Morgan Peter J. III 4
4 · SCHWAB CHARLES CORP · Filed Aug 29, 2025
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.