Form 4 for SCHW Charles Schwab Corporation
Accepted 2024-08-19 00:00:00 ET · period of report 2024-08-15 · accession 0001950787-24-000024 · 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 | 2024-08-19 | 2024-08-15+ | SCHW | Schwab-Pomerantz Carolyn | Dir | S - Sale | $65.16 | -21.3K | 558.5K | -4% | -$1.39M |
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 | 2024-08-15 | S | D | 7,392 | $65.08 | 1,651,313.66 | I by Trust | — | — | (F1) This transaction was executed in multiple trades at prices ranging from $65.05 to $65.13. 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. |
| 2 | Common | Common Stock | 2024-08-15 | S | D | 4,928 | $65.13 | 562,129 | I by Spouse as Trustee | — | — | (F2) This transaction was executed in multiple trades at prices ranging from $65.08 to $65.20. 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 | 2024-08-16 | S | D | 5,400 | $65.25 | 1,645,913.66 | I by Trust | — | — | (F4) This transaction was executed in multiple trades at prices ranging from $64.945 to $65.49. 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. |
| 4 | Common | Common Stock | 2024-08-16 | S | D | 3,600 | $65.24 | 558,529 | I by Spouse as Trustee | — | — | (F5) This transaction was executed in multiple trades at prices ranging from $64.93 to $65.49. 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. |