Morgan Peter J. III 4
4 · SCHWAB CHARLES CORP · Filed Mar 3, 2026
Insider Transaction Report
Form 4
Morgan Peter J. III
General Counsel
Transactions
- Award
Common Stock
[F1]2026-03-01+11,263→ 11,263 total - Tax Payment
Common Stock
[F2]2026-03-01$95.31/sh−4,311$410,860→ 6,952 total - Award
Nonqualified Stock Option (right to buy)
[F3]2026-03-02+21,057→ 21,057 totalExercise: $95.49Exp: 2036-03-02→ Common Stock (21,057 underlying)
Holdings
- 549(indirect: by ESPP)
Common Stock
- 151.331(indirect: by ESOP)
Common Stock
Footnotes (3)
- [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.
Signature
/s/ P. Blake Allen, Attorney-in-fact|2026-03-03