Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-02-03 00:00:00 ET · period of report 2026-02-02 · accession 0001792910-26-000002 · 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 | 2026-02-03 | 2026-02-02 | SCHW | Morgan Peter J. III | GC | M - OptEx | $66.47 | +7,595 | 7,595 | New | +$504.8K |
| D | 2026-02-03 | 2026-02-02 | SCHW | Morgan Peter J. III | GC | S - Sale+OE | $104.38 | -7,595 | 0 | -100% | -$792.8K |
| D | 2026-02-03 | 2026-02-02 | SCHW | Morgan Peter J. III | GC | M - OptEx | $0.00 | -7,595 | 22.8K | -25% | $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 | 2026-02-02 | M | A | 7,595 | $66.47 | 7,595 | D | — | — | |
| 2 | Common | Common Stock | 2026-02-02 | S | D | 7,595 | $104.38 | 0 | D | — | — | (F1) This transaction was executed in multiple trades at prices ranging from $104.32 to $104.44. 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 | Derivative | Nonqualified Stock Option (right to buy) | 2026-02-02 | M | D | 7,595 | $0.00 | 22,788 | D | $66.47 · — to 2034-03-01 | 7,595 Common Stock | (F4) The option was granted under the company's 2022 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |