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SCHWAB CHARLES CORP — Director's Dealing 2025
Nov 15, 2025
10451_dirs_2025-11-14_c75be773-53e0-4ff5-b7b9-92dc04b9d148.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: SCHWAB CHARLES CORP (SCHW)
CIK: 0000316709
Period of Report: 2025-11-12
Reporting Person: Beatty Jonathan S (MD, Head of Advisor Services)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2025-11-12 | Common Stock | M | 3072 | $46.39 | Acquired | 43340 | Direct |
| 2025-11-12 | Common Stock | S | 3072 | $98 | Disposed | 11923 | Indirect |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2025-11-12 | Nonqualified Stock Option (right to buy) | $46.39 | M | 3072 | Disposed | 2028-11-01 | Common Stock (3072) | Direct |
Footnotes
F1: Reflects the contribution of 3,072 shares received upon exercise of the option to a trust.
F2: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 28, 2025.
F3: 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.
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