Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-03-03 00:00:00 ET · period of report 2026-03-01 · accession 0001792910-26-000004 · 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 | 2026-03-03 | 2026-03-01 | SCHW | Morgan Peter J. III | GC | A - Grant | $0.00 | +11.3K | 11.3K | New | $0 |
| D | 2026-03-03 | 2026-03-01 | SCHW | Morgan Peter J. III | GC | F - Tax | $95.31 | -4,311 | 6,952 | -38% | -$410.9K |
| D | 2026-03-03 | 2026-03-02 | SCHW | Morgan Peter J. III | GC | A - Grant | $0.00 | +21.1K | 21.1K | 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 | 2026-03-01 | A | A | 11,263 | $0.00 | 11,263 | D | — | — | |
| 2 | Common | Common Stock | 2026-03-01 | F | D | 4,311 | $95.31 | 6,952 | D | — | — | |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2026-03-02 | A | A | 21,057 | $0.00 | 21,057 | D | $95.49 · — to 2036-03-02 | 21,057 Common Stock | (F3) 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. |