Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-05-09 00:00:00 ET · period of report 2025-05-08 · accession 0002028977-25-000004 · 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 | 2025-05-09 | 2025-05-08 | SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $44.24 | +3,658 | 44.4K | +9% | +$161.8K |
| DI | 2025-05-09 | 2025-05-08 | SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale+OE | $85.00 | -3,658 | 18.1K | -17% | -$310.9K |
| D | 2025-05-09 | 2025-05-08 | SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $0.00 | -3,658 | 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 | 2025-05-08 | M | A | 3,658 | $44.24 | 44,375 | D by Trust | — | — | (F1) Reflects the contribution of 3,658 shares received upon exercise of the option to a trust. |
| 2 | Common | Common Stock | 2025-05-08 | S | D | 3,658 | $85.00 | 18,069 | I | — | — | (F1) Reflects the contribution of 3,658 shares received upon exercise of the option to a trust. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-05-08 | M | D | 3,658 | $0.00 | 0 | D | $44.24 · — to 2027-11-01 | 3,658 Common Stock | (F3) The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |