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SCHWAB CHARLES CORP — Director's Dealing 2025
Aug 30, 2025
10451_dirs_2025-08-29_76c69b0c-c88c-4320-95c0-d572a4d4ab38.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: 2025-08-27
Reporting Person: Beatty Jonathan S (MD, Head of Advisor Services)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2025-08-27 | Common Stock | S | 3296 | $97.18 | Disposed | 11923 | Indirect |
| 2025-08-28 | Common Stock | M | 6144 | $46.39 | Acquired | 43340 | Direct |
| 2025-08-28 | Common Stock | S | 6144 | $96.8113 | Disposed | 11923 | Indirect |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | Nonqualified Stock Option (right to buy) | $46.39 | M | 6144 | Disposed | 2028-11-01 | Common Stock (6144) | Direct |
Footnotes
F1: Reflects the contribution of 6,144 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 February 28, 2024.
F3: This transaction was executed in multiple trades at prices ranging from $96.55 to $97.05. 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.
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.