Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-05-29 00:00:00 ET · period of report 2025-05-27 · accession 0001193024-25-000003 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DI | 2025-05-29 | 2025-05-27 | SCHW | SNEED PAULA A | Dir | S - Sale | $88.06 | -8,647 | 105.7K | -8% | -$761.5K |
| D | 2025-05-29 | 2025-05-27 | SCHW | SNEED PAULA A | Dir | A - Grant | $0.00 | +1,462 | 8,073 | +22% | $0 |
| D | 2025-05-29 | 2025-05-27 | SCHW | SNEED PAULA A | Dir | A - Grant | $0.00 | +3,646 | 3,646 | 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 | 2025-05-27 | S | D | 8,647 | $88.06 | 105,654.16 | I by Trust | — | — | (F1) The transaction was executed in multiple trades at prices ranging from $87.9201 to $88.25. 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 transfer of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2025-05-27 | A | A | 1,462 | $0.00 | 8,073 | D | — | — | (F2) The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-05-27 | A | A | 3,646 | $0.00 | 3,646 | D | $88.63 · — to 2035-05-27 | 3,646 Common Stock | (F3) The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. |