4//SEC Filing
Beatty Jonathan S 4
Accession 0002028977-25-000004
CIK 0000316709other
Filed
May 8, 8:00 PM ET
Accepted
May 9, 4:02 PM ET
Size
8.5 KB
Accession
0002028977-25-000004
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.
Documents
Issuer
SCHWAB CHARLES CORP
CIK 0000316709
Entity typeother
Related Parties
1- filerCIK 0002028977
Filing Metadata
- Form type
- 4
- Filed
- May 8, 8:00 PM ET
- Accepted
- May 9, 4:02 PM ET
- Size
- 8.5 KB