Beatty Jonathan S 4
4 · SCHWAB CHARLES CORP · Filed Aug 29, 2025
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.