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sellWeak cluster of 810b5-1 plan

Paul Woolway V sold $981k of SCHW

MD, Chief Banking Officer at SCHWAB CHARLES CORP. 11,994 shares at an average of $81.76, traded May 1, 2025, filed May 5, 2025.

Warning score
25
Value
$981k
11,994 shares
Holdings after
42,444
-22% from before
From 52-week low
+33%
low $60.19, close $80.00
From 52-week high
-2%
high $81.82, as of May 1, 2025

Score components

  • Role
    Officer
    +15
  • Trade size
    $981k at market
    +25
  • Share of holdings sold
    Sold 22% of holdings
    +5
  • Cluster
    8 insiders selling within 14 days
    +15
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

SCHWOct 9, 2026 · close 96.70
Since filing May 5, 2025: +18.2%SPY +40.5% · excess -22.3%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0002031313-25-000013, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 1, 2025MOption exercise
Common Stock10b5-1
+8,614$41.98$362k33,767May 5, 2025
May 1, 2025SOpen-market sale
Common Stockindirect: by Trust10b5-1
-8,614$82.00$706k45,824May 5, 2025
May 1, 2025SOpen-market sale
Common Stockindirect: by Trust10b5-1
-3,380$81.15$274k42,444May 5, 2025
May 1, 2025MOption exercise
Nonqualified Stock Option (right to buy)derivative10b5-1
-8,614$0.00$08,613May 5, 2025

Related signals

Other insiders at SCHWAB CHARLES CORP and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
8Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$489k
5,000 shares
-46%
5Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$346k
3,177 shares
-36%
0Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$204k
2,000 shares
-14%
0Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$301k
3,072 shares
-20%
35Weak
SCHWsell 510b5-1
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$2.3M
24,000 shares
-2%
24Weak
SCHWsell 510b5-1
SCHWAB CHARLES CORP
Paul Woolway V
MD, Chief Banking Officer
$305k
3,205 shares
-8%
39Weak
SCHWsell 510b5-1
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$915k
9,440 shares
-62%
60Notable
SCHWsell 5
SCHWAB CHARLES CORP
Peter J. Morgan III
General Counsel
$4.9M
50,016 shares
-100%
60Notable
SCHWsell 5
SCHWAB CHARLES CORP
Charles R. Schwab
Co-Chairman
$26M
273,000 shares
-0%
55Moderate
SCHWsell 5
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$1.3M
13,542 shares
-1%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Paul Woolway V sold $981k of SCHW | InsiderTell