Home > Insider Trading > Filing (0002028977-24-000007)

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
2028977	S Jonathan Beatty	3000 Schwab Way Westlake TX 76262	Md, Head Of Advisor Services	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	2024-07-11	780	$44.24	36,981	No	4	M	Direct
Common Stock	Disposition	2024-07-11	780	$75.00	18,069	No	4	S	Indirect	by Trust

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

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	2024-07-11	780	$0.00	780	$44.24

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
11,158		2027-11-01	No	4	M	Direct

Footnotes

Reflects the contribution of 780 shares received upon exercise of the option to a trust.
The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2024.
The transaction was executed in multiple trades at prices ranging from $75.00 to $75.02. 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.
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.