4//SEC Filing
Beatty Jonathan S 4
Accession 0002028977-25-000013
CIK 0000316709other
Filed
Aug 28, 8:00 PM ET
Accepted
Aug 29, 6:24 PM ET
Size
10.5 KB
Accession
0002028977-25-000013
Insider Transaction Report
Form 4
Beatty Jonathan S
MD, Head of Advisor Services
Transactions
- Sale
Common Stock
2025-08-28$96.81/sh−6,144$594,809→ 11,923 total(indirect: By Trust) - Exercise/Conversion
Common Stock
2025-08-28$46.39/sh+6,144$285,020→ 43,340 total - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2025-08-28−6,144→ 7,072 totalExercise: $46.39Exp: 2028-11-01→ Common Stock (6,144 underlying) - Sale
Common Stock
2025-08-27$97.18/sh−3,296$320,305→ 11,923 total(indirect: By Trust)
Footnotes (4)
- [F1]Reflects the contribution of 6,144 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]This transaction was executed in multiple trades at prices ranging from $96.55 to $97.05. 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.
- [F4]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
- Aug 28, 8:00 PM ET
- Accepted
- Aug 29, 6:24 PM ET
- Size
- 10.5 KB