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SCHWAB CHARLES CORP·4

Mar 3, 9:49 PM ET

Woolway Paul V 4

4 · SCHWAB CHARLES CORP · Filed Mar 3, 2026

Insider Transaction Report

Form 4
Period: 2026-03-01
SCHWAB CHARLES CORPSCHW
Woolway Paul V
MD, Chief Banking Officer
Transactions
  • Award

    Common Stock

    [F1]
    2026-03-01+8,156→ 38,022.437 total(indirect: By Trust)
  • Tax Payment

    Common Stock

    [F2]
    2026-03-01$90.31/sh−2,030$183,319→ 35,992.437 total(indirect: By Trust)
  • Exercise/Conversion

    Common Stock

    [F3]
    2026-03-02$52.05/sh+15,884$826,762→ 25,153 total
  • Sale

    Common Stock

    2026-03-02$94.23/sh−7,942$748,375→ 43,934.437 total(indirect: By Trust)
  • Sale

    Common Stock

    [F4][F5]
    2026-03-02$96.00/sh−7,942$762,442→ 35,992.437 total(indirect: By Trust)
  • Sale

    Common Stock

    [F4][F6]
    2026-03-03$94.41/sh−3,626$342,347→ 32,366.437 total(indirect: By Trust)
  • Sale

    Common Stock

    [F4][F7]
    2026-03-03$94.89/sh−2,500$237,226→ 29,866.437 total(indirect: By Trust)
  • Exercise/Conversion

    Nonqualified Stock Option (right to buy)

    [F8]
    2026-03-02−15,884→ 15,883 total
    Exercise: $52.05Exp: 2028-03-01→ Common Stock (15,884 underlying)
  • Award

    Nonqualified Stock Option (right to buy)

    [F9]
    2026-03-02+15,189→ 15,189 total
    Exercise: $95.49Exp: 2036-03-02→ Common Stock (15,189 underlying)
Holdings

  • Common Stock

    (indirect: by ESPP)
    7,500

  • Common Stock

    (indirect: by Son 1)
    1,536.624

  • Common Stock

    (indirect: by Son 2)
    1,536.624
Footnotes (9)
  • [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]Reflects the contribution of 15,884 shares received upon exercise of the options to a revocable trust.
  • [F4]The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 24, 2025.
  • [F5]This transaction was executed in multiple trades at prices ranging from $96.00 to $96.01. 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.
  • [F6]This transaction was executed in multiple trades at prices ranging from $93.7 to $94.695. 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 affected.
  • [F7]This transaction was executed in multiple trades at prices ranging from $94.72 to $95.07. 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 affected.
  • [F8]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.
  • [F9]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

Documents

3 files