Form 4 for SCHW Charles Schwab Corporation
Accepted 2025-06-20 00:00:00 ET · period of report 2025-06-18 · accession 0002031313-25-000020 · 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 | 2025-06-20 | 2025-06-18 | SCHW | Woolway Paul V | MD, Chief Banking Off | M - OptEx | $46.81 | +10.1K | 33.8K | +43% | +$474.1K |
| DI | 2025-06-20 | 2025-06-18 | SCHW | Woolway Paul V | MD, Chief Banking Off | S - Sale+OE | $90.01 | -10.1K | 39.2K | -21% | -$911.7K |
| D | 2025-06-20 | 2025-06-18 | SCHW | Woolway Paul V | MD, Chief Banking Off | M - OptEx | $0.00 | -10.1K | 10.1K | -50% | $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 | 2025-06-18 | M | A | 10,129 | $46.81 | 33,767 | D by Trust | — | — | (F1) Reflects the contribution of 10,129 shares received upon exercise of the options to a revocable trust. |
| 2 | Common | Common Stock | 2025-06-18 | S | D | 10,129 | $90.01 | 39,154.11 | I | — | — | (F3) This transaction was executed in multiple trades at prices ranging from $90.00 to $90.045. 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 number of shares and prices at which the transaction was effected. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2025-06-18 | M | D | 10,129 | $0.00 | 10,131 | D | $46.81 · — to 2029-03-01 | 10,129 Common Stock | (F4) 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. |