Filing Details
- Accession Number:
- 0001193024-25-000003
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-05-29 19:00:21
- Reporting Period:
- 2025-05-27
- Filing Date:
- 2025-05-29
- Accepted Time:
- 2025-05-29 19:00:21
- 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 |
---|---|---|---|---|---|---|---|
1193024 | A Paula Sneed | 3000 Schwab Way Westlake TX 76262 | Yes | No | No | No |
Transaction Summary
Sold: | 8,647 shares | Avg. Price: $88.06 | Total Value: $761,479.03 |
Number of Shares After Transactions: | 8,073 shares |
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 | Disposition | 2025-05-27 | 8,647 | $88.06 | 105,654 | No | 4 | S | Indirect | by Trust |
Common Stock | Acquisiton | 2025-05-27 | 1,462 | $0.00 | 8,073 | No | 4 | A | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | S | Indirect | by Trust |
No | 4 | A | Direct |
Reported Derivative Transactions
Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
---|---|---|---|---|---|---|---|
Common Stock | Nonqualified Stock Option (right to buy) | Acquisiton | 2025-05-27 | 3,646 | $0.00 | 3,646 | $88.63 |
Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
---|---|---|---|---|---|---|
3,646 | 2035-05-27 | No | 4 | A | Direct |
Footnotes
- The transaction was executed in multiple trades at prices ranging from $87.9201 to $88.25. 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.
- The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.
- The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.