Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-04-24 00:00:00 ET · period of report 2025-04-22 · accession 0001950787-25-000011 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DI | 2025-04-24 | 2025-04-22 | SCHW | Schwab-Pomerantz Carolyn | Dir | S - Sale+OE | $76.77 | -6,897 | 1.55M | -0.4% | -$529.5K |
| D | 2025-04-24 | 2025-04-22 | SCHW | Schwab-Pomerantz Carolyn | Dir | M - OptEx | $31.37 | +6,897 | 8,162 | +545% | +$216.4K |
| D | 2025-04-24 | 2025-04-22 | SCHW | Schwab-Pomerantz Carolyn | Dir | M - OptEx | $0.00 | -6,897 | 0 | -100% | $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 | 2025-04-22 | S | D | 6,897 | $76.77 | 1,545,593.66 | I | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $76.69 to $76.845. 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 transfer of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2025-04-22 | M | A | 6,897 | $31.37 | 8,162 | D by Trust | — | — | (F1) Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-04-22 | M | D | 6,897 | $0.00 | 0 | D | $31.37 · 2015-11-02 to 2025-11-02 | 6,897 Common Stock | (F3) The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. |