624	Form 4
2026-04-28	Herringer Frank CDirector	Option exercise M	+7,866	28.96	10,666	Form 4
2026-04-15	Woolway Paul VMD, Chief Banking Officer	Option exercise M	+7,941	52.05	25,153	Form 4
2026-04-14	Woolway Paul VMD, Chief Banking Officer	Option exercise M	+7,942	52.05	25,153	Form 4
2026-04-14	Murtagh Nigel JChief Risk Officer	Option exercise M	+41,297	52.05	99,269	Form 4
2026-04-14	Craig Jonathan M.MD, Head of Retail Investing	Option exercise M	+21,750	46.81	0	Form 4
2026-03-24	Ellis Stephen ADirector	Option exercise M	+1,899	28.38	6,660	Form 4
2026-03-24	Ellis Stephen ADirector	Option exercise M	+7,866	28.96	6,660	Form 4
2026-03-02	Woolway Paul VMD, Chief Banking Officer	Option exercise M	+15,884	52.05	25,153	Form 4
2026-03-01	Schwab Charles R.Director, Co-Chairman	Grant or award A	+38,838	–	38,838	Form 4
2026-03-01	Schwab Charles R.Director, Co-Chairman	Shares withheld for tax F	−15,283	95.31	0	Form 4
2026-03-01	Bettinger Walter WDirector, Co-Chairman	Grant or award A	+141,757	–	141,757	Form 4
2026-03-01	Bettinger Walter WDirector, Co-Chairman	Shares withheld for tax F	−60,743	95.31	81,014	Form 4
2026-03-01	Murtagh Nigel JChief Risk Officer	Grant or award A	+16,312	–	74,284	Form 4
2026-03-01	Murtagh Nigel JChief Risk Officer	Shares withheld for tax F	−9,109	95.31	65,175	Form 4
2026-03-01	Craig Jonathan M.MD, Head of Investor Services	Grant or award A	+25,633	–	25,633	Form 4
2026-03-01	Craig Jonathan M.MD, Head of Investor Services	Shares withheld for tax F	−11,152	95.31	14,481	Form 4
2026-03-01	Morgan Peter J. IIIGeneral Counsel	Grant or award A	+11,263	–	11,263	Form 4
2026-03-01	Morgan Peter J. IIIGeneral Counsel	Shares withheld for tax F	−4,311	95.31	6,952	Form 4
2026-03-01	Howard DennisMD, Chief Tech, OPS & Data Off	Grant or award A	+16,312	–	26,782	Form 4
2026-03-01	Howard DennisMD, Chief Tech, OPS & Data Off	Shares withheld for tax F	−6,204	95.31	20,578	Form 4
2026-03-01	Wurster Richard ADirector, President & CEO	Grant or award A	+62,140	–	219,329	Form 4
2026-03-01	Wurster Richard ADirector, President & CEO	Shares withheld for tax F	−22,879	95.31	196,450	Form 4
2026-03-01	Woolway Paul VMD, Chief Banking Officer	Grant or award A	+8,156	–	38,022	Form 4
2026-03-01	Woolway Paul VMD, Chief Banking Officer	Shares withheld for tax F	−2,030	90.31	35,992	Form 4
2026-02-25	Howard DennisMD, Chief Tech, OPS & Data Off	Option exercise M	+27,903	64.10	38,373	Form 4
2026-02-09	Schwab Charles R.Director, Co-Chairman	Gift G	−60,000	–	55,722,729	Form 4
2026-02-06	Dodds Christopher VDirector	Option exercise M	+4,390	73.00	453,796	Form 4
2026-02-06	Dodds Christopher VDirector	Option exercise M	+4,703	62.66	458,499	Form 4
2026-02-06	Dodds Christopher VDirector	Option exercise M	+2,732	51.97	461,231	Form 4
2026-02-06	Bettinger Walter WDirector, Co-Chairman	Option exercise M	+67,514	42.99	596,860	Form 4
2026-02-04	Bettinger Walter WDirector, Co-Chairman	Option exercise M	+94,948	42.99	624,294	Form 4
2026-02-03	Bettinger Walter WDirector, Co-Chairman	Option exercise M	+162,462	42.99	691,808	Form 4
2026-02-02	Morgan Peter J. IIIGeneral Counsel	Option exercise M	+7,595	66.47	7,595	Form 4
2026-01-28	Schwab Charles R.Director, Co-Chairman	Option exercise M	+44,962	26.39	0	Form 4
2026-01-26	Schwab Charles R.Director, Co-Chairman	Option exercise M	+134,895	26.39	0	Form 4
2026-01-22	Beatty Jonathan SMD, Head of Advisor Services	Option exercise M	+2,000	46.39	33,495	Form 4
2025-12-23	Beatty Jonathan SMD, Head of Advisor Services	Option exercise M	+2,000	46.39	43,340	Form 4
2025-12-16	Ellis Stephen ADirector	Option exercise M	+1,922	31.98	6,660	Form 4
2025-11-19	Ruffel Charles A.Director	Gift G	−8,372	–	9,779	Form 4
2025-11-13	Sneed Paula ADirector	Gift G	−8,680	–	96,974	Form 4
2025-11-12	Schwab Charles R.Director, Co-Chairman	Gift G	−52,500	–	56,119,454	Form 4
2025-11-12	Murtagh Nigel JChief Risk Officer	Gift G	−1,032	–	57,972	Form 4
2025-11-12	Beatty Jonathan SMD, Head of Advisor Services	Option exercise M	+3,072	46.39	43,340	Form 4
2025-11-10	Bettinger Walter WDirector, Co-Chairman	Gift G	−61,388	–	529,346	Form 4
2025-11-10	Schwab-Pomerantz CarolynDirector	Gift G	−298	–	1,434,559	Form 4
2025-11-10	Woolway Paul VMD, Chief Banking Officer	Gift G	−1,089	–	29,866	Form 4
2025-11-10	Woolway Paul VMD, Chief Banking Officer	Gift G	+398	–	1,537	Form 4
2025-11-10	Woolway Paul VMD, Chief Banking Officer	Gift G	+398	–	1,537	Form 4
2025-11-07	Craig Jonathan M.MD, Head of Investor Services	Option exercise M	+35,188	41.98	0	Form 4
2025-10-29	Woolway Paul VMD, Chief Banking Officer	Gift G	−3,823	–	30,955	Form 4
2025-10-24	Schwab Charles R.Director, Co-Chairman	Gift G	−31,750	–	56,281,104	Form 4
2025-10-23	Schwab Charles R.Director, Co-Chairman	Gift G	−18,595	–	56,312,854	Form 4
2025-09-23	Ellis Stephen ADirector	Option exercise M	+2,105	28.55	6,660	Form 4
2025-08-28	Beatty Jonathan SMD, Head of Advisor Services	Option exercise M	+6,144	46.39	43,340	Form 4
2025-08-27	Morgan Peter J. IIIGeneral Counsel	Option exercise M	+2,203	46.39	2,203	Form 4
2025-08-27	Morgan Peter J. IIIGeneral Counsel	Option exercise M	+47,813	64.10	50,016	Form 4
2025-07-29	Dea JoanDirector	Gift G	−513	–	27,673	Form 4
2025-07-29	Murtagh Nigel JChief Risk Officer	Option exercise M	+24,096	41.98	83,095	Form 4
2025-07-01	Beatty Jonathan SMD, Head of Advisor Services	Shares withheld for tax F	−1,035	90.74	43,340	Form 4
2025-06-24	Ellis Stephen ADirector	Option exercise M	+1,853	33.12	6,660	Form 4
2025-06-18	Murtagh Nigel JChief Risk Officer	Option exercise M	+20,872	42.99	79,871	Form 4
2025-06-18	Woolway Paul VMD, Chief Banking Officer	Option exercise M	+10,129	46.81	33,767	Form 4
2025-06-03	Verdeschi Michael DCFO	Shares withheld for tax F	−5,888	87.54	53,961	Form 4
2025-05-28	Murtagh Nigel JChief Risk Officer	Option exercise M	+25,000	41.98	83,999	Form 4
2025-05-27	Herringer Frank CDirector	Grant or award A	+1,462	–	10,666	Form 4
2025-05-27	Dodds Christopher VDirector	Grant or award A	+1,462	–	10,666	Form 4
2025-05-27	Sarin ArunDirector	Grant or award A	+1,462	–	10,666	Form 4
2025-05-27	Sneed Paula ADirector	Grant or award A	+1,462	–	8,073	Form 4
2025-05-27	Ricketts Todd MDirector	Grant or award A	+1,462	–	379,767	Form 4
2025-05-27	Ellis Stephen ADirector	Grant or award A	+1,462	–	9,039	Form 4
2025-05-27	Adams John K JrDirector	Grant or award A	+1,462	–	48,667	Form 4
2025-05-27	Dea JoanDirector	Grant or award A	+1,462	–	28,186	Form 4
2025-05-27	Martin-Flickinger GerriDirector	Grant or award A	+1,462	–	5,767	Form 4
2025-05-27	Ruffel Charles A.Director	Grant or award A	+1,462	–	18,110	Form 4
2025-05-27	Brown Marianne CatherineDirector	Grant or award A	+1,462	–	15,751	Form 4
2025-05-27	Schwab-Pomerantz CarolynDirector	Grant or award A	+1,462	–	9,624	Form 4
2025-05-21	Craig Jonathan M.MD, Head of Investor Services	Option exercise M	+47,500	41.98	0	Form 4
2025-05-13	Schwab Charles R.Director, Co-Chairman	Gift G	−80,000	–	58,922,353	Form 4
2025-05-08	Schwab Charles R.Director, Co-Chairman	Gift G	−6,000	–	59,122,353	Form 4
2025-05-08	Murtagh Nigel JChief Risk Officer	Option exercise M	+25,000	42.99	83,993	Form 4
2025-05-08	Beatty Jonathan SMD, Head of Advisor Services	Option exercise M	+3,658	44.24	44,375	Form 4
2025-05-08	Woolway Paul VMD, Chief Banking Officer	Option exercise M	+8,613	41.98	33,767	Form 4
2025-05-07	Schwab Charles R.Director, Co-Chairman	Gift G	−62,500	–	59,128,353	Form 4
2025-05-06	Murtagh Nigel JChief Risk Officer	Gift G	−121	–	58,993	Form 4
2025-05-06	Schwab Charles R.Director, Co-Chairman	Gift G	−80,000	–	59,190,853	Form 4
2025-05-05	Wurster Richard ADirector, President & CEO	Gift G	−2,877	–	193,034	Form 4
2025-05-05	Schwab Charles R.Director, Co-Chairman	Gift G	−75,000	–	59,270,853	Form 4
2025-05-01	Woolway Paul VMD, Chief Banking Officer	Option exercise M	+8,614	41.98	33,767	Form 4
2025-05-01	Craig Jonathan M.MD, Head of Investor Services	Option exercise M	+9,559	42.99	0	Form 4
2025-04-30	Schwab Charles R.Director, Co-Chairman	Gift G	−625,000	–	59,345,853	Form 4
2025-04-22	Schwab-Pomerantz CarolynDirector	Option exercise M	+6,897	31.37	8,162	Form 4
2025-04-21	Herringer Frank CDirector	Option exercise M	+8,548	31.21	9,204	Form 4
2025-03-31	Ricketts Todd MDirector	Gift G	+290,608	–	525,805	Form 4
2025-03-24	Woolway Paul VMD, Chief Banking Officer	Option exercise M	+8,614	41.98	33,767	Form 4
2025-03-14	Ruffel Charles A.Director	Option exercise M	+8,584	43.21	22,150	Form 4
2025-03-03	Schwab Charles R.Director, Co-Chairman	Shares withheld for tax F	+26,075	79.05	0	Form 4
2025-03-03	Bettinger Walter WDirector, Co-Chairman	Shares withheld for tax F	−96,539	79.05	956,133	Form 4
2025-03-03	Murtagh Nigel JChief Risk Officer	Shares withheld for tax F	−11,277	79.05	74,321	Form 4
2025-03-03	Craig Jonathan M.MD, Head of Investor Services	Shares withheld for tax F	−19,151	79.05	0	Form 4
2025-03-03	Craig Jonathan M.MD, Head of Investor Services	Option exercise M	+28,668	42.99	0	Form 4
2025-03-03	Morgan Peter J. IIIGeneral Counsel	Shares withheld for tax F	−8,378	79.05	10,176	Form 4
2025-03-03	Wurster Richard APresident	Shares withheld for tax F	−34,608	79.05	195,911	Form 4
2025-03-03	Woolway Paul VMD, Chief Banking Officer	Shares withheld for tax F	−3,367	79.05	35,040	Form 4
2025-03-01	Schwab Charles R.Director, Co-Chairman	Grant or award A	+66,263	–	66,263	Form 4
2025-03-01	Bettinger Walter WDirector, Co-Chairman	Grant or award A	+225,295	–	1,052,672	Form 4
2025-03-01	Murtagh Nigel JChief Risk Officer	Grant or award A	+26,506	–	85,598	Form 4
2025-03-01	Craig Jonathan M.MD, Head of Investor Services	Grant or award A	+42,409	–	42,409	Form 4
2025-03-01	Morgan Peter J. IIIGeneral Counsel	Grant or award A	+18,554	–	18,554	Form 4
2025-03-01	Wurster Richard APresident	Grant or award A	+92,770	–	230,519	Form 4
2025-03-01	Beatty Jonathan SMD, Head of Advisor Services	Option exercise M	+9,482	–	46,463	Form 4
2025-03-01	Beatty Jonathan SMD, Head of Advisor Services	Shares withheld for tax F	−2,088	79.05	44,375	Form 4
2025-03-01	Woolway Paul VMD, Chief Banking Officer	Grant or award A	+13,254	–	38,407	Form 4
2025-02-24	Schwab Charles R.Director, Co-Chairman	Gift G	−62,500	–	60,098,858	Form 4
2025-02-24	Schwab Charles R.Director, Co-Chairman	Gift G	−25,000	–	7,347,842	Form 4
2025-02-12	Schwab Charles R.Director, Co-Chairman	Option exercise M	+180,506	30.17	0	Form 4
2025-02-12	Bettinger Walter WDirector, Co-Chairman	Option exercise M	+464,629	26.39	1,292,006	Form 4
2025-01-23	Sarin ArunDirector	Option exercise M	+8,548	31.21	9,204	Form 4
2025-01-22	Morgan Peter J. IIIGeneral Counsel	Option exercise M	+14,643	41.98	14,643	Form 4
2024-12-18	Ellis Stephen ADirector	Option exercise M	+1,997	30.22	7,301	Form 4
2024-12-18	Ellis Stephen ADirector	Option exercise M	+2,005	29.93	7,301	Form 4
2024-12-18	Ellis Stephen ADirector	Option exercise M	+8,548	31.21	7,301	Form 4
2024-11-26	Schwab-Pomerantz CarolynDirector	Gift G	−320	–	1,608,594	Form 4
2024-11-25	Beatty Jonathan SMD, Head of Advisor Services	Option exercise M	+2,300	44.24	36,981	Form 4
2024-11-18	Dodds Christopher VDirector	Option exercise M	+4,992	33.40	9,204	Form 4
2024-11-18	Dodds Christopher VDirector	Option exercise M	+4,292	43.21	9,204	Form 4
2024-11-14	Ellis Stephen ADirector	Gift G	−35,316	–	75,962	Form 4
2024-11-14	Beatty Jonathan SMD, Head of Advisor Services	Option exercise M	+2,700	44.24	36,981	Form 4
2024-11-11	Beatty Jonathan SMD, Head of Advisor Services	Option exercise M	+2,500	44.24	36,981	Form 4
2024-11-06	Woolway Paul VMD, Chief Banking Officer	Gift G	−1,321	–	61,198	Form 4
2024-10-25	Wurster Richard APresident	Shares withheld for tax F	−6,479	71.99	137,749	Form 4

How to read it

Buy, sale: Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
Plan: A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
Holds after: The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
Value: Shares times the price the form reports, which is often an average over several fills on the day.

Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.

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