13F Pro

SEC Form 4 reporting owner

Schwab Charles R.

Schwab Charles R. has filed 38 Form 4 transactions reported between January 26, 2026 and August 27, 2026, as Co-Chairman of SCHWAB CHARLES CORP and 10% owner of Local Bounti Corporation/DE.

Name as filed: Schwab Charles R.

Open-market buys, 24 mo
None
reported
Open-market sales, 24 mo
$157.0M
23 lines
Companies
2
with Form 4 filings
Latest transaction
Aug 27, 2026
transaction date

Roles and reported holdings

  • SCHWSCHWAB CHARLES CORP
    Jan 26, 2026 – Aug 27, 2026

    Co-Chairman

    Held directly0 sh as of Mar 1, 2026 · Form 4
    Held indirectly (latest line)53,549,441 sh as of Aug 27, 2026 · Form 4

    24 months: $157.0M sold

  • LOCLLocal Bounti Corporation/DE
    Mar 13, 2026 – Aug 7, 2026

    10% owner

    Held indirectly (latest line)1,000,000 sh as of Aug 7, 2026 · Form 4

Transaction history

All 38 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

DateCompanyTypeSharesValueFiling
Aug 27, 2026SCHWCo-ChairmanGiftCode G · indirect9,300—Form 4
Aug 24, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect117,000$13.2M@ $113.20Form 4
Aug 18, 2026SCHWCo-ChairmanGiftCode G · indirect54,550—Form 4
Aug 17, 2026SCHWCo-ChairmanGiftCode G · indirect45,500—Form 4
Aug 12, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect46,410$5.0M@ $108.18Form 4
Aug 11, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect46,445$5.0M@ $107.78Form 4
Aug 7, 2026LOCL10% ownerOpen-market purchaseCode P · indirect1,000,000—Form 4
Aug 6, 2026SCHWCo-ChairmanGiftCode G · indirect37,200—Form 4
Aug 4, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect47,650$5.1M@ $106.08Form 4
Aug 3, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect95,250$10.1M@ $105.52Form 4
Jul 29, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect95,450$10.1M@ $105.82Form 4
Jul 28, 2026SCHWCo-ChairmanGiftCode G · indirect60,000—Form 4
Jul 28, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect48,000$5.1M@ $105.60Form 4
Jul 24, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect45,500$4.6M@ $101.72Form 4
May 22, 2026SCHWCo-ChairmanGiftCode G · indirect210,000—Form 4
May 19, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect27,500$2.5M@ $92.22Form 4
May 18, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect27,500$2.5M@ $92.40Form 4
May 15, 2026SCHWCo-ChairmanGiftCode G · indirect5,300—Form 4
May 6, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect109,300$10.1M@ $92.01Form 4
May 4, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect109,300$10.0M@ $91.50Form 4
May 1, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect55,000$5.1M@ $91.86Form 4
Apr 30, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect50,000$4.6M@ $91.81Form 4
Apr 29, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect63,743$5.8M@ $90.49Form 4
Apr 27, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect36,450$3.3M@ $90.00Form 4
Apr 23, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect36,450$3.3M@ $90.50Form 4
Mar 13, 2026LOCL10% ownerOpen-market purchaseCode P · indirect5,500,000—Form 4
Mar 2, 2026SCHWCo-ChairmanGrant or awardCode A · direct72,489—Form 4
Mar 1, 2026SCHWCo-ChairmanShares withheld for tax or exercise priceCode F · direct15,283$1.5M@ $95.31Form 4
Mar 1, 2026SCHWCo-ChairmanGrant or awardCode A · direct38,838—Form 4
Feb 10, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect32,413$3.4M@ $105.58Form 4
Feb 9, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect126,200$13.4M@ $106.55Form 4
Feb 9, 2026SCHWCo-ChairmanGiftCode G · indirect60,000—Form 4
Feb 4, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect67,975$7.1M@ $103.81Form 4
Feb 3, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect96,625$10.0M@ $103.74Form 4
Jan 29, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect145,650$15.0M@ $103.16Form 4
Jan 28, 2026SCHWCo-ChairmanOpen-market saleCode S · indirect26,475$2.7M@ $103.22Form 4
Jan 28, 2026SCHWCo-ChairmanOption exerciseCode M · direct44,962$1.2M@ $26.39Form 4
Jan 26, 2026SCHWCo-ChairmanOption exerciseCode M · direct134,895$3.6M@ $26.39Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.