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SCHWAB CHARLES CORP — Director's Dealing 2025
Aug 30, 2025
10451_dirs_2025-08-29_6524d58a-5122-419b-9c60-c49b6f879e20.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: Morgan Peter J. III (General Counsel)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2025-08-27 | Common Stock | M | 2203 | $46.39 | Acquired | 2203 | Direct |
| 2025-08-27 | Common Stock | M | 47813 | $64.10 | Acquired | 50016 | Direct |
| 2025-08-27 | Common Stock | S | 50016 | $97.0004 | Disposed | 0 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | Nonqualified Stock Option (right to buy) | $46.39 | M | 2203 | Disposed | 2028-11-01 | Common Stock (2203) | Direct |
| 2025-08-27 | Nonqualified Stock Option (right to buy) | $64.10 | M | 47813 | Disposed | 2031-03-01 | Common Stock (47813) | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 150.468 | Indirect |
| Common Stock | 451 | Indirect |
Footnotes
F1: This transaction was executed in multiple trades at prices ranging from $96.895 to $97.09. 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.
F2: This information is based on a plan statement as of August 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.