Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-03-04 00:00:00 ET · period of report 2025-03-01 · accession 0000923738-25-000012 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-03-04 | 2025-03-01 | SCHW | Schwab Charles R. | Co-COB, Dir | A - Grant | $0.00 | +66.3K | 66.3K | New | $0 |
| D | 2025-03-04 | 2025-03-03 | SCHW | Schwab Charles R. | Co-COB, Dir | F - Tax | $79.05 | +26.1K | 0 | New | +$2.06M |
| D | 2025-03-04 | 2025-03-03 | SCHW | Schwab Charles R. | Co-COB, Dir | A - Grant | $0.00 | +91.2K | 91.2K | New | $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 | 2025-03-01 | A | A | 66,263 | $0.00 | 66,263 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-03 | F | A | 26,075 | $79.05 | 0 | D | — | — | (F3) Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSU's to a living trust. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-03-03 | A | A | 91,200 | $0.00 | 91,200 | D | $78.12 · — to 2035-03-03 | 91,200 Common Stock | (F4) The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. |