Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-02-25 00:00:00 ET · period of report 2025-02-21 · accession 0000923738-25-000008 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MI | 2025-02-25 | 2025-02-21 | SCHW | Schwab Charles R. | Co-COB, Dir | S - Sale | $81.90 | -124.0K | 60.16M | -0.2% | -$10.16M |
| MI | 2025-02-25 | 2025-02-24 | SCHW | Schwab Charles R. | Co-COB, Dir | G - Gift | $0.00 | -87.5K | 60.10M | -0.1% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-02-21 | S | D | 123,900 | $81.90 | 60,161,458 | I by Trust | — | — | (F1) This transaction was executed in multiple trades at prices ranging from $81.35 to $82.35. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2025-02-24 | G | D | 25,000 | $0.00 | 7,347,842.33 | I by Spouse as Trustee | — | — | |
| 3 | Common | Common Stock | 2025-02-24 | G | D | 62,500 | $0.00 | 60,098,858 | I by Trust | — | — | |
| 4 | Common | Common Stock | 2025-02-21 | S | D | 100 | $82.36 | 60,161,358 | I by Trust | — | — |