Beatty Jonathan S 4
4 · SCHWAB CHARLES CORP · Filed May 9, 2025
Insider Transaction Report
Form 4
Beatty Jonathan S
MD, Head of Advisor Services
Transactions
- Exercise/Conversion
Common Stock
2025-05-08$44.24/sh+3,658$161,830→ 44,375 total - Sale
Common Stock
2025-05-08$85.00/sh−3,658$310,930→ 18,069 total(indirect: By Trust) - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2025-05-08−3,658→ 0 totalExercise: $44.24Exp: 2027-11-01→ Common Stock (3,658 underlying)
Footnotes (3)
- [F1]Reflects the contribution of 3,658 shares received upon exercise of the option to a trust.
- [F2]The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2024.
- [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.