Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-03-17 00:00:00 ET · period of report 2025-03-14 · accession 0001739929-25-000004 · 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 | 2025-03-17 | 2025-03-14 | SCHW | Ruffel Charles A. | Dir | M - OptEx | $43.21 | +8,584 | 22.1K | +63% | +$370.9K |
| D | 2025-03-17 | 2025-03-14 | SCHW | Ruffel Charles A. | Dir | M - OptEx | $0.00 | -8,584 | 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 | 2025-03-14 | M | A | 8,584 | $43.21 | 22,149.84 | D | — | — | (F2) Includes 67.3788 shares acquired through dividend reinvestment. |
| 2 | Derivative | Nonqualified Stock Option (right to buy) | 2025-03-14 | M | D | 8,584 | $0.00 | 0 | D | $43.21 · — to 2029-05-17 | 8,584 Common Stock | (F5) The option was granted under the company's 2013 Stock Incentive Plan and vested 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. |