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|4Mar 3, 8:48 PM ET

Schwab Charles R. 4

4 · SCHWAB CHARLES CORP · Filed Mar 3, 2026

Insider Transaction Report

Form 4
Period: 2026-03-01
SCHWAB CHARLES CORPSCHW
Schwab Charles R.
DirectorCo-Chairman
Transactions
  • Award

    Common Stock

    [F1]
    2026-03-01+38,838→ 38,838 total
  • Tax Payment

    Common Stock

    [F2][F3]
    2026-03-01$95.31/sh−15,283$1,456,546→ 0 total
  • Award

    Nonqualified Stock Option (right to buy)

    [F4]
    2026-03-02+72,489→ 72,489 total
    Exercise: $95.49Exp: 2036-03-02→ Common Stock (72,489 underlying)
Holdings

  • Common Stock

    [F3]
    (indirect: By Trust)
    55,746,284

  • Common Stock

    (indirect: By Partnership)
    30,483,368

  • Common Stock

    (indirect: by 188 Corp)
    44,025

  • Common Stock

    (indirect: By Trust)
    9,509,797.33
Footnotes (4)
  • [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]Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSU's to a living trust.
  • [F4]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.
Signature
/s/ P. Blake Allen, Attorney-in-fact|2026-03-03

Documents

1 file
  • 4
    wk-form4_1772588886.xmlPrimary

    FORM 4