Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-06-26 00:00:00 ET · period of report 2025-06-24 · accession 0001561563-25-000010 · 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 | 2025-06-26 | 2025-06-24 | SCHW | Ellis Stephen A | Dir | M - OptEx | $33.12 | +1,853 | 6,660 | +39% | +$61.4K |
| D | 2025-06-26 | 2025-06-24 | SCHW | Ellis Stephen A | Dir | M - OptEx | $0.00 | -1,853 | 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 | 2025-06-24 | M | A | 1,853 | $33.12 | 6,660 | D | — | — | (F1) Reflects the contribution of shares received upon exercise of the option and 2,379.1115 other shares to a revocable trust. |
| 2 | Derivative | Nonqualified Stock Option (right to buy) | 2025-06-24 | M | D | 1,853 | $0.00 | 0 | D | $33.12 · — to 2025-07-01 | 1,853 Common Stock | (F3) The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. |