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SCHW Exercise Disclosure
Hathi Neesha · SEC Form 4 · Filed Aug 31, 2026
Exercise
Calculated transaction value
$165.36K
Hathi Neesha Md, Head Wealth Adv, Bnk, Tst
SCHW
Transaction date
Aug 28, 2026
Public filing date
Aug 31, 2026
Filing lag
Filed 3 days later
SCHW daily price context
Close on/before transaction
$110.16
Aug 28, 2026
First close after public filing
$108.28
Sep 1, 2026
30-day return after filing
-9.73%
Through Sep 30, 2026
Source details
- Reported owner
- Not disclosed
- Source asset code
- Security
- Security
- Common Stock
- Quantity / price
- 3,177 shares @ $52.05
- SEC ownership
- Direct
- Transaction code
- M
- Form
- 4
- Filing identifier
- 0001879974-26-000010
Filing cohort
Transactions in this filing
Showing 3 of 3
Trades
3
Issuers
1
Estimated value
$508.86K
Buys / sales
0 / 1
| Issuer | Transaction | Traded | Value |
|---|---|---|---|
| Schwab Charles Corp SCHW Current | Exercise | Aug 28, 2026 | $165.36K |
| Schwab Charles Corp SCHW | Sale | Aug 28, 2026 | $343.5K |
| Schwab Charles Corp SCHW | Exercise | Aug 28, 2026 | $0 |