Gift or transfer — classified separately from trades.
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Traded Jul 21, 2026 · Filed Jul 23, 2026
Derivative exercise or conversion — not an open-market buy.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
option exercise
Code M — exercise or conversion of a derivative security
None found in footnotes
Only flagged when a footnote says so; never inferred
Gift or transfer — classified separately from trades.
Gift or transfer — classified separately from trades.
Charles Schwab Corporation's MD, Head of Advisor Services sold $111K of Charles Schwab Corporation shares. Nobody planned it ahead of time.