Home > Insider Trading > Filing (0001649599-24-000006)

Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
316709	Schwab Charles Corp	SCHW	Security Brokers, Dealers & Flotation Companies (6211)	943025021

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1649599	J Nigel Murtagh	3000 Schwab Way Westlake TX 76262	Chief Risk Officer	No	Yes	No	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Acquisiton	2024-03-21	12,948	$26.39	94,394	No	4	M	Direct
Common Stock	Disposition	2024-03-21	12,948	$70.03	81,446	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	M	Direct
No	4	S	Direct

Reported Derivative Transactions

Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Common Stock	Nonqualified Stock Option (right to buy)	Disposition	2024-03-21	12,948	$0.00	12,948	$26.39

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
0		2026-03-01	No	4	M	Direct

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Common Stock	1,800	Indirect	by ESPP

Footnotes

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, 2023.
The transaction was executed in multiple trades at prices ranging from $70.00 to $70.125. 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 transfer of shares and prices at which the transaction was effected.
This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on March 1, 2017.