{"schema_version":"alpha-governance-record-v2","alpha_id":"alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051","record_version":"public-1:ro-d751713988987e9331980363e24189ce","ontology_version":"alpha-governance-ontology-v1","as_of":"2026-10-16T04:48:07.795866+00:00","published_at":"2026-10-16T04:48:07.795866+00:00","section":"events","data":{"state":"PUBLISHED","derivation_version":"alpha-governance-event-derivation-v2","events":[{"event_id":"alpha:event:transition:iw59u61vesz2o","event_type":"EXECUTIVE_APPOINTED","effective_at":"2026-02-25","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:dennis-w-howard","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:23"],"evidence_ids":["alpha:projection-evidence:document:b40214cbb04aa3a279d525b77ada5ddae0ea4b9b0faa9d19fbbfef6c9301ed10"],"summary":"Dennis W. Howard executive of Charles Schwab Corporation, effective 2026-02-25.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:e51r7k4u088","event_type":"CFO_CHANGED","effective_at":"2026-02-25","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:michael-d-verdeschi-schw","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:24"],"evidence_ids":["alpha:projection-evidence:document:074bd2ba4cb780cbcda7b6467e2ece98f2e256e93a2249cb32d91bf6338b6b37"],"summary":"Michael D. Verdeschi executive of Charles Schwab Corporation, effective 2026-02-25.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:1br4rvlke1ebd","event_type":"EXECUTIVE_APPOINTED","effective_at":"2026-02-25","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:nigel-j-murtagh-schw","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:25"],"evidence_ids":["alpha:projection-evidence:document:340fb88c80afd17197495c7c79ca7421ed70e006c19db817a55cb51a55b27282"],"summary":"Nigel J. Murtagh executive of Charles Schwab Corporation, effective 2026-02-25.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:12we0gq1i56fba","event_type":"GC_CHANGED","effective_at":"2026-02-25","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:peter-j-cannone-iii","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:26"],"evidence_ids":["alpha:projection-evidence:document:1561774af9855f3a685ff4a8c3dfe41caa0088546b7b693e98ec51f47433d084"],"summary":"Patrick J. Forkin III executive of Charles Schwab Corporation, effective 2026-02-25.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:u1jb5e19vyihg","event_type":"EXECUTIVE_APPOINTED","effective_at":"2026-02-25","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:paul-v-woolway-schw","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:27"],"evidence_ids":["alpha:projection-evidence:document:8df0d1a8f5149c3127db1fef985e69ff3a8372aca615246290cef82b4084b2bc"],"summary":"Paul V. Woolway executive of Charles Schwab Corporation, effective 2026-02-25.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:xodbs39o0orz","event_type":"GC_CHANGED","effective_at":"2026-02-25","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:peter-j-morgan-iii-schw","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:28"],"evidence_ids":["alpha:projection-evidence:document:52b46e39a5b07a1e163c3461d6e6b07dbbbf765379fbcca1f7c50bd99312aecb"],"summary":"Peter J. Morgan III executive of Charles Schwab Corporation, effective 2026-02-25.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:1dn07l8e0e9eq","event_type":"CEO_CHANGED","effective_at":"2026-02-25","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:richard-a-wurster","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:29"],"evidence_ids":["alpha:projection-evidence:document:839a9d9e06862191fb35ad7f8bb07f79ba957693c6b027b382b95052ab8a6a1f"],"summary":"Richard A. Wurster executive of Charles Schwab Corporation, effective 2026-02-25.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:i6bew61ur8qrc","event_type":"DIRECTOR_APPOINTED","effective_at":"2025-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:richard-a-wurster","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:21"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Richard A. Wurster seat on Charles Schwab Corporation, effective 2025-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:qkg0pl11c388v","event_type":"DIRECTOR_APPOINTED","effective_at":"2022-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:carolyn-schwab-pomerantz","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:12"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Carolyn Schwab-Pomerantz seat on Charles Schwab Corporation, effective 2022-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:drrq7j6llb35","event_type":"DIRECTOR_APPOINTED","effective_at":"2020-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:gerri-k-martin-flickinger","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:16"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Gerri K. Martin-Flickinger seat on Charles Schwab Corporation, effective 2020-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:1r3dmv61ftq9hu","event_type":"DIRECTOR_APPOINTED","effective_at":"2020-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:marianne-c-brown","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:19"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Marianne C. Brown seat on Charles Schwab Corporation, effective 2020-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:10gkwiq1pynyxe","event_type":"COMMITTEE_CREATED","effective_at":"2020-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:committee:charles-schwab-corporation:risk-chair","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:19"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Risk · Chair committee of Charles Schwab Corporation, effective 2020-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:j9suzcftiwpy","event_type":"COMMITTEE_MEMBER_ADDED","effective_at":"2020-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:marianne-c-brown","alpha:committee:charles-schwab-corporation:risk-chair"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:19"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Marianne C. Brown member of Risk · Chair, effective 2020-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:ccjndlq0prtr","event_type":"DIRECTOR_APPOINTED","effective_at":"2018-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:charles-a-ruffel","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:13"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Charles A. Ruffel seat on Charles Schwab Corporation, effective 2018-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:14hi64fnn5hkd","event_type":"COMMITTEE_MEMBER_ADDED","effective_at":"2018-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:charles-a-ruffel","alpha:committee:charles-schwab-corporation:audit"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:committee_record:30"],"evidence_ids":["alpha:projection-evidence:8199573060f22c1e98a355e37cd6ccd8d7c387a490a8cd54b7268b75785166ce"],"summary":"Charles A. Ruffel member of Audit, effective 2018-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:fcto0218tpb9g","event_type":"DIRECTOR_APPOINTED","effective_at":"2017-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:joan-t-dea","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:17"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Joan T. Dea seat on Charles Schwab Corporation, effective 2017-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:33izjm1d2u0x0","event_type":"COMMITTEE_CREATED","effective_at":"2017-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:committee:charles-schwab-corporation:compensation-nominating-and-corporate-governance","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:17"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Compensation; Nominating and Corporate Governance committee of Charles Schwab Corporation, effective 2017-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:b4pp8dsju0sf","event_type":"COMMITTEE_MEMBER_ADDED","effective_at":"2017-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:joan-t-dea","alpha:committee:charles-schwab-corporation:compensation-nominating-and-corporate-governance"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:17"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Joan T. Dea member of Compensation; Nominating and Corporate Governance, effective 2017-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:hneykn1b8kvzt","event_type":"DIRECTOR_APPOINTED","effective_at":"2015-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:john-k-adams-jr","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:18"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"John K. Adams, Jr. seat on Charles Schwab Corporation, effective 2015-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:7i51ht5xgy5x","event_type":"COMMITTEE_CREATED","effective_at":"2015-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:committee:charles-schwab-corporation:audit-chair","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:18"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Audit · Chair committee of Charles Schwab Corporation, effective 2015-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:cycsef5l05qz","event_type":"COMMITTEE_MEMBER_ADDED","effective_at":"2015-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:john-k-adams-jr","alpha:committee:charles-schwab-corporation:audit-chair"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:18"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"John K. Adams, Jr. member of Audit · Chair, effective 2015-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:1f2lmko8h6eq8","event_type":"DIRECTOR_APPOINTED","effective_at":"2014-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:christopher-v-dodds","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:14"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Christopher V. Dodds seat on Charles Schwab Corporation, effective 2014-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:1vddofeaxofjg","event_type":"COMMITTEE_CREATED","effective_at":"2014-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:committee:charles-schwab-corporation:nominating-and-corporate-governance-risk","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:14"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Nominating and Corporate Governance; Risk committee of Charles Schwab Corporation, effective 2014-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:m3i6ds19r8re4","event_type":"COMMITTEE_MEMBER_ADDED","effective_at":"2014-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:christopher-v-dodds","alpha:committee:charles-schwab-corporation:nominating-and-corporate-governance-risk"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:14"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Christopher V. Dodds member of Nominating and Corporate Governance; Risk, effective 2014-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:dbwprnebzmqj","event_type":"DIRECTOR_APPOINTED","effective_at":"2012-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:stephen-a-ellis","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:22"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Stephen A. Ellis seat on Charles Schwab Corporation, effective 2012-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:c4iyj7rby0j7","event_type":"COMMITTEE_CREATED","effective_at":"2012-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:committee:charles-schwab-corporation:audit-nominating-and-corporate-governance","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:22"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Audit; Nominating and Corporate Governance committee of Charles Schwab Corporation, effective 2012-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:185vqmn1snaw85","event_type":"COMMITTEE_MEMBER_ADDED","effective_at":"2012-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:stephen-a-ellis","alpha:committee:charles-schwab-corporation:audit-nominating-and-corporate-governance"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:22"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Stephen A. Ellis member of Audit; Nominating and Corporate Governance, effective 2012-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:a3az3x16on0op","event_type":"DIRECTOR_APPOINTED","effective_at":"2009-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:arun-sarin-2","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:11"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Arun Sarin seat on Charles Schwab Corporation, effective 2009-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:1urjpyh1rh0oup","event_type":"DIRECTOR_APPOINTED","effective_at":"2008-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:walter-w-bettinger-ii","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:10"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Walter W. Bettinger II seat on Charles Schwab Corporation, effective 2008-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:126ywen19uowp9","event_type":"BOARD_CHAIR_CHANGED","effective_at":"2008-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:walter-w-bettinger-ii","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:10"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Walter W. Bettinger II chairs board Charles Schwab Corporation, effective 2008-01-01.","derivation":"temporal_relationship_change"},{"event_id":"alpha:event:transition:41kl3014t5qko","event_type":"DIRECTOR_APPOINTED","effective_at":"2002-01-01","detected_at":"2026-10-16T04:48:07.795866+00:00","subject_ids":["alpha:person:paula-a-sneed","alpha:company:eae9983b-18cd-400c-b259-09c17a2bc051"],"caused_claim_ids":["alpha:claim:company:eae9983b-18cd-400c-b259-09c17a2bc051:leadership_role:20"],"evidence_ids":["alpha:projection-evidence:document:e73bd667312d9a49720fd5f1b26c165456b58fcf5ed48421b826037b635d3e4c"],"summary":"Paula A. 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