Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-05-30 00:00:00 ET · period of report 2025-05-28 · accession 0001649599-25-000011 · 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 | 2025-05-30 | 2025-05-28 | SCHW | Murtagh Nigel J | CRO | M - OptEx | $41.98 | +25.0K | 84.0K | +42% | +$1.05M |
| D | 2025-05-30 | 2025-05-28 | SCHW | Murtagh Nigel J | CRO | S - Sale+OE | $88.20 | -25.0K | 59.0K | -30% | -$2.21M |
| D | 2025-05-30 | 2025-05-28 | SCHW | Murtagh Nigel J | CRO | M - OptEx | $0.00 | -25.0K | 24.1K | -51% | $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 | 2025-05-28 | M | A | 25,000 | $41.98 | 83,999.23 | D | — | — | (F1) Includes 6.1465 shares acquired through dividend reinvestment. |
| 2 | Common | Common Stock | 2025-05-28 | S | D | 25,000 | $88.20 | 58,999.23 | D | — | — | (F2) This transaction was executed in multiple trades at prices ranging from $88.1 to $88.365. 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. (F1) Includes 6.1465 shares acquired through dividend reinvestment. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-05-28 | M | D | 25,000 | $0.00 | 24,096 | D | $41.98 · — to 2030-03-02 | 25,000 Common Stock | (F4) The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. |