Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-03-04 00:00:00 ET · period of report 2025-03-01 · accession 0001792910-25-000004 · 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 | 2025-03-04 | 2025-03-03 | SCHW | Morgan Peter J. III | GC | F - Tax | $79.05 | -8,378 | 10.2K | -45% | -$662.3K |
| D | 2025-03-04 | 2025-03-01 | SCHW | Morgan Peter J. III | GC | A - Grant | $0.00 | +18.6K | 18.6K | New | $0 |
| D | 2025-03-04 | 2025-03-03 | SCHW | Morgan Peter J. III | GC | A - Grant | $0.00 | +27.4K | 27.4K | New | $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 | 2025-03-03 | F | D | 8,378 | $79.05 | 10,176 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-01 | A | A | 18,554 | $0.00 | 18,554 | D | — | — | |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-03-03 | A | A | 27,360 | $0.00 | 27,360 | D | $78.12 · — to 2035-03-03 | 27,360 Common Stock | (F4) The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. |