Fiscal year 2025 executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.
Each company listed discloses SCHW in its own benchmarking peer group, as disclosed in each company's most recent proxy statement within the last two proxy seasons. Two companies are therefore absent by design: one that named SCHW in an earlier year and no longer does, and one whose own most recent disclosure is older than the last two seasons.
| Named executive officer | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension / NQDC | All other | Total |
|---|---|---|---|---|---|---|---|---|
| Richard Wurster | $1,248,468 | $0 | $7,612,553 | $5,075,019 | $4,727,416 | — | $91,766 | $18,755,222 |
| President and Chief Executive Officer | ||||||||
| Charles Schwab | 900,000 | 0 | 3,000,074 | 2,000,016 | 2,621,475 | — | 18,614 | 8,540,179 |
| Co-Chairman | ||||||||
| Michael Verdeschi | 925,632 | 0 | 2,610,014 | 1,740,014 | 2,696,136 | — | 145,908 | 8,117,704 |
| Managing Director and Chief Financial Officer | ||||||||
| Walter Bettinger | 853,985 | 0 | 1,725,011 | 1,150,009 | 2,487,444 | — | 44,785 | 6,261,234 |
| Co-Chairman | ||||||||
A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.
| Named executive officer | FY2025 total | FY2024 total | FY2023 total | Δ FY2024→2025 |
|---|---|---|---|---|
| Richard Wurster | $18,755,222 | $12,549,487 | $11,157,363 | +6,205,735 |
| Charles Schwab | 8,540,179 | 8,566,408 | 7,515,730 | −26,229 |
| Michael Verdeschi | 8,117,704 | 6,560,656 | — | +1,557,048 |
| Walter Bettinger | 6,261,234 | 26,388,559 | — | −20,127,325 |
Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.
Every insider equity transaction reported on Form 4 after the 2025 proxy statement — acquisitions, dispositions, exercises, and withholdings — and therefore not reflected in any table in that document.
| Insider | Role | Transaction date | Code | Shares | Price | Value | Security | Source |
|---|---|---|---|---|---|---|---|---|
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | D | 7,941 | $0 | $0 | Derivative, Class A Common | Form 4 ↗ |
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | D | 7,942 | 98 | 778,342 | Common, open-market sale | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-04-14 | D | 21,750 | 99 | 2,153,326 | Common, open-market sale | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-04-14 | D | 41,297 | 99 | 4,088,523 | Common, open-market sale | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-04-14 | A | 21,750 | 47 | 1,018,118 | Common | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-04-14 | D | 21,750 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-04-14 | A | 41,297 | 52 | 2,149,509 | Common | Form 4 ↗ |
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | D | 7,942 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | D | 7,941 | 100 | 794,137 | Common, open-market sale | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-04-14 | D | 41,297 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | A | 7,942 | 52 | 413,381 | Common | Form 4 ↗ |
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | A | 7,941 | 52 | 413,329 | Common | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-04-23 | D | 36,450 | 90 | 3,280,562 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-04-23 | D | 36,450 | 91 | 3,298,769 | Common, open-market sale | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-04-28 | D | 7,866 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-04-28 | D | 2,520 | 91 | 228,314 | Common, open-market sale | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-04-28 | A | 7,866 | 29 | 227,799 | Common | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-04-29 | D | 50,000 | 92 | 4,590,410 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-04-29 | D | 63,743 | 90 | 5,768,232 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-04-29 | D | 55,000 | 92 | 5,052,174 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-04 | D | 109,300 | 92 | 10,001,420 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-04 | D | 109,300 | 92 | 10,057,043 | Common, open-market sale | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-05-05 | A | 9,910 | 32 | 313,652 | Common | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-05-05 | D | 9,910 | 92 | 914,610 | Common, open-market sale | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-05-05 | D | 9,910 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Arun Sarin | Director | 2026-05-13 | A | 7,866 | 29 | 227,799 | Common | Form 4 ↗ |
| Arun Sarin | Director | 2026-05-13 | D | 7,866 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Arun Sarin | Director | 2026-05-13 | D | 2,500 | 91 | 227,910 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-15 | D | 5,300 | 0 | 0 | Common | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-15 | D | 27,500 | 92 | 2,541,008 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-19 | D | 27,500 | 92 | 2,536,127 | Common, open-market sale | Form 4 ↗ |
| Joan T. Dea | Director | 2026-05-21 | D | 835 | 0 | 0 | Common | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-22 | D | 210,000 | 0 | 0 | Common | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Joan T. Dea | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Stephen A. Ellis | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Arun Sarin | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Paula A. Sneed | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Christopher V. Dodds | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Marianne C. Brown | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Marianne C. Brown | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| John K. Adams, Jr | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Charles A. Ruffel | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Charles A. Ruffel | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Joan T. Dea | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Christopher V. Dodds | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Paula A. Sneed | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Stephen A. Ellis | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Arun Sarin | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| John K. Adams, Jr | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Richard A. Wurster | Director | 2026-05-28 | A | 21,959 | 84 | 1,849,512 | Common | Form 4 ↗ |
| Michael Verdeschi | CFO | 2026-06-03 | D | 6,519 | 87 | 569,891 | Common | Form 4 ↗ |
| Stephen A. Ellis | Director | 2026-06-23 | A | 2,258 | 25 | 56,698 | Common | Form 4 ↗ |
| Stephen A. Ellis | Director | 2026-06-23 | D | 2,258 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Jonathan S. Beatty | MD, Head of Advisor Services | 2026-07-01 | D | 1,036 | 93 | 96,063 | Common | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-07-01 | A | 457 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Stephen A. Ellis | Director | 2026-07-01 | A | 379 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Dividend-equivalent accruals | 2026-07-01 | — | 1,280 | — | — | 1 insider, 1 accrual row | ||
| Jonathan S. Beatty | MD, Head of Advisor Services | 2026-07-01 | D | 2,000 | 100 | 200,015 | Common, open-market sale | Form 4 ↗ |
| Jonathan S. Beatty | MD, Head of Advisor Services | 2026-07-01 | D | 2,000 | 97 | 194,059 | Common, open-market sale | Form 4 ↗ |
| Marianne C. Brown | Director | 2026-07-01 | A | 418 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-07-07 | A | 21,750 | 47 | 1,018,118 | Common | Form 4 ↗ |
| Jonathan S. Beatty | MD, Head of Advisor Services | 2026-07-07 | D | 2,000 | 102 | 204,018 | Common, open-market sale | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-07-07 | D | 21,750 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-07-07 | D | 21,750 | 102 | 2,218,722 | Common, open-market sale | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-21 | D | 4,053 | 104 | 422,069 | Common, open-market sale | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-21 | A | 4,053 | 47 | 189,721 | Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-21 | D | 4,053 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Jonathan S. Beatty | MD, Head of Advisor Services | 2026-07-21 | D | 2,000 | 104 | 208,411 | Common, open-market sale | Form 4 ↗ |
| Peter J. Morgan III | General Counsel | 2026-07-23 | D | 6,952 | 102 | 709,341 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-07-24 | D | 45,500 | 102 | 4,628,192 | Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-27 | D | 11,000 | 104 | 1,144,349 | Common, open-market sale | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 192,488 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 38,263 | 105 | 4,024,686 | Common, open-market sale | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | A | 93,408 | 52 | 4,861,886 | Common | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | A | 192,488 | 52 | 10,019,000 | Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-27 | D | 32,947 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-27 | A | 32,947 | 47 | 1,542,249 | Common | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 192,488 | 104 | 19,999,927 | Common, open-market sale | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 12,880 | 106 | 1,359,659 | Common, open-market sale | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 93,408 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-27 | D | 21,947 | 104 | 2,282,488 | Common, open-market sale | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 42,265 | 104 | 4,389,643 | Common, open-market sale | Form 4 ↗ |
| Dennis Howard | MD, Chief Tech, OPS & Data Off | 2026-07-28 | D | 28,000 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-07-28 | D | 271 | 0 | 0 | Common | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-07-28 | D | 22,650 | 106 | 2,394,399 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-07-28 | D | 48,000 | 106 | 5,068,627 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-07-28 | D | 95,450 | 106 | 10,100,061 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-07-28 | D | 60,000 | 0 | 0 | Common | Form 4 ↗ |
| Dennis Howard | MD, Chief Tech, OPS & Data Off | 2026-07-28 | A | 28,000 | 64 | 1,794,800 | Common | Form 4 ↗ |
| Dennis Howard | MD, Chief Tech, OPS & Data Off | 2026-07-28 | D | 28,000 | 105 | 2,940,263 | Common, open-market sale | Form 4 ↗ |
Transaction codes per Form 4: A acquisition · S open-market sale · F tax withholding · M option exercise · G gift. Value = shares × price as reported. Dividend-equivalent and fractional-share accrual rows (derivative Class A, under $10,000 and under 2,000 shares) are aggregated per date; every row appears in full below.
| Insider | Role | Transaction date | Code | Shares | Price | Value | Security | Source |
|---|---|---|---|---|---|---|---|---|
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | D | 7,941 | $0 | $0 | Derivative, Class A Common | Form 4 ↗ |
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | D | 7,942 | 98 | 778,342 | Common, open-market sale | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-04-14 | D | 21,750 | 99 | 2,153,326 | Common, open-market sale | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-04-14 | D | 41,297 | 99 | 4,088,523 | Common, open-market sale | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-04-14 | A | 21,750 | 47 | 1,018,118 | Common | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-04-14 | D | 21,750 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-04-14 | A | 41,297 | 52 | 2,149,509 | Common | Form 4 ↗ |
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | D | 7,942 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | D | 7,941 | 100 | 794,137 | Common, open-market sale | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-04-14 | D | 41,297 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | A | 7,942 | 52 | 413,381 | Common | Form 4 ↗ |
| Paul Woolway V | MD, Chief Banking Officer | 2026-04-14 | A | 7,941 | 52 | 413,329 | Common | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-04-23 | D | 36,450 | 90 | 3,280,562 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-04-23 | D | 36,450 | 91 | 3,298,769 | Common, open-market sale | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-04-28 | D | 7,866 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-04-28 | D | 2,520 | 91 | 228,314 | Common, open-market sale | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-04-28 | A | 7,866 | 29 | 227,799 | Common | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-04-29 | D | 50,000 | 92 | 4,590,410 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-04-29 | D | 63,743 | 90 | 5,768,232 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-04-29 | D | 55,000 | 92 | 5,052,174 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-04 | D | 109,300 | 92 | 10,001,420 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-04 | D | 109,300 | 92 | 10,057,043 | Common, open-market sale | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-05-05 | A | 9,910 | 32 | 313,652 | Common | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-05-05 | D | 9,910 | 92 | 914,610 | Common, open-market sale | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-05-05 | D | 9,910 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Arun Sarin | Director | 2026-05-13 | A | 7,866 | 29 | 227,799 | Common | Form 4 ↗ |
| Arun Sarin | Director | 2026-05-13 | D | 7,866 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Arun Sarin | Director | 2026-05-13 | D | 2,500 | 91 | 227,910 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-15 | D | 5,300 | 0 | 0 | Common | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-15 | D | 27,500 | 92 | 2,541,008 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-19 | D | 27,500 | 92 | 2,536,127 | Common, open-market sale | Form 4 ↗ |
| Joan T. Dea | Director | 2026-05-21 | D | 835 | 0 | 0 | Common | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-05-22 | D | 210,000 | 0 | 0 | Common | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Joan T. Dea | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Stephen A. Ellis | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Arun Sarin | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Paula A. Sneed | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Christopher V. Dodds | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Marianne C. Brown | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Marianne C. Brown | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| John K. Adams, Jr | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Charles A. Ruffel | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Charles A. Ruffel | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Joan T. Dea | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Christopher V. Dodds | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Paula A. Sneed | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Stephen A. Ellis | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Arun Sarin | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| John K. Adams, Jr | Director | 2026-05-26 | A | 1,602 | 0 | 0 | Common | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-05-26 | A | 3,977 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Richard A. Wurster | Director | 2026-05-28 | A | 21,959 | 84 | 1,849,512 | Common | Form 4 ↗ |
| Michael Verdeschi | CFO | 2026-06-03 | D | 6,519 | 87 | 569,891 | Common | Form 4 ↗ |
| Stephen A. Ellis | Director | 2026-06-23 | A | 2,258 | 25 | 56,698 | Common | Form 4 ↗ |
| Stephen A. Ellis | Director | 2026-06-23 | D | 2,258 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Jonathan S. Beatty | MD, Head of Advisor Services | 2026-07-01 | D | 1,036 | 93 | 96,063 | Common | Form 4 ↗ |
| Frank C. Herringer | Director | 2026-07-01 | A | 457 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Stephen A. Ellis | Director | 2026-07-01 | A | 379 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Charles A. Ruffel | Director | 2026-07-01 | A | 1,280 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Jonathan S. Beatty | MD, Head of Advisor Services | 2026-07-01 | D | 2,000 | 100 | 200,015 | Common, open-market sale | Form 4 ↗ |
| Jonathan S. Beatty | MD, Head of Advisor Services | 2026-07-01 | D | 2,000 | 97 | 194,059 | Common, open-market sale | Form 4 ↗ |
| Marianne C. Brown | Director | 2026-07-01 | A | 418 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-07-07 | A | 21,750 | 47 | 1,018,118 | Common | Form 4 ↗ |
| Jonathan S. Beatty | MD, Head of Advisor Services | 2026-07-07 | D | 2,000 | 102 | 204,018 | Common, open-market sale | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-07-07 | D | 21,750 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Jonathan M. Craig | MD, Head of Retail Investing | 2026-07-07 | D | 21,750 | 102 | 2,218,722 | Common, open-market sale | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-21 | D | 4,053 | 104 | 422,069 | Common, open-market sale | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-21 | A | 4,053 | 47 | 189,721 | Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-21 | D | 4,053 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Jonathan S. Beatty | MD, Head of Advisor Services | 2026-07-21 | D | 2,000 | 104 | 208,411 | Common, open-market sale | Form 4 ↗ |
| Peter J. Morgan III | General Counsel | 2026-07-23 | D | 6,952 | 102 | 709,341 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-07-24 | D | 45,500 | 102 | 4,628,192 | Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-27 | D | 11,000 | 104 | 1,144,349 | Common, open-market sale | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 192,488 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 38,263 | 105 | 4,024,686 | Common, open-market sale | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | A | 93,408 | 52 | 4,861,886 | Common | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | A | 192,488 | 52 | 10,019,000 | Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-27 | D | 32,947 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-27 | A | 32,947 | 47 | 1,542,249 | Common | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 192,488 | 104 | 19,999,927 | Common, open-market sale | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 12,880 | 106 | 1,359,659 | Common, open-market sale | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 93,408 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Nigel J. Murtagh | Chief Risk Officer | 2026-07-27 | D | 21,947 | 104 | 2,282,488 | Common, open-market sale | Form 4 ↗ |
| Walter W. Bettinger | Director | 2026-07-27 | D | 42,265 | 104 | 4,389,643 | Common, open-market sale | Form 4 ↗ |
| Dennis Howard | MD, Chief Tech, OPS & Data Off | 2026-07-28 | D | 28,000 | 0 | 0 | Derivative, Class A Common | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-07-28 | D | 271 | 0 | 0 | Common | Form 4 ↗ |
| Carolyn Schwab-Pomerantz | Director | 2026-07-28 | D | 22,650 | 106 | 2,394,399 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-07-28 | D | 48,000 | 106 | 5,068,627 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-07-28 | D | 95,450 | 106 | 10,100,061 | Common, open-market sale | Form 4 ↗ |
| Charles R. Schwab | Director | 2026-07-28 | D | 60,000 | 0 | 0 | Common | Form 4 ↗ |
| Dennis Howard | MD, Chief Tech, OPS & Data Off | 2026-07-28 | A | 28,000 | 64 | 1,794,800 | Common | Form 4 ↗ |
| Dennis Howard | MD, Chief Tech, OPS & Data Off | 2026-07-28 | D | 28,000 | 105 | 2,940,263 | Common, open-market sale | Form 4 ↗ |
| Executive | Award | Grant date | Threshold | Target | Granted | Maximum | Grant-date fair value |
|---|---|---|---|---|---|---|---|
| Walter Bettinger | OPTION | 2025-01-28 | — | — | 52,440 | — | $1,725,011 |
| Jonathan M. Craig | OPTION | 2025-01-28 | — | — | 63,840 | — | 2,100,020 |
| Michael Verdeschi | OPTION | 2025-01-28 | — | — | 79,344 | — | 2,610,014 |
| Richard Wurster | OPTION | 2025-01-28 | — | — | 231,419 | — | 7,612,553 |
| Charles Schwab | OPTION | 2025-01-28 | — | — | 91,200 | — | 3,000,074 |
| Named executive officer | Time-vested (RSU) | Performance-vested (PSU) | Options / SARs | % performance-vested |
|---|---|---|---|---|
| Walter Bettinger | $0 | $0 | $1,725,011 | 0.0% |
| Jonathan M. Craig | 0 | 0 | 2,100,020 | 0.0% |
| Michael Verdeschi | 0 | 0 | 2,610,014 | 0.0% |
| Richard Wurster | 0 | 0 | 7,612,553 | 0.0% |
| Charles Schwab | 0 | 0 | 3,000,074 | 0.0% |
% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.
| Executive | Award | Shares unvested | Exercise price | Market value unvested |
|---|---|---|---|---|
| Walter Bettinger | RSU | 141,757 | — | $14,162,942 |
| Richard Wurster | RSU | 62,140 | — | 6,208,407 |
| Michael Verdeschi | RSU | 44,887 | — | 4,484,660 |
| Michael Verdeschi | Option | 79,344 | 78.12 | — |
| Michael Verdeschi | PSU | 33,122 | — | 3,309,219 |
| Charles Schwab | RSU | 38,838 | — | 3,880,305 |
The executive compensation program favors variable, performance-based opportunities as opposed to fixed base pay in alignment with our pay for performance philosophy. Both short-term incentive opportunities and long-term incentive opportunities are included in the program to ensure there is an appropriate balance of risk and reward.
| CEO STI target (% of salary) | 325% |
|---|---|
| CEO LTI target (% of salary) | — |
| Independent consultant | Semler Brossy |
| Clawback policy | true |
| Anti-hedging | — |
| Anti-pledging | True |
| Meeting year | Meeting date | For | Against | Abstain | Support | Outcome |
|---|---|---|---|---|---|---|
| 2026 | 2026-05-21 | 1,334,329,063 | 102,974,299 | 1,474,171 | 92.84% | Passed |
| 2025 | 2025-05-22 | 1,279,066,568 | 216,675,361 | 1,855,479 | 85.51% | Passed |
| 2024 | 2024-05-23 | 1,352,679,636 | 136,965,265 | 2,067,030 | 90.81% | Passed |
| 2023 | 2023-05-18 | 1,358,945,646 | 118,735,604 | 2,490,744 | 91.96% | Passed |
| 2022 | 2022-05-17 | 1,499,041,479 | 108,280,222 | 1,659,809 | 93.26% | Passed |
| 2021 | 2021-05-13 | 1,495,476,997 | 86,578,454 | 2,862,853 | 94.53% | Passed |
Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year's compensation.
| Meeting year | Meeting date | Approval — company's computation |
|---|---|---|
| 2026 | 2026-05-21 | 92.84%a |
| 2025 | 2025-05-22 | 85.51%b |
| 2024 | 2024-05-23 | 90.81%c |
a. Voting standard not stated in the filing.
b. Voting standard not stated in the filing.
c. Voting standard not stated in the filing.
Approval percentages are the company's own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.
| Ratio (CEO : median employee) | 143 : 1 |
|---|---|
| CEO total compensation | $18,755,222 |
| Median employee compensation | $131,480 |
| Director | Cash fees | Stock awards | Option awards | Non-equity incentive | All other | Total |
|---|---|---|---|---|---|---|
| Marianne C. BrownIndependent · Risk (Chair) | $185,000 | $129,065 | $86,009 | $0 | $0 | $400,074 |
| John K. Adams, JrIndependent · Audit (Chair) | 185,000 | 129,065 | 86,009 | 0 | 0 | 400,074 |
| Frank C. HerringerIndependent · Lead Independent Director · Compensation · Nominating and Corporate Governance (Chair) | 165,000 | 129,065 | 86,009 | 0 | 0 | 380,074 |
| Joan T. DeaIndependent · Compensation · Nominating and Corporate Governance | 165,000 | 129,065 | 86,009 | 0 | 0 | 380,074 |
| Christopher V. DoddsIndependent · Nominating and Corporate Governance · Risk | 161,563 | 129,065 | 86,009 | 0 | 0 | 376,637 |
| Gerri K. Martin-FlickingerIndependent · Audit · Not standing for re-election | 155,000 | 129,065 | 86,009 | 0 | 0 | 370,074 |
| Charles A. RuffelIndependent · Risk | 155,000 | 129,065 | 86,009 | 0 | 0 | 370,074 |
| Todd M. RickettsIndependent · Audit · Departed during FY | 155,000 | 129,065 | 86,009 | 0 | 0 | 370,074 |
| Paula A. SneedIndependent · Compensation (Chair) | 150,000 | 129,065 | 86,009 | 0 | 0 | 365,074 |
| Arun SarinIndependent · Nominating and Corporate Governance · Risk | 135,000 | 129,065 | 86,009 | 0 | 0 | 350,074 |
| Stephen A. EllisIndependent · Audit · Nominating and Corporate Governance | 135,000 | 129,065 | 86,009 | 0 | 0 | 350,074 |
| Carolyn Schwab-PomerantzIndependent · Compensation | 120,000 | 129,065 | 86,009 | 0 | 0 | 335,074 |
| Bharat B. MasraniIndependent · Departed during FY | 30,000 | 0 | 0 | 0 | 0 | 30,000 |
| Brian M. LevittIndependent · Departed during FY | 28,750 | 0 | 0 | 0 | 0 | 28,750 |
| Walter W. Bettinger IIEmployee director | 0 | 0 | 0 | — | 0 | 0 |
| Charles R. SchwabEmployee director | 0 | 0 | 0 | — | 0 | 0 |
| Richard A. WursterEmployee director | 0 | 0 | 0 | — | 0 | 0 |
| Annual cash retainer | $100,000 |
|---|---|
| Annual equity retainer | $215,074 |
| Per board meeting fee | — |
| Committee chair fees (audit / comp / nom-gov) | 50,000 / 50,000 / 215,000 |
| Stock ownership guideline | — |
| Component | FY2025 |
|---|---|
| Cash retainers and fees | $1,925,313 |
| Equity awards (grant-date value) | $1,548,780 |
| All other compensation | $0 |
| Total cost of the board | $3,474,093 |
Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.
The compensation peer group as the company disclosed it in its own proxy — the reference set behind the percentile above.
Of the companies Schwab Charles Corp names as compensation peers, which name it back in their own disclosed peer groups. A peer set the market reciprocates reads differently from one selected in a single direction.
Reciprocity shown where the peer's own current proxy has been read — each mark is cited in the register to that peer's filing. A dash means the peer's current proxy was read and names no reciprocal group including Schwab Charles Corp.
Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.
| Rank | Company | FY | Chief executive | Salary | Stock awards | Option awards | Non-equity incentive | Total |
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs | 2025 | David Solomon | $2,000,000 | $105,287,875 | $0 | $0 | $118,891,684 |
| 2 | Bank of New York Mellon | 2025 | Robin Vince | 1,300,000 | 47,440,141 | 25,000,004 | 9,510,000 | 83,472,970 |
| 3 | BlackRock, Inc. | 2025 | Laurence Fink | 1,500,000 | 24,600,184 | 0 | 0 | 37,749,569 |
| 4 | Morgan Stanley | 2025 | Edward Pick | 1,500,000 | 24,476,463 | 0 | 0 | 37,187,657 |
| 5 | Mastercard, Inc. | 2025 | Michael Miebach | 1,375,000 | 20,711,456 | 4,950,009 | 7,957,950 | 35,422,518 |
| 6 | Visa, Inc. | 2025 | Ryan McInerney | 1,505,782 | 18,723,306 | 5,687,509 | 5,250,000 | 31,560,660 |
| 7 | Ameriprise Financial | 2025 | James Cracchiolo | 1,250,000 | 9,500,000 | 0 | 7,750,000 | 30,828,468 |
| 8 | PNC Financial Group, Inc. | 2025 | William Demchak | 1,300,000 | 17,500,184 | 0 | 9,200,000 | 29,503,081 |
| 9 | PayPal | 2025 | Alex Chriss | 1,325,342 | 23,365,294 | 0 | 0 | 25,243,486 |
| 10 | State Street | 2025 | Ronald O'Hanley | 1,200,000 | 12,764,924 | 0 | 5,399,375 | 19,529,070 |
| 11 | Schwab Charles Corp | 2025 | Richard Wurster | 1,248,468 | 7,612,553 | 5,075,019 | 4,727,416 | 18,755,222 |
| 12 | Raymond James Financial | 2025 | Paul Shoukry | 750,000 | 8,549,748 | 0 | — | 17,277,875 |
| 13 | T. Rowe Price Group | 2025 | Robert Sharps | 350,000 | 8,401,689 | 0 | 8,401,500 | 17,245,792 |
| 14 | Franklin Resources | 2025 | Jennifer Johnson | 750,000 | 8,959,771 | 0 | 6,925,000 | 16,844,816 |
| 15 | U.S. Bancorp | 2025 | Gunjan Kedia | 1,141,667 | 11,499,996 | 0 | 3,232,267 | 16,674,515 |
| 16 | LPL Financial Holdings | 2025 | Richard Steinmeier | 900,000 | 10,045,542 | 0 | 3,591,000 | 14,574,496 |
| 17 | Truist | 2025 | William Rogers | 1,200,000 | 7,275,126 | 0 | 4,095,000 | 14,313,770 |
| 18 | Northern Trust | 2025 | Michael O'Grady | 1,000,000 | 6,150,111 | 0 | 2,730,000 | 10,059,154 |
| 19 | Discover Financial Services | 2023 | John Owen | 396,000 | 670,011 | 0 | 0 | 2,188,651 |
Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.
| Company | Annual incentive payout | Long-term vehicle mix | PSU measures include TSR | Compensation consultant |
|---|---|---|---|---|
| Schwab Charles Corp | 116.5% | PSU 60 · Options 40 | No | Semler Brossy |
| Ameriprise Financial | not disclosed | not disclosed | not disclosed | Semler Brossy |
| Bank of New York Mellon | not disclosed | PSU 75 · RSU 25 | Yes — TSR percentile vs. Relative Peer Group | Meridian |
| BlackRock, Inc. | not disclosed | PSU 74 · RSU 26 | No | Semler Brossy |
| Discover Financial Services | not disclosed | PSU 75 · RSU 25 | No | Pay Governance |
| Franklin Resources | 1847% | PSU 100 | Yes | Semler Brossy Consulting Group |
| Goldman Sachs | not disclosed | PSU 100 | No | Frederic W. Cook & Co., Inc. (FW Cook) |
| LPL Financial Holdings | 133% | PSU 70 · RSU 30 | Yes — TSR relative to Comparator Group | Compensation Consultant |
| Mastercard, Inc. | 227% | PSU 60 · RSU 20 · Options 20 | No | FW Cook |
| Morgan Stanley | not disclosed | PSU 100 | No | Semler Brossy |
| Northern Trust | not disclosed | not disclosed | not disclosed | not disclosed |
| PayPal | 98% | PSU 50 · RSU 50 | Yes — rTSR vs S&P 500 | Compensia |
| PNC Financial Group, Inc. | not disclosed | not disclosed | not disclosed | not disclosed |
| Raymond James Financial | not disclosed | PSU 60 | No | Meridian Compensation Partners |
| State Street | 132.5% | PRSU 62 · DSA 38 | No | Meridian Compensation Partners |
| T. Rowe Price Group | not disclosed | RSU 50 · PRSU 50 | not disclosed | not disclosed |
| Truist | 105% | PSU 40 · RSU 35 · Cash LTI 25 | Yes — 3-Year Relative TSR | Farient Advisors LLC |
| U.S. Bancorp | not disclosed | PRSU 60 · RSU 40 | not disclosed | not disclosed |
| Visa, Inc. | 140% | PSU 50 · RSU 25 · Options 25 | Yes — Relative TSR vs. S&P 500 | Meridian |
Read from each company's Compensation Discussion and Analysis: annual incentive payout as a percentage of target, the disclosed long-term vehicle mix, whether performance-share measures include a total shareholder return component, and the retained compensation consultant. “Not disclosed” appears only where the company's filing does not state the item.
Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.
| # | Supports | Document | Filed | Accession | Location in document |
|---|---|---|---|---|---|
| 1 | Section 01, Richard Wurster | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “2025 Summary Compensation Table” · page 55. As printed: 18,755,222. Filing ↗machine: span 943741–943751 |
| 2 | Section 01, Charles Schwab | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “2025 Summary Compensation Table” · page 55. As printed: 8,540,179. Filing ↗machine: span 958647–958656 |
| 3 | Section 01, Michael Verdeschi | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “2025 Summary Compensation Table” · page 55. As printed: 8,117,704. Filing ↗machine: span 948065–948074 |
| 4 | Section 01, Walter Bettinger | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “2025 Summary Compensation Table” · page 55. As printed: 6,261,234. Filing ↗machine: span 953261–953270 |
| 5 | Section 03, Walter Bettinger OPTION | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “2025 Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: t235 · r8 · c20 · span 1000313–1000319 |
| 6 | Section 03, Jonathan M. Craig OPTION | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “2025 Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: t235 · r12 · c20 · span 1013974–1013980 |
| 7 | Section 03, Michael Verdeschi OPTION | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “2025 Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: t235 · r6 · c20 · span 993540–993546 |
| 8 | Section 03, Richard Wurster OPTION | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “2025 Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: t235 · r4 · c20 · span 986636–986643 |
| 9 | Section 03, Charles Schwab OPTION | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “2025 Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: t235 · r10 · c20 · span 1007076–1007082 |
| 10 | Section 07, pay ratio | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “CEO Pay Ratio”. As printed: 143 : 1. Filing ↗machine: t296 · span 1252845–1252953 |
| 11 | Section 08, Marianne C. Brown | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 400,074. Filing ↗machine: t105 · r6 · c10 · span 581794–581801 |
| 12 | Section 08, John K. Adams, Jr | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 400,074. Filing ↗machine: t105 · r4 · c10 · span 579851–579858 |
| 13 | Section 08, Frank C. Herringer | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 380,074. Filing ↗machine: t105 · r14 · c10 · span 589643–589650 |
| 14 | Section 08, Joan T. Dea | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 380,074. Filing ↗machine: t105 · r8 · c10 · span 583751–583758 |
| 15 | Section 08, Christopher V. Dodds | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 376,637. Filing ↗machine: t105 · r10 · c10 · span 585717–585724 |
| 16 | Section 08, Gerri K. Martin-Flickinger | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 370,074. Filing ↗machine: t105 · r18 · c10 · span 593667–593674 |
| 17 | Section 08, Charles A. Ruffel | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 370,074. Filing ↗machine: t105 · r24 · c10 · span 599680–599687 |
| 18 | Section 08, Todd M. Ricketts | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 370,074. Filing ↗machine: t105 · r22 · c10 · span 597737–597744 |
| 19 | Section 08, Paula A. Sneed | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 365,074. Filing ↗machine: t105 · r30 · c10 · span 605566–605573 |
| 20 | Section 08, Arun Sarin | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 350,074. Filing ↗machine: t105 · r26 · c10 · span 601636–601643 |
| 21 | Section 08, Stephen A. Ellis | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 350,074. Filing ↗machine: t105 · r12 · c10 · span 587679–587686 |
| 22 | Section 08, Carolyn Schwab-Pomerantz | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 335,074. Filing ↗machine: t105 · r28 · c10 · span 603606–603613 |
| 23 | Section 08, Bharat B. Masrani | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 30,000. Filing ↗machine: t105 · r20 · c4 · span 594933–594939 |
| 24 | Section 08, Brian M. Levitt | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 28,750. Filing ↗machine: t105 · r16 · c2 · span 590604–590610 |
| 25 | Section 08, Walter W. Bettinger II | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 0. Filing ↗ |
| 26 | Section 08, Charles R. Schwab | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 0. Filing ↗ |
| 27 | Section 08, Richard A. Wurster | DEF 14A | 2026-04-06 | 0001193125-26-142826 | Section “Director Compensation”. As printed: 0. Filing ↗ |
| 28 | Section 02, Paul Woolway V 2026-04-14 | Form 4 | 2026-04-16 | 0002031313-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 29 | Section 02, Paul Woolway V 2026-04-14 | Form 4 | 2026-04-16 | 0002031313-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 30 | Section 02, Jonathan M. Craig 2026-04-14 | Form 4 | 2026-04-15 | 0001733065-26-000007 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 31 | Section 02, Nigel J. Murtagh 2026-04-14 | Form 4 | 2026-04-15 | 0001649599-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 32 | Section 02, Jonathan M. Craig 2026-04-14 | Form 4 | 2026-04-15 | 0001733065-26-000007 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 33 | Section 02, Jonathan M. Craig 2026-04-14 | Form 4 | 2026-04-15 | 0001733065-26-000007 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 34 | Section 02, Nigel J. Murtagh 2026-04-14 | Form 4 | 2026-04-15 | 0001649599-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 35 | Section 02, Paul Woolway V 2026-04-14 | Form 4 | 2026-04-16 | 0002031313-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 36 | Section 02, Paul Woolway V 2026-04-14 | Form 4 | 2026-04-16 | 0002031313-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 37 | Section 02, Nigel J. Murtagh 2026-04-14 | Form 4 | 2026-04-15 | 0001649599-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 38 | Section 02, Paul Woolway V 2026-04-14 | Form 4 | 2026-04-16 | 0002031313-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 39 | Section 02, Paul Woolway V 2026-04-14 | Form 4 | 2026-04-16 | 0002031313-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 40 | Section 02, Charles R. Schwab 2026-04-23 | Form 4 | 2026-04-27 | 0000923738-26-000016 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 41 | Section 02, Charles R. Schwab 2026-04-23 | Form 4 | 2026-04-27 | 0000923738-26-000016 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 42 | Section 02, Frank C. Herringer 2026-04-28 | Form 4 | 2026-04-29 | 0001171694-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 43 | Section 02, Frank C. Herringer 2026-04-28 | Form 4 | 2026-04-29 | 0001171694-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 44 | Section 02, Frank C. Herringer 2026-04-28 | Form 4 | 2026-04-29 | 0001171694-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 45 | Section 02, Charles R. Schwab 2026-04-29 | Form 4 | 2026-05-01 | 0000923738-26-000018 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 46 | Section 02, Charles R. Schwab 2026-04-29 | Form 4 | 2026-05-01 | 0000923738-26-000018 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 47 | Section 02, Charles R. Schwab 2026-04-29 | Form 4 | 2026-05-01 | 0000923738-26-000018 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 48 | Section 02, Charles R. Schwab 2026-05-04 | Form 4 | 2026-05-06 | 0000923738-26-000020 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 49 | Section 02, Charles R. Schwab 2026-05-04 | Form 4 | 2026-05-06 | 0000923738-26-000020 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 50 | Section 02, Carolyn Schwab-Pomerantz 2026-05-05 | Form 4 | 2026-05-06 | 0001950787-26-000004 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 51 | Section 02, Carolyn Schwab-Pomerantz 2026-05-05 | Form 4 | 2026-05-06 | 0001950787-26-000004 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 52 | Section 02, Carolyn Schwab-Pomerantz 2026-05-05 | Form 4 | 2026-05-06 | 0001950787-26-000004 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 53 | Section 02, Arun Sarin 2026-05-13 | Form 4 | 2026-05-14 | 0001188405-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 54 | Section 02, Arun Sarin 2026-05-13 | Form 4 | 2026-05-14 | 0001188405-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 55 | Section 02, Arun Sarin 2026-05-13 | Form 4 | 2026-05-14 | 0001188405-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 56 | Section 02, Charles R. Schwab 2026-05-15 | Form 4 | 2026-05-18 | 0000923738-26-000022 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 57 | Section 02, Charles R. Schwab 2026-05-15 | Form 4 | 2026-05-18 | 0000923738-26-000022 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 58 | Section 02, Charles R. Schwab 2026-05-19 | Form 4 | 2026-05-20 | 0000923738-26-000024 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 59 | Section 02, Joan T. Dea 2026-05-21 | Form 4 | 2026-05-26 | 0001643326-26-000002 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 60 | Section 02, Charles R. Schwab 2026-05-22 | Form 4 | 2026-05-26 | 0000923738-26-000026 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 61 | Section 02, Carolyn Schwab-Pomerantz 2026-05-26 | Form 4 | 2026-05-28 | 0001950787-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 62 | Section 02, Joan T. Dea 2026-05-26 | Form 4 | 2026-05-28 | 0001643326-26-000004 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 63 | Section 02, Stephen A. Ellis 2026-05-26 | Form 4 | 2026-05-27 | 0001561563-26-000013 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 64 | Section 02, Arun Sarin 2026-05-26 | Form 4 | 2026-05-27 | 0001188405-26-000008 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 65 | Section 02, Paula A. Sneed 2026-05-26 | Form 4 | 2026-05-27 | 0001193024-26-000002 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 66 | Section 02, Christopher V. Dodds 2026-05-26 | Form 4 | 2026-05-27 | 0001186004-26-000007 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 67 | Section 02, Marianne C. Brown 2026-05-26 | Form 4 | 2026-05-27 | 0001804183-26-000010 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 68 | Section 02, Marianne C. Brown 2026-05-26 | Form 4 | 2026-05-27 | 0001804183-26-000010 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 69 | Section 02, John K. Adams, Jr 2026-05-26 | Form 4 | 2026-05-28 | 0001625471-26-000003 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 70 | Section 02, Frank C. Herringer 2026-05-26 | Form 4 | 2026-05-27 | 0001171694-26-000008 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 71 | Section 02, Charles A. Ruffel 2026-05-26 | Form 4 | 2026-05-28 | 0001739929-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 72 | Section 02, Charles A. Ruffel 2026-05-26 | Form 4 | 2026-05-28 | 0001739929-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 73 | Section 02, Carolyn Schwab-Pomerantz 2026-05-26 | Form 4 | 2026-05-28 | 0001950787-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 74 | Section 02, Joan T. Dea 2026-05-26 | Form 4 | 2026-05-28 | 0001643326-26-000004 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 75 | Section 02, Christopher V. Dodds 2026-05-26 | Form 4 | 2026-05-27 | 0001186004-26-000007 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 76 | Section 02, Paula A. Sneed 2026-05-26 | Form 4 | 2026-05-27 | 0001193024-26-000002 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 77 | Section 02, Stephen A. Ellis 2026-05-26 | Form 4 | 2026-05-27 | 0001561563-26-000013 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 78 | Section 02, Arun Sarin 2026-05-26 | Form 4 | 2026-05-27 | 0001188405-26-000008 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 79 | Section 02, John K. Adams, Jr 2026-05-26 | Form 4 | 2026-05-28 | 0001625471-26-000003 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 80 | Section 02, Frank C. Herringer 2026-05-26 | Form 4 | 2026-05-27 | 0001171694-26-000008 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 81 | Section 02, Richard A. Wurster 2026-05-28 | Form 4 | 2026-05-28 | 0001889263-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 82 | Section 02, Michael Verdeschi 2026-06-03 | Form 4 | 2026-06-04 | 0002034140-26-000005 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 83 | Section 02, Stephen A. Ellis 2026-06-23 | Form 4 | 2026-06-25 | 0001561563-26-000017 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 84 | Section 02, Stephen A. Ellis 2026-06-23 | Form 4 | 2026-06-25 | 0001561563-26-000017 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 85 | Section 02, Jonathan S. Beatty 2026-07-01 | Form 4 | 2026-07-06 | 0002028977-26-000010 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 86 | Section 02, Frank C. Herringer 2026-07-01 | Form 4 | 2026-07-06 | 0001171694-26-000010 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 87 | Section 02, Stephen A. Ellis 2026-07-01 | Form 4 | 2026-07-06 | 0001561563-26-000019 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 88 | Section 02, Charles A. Ruffel 2026-07-01 | Form 4 | 2026-07-06 | 0001739929-26-000008 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 89 | Section 02, Jonathan S. Beatty 2026-07-01 | Form 4 | 2026-07-06 | 0002028977-26-000010 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 90 | Section 02, Jonathan S. Beatty 2026-07-01 | Form 4 | 2026-07-06 | 0002028977-26-000010 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 91 | Section 02, Marianne C. Brown 2026-07-01 | Form 4 | 2026-07-06 | 0001804183-26-000013 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 92 | Section 02, Jonathan M. Craig 2026-07-07 | Form 4 | 2026-07-09 | 0001733065-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 93 | Section 02, Jonathan S. Beatty 2026-07-07 | Form 4 | 2026-07-08 | 0002028977-26-000013 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 94 | Section 02, Jonathan M. Craig 2026-07-07 | Form 4 | 2026-07-09 | 0001733065-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 95 | Section 02, Jonathan M. Craig 2026-07-07 | Form 4 | 2026-07-09 | 0001733065-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 96 | Section 02, Nigel J. Murtagh 2026-07-21 | Form 4 | 2026-07-23 | 0001649599-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 97 | Section 02, Nigel J. Murtagh 2026-07-21 | Form 4 | 2026-07-23 | 0001649599-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 98 | Section 02, Nigel J. Murtagh 2026-07-21 | Form 4 | 2026-07-23 | 0001649599-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 99 | Section 02, Jonathan S. Beatty 2026-07-21 | Form 4 | 2026-07-21 | 0002028977-26-000015 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 100 | Section 02, Peter J. Morgan III 2026-07-23 | Form 4 | 2026-07-27 | 0001792910-26-000006 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 101 | Section 02, Charles R. Schwab 2026-07-24 | Form 4 | 2026-07-28 | 0000923738-26-000028 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 102 | Section 02, Nigel J. Murtagh 2026-07-27 | Form 4 | 2026-07-29 | 0001649599-26-000012 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 103 | Section 02, Walter W. Bettinger 2026-07-27 | Form 4 | 2026-07-29 | 0001296479-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 104 | Section 02, Walter W. Bettinger 2026-07-27 | Form 4 | 2026-07-29 | 0001296479-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 105 | Section 02, Walter W. Bettinger 2026-07-27 | Form 4 | 2026-07-29 | 0001296479-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 106 | Section 02, Walter W. Bettinger 2026-07-27 | Form 4 | 2026-07-29 | 0001296479-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 107 | Section 02, Nigel J. Murtagh 2026-07-27 | Form 4 | 2026-07-29 | 0001649599-26-000012 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 108 | Section 02, Nigel J. Murtagh 2026-07-27 | Form 4 | 2026-07-29 | 0001649599-26-000012 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 109 | Section 02, Walter W. Bettinger 2026-07-27 | Form 4 | 2026-07-29 | 0001296479-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 110 | Section 02, Walter W. Bettinger 2026-07-27 | Form 4 | 2026-07-29 | 0001296479-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 111 | Section 02, Walter W. Bettinger 2026-07-27 | Form 4 | 2026-07-29 | 0001296479-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 112 | Section 02, Nigel J. Murtagh 2026-07-27 | Form 4 | 2026-07-29 | 0001649599-26-000012 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 113 | Section 02, Walter W. Bettinger 2026-07-27 | Form 4 | 2026-07-29 | 0001296479-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 114 | Section 02, Dennis Howard 2026-07-28 | Form 4 | 2026-07-30 | 0001825454-26-000023 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 115 | Section 02, Carolyn Schwab-Pomerantz 2026-07-28 | Form 4 | 2026-07-30 | 0001950787-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 116 | Section 02, Carolyn Schwab-Pomerantz 2026-07-28 | Form 4 | 2026-07-30 | 0001950787-26-000009 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 117 | Section 02, Charles R. Schwab 2026-07-28 | Form 4 | 2026-07-30 | 0000923738-26-000031 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 118 | Section 02, Charles R. Schwab 2026-07-28 | Form 4 | 2026-07-30 | 0000923738-26-000031 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 119 | Section 02, Charles R. Schwab 2026-07-28 | Form 4 | 2026-07-30 | 0000923738-26-000031 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 120 | Section 02, Dennis Howard 2026-07-28 | Form 4 | 2026-07-30 | 0001825454-26-000023 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 121 | Section 02, Dennis Howard 2026-07-28 | Form 4 | 2026-07-30 | 0001825454-26-000023 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 122 | Section 06, 2026 vote | Form 8-K | 2026-05-22 | 0001193125-26-237020 | Item 5.07 · say-on-pay result. As reported: 92.84% (votes for as printed: 1,334,329,063). Filing ↗ |
| 123 | Section 06, 2025 vote | Form 8-K | 2025-05-23 | 0001193125-25-125853 | Item 5.07 · say-on-pay result. As reported: 85.51% (votes for as printed: 1,279,066,568). Filing ↗ |
| 124 | Section 06, 2024 vote | Form 8-K | 2024-05-29 | 0001193125-24-149155 | Item 5.07 · say-on-pay result. As reported: 90.81% (votes for as printed: 1,352,679,636). Filing ↗ |
| 125 | Section 01 trend, Δ column (computed) | Computed | — | computed | Δ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1) |
| 126 | Section 03b vehicle mix (computed) | Computed | — | computed | RSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).machine: formula: sums + PSU ratio |
| 127 | Section 09b board cost (computed) | Computed | — | computed | Cash 1,925,313 + equity 1,548,780 + all other 0 = 3,474,093, summed across the director compensation table rows.machine: formula: Σ = 3,474,093 |
| 128 | Goldman Sachs, Section 10b CEO total | DEF 14A | 2026-03-20 | 0001193125-26-117433 | CEO total compensation as printed in Goldman Sachs's own proxy. As printed: 118,891,684. Filing ↗machine: t209 · span 2465661–2465672 |
| 129 | Bank of New York Mellon, Section 10b CEO total | DEF 14A | 2026-03-05 | 0001193125-26-092500 | CEO total compensation as printed in Bank of New York Mellon's own proxy. As printed: 83,472,970. Filing ↗machine: t239 · r3 · c34 · span 1121523–1121533 |
| 130 | BlackRock, Inc., Section 10b CEO total | DEF 14A | 2026-04-10 | 0001308179-26-000262 | CEO total compensation as printed in BlackRock, Inc.'s own proxy. As printed: 37,749,569. Filing ↗machine: span 1984856–1984866 |
| 131 | Morgan Stanley, Section 10b CEO total | DEF 14A | 2026-04-02 | 0001140361-26-012975 | CEO total compensation as printed in Morgan Stanley's own proxy. As printed: 37,187,657. Filing ↗machine: t623 · r2 · c22 · span 1563319–1563329 |
| 132 | Mastercard, Inc., Section 10b CEO total | DEF 14A | 2026-04-27 | 0001141391-26-000021 | CEO total compensation as printed in Mastercard, Inc.'s own proxy. As printed: 35,422,518. Filing ↗machine: r3 · c54 · span 1446723–1446733 |
| 133 | Visa, Inc., Section 10b CEO total | DEF 14A | 2025-12-08 | 0001308179-25-000635 | CEO total compensation as printed in Visa, Inc.'s own proxy. As printed: 31,560,660. Filing ↗machine: t249 · span 1369402–1369412 |
| 134 | Ameriprise Financial, Section 10b CEO total | DEF 14A | 2026-03-20 | 0001104659-26-032725 | CEO total compensation as printed in Ameriprise Financial's own proxy. As printed: 30,828,468. Filing ↗machine: t208 · r10 · c16 · span 1368799–1368809 |
| 135 | PNC Financial Group, Inc., Section 10b CEO total | DEF 14A | 2026-03-11 | 0001193125-26-102189 | CEO total compensation as printed in PNC Financial Group, Inc.'s own proxy. As printed: 29,503,081. Filing ↗machine: t444 · r4 · c39 · span 1847804–1847814 |
| 136 | PayPal, Section 10b CEO total | DEF 14A | 2026-04-07 | 0001193125-26-145721 | CEO total compensation as printed in PayPal's own proxy. As printed: 25,243,486. Filing ↗machine: t411 · r4 · c27 · span 1387299–1387309 |
| 137 | State Street, Section 10b CEO total | DEF 14A | 2026-04-08 | 0001140361-26-013817 | CEO total compensation as printed in State Street's own proxy. As printed: 19,529,070. Filing ↗machine: t240 · r2 · c25 · span 1621758–1621768 |
| 138 | Schwab Charles Corp (subject), Section 10b CEO total | DEF 14A | 2026-04-06 | 0001193125-26-142826 | CEO total compensation as printed in Schwab Charles Corp's own proxy. As printed: 18,755,222. Filing ↗machine: span 943741–943751 |
| 139 | Raymond James Financial, Section 10b CEO total | DEF 14A | 2026-01-07 | 0000720005-26-000019 | CEO total compensation as printed in Raymond James Financial's own proxy. As printed: 17,277,875. Filing ↗machine: t155 · r2 · c15 · span 1103853–1103864 |
| 140 | T. Rowe Price Group, Section 10b CEO total | DEF 14A | 2026-03-17 | 0001104659-26-028876 | CEO total compensation as printed in T. Rowe Price Group's own proxy. As printed: 17,245,792. Filing ↗machine: span 1474238–1474248 |
| 141 | Franklin Resources, Section 10b CEO total | DEF 14A | 2025-12-22 | 0001140361-25-046314 | CEO total compensation as printed in Franklin Resources's own proxy. As printed: 16,844,816. Filing ↗machine: r8 · c22 · span 1261002–1261012 |
| 142 | U.S. Bancorp, Section 10b CEO total | DEF 14A | 2026-03-10 | 0001104659-26-025844 | CEO total compensation as printed in U.S. Bancorp's own proxy. As printed: 16,674,515. Filing ↗machine: r1 · c42 · span 1202461–1202471 |
| 143 | LPL Financial Holdings, Section 10b CEO total | DEF 14A | 2026-04-02 | 0001193125-26-140066 | CEO total compensation as printed in LPL Financial Holdings's own proxy. As printed: 14,574,496. Filing ↗machine: t313 · r3 · c29 · span 1887460–1887470 |
| 144 | Truist, Section 10b CEO total | DEF 14A | 2026-03-16 | 0001193125-26-107144 | CEO total compensation as printed in Truist's own proxy. As printed: 14,313,770. Filing ↗machine: r4 · c39 · span 1270472–1270482 |
| 145 | Northern Trust, Section 10b CEO total | DEF 14A | 2026-03-11 | 0000073124-26-000022 | CEO total compensation as printed in Northern Trust's own proxy. As printed: 10,059,154. Filing ↗machine: r3 · c36 · span 1256395–1256406 |
| 146 | Discover Financial Services, Section 10b CEO total | DEF 14A | 2024-03-15 | 0001393612-24-000020 | CEO total compensation as printed in Discover Financial Services's own proxy. As printed: 2,188,651. Filing ↗machine: r2 · c24 · span 1380822–1380831 |
| 147 | Section 10a, Bank of New York Mellon reciprocity | DEF 14A | — | 0001193125-26-092500 | Bank of New York Mellon names Schwab Charles Corp in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 148 | Section 10a, U.S. Bancorp reciprocity | DEF 14A | — | 0001104659-26-025844 | U.S. Bancorp's most recent proxy was read; its disclosed peer group does not include Schwab Charles Corp. Filing ↗ |
| 149 | Section 10a, Raymond James Financial reciprocity | DEF 14A | — | 0000720005-26-000019 | Raymond James Financial names Schwab Charles Corp in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 150 | Section 10a, Goldman Sachs reciprocity | DEF 14A | — | 0001193125-26-117433 | Goldman Sachs's most recent proxy was read; its disclosed peer group does not include Schwab Charles Corp. Filing ↗ |
| 151 | Section 10a, LPL Financial Holdings reciprocity | DEF 14A | — | 0001193125-26-140066 | LPL Financial Holdings names Schwab Charles Corp in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 152 | Section 10a, BlackRock, Inc. reciprocity | DEF 14A | — | 0001308179-26-000262 | BlackRock, Inc. names Schwab Charles Corp in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 153 | Section 10a, Franklin Resources reciprocity | DEF 14A | — | 0001140361-25-046314 | Franklin Resources's most recent proxy was read; its disclosed peer group does not include Schwab Charles Corp. Filing ↗ |
| 154 | Section 10a, Morgan Stanley reciprocity | DEF 14A | — | 0001140361-26-012975 | Morgan Stanley names Schwab Charles Corp in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 155 | Section 10a, Discover Financial Services reciprocity | DEF 14A | — | 0001393612-24-000020 | Discover Financial Services's most recent proxy was read; its disclosed peer group does not include Schwab Charles Corp. Filing ↗ |
| 156 | Section 10a, Truist reciprocity | DEF 14A | — | 0001193125-25-055156 | Truist's most recent proxy was read; its disclosed peer group does not include Schwab Charles Corp. Filing ↗ |
| 157 | Section 10a, T. Rowe Price Group reciprocity | DEF 14A | — | 0001104659-26-028876 | T. Rowe Price Group names Schwab Charles Corp in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 158 | Section 10a, Mastercard, Inc. reciprocity | DEF 14A | — | 0001141391-26-000021 | Mastercard, Inc.'s most recent proxy was read; its disclosed peer group does not include Schwab Charles Corp. Filing ↗ |
| 159 | Section 10a, Northern Trust reciprocity | DEF 14A | — | 0000073124-26-000022 | Northern Trust names Schwab Charles Corp in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 160 | Section 10a, Ameriprise Financial reciprocity | DEF 14A | — | 0001104659-26-032725 | Ameriprise Financial names Schwab Charles Corp in its own disclosed peer group (read from its most recent proxy). Filing ↗ |
| 161 | Section 10a, PayPal reciprocity | DEF 14A | — | 0001193125-26-145721 | PayPal's most recent proxy was read; its disclosed peer group does not include Schwab Charles Corp. Filing ↗ |
| 162 | Section 10a, Visa, Inc. reciprocity | DEF 14A | — | 0001308179-25-000635 | Visa, Inc.'s most recent proxy was read; its disclosed peer group does not include Schwab Charles Corp. Filing ↗ |