HATHI NEESHA (MD, Head Wealth Adv, Bnk, Tst) sold 35.5% of their position (3.18K shares) of SCHWAB CHARLES CORP on the open market
Open‑market sale worth $346.4K — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 9/3/2026ACC: 0001879974-26-000013
Officer· MD, Head Wealth Adv, Bnk, Tst
Since Jul 2026
-3.18K
Net shares
Net seller
$346.4K
Total sold
1
Open market trades
0B · 1S
3
Total transactions
3.18K acquired · 6.35K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+3.18K
Price / share
$52.05
Trade value
$165.36K
% of position
New position
9/1/2026
-3.18K→0.00
Common Stock
Indirect
Shares
−3.18K
Price / share
$109.04
Trade value
$346.43K
% of position
35.5%
9/1/2026
8.95K→5.77K
Total
Net shares
+0.00
Net value
-$181.07K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 9/1/2026 | M · Option Exercise | +3.18K | $52.05 | $165.36K | New position | -3.18K | 0.00 |
| Common Stock Indirect | 9/1/2026 | S · Sale | −3.18K | $109.04 | $346.43K | 35.5% | 8.95K | 5.77K |
| Total | +0.00 | -$181.07K | ||||||
Derivative Transactions1
Nonqualified Stock Option (right to buy)
Direct
Converts to
Common Stock
3.18K shares
Shares
−3.18K
Strike price
52.05
Held after
0.00
Exercisable
—
9/1/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Nonqualified Stock Option (right to buy) Direct | Common Stock3.18K shares | 9/1/2026 | M · Option Exercise | −3.18K | 52.05 | — | 0.00 |