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Stocks and Shares ISADirector deals
Listed below are trades carried out by directors and other individuals which are required to be notified to the market.
Recent deals
| Date | Name and position (if held) | Deal type | Number of shares dealt | Price per share | Value of trade | Shares remaining |
|---|---|---|---|---|---|---|
| 7 July 2026 | Jonathan S (Jon) BeattyManaging Director | Sell Regular sell transaction (market) | 2,000 | $102.01 | $204,017.80 | 13,738 |
| 7 July 2026 | Jonathan M CraigHead of Division | Sell Option/Award related | 21,750 | $102.01 | $2,218,721.85 | 0 |
| 6 July 2026 | Jonathan S (Jon) BeattyManaging Director | Sell Regular sell transaction (market) | 2,000 | $100.01 | $200,014.80 | 15,738 |
| 2 July 2026 | Jonathan S (Jon) BeattyManaging Director | Sell Regular sell transaction (market) | 2,000 | $97.03 | $194,059.40 | 17,738 |
| 1 July 2026 | Jonathan S (Jon) BeattyManaging Director | Sell Tax related | 1,036 | $92.73 | $96,063.10 | 32,459 |
| 3 June 2026 | Michael D (Mike) VerdeschiCFO | Sell Tax related | 6,519 | $87.42 | $569,890.98 | 47,442 |
| 28 May 2026 | Richard A (Rick) WursterPresident/CEO | Buy Regular purchase transaction | 21,959 | $84.23 | $1,849,512.15 | 218,409 |
| 19 May 2026 | Charles R SchwabChairman of the Board | Sell Regular sell transaction (market) | 27,500 | $92.22 | $2,536,127.00 | 30,209,768 |
| 18 May 2026 | Charles R SchwabChairman of the Board | Sell Regular sell transaction (market) | 27,500 | $92.40 | $2,541,008.25 | 30,237,268 |
| 13 May 2026 | Arun SarinIndependent Director | Sell Option/Award related | 2,500 | $91.16 | $227,910.00 | 23,983 |
5 most significant deals
| Date | Name and position (if held) | Deal type | Number of shares dealt | Price per share | Value of trade | Shares remaining |
|---|---|---|---|---|---|---|
| 29 July 2025 | Walter W. II BettingerOther Chairman | Sell Regular sell transaction (market) | 173,876 | $98.84 | $17,186,390.69 | 590,734 |
| 29 January 2026 | Charles R SchwabChairman of the Board | Sell Regular sell transaction (market) | 145,650 | $103.16 | $15,025,967.69 | 55,947,329 |
| 3 February 2026 | Walter W. II BettingerOther Chairman | Sell Option/Award related | 141,033 | $103.85 | $14,646,065.50 | 550,775 |
| 26 January 2026 | Charles R SchwabChairman of the Board | Sell Option/Award related | 134,895 | $103.09 | $13,905,839.93 | 56,119,454 |
| 9 February 2026 | Charles R SchwabChairman of the Board | Sell Regular sell transaction (market) | 126,200 | $106.55 | $13,446,546.90 | 30,515,781 |
Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Director deal information provided by Factset.