Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-03-04 00:00:00 ET · period of report 2025-03-01 · accession 0002031313-25-000002 · 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 | Woolway Paul V | MD, Chief Banking Off | A - Grant | $0.00 | +13.3K | 38.4K | +53% | $0 |
| DI | 2025-03-04 | 2025-03-03 | SCHW | Woolway Paul V | MD, Chief Banking Off | S - Sale | $79.32 | -3,380 | 57.8K | -6% | -$268.1K |
| D | 2025-03-04 | 2025-03-03 | SCHW | Woolway Paul V | MD, Chief Banking Off | F - Tax | $79.05 | -3,367 | 35.0K | -9% | -$266.2K |
| D | 2025-03-04 | 2025-03-03 | SCHW | Woolway Paul V | MD, Chief Banking Off | A - Grant | $0.00 | +20.1K | 20.1K | 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 | A | A | 13,254 | $0.00 | 38,407 | D by Trust | — | — | |
| 2 | Common | Common Stock | 2025-03-03 | S | D | 3,380 | $79.32 | 57,818.11 | I | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $78.96 to $79.705. 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. |
| 3 | Common | Common Stock | 2025-03-03 | F | D | 3,367 | $79.05 | 35,040 | D | — | — | |
| 4 | Derivative | Nonqualified Stock Option (right to buy) | 2025-03-03 | A | A | 20,064 | $0.00 | 20,064 | D | $78.12 · — to 2035-03-03 | 20,064 Common Stock | (F6) 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. |