SCHWAB CHARLES CORP

Derivative exercise · SEC EDGAR

This page reproduces a recorded source event. It is not a live quote, forecast, recommendation or legal conclusion.

Event type

insider.option_exercise

Occurred

2026-08-24

Reported

2026-08-26

Disclosure lag

2 days

Context

links are based on the recorded entity type

Field	Recorded value
Entity	SCHWAB CHARLES CORP
Source	SEC EDGAR ↗
News section	companies
Source identifier	0001296479-26-000011
Source-linked related entities	bettinger-walter-w-1296479 · person
Event ID	#988261

Related recorded events

same canonical or source-linked entity relations

Reported	Type	Event	Source
2026-08-31	Derivative exercise	Event #1064234	SEC EDGAR
2026-08-31	Insider sale	Event #1064233	SEC EDGAR
2026-08-31	Derivative exercise	Event #1064232	SEC EDGAR
2026-08-26	Insider sale	Event #988260	SEC EDGAR
2026-08-26	Derivative exercise	Event #988259	SEC EDGAR
2026-08-18	Insider sale	Event #860150	SEC EDGAR
2026-08-07	New filing	Event #508666	SEC EDGAR
2026-07-29	Derivative exercise	Event #138859	SEC EDGAR

Recorded payload

JSON payload as stored after parsing

{
  "accession": "0001296479-26-000011",
  "acquired_disposed": "D",
  "code": "M",
  "direct_or_indirect": "D",
  "form": "4",
  "is_derivative": true,
  "issuer_name": "SCHWAB CHARLES CORP",
  "label": "Exercise of derivative",
  "person_name": "Bettinger Walter W",
  "price": 0,
  "role": "Director, Co-Chairman",
  "security": "Nonqualified Stock Option (right to buy)",
  "shares": 176210,
  "shares_owned_after": 228977,
  "source_path": "edgar/data/1296479/0001296479-26-000011.txt",
  "ticker": "SCHW",
  "transaction_date": "2026-08-24",
  "value": null
}

Evidence-based analysis

facts, provenance and explicit model coverage

Descriptive evidence from the stored source record; it is not advice, a forecast or a legal conclusion.

Dimension	Status / value	Method or boundary
What happened	not_covered	The source record has no short title or summary.
When	source_backed · reported 2026-08-26	Occurred 2026-08-24. Source-record timestamps; no timezone or event time is inferred.
Affected entities	resolved · SCHWAB CHARLES CORP · 1 related	Canonical primary entity and stored related_entity_ids only.
Event classification	insider · insider.option_exercise	canonical event type plus source-provided category; no sentiment or impact is inferred
Entity linking	resolved	Canonical entity resolved during ingestion
Deduplication	applied	unique source event key at ingestion
Source trust	high · terms allowed	Source registry metadata
Sentiment	not_covered	No sentiment model output is published for this record.
Market reaction	not_covered	Requires licensed quote, candle and volume observations for the affected instrument.
Historical analogs	not_covered	Requires an audited event-cluster corpus and matching methodology.
Impact mechanism	not_covered	No causal market-impact model is published for this record.
Related risks	not_covered	Risk implications require an audited instrument/entity exposure model.
Instrument linkage	not_covered	No instrument relation is inferred from an entity event; licensed instrument mapping is required.

Source: Open recorded SEC filing

Source: SEC EDGAR · as of 2026-08-26T00:00:00Z