Charles Schwab Corporation

Current directors and officers who also hold a role at another S&P 500 company.

• Marianne Catherine BrownAKAM · DirectorIBM · DirectorNOC · Director
• Arun SarinACN · Director
• Neesha HathiCI · Director

Latest Schedule 13D/13G filing per holder. Holders that reported falling below 5% are not shown. Index funds usually report once a year.

No 5% holder filings parsed yet for this company.

Open-market purchases and sales reported on Form 4. Grants, option exercises and tax withholding are excluded.

Every 8-K with Item 5.02 (departure, election or appointment of directors and officers). The text is the first paragraph of the item.

1. Jan 29, 2026

   On January 29, 2026, the Board of Directors of The Charles Schwab Corporation (the “Company”) appointed Dennis Howard as Managing Director, Chief Technology, Operations and Data Officer of the Company, effective immediately. Mr. Howard, age 57, has served as the Company’s Managing Director, Chief Information Officer since 2022 and previously served as the Company’s Executive Vice President, Chief Information Officer from 2016 to 2022. He joined the Company in 2014 as Senior Vice President, Core Technology Solutions. Before joining the Company, Mr. Howard was Senior Vice President and Chief Information Officer for Visa Inc. Mr. Howard was not appointed pursuant to any arrangement or understanding between him and any other person. Mr. Howard does not have any family relationships with any director or executive officer of the Company, and there are no transactions in which Mr.

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2. Apr 1, 2025

   On March 31, 2025, Todd M. Ricketts notified the Board of Directors (the “Board”) of The Charles Schwab Corporation of his intention to retire from the Board effective October 7, 2025.

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3. Feb 12, 2025

   On October 6, 2020, Brian M. Levitt and Bharat B. Masrani, pursuant to Section 4.01 of the TD stockholder agreement, tendered their resignations (the “resignation letters”) from the board of directors of the Company, effective as of the date on which TD’s ownership level (as defined in the TD stockholder agreement) no longer entitled TD to designate members of the board of directors of the Company. On February 12, 2025 (the “effective date”), TD’s common ownership percentage was reduced below 5%, and therefore, TD is no longer entitled to designate members of the board of directors of the Company. Pursuant to the terms of the TD stockholder agreement and the resignation letters, Mr. Levitt and Mr. Masrani resigned from the board of directors of the Company as of the effective date. The resignation of Mr. Levitt and Mr.

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4. Oct 1, 2024

   On September 30, 2024, Walter W. Bettinger II notified the Board of Directors (the “Board”) of The Charles Schwab Corporation (the “Company”) of his intention to retire from his position as the Company’s Chief Executive Officer (“CEO”), effective as of December 31, 2024. Also, on September 30, 2024, the Board appointed Richard A. Wurster to succeed Mr. Bettinger as CEO, effective as of January 1, 2025 (the “Transition Date”). In connection with the CEO succession, the Board increased the size of the Board from 16 to 17 directors, effective as of the Transition Date, with the newly created directorship being allocated to the class of directors whose term expires at the 2026 annual meeting of stockholders, in accordance with the Company’s Fifth Restated Certificate of Incorporation, as amended, and the Company’s Amended and Restated Bylaws. Mr.

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5. Jul 25, 2024

   Chief Financial Officer Transition On July 24, 2024, the Board of Directors (the “Board”) of The Charles Schwab Corporation (the “Company”) appointed Michael Verdeschi to succeed Peter B. Crawford as the Company’s Managing Director and Chief Financial Officer, effective as of October 1, 2024. Mr. Verdeschi, age 56, has served as Managing Director and Deputy Chief Financial Officer of the Company since May 2024. Prior to joining the Company, Mr. Verdeschi spent over 30 years with Citigroup, Inc., a leading global bank, where he most recently served as Treasurer from 2017 to October 2023 and as the Chief Investment Officer from 2015 to 2017. Mr. Verdeschi holds a Master of Business Administration degree in finance and a Bachelor of Business Administration degree in finance from Iona University. As Managing Director and Chief Financial Officer, Mr.

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6. May 16, 2024

   Resignation of Joseph R. Martinetto as Chief Operating Officer Joseph R. Martinetto notified The Charles Schwab Corporation (the “Company”) of his resignation from his position as Managing Director and Chief Operating Officer of the Company, effective as of June 28, 2024. Mr. Martinetto will continue to serve as Executive Co-Chairman of the Boards of Directors of the Company’s banking subsidiaries: Charles Schwab Bank, SSB, Charles Schwab Premier Bank, SSB, and Charles Schwab Trust Bank. Resignation of Peter B. Crawford as Chief Financial Officer Peter B. Crawford notified the Company of his intent to retire from his Managing Director and Chief Financial Officer position at the Company following a planned transition period with the effective date of his retirement to be determined in the future.

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7. Oct 28, 2022

   On October 26, 2022, at a meeting of the Board of Directors (the “Board”) of The Charles Schwab Corporation (the “Company”), the Board approved an increase in the size of the Board from 17 to 18 directors and elected Carolyn (Carrie) Schwab-Pomerantz to fill the resulting vacancy, effective immediately. Ms. Schwab-Pomerantz will serve as a member of the class of directors whose term expires at the Company’s annual meeting of stockholders in 2023 and will serve as a member of the Risk Committee of the Board. Ms. Schwab-Pomerantz has served as President of Charles Schwab Foundation, the Company’s charitable foundation, since 2002, and as Chair of Charles Schwab Foundation since 2014.

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8. May 18, 2022

   On March 29, 2022, the Board of Directors (the “Board”) of The Charles Schwab Corporation (“CSC”) adopted The Charles Schwab Corporation 2022 Stock Incentive Plan (the “2022 Stock Incentive Plan”), subject to stockholder approval. At the 2022 Annual Meeting of Stockholders of CSC held on May 17, 2022 (the “Annual Meeting”), CSC’s stockholders approved the 2022 Stock Incentive Plan. A description of the material terms and conditions of the 2022 Stock Incentive Plan is set forth in the section entitled “ Proposal Five: Approval of 2022 Stock Incentive Plan ” on pages 71-77 of CSC’s definitive proxy statement relating to the Annual Meeting filed with the Securities and Exchange Commission on April 1, 2022, which description is incorporated herein by reference.

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9. Oct 29, 2021

   On October 25, 2021, the Compensation Committee of the Board of Directors of The Charles Schwab Corporation (CSC) approved compensation for Richard A. Wurster in connection with his appointment as President, effective October 15, 2021. The compensation consists of the following: • An annual base salary of $750,000, effective as of October 15, 2021; • An increase in his target bonus from 200% to 250% of his base salary for an annual cash incentive payment, with his 2021 payment to be prorated at 200% from January 1 until October 14 and 250% from October 15 until December 31 ; and • A special one-time equity award with a grant date of October 25, 2021, consisting of restricted stock units with a value of $5,000,000. The restricted stock units vest 25% on each of the first, second, third, and fourth anniversary of the grant date.

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10. Oct 15, 2021

    Appointment of President On October 11, 2021, the Board of Directors of The Charles Schwab Corporation (CSC) appointed Richard A. Wurster, 48, as President of CSC, effective October 15, 2021. Mr. Wurster has been the Executive Vice President, Head of Schwab Asset Management Services of CSC since 2019 and Executive Vice President – Schwab Asset Management Solutions of Charles Schwab & Co., Inc. (CS&Co) since 2019. He has been Chief Executive Officer of Charles Schwab Investment Management, Inc. since 2019 and Chief Executive Officer and President of Charles Schwab Investment Advisory, Inc. since 2018. Mr. Wurster served as Senior Vice President of CS&Co from 2016 until 2019, Chief Executive Officer of ThomasPartners, Inc. from 2016 until 2018, and Chief Executive Officer of Windhaven Investment Management, Inc. from 2016 until 2018. Mr. Wurster joined the company in 2016.

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11. Oct 6, 2020

    The information set forth in the Introductory Note is incorporated by reference into this

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12. Jul 27, 2020

    On July 23, 2020, at a meeting of the Board of Directors (Board) of The Charles Schwab Corporation (CSC), the Board elected Marianne C. Brown and Gerri K. Martin-Flickinger as directors effective August 1, 2020. Ms. Brown and Ms. Martin-Flickinger will serve as members of the class of directors whose term expires at the annual meeting of stockholders in 2023. The Board determined Ms. Brown and Ms. Martin-Flickinger to be independent under the independence standards of the New York Stock Exchange. On July 23, 2020, Roger O. Walther announced his decision to retire from the Board, effective on December 31, 2020. The Board appointed Paula A. Sneed to serve as Chair of the Compensation Committee, effective upon Mr. Walther’s retirement.

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13. May 15, 2020

    Upon the recommendation of the Compensation Committee, on January 29, 2020, the Board of Directors of The Charles Schwab Corporation (CSC) approved the amendment and restatement of the 2013 Stock Incentive Plan(the Plan), subject to stockholder approval. At the Annual Meeting of Stockholders of CSC held on May 12, 2020, stockholders approved the Plan. The amendments, among other things: • Increase the annual non-employee director equity awards by $25,000 and change the awards granted to 40% stock options and 60% restricted stock units from 50% stock options and 50% restricted stock units. A complete copy of the Plan is attached as Exhibit 10.410 and is incorporated herein by reference.

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14. Jan 31, 2020

    On January 29, 2020, Mr. Stephen T. McLin notified The Charles Schwab Corporation of his decision to retire from the Board of Directors at the expiration of his term, as of the annual meeting of stockholders on May 12, 2020.

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15. Aug 28, 2019

    Effective August 22, 2019, The Charles Schwab Corporation (CSC) entered into a Confidential Separation Agreement and General Release of Claims (the Agreement) with Ms. Terri R. Kallsen. On July 22, 2019, Ms. Kallsen’s position as Executive Vice President – Investor Services of CSC was eliminated as part of an organizational restructuring.

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Proxy statements (DEF 14A): 2026 · 2025 · 2024 · 2023 · 2022 · 2021

From the company's 10-K XBRL data (SEC companyfacts).

People who stopped filing as an insider of this company. “Last filing” is the last Form 3/4/5, an upper bound on when they left.