Charles R. Schwab
CIK 923738 · Co-Chairman · last filed 2026-05-26
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$1.13B
Companies
3
Total Filings
472
Lifetime Open-Market Net
-$2.72B
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SCHW | Co-Chairman | 10,624,797 | $105.97 | $1.13B | -$2.73B | 403 | 2026-05-26 |
| LOCL | 10%+ Owner | 10,758 | $1.02 | $11.0K | $3.40M | 4 | 2026-03-17 |
| Local Bounti Corporation/DE (LOCL.WS) Delisted | 10%+ Owner | 11,157,694 | $0.01 | $73.6K | $7.64M | 4 | 2022-10-25 |
Recent Filings · Page 5 of 48
472 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-08-07 | SCHW | Notice (144) | −22,721 | -$2.18M | EDGAR |
| 2025-08-05 | LOCL | Buy (P) | — | $0 | EDGAR |
| 2025-06-13 | LOCL | Conv (C) | +10,299,277 | $0 | EDGAR |
| 2025-05-27 | SCHW | Sell (S) | −34,585 | -$3.03M | EDGAR |
| 2025-05-22 | SCHW | Notice (144) | −34,585 | -$3.02M | EDGAR |
| 2025-05-15 | SCHW | Notice (144) | −145,775 | -$12.71M | EDGAR |
| 2025-05-14 | SCHW | Mixed | −200,000 | -$10.25M | EDGAR |
| 2025-05-13 | SCHW | Notice (144) | −145,775 | -$12.50M | EDGAR |
| 2025-05-12 | SCHW | Notice (144) | −120,000 | -$10.27M | EDGAR |
| 2025-05-09 | SCHW | Gift (G) | −68,500 | $0 | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.