Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-03-04 00:00:00 ET · period of report 2025-03-01 · accession 0001296479-25-000005 · 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 | Bettinger Walter W | Co-COB, Dir | A - Grant | $0.00 | +225.3K | 1.05M | +27% | $0 |
| D | 2025-03-04 | 2025-03-03 | SCHW | Bettinger Walter W | Co-COB, Dir | F - Tax | $79.05 | -96.5K | 956.1K | -9% | -$7.63M |
| D | 2025-03-04 | 2025-03-03 | SCHW | Bettinger Walter W | Co-COB, Dir | A - Grant | $0.00 | +52.4K | 52.4K | 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 | 225,295 | $0.00 | 1,052,672.02 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-03 | F | D | 96,539 | $79.05 | 956,133.02 | D | — | — | |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-03-03 | A | A | 52,440 | $0.00 | 52,440 | D | $78.12 · — to 2035-03-03 | 52,440 Common Stock | (F5) 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. |