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AI brief of an SEC Form 8-K · Charles Schwab (SCHW)

Schwab Names Dennis Howard Chief Technology, Operations and Data Officer; Two Retirements Set

Neutral Impact 4 of 5 leadership Written later

Schwab appointed Dennis Howard, its Chief Information Officer since 2022, as Managing Director, Chief Technology, Operations and Data Officer, effective immediately. The same January 29, 2026 announcement disclosed several other leadership changes, including the retirements of Charles Schwab Bank CEO Paul Woolway and General Auditor Mitch Mantua on July 1, 2026, which shareholders may view as part of a broader succession plan.

Key points

  • Dennis Howard, age 57, appointed Managing Director, Chief Technology, Operations and Data Officer effective January 29, 2026; he had been CIO since 2022 and his role now adds operations.
  • Paul Woolway, CEO of Charles Schwab Bank, retires July 1, 2026; Tyler Woulfe succeeds him as President and CEO of the bank.
  • Mitch Mantua, General Auditor, retires July 1, 2026; Jessica Bramhall becomes General Auditor on the same date.
  • Neesha Hathi will lead a newly created Wealth Advisory and Banking Services organization, including Charles Schwab Bank, effective July 1, 2026.

The filing

CompanyCharles Schwab (SCHW)
Form8-K, current report
Filed with the SECJan 29, 2026, 4:15 PM ET
Accession number0001193125-26-029376

Items reported: 5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.