Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-08-29 00:00:00 ET · period of report 2025-08-27 · accession 0001792910-25-000010 · 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 | 2025-08-29 | 2025-08-27 | SCHW | Morgan Peter J. III | GC | M - OptEx | $63.32 | +50.0K | 2,203 | New | +$3.17M |
| D | 2025-08-29 | 2025-08-27 | SCHW | Morgan Peter J. III | GC | S - Sale+OE | $97.00 | -50.0K | 0 | -100% | -$4.85M |
| DM | 2025-08-29 | 2025-08-27 | SCHW | Morgan Peter J. III | GC | M - OptEx | $0.00 | -50.0K | 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 | 2025-08-27 | M | A | 47,813 | $64.10 | 50,016 | D | — | — | |
| 2 | Common | Common Stock | 2025-08-27 | S | D | 50,016 | $97.00 | 0 | D | — | — | (F1) This transaction was executed in multiple trades at prices ranging from $96.895 to $97.09. 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. |
| 3 | Common | Common Stock | 2025-08-27 | M | A | 2,203 | $46.39 | 2,203 | D | — | — | |
| 4 | Derivative | Nonqualified Stock Option (right to buy) | 2025-08-27 | M | D | 2,203 | $0.00 | 0 | D | $46.39 · — to 2028-11-01 | 2,203 Common Stock | (F3) The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
| 5 | Derivative | Nonqualified Stock Option (right to buy) | 2025-08-27 | M | D | 47,813 | $0.00 | 0 | D | $64.10 · — to 2031-03-01 | 47,813 Common Stock | (F3) The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |