Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-03-04 00:00:00 ET · period of report 2025-03-01 · accession 0002028977-25-000002 · 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 | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $0.00 | +9,482 | 46.5K | +26% | $0 |
| D | 2025-03-04 | 2025-03-01 | SCHW | Beatty Jonathan S | MD, Head of Advisor Services | F - Tax | $79.05 | -2,088 | 44.4K | -4% | -$165.1K |
| D | 2025-03-04 | 2025-03-03 | SCHW | Beatty Jonathan S | MD, Head of Advisor Services | A - Grant | $0.00 | +30.1K | 30.1K | 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 | 2025-03-01 | M | A | 9,482 | $0.00 | 46,463 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-01 | F | D | 2,088 | $79.05 | 44,375 | D | — | — | |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-03-03 | A | A | 30,096 | $0.00 | 30,096 | D | $78.12 · — to 2035-03-03 | 30,096 Common Stock | (F2) 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. |