Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-03-04 00:00:00 ET · period of report 2025-03-01 · accession 0001889263-25-000002 · 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 | 2025-03-04 | 2025-03-01 | SCHW | Wurster Richard A | Pres | A - Grant | $0.00 | +92.8K | 230.5K | +67% | $0 |
| D | 2025-03-04 | 2025-03-03 | SCHW | Wurster Richard A | Pres | F - Tax | $79.05 | -34.6K | 195.9K | -15% | -$2.74M |
| D | 2025-03-04 | 2025-03-03 | SCHW | Wurster Richard A | Pres | A - Grant | $0.00 | +231.4K | 231.4K | 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 | 2025-03-01 | A | A | 92,770 | $0.00 | 230,519 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-03 | F | D | 34,608 | $79.05 | 195,911 | D | — | — | |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-03-03 | A | A | 231,419 | $0.00 | 231,419 | D | $78.12 · — to 2035-03-03 | 231,419 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. |