Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

SCHWAB CHARLES CORP Director's Dealing 2022

Feb 8, 2022

10451_dirs_2022-02-08_fe2486af-ad49-433e-b46e-b075ca641364.zip

Director's Dealing

Open in viewer

Opens in your device viewer

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: SCHWAB CHARLES CORP (SCHW)
CIK: 0000316709
Period of Report: 2022-02-08

Reporting Person: Morgan Peter J. III (MD, EVP, and General Counsel)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2022-02-08 Common Stock M 2277.0000 $44.2400 Acquired 6855.0000 Direct
2022-02-08 Common Stock M 2203.0000 $46.3900 Acquired 9058.0000 Direct
2022-02-08 Common Stock S 4480.0000 $94.0444 Disposed 4578.0000 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2022-02-08 Nonqualified Stock Option (right to buy) $44.2400 M 2277.0000 Disposed 2027-11-01 Common Stock (2277.0000) Direct
2022-02-08 Nonqualified Stock Option (right to buy) $46.3900 M 2203.0000 Disposed 2028-11-01 Common Stock (2203.0000) Direct

Holdings (Non-Derivative)

Security Shares Ownership
Common Stock 142.8120 Indirect

Footnotes

F1: This transaction was executed in multiple trades at prices ranging from $94.00 to $94.09. 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.