4//SEC Filing
Morgan Peter J. III 4
Accession 0001792910-25-000010
CIK 0000316709other
Filed
Aug 28, 8:00 PM ET
Accepted
Aug 29, 6:18 PM ET
Size
13.4 KB
Accession
0001792910-25-000010
Insider Transaction Report
Form 4
Morgan Peter J. III
General Counsel
Transactions
- Exercise/Conversion
Nonqualified Stock Option (right to buy)
2025-08-27−47,813→ 0 totalExercise: $64.10Exp: 2031-03-01→ Common Stock (47,813 underlying) - Exercise/Conversion
Common Stock
2025-08-27$46.39/sh+2,203$102,197→ 2,203 total - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2025-08-27−2,203→ 0 totalExercise: $46.39Exp: 2028-11-01→ Common Stock (2,203 underlying) - Sale
Common Stock
2025-08-27$97.00/sh−50,016$4,851,572→ 0 total - Exercise/Conversion
Common Stock
2025-08-27$64.10/sh+47,813$3,064,813→ 50,016 total
Holdings
- 150.468(indirect: by ESOP)
Common Stock
- 451(indirect: by ESPP)
Common Stock
Footnotes (3)
- [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.
Documents
Issuer
SCHWAB CHARLES CORP
CIK 0000316709
Entity typeother
Related Parties
1- filerCIK 0001792910
Filing Metadata
- Form type
- 4
- Filed
- Aug 28, 8:00 PM ET
- Accepted
- Aug 29, 6:18 PM ET
- Size
- 13.4 KB