Form 4 for SCHW Charles Schwab Corporation
Accepted 2023-02-09 00:00:00 ET · period of report 2023-02-07 · accession 0001062993-23-002567 · 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 | 2023-02-09 | 2023-02-07+ | SCHW | Schwab Charles R. | Co-COB, Dir | S - Sale | $81.30 | -125.4K | 30.73M | -0.4% | -$10.19M |
| I | 2023-02-09 | 2023-02-07 | SCHW | Schwab Charles R. | Co-COB, Dir | G - Gift | $0.00 | -62.9K | 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 | 2023-02-07 | S | D | 62,890 | $81.07 | 30,793,756 | I by Limited Partnership | — | — | (F1) This transaction was executed in multiple trades at prices ranging from $80.895 to $81.32. 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 | 2023-02-07 | G | D | 62,895 | $0.00 | 60,097,614 | I by Trust | — | — | |
| 3 | Common | Common Stock | 2023-02-08 | S | D | 62,500 | $81.54 | 30,731,256 | I by Limited Partnership | — | — | (F2) This transaction was executed in multiple trades at prices ranging from $81.27 to $81.89. 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. |