HATHI NEESHA

PrivateCIK: 1879974

Location

PHILADELPHIA, PA

HATHI NEESHA enters SCHWAB CHARLES CORP with 5.77K shares plus derivative instruments

Holding both equity and derivatives at entry signals strong long-term conviction in the company.

Indirect Derivatives

HATHI NEESHA

Filed: 7/10/2026ACC: 0001879974-26-000008

InsiderHATHI NEESHACIK 1879974

→

IssuerSCHWAB CHARLES CORPCIK 316709

Officer· MD, Head Wealth Adv, Bnk, Tst

Since Jul 2026

5.77K

Baseline shares

0.00

Direct ownership

0 positions

250.18K

Derivative underlying

9 instruments

1

Security positions

5.77K indirect

Non-Derivative Holdings1

Common Stock

Indirect

Shares owned5.77K

Total

5.77K indirect5.77K

Security Title	Shares Owned	Ownership Type
Common Stock	5.77K	Indirect
Total	5.77K	5.77K indirect

Derivative Holdings9

Nonqualified Stock Option (right to buy)

Direct

Underlying security

Common Stock

Underlying shares

23.82K

Shares owned

N/A

Exercise price

95.49

Expiration

—

Exercise window

—

Nonqualified Stock Option (right to buy)

Direct

Underlying security

Common Stock

Underlying shares

73.25K

Shares owned

N/A

Exercise price

64.10

Expiration

—

Exercise window

—

Nonqualified Stock Option (right to buy)

Direct

Underlying security

Common Stock

Underlying shares

28.27K

Shares owned

N/A

Exercise price

77.41

Expiration

—

Exercise window

—

Nonqualified Stock Option (right to buy)

Direct

Underlying security

Common Stock

Underlying shares

18.95K

Shares owned

N/A

Exercise price

41.98

Expiration

—

Exercise window

—

Nonqualified Stock Option (right to buy)

Direct

Underlying security

Common Stock

Underlying shares

26.83K

Shares owned

N/A

Exercise price

77.86

Expiration

—

Exercise window

—

Nonqualified Stock Option (right to buy)

Direct

Underlying security

Common Stock

Underlying shares

6.35K

Shares owned

N/A

Exercise price

52.05

Expiration

—

Exercise window

—

Nonqualified Stock Option (right to buy)

Direct

Underlying security

Common Stock

Underlying shares

32.48K

Shares owned

N/A

Exercise price

66.47

Expiration

—

Exercise window

—

Nonqualified Stock Option (right to buy)

Direct

Underlying security

Common Stock

Underlying shares

10.13K

Shares owned

N/A

Exercise price

46.81

Expiration

—

Exercise window

—

Nonqualified Stock Option (right to buy)

Direct

Underlying security

Common Stock

Underlying shares

30.10K

Shares owned

N/A

Exercise price

78.12

Expiration

—

Exercise window

—

Total

Underlying

250.18K

Owned

0.00

Security	Underlying	Exercise Price	Exercise Window	Expiration	Underlying Shares	Shares Owned
Nonqualified Stock Option (right to buy) Direct	Common Stock	95.49	—	—	23.82K	N/A
Nonqualified Stock Option (right to buy) Direct	Common Stock	64.10	—	—	73.25K	N/A
Nonqualified Stock Option (right to buy) Direct	Common Stock	77.41	—	—	28.27K	N/A
Nonqualified Stock Option (right to buy) Direct	Common Stock	41.98	—	—	18.95K	N/A
Nonqualified Stock Option (right to buy) Direct	Common Stock	77.86	—	—	26.83K	N/A
Nonqualified Stock Option (right to buy) Direct	Common Stock	52.05	—	—	6.35K	N/A
Nonqualified Stock Option (right to buy) Direct	Common Stock	66.47	—	—	32.48K	N/A
Nonqualified Stock Option (right to buy) Direct	Common Stock	46.81	—	—	10.13K	N/A
Nonqualified Stock Option (right to buy) Direct	Common Stock	78.12	—	—	30.10K	N/A
Total					250.18K	0.00