Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-03-25 00:00:00 ET · period of report 2026-03-24 · accession 0001561563-26-000008 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2026-03-25 | 2026-03-24 | SCHW | Ellis Stephen A | Dir | M - OptEx | $28.85 | +9,765 | 6,660 | New | +$281.7K |
| DM | 2026-03-25 | 2026-03-24 | SCHW | Ellis Stephen A | Dir | M - OptEx | $6,705.60 | -9,765 | 0 | -100% | -$65.48M |
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 | 2026-03-24 | M | A | 7,866 | $28.96 | 6,660 | D | — | — | (F1) Reflects the contribution of shares received upon exercise of the option to a revocable trust. |
| 2 | Common | Common Stock | 2026-03-24 | M | A | 1,899 | $28.38 | 6,660 | D | — | — | (F1) Reflects the contribution of shares received upon exercise of the option to a revocable trust. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2026-03-24 | M | D | 1,899 | $1,899.00 | 0 | D | $28.38 · — to 2026-04-01 | 1,899 Common Stock | (F2) The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. |
| 4 | Derivative | Nonqualified Stock Option (right to buy) | 2026-03-24 | M | D | 7,866 | $7,866.00 | 0 | D | $28.96 · — to 2026-05-19 | 7,866 Common Stock | (F3) The reported transaction constitutes a grant of stock options under the company's 2013 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. |