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SCHWAB CHARLES CORP — Director's Dealing 2026
Mar 4, 2026
10451_dirs_2026-03-03_6e9d4071-b0be-45fd-bcca-05d454743610.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: 2026-03-01
Reporting Person: Morgan Peter J. III (General Counsel)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2026-03-01 | Common Stock | A | 11263 | — | Acquired | 11263 | Direct |
| 2026-03-01 | Common Stock | F | 4311 | $95.305 | Disposed | 6952 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2026-03-02 | Nonqualified Stock Option (right to buy) | $95.49 | A | 21057 | Acquired | 2036-03-02 | Common Stock (21057) | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 549 | Indirect |
| Common Stock | 151.331 | Indirect |
Footnotes
F1: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025.
F2: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs.
F3: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.