Form 4 for SCHW Charles Schwab Corporation
Accepted 2024-03-25 00:00:00 ET · period of report 2024-03-21 · accession 0001950787-24-000006 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MI | 2024-03-25 | 2024-03-21 | SCHW | Schwab-Pomerantz Carolyn | Dir | S - Sale | $70.87 | -9,000 | 582.5K | -2% | -$637.8K |
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 | 2024-03-21 | S | D | 1,066 | $71.28 | 581,457 | I by Spouse as Trustee | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $71.01 to $71.58. The price reported reflects the weighted average purchase 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. |
| 2 | Common | Common Stock | 2024-03-21 | S | D | 3,256 | $70.66 | 1,721,542.66 | I by Trust | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $69.97 to $70.97. The price reported reflects the weighted average purchase 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 | 2024-03-21 | S | D | 2,144 | $71.21 | 1,719,398.66 | I by Trust | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $70.98 to $71.58. The price reported reflects the weighted average purchase 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. |
| 4 | Common | Common Stock | 2024-03-21 | S | D | 2,534 | $70.68 | 582,523 | I by Spouse as Trustee | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $69.99 to $70.99. The price reported reflects the weighted average purchase 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. |