Filing Details
- Accession Number:
- 0002028977-25-000004
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-05-09 16:02:37
- Reporting Period:
- 2025-05-08
- Filing Date:
- 2025-05-09
- Accepted Time:
- 2025-05-09 16:02:37
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 316709 | Schwab Charles Corp | SCHW | Security Brokers, Dealers & Flotation Companies (6211) | 943025021 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 2028977 | S Jonathan Beatty | 3000 Schwab Way Westlake TX 76262 | Md, Head Of Advisor Services | No | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Acquisiton | 2025-05-08 | 3,658 | $44.24 | 44,375 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2025-05-08 | 3,658 | $85.00 | 18,069 | No | 4 | S | Indirect | by Trust |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | M | Direct | |
| No | 4 | S | Indirect | by Trust |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Stock | Nonqualified Stock Option (right to buy) | Disposition | 2025-05-08 | 3,658 | $0.00 | 3,658 | $44.24 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 0 | 2027-11-01 | No | 4 | M | Direct |
Footnotes
- Reflects the contribution of 3,658 shares received upon exercise of the option to a trust.
- The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2024.
- 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.
Billionaire Hedge Funds
