Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-02-14 00:00:00 ET · period of report 2025-02-12 · accession 0001296479-25-000002 · 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 | 2025-02-14 | 2025-02-12 | SCHW | Bettinger Walter W | Co-COB, Dir | M - OptEx | $26.39 | +464.6K | 1.29M | +56% | +$12.26M |
| DM | 2025-02-14 | 2025-02-12 | SCHW | Bettinger Walter W | Co-COB, Dir | S - Sale+OE | $81.91 | -464.6K | 827.4K | -36% | -$38.06M |
| D | 2025-02-14 | 2025-02-12 | SCHW | Bettinger Walter W | Co-COB, Dir | M - OptEx | $0.00 | -464.6K | 0 | -100% | $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 | 2025-02-12 | M | A | 464,629 | $26.39 | 1,292,006.02 | D | — | — | |
| 2 | Common | Common Stock | 2025-02-12 | S | D | 441,797 | $81.87 | 850,209.02 | D | — | — | (F1) This transaction was executed in multiple trades at prices ranging from $81.34 to $82.34. 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. |
| 3 | Common | Common Stock | 2025-02-12 | S | D | 22,832 | $82.66 | 827,377.02 | D | — | — | (F2) This transaction was executed in multiple trades at prices ranging from $82.345 to $82.795. 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. |
| 4 | Derivative | Nonqualified Stock Option (right to buy) | 2025-02-12 | M | D | 464,629 | $0.00 | 0 | D | $26.39 · — to 2026-03-01 | 464,629 Common Stock | (F4) The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on March 1, 2016. |