Morgan Peter J. III 4
4 · SCHWAB CHARLES CORP · Filed Jan 24, 2025
Insider Transaction Report
Form 4
Morgan Peter J. III
General Counsel
Transactions
- Exercise/Conversion
Common Stock
2025-01-22$41.98/sh+14,643$614,713→ 14,643 total - Sale
Common Stock
2025-01-22$80.70/sh−14,643$1,181,709→ 0 total - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2025-01-22−14,643→ 0 totalExercise: $41.98Exp: 2030-03-02→ Common Stock (14,643 underlying)
Holdings
- 149.812(indirect: by ESOP)
Common Stock
- 125(indirect: by ESPP)
Common Stock
Footnotes (3)
- [F1]The transaction was executed in multiple trades at prices ranging from $80.505 to $80.95. 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 transfer of shares and prices at which the transaction was effected.
- [F2]This information is based on a plan statement as of December 31, 2024.
- [F3]This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on March 2, 2020.