Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-01-24 00:00:00 ET · period of report 2025-01-22 · accession 0001792910-25-000002 · 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 | 2025-01-24 | 2025-01-22 | SCHW | Morgan Peter J. III | GC | S - Sale+OE | $80.70 | -14.6K | 0 | -100% | -$1.18M |
| D | 2025-01-24 | 2025-01-22 | SCHW | Morgan Peter J. III | GC | M - OptEx | $41.98 | +14.6K | 14.6K | New | +$614.7K |
| D | 2025-01-24 | 2025-01-22 | SCHW | Morgan Peter J. III | GC | M - OptEx | $0.00 | -14.6K | 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 | 2025-01-22 | S | D | 14,643 | $80.70 | 0 | D | — | — | (F1) The transaction was executed in multiple trades at prices ranging from $80.505 to $80.95. 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 transfer of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2025-01-22 | M | A | 14,643 | $41.98 | 14,643 | D | — | — | |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-01-22 | M | D | 14,643 | $0.00 | 0 | D | $41.98 · — to 2030-03-02 | 14,643 Common Stock | (F3) This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on March 2, 2020. |