Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-03-27 00:00:00 ET · period of report 2025-03-24 · accession 0002031313-25-000008 · 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 | 2025-03-27 | 2025-03-24 | SCHW | Woolway Paul V | MD, Chief Banking Off | M - OptEx | $41.98 | +8,614 | 33.8K | +34% | +$361.6K |
| DI | 2025-03-27 | 2025-03-24 | SCHW | Woolway Paul V | MD, Chief Banking Off | S - Sale+OE | $80.00 | -8,614 | 49.2K | -15% | -$689.1K |
| D | 2025-03-27 | 2025-03-24 | SCHW | Woolway Paul V | MD, Chief Banking Off | M - OptEx | $0.00 | -8,614 | 17.2K | -33% | $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 | 2025-03-24 | M | A | 8,614 | $41.98 | 33,767 | D by Trust | — | — | (F2) Reflects the contribution of 8,614 shares received upon exercise of the option to a trust. (F3) Includes the contribution of 9,887 shares to a trust. |
| 2 | Common | Common Stock | 2025-03-24 | S | D | 8,614 | $80.00 | 49,204.11 | I | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $80.00 to $80.01. 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. (F3) Includes the contribution of 9,887 shares to a trust. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-03-24 | M | D | 8,614 | $0.00 | 17,227 | D | $41.98 · — to 2030-03-02 | 8,614 Common Stock | (F5) 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. |