Paula A. Sneed - 27 May 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Reporting relationship: Director
Issuer ticker: SCHW
Reported as of: 27 May 2025
Net transaction value: -$761,479
SEC form: 4
Accepted by SEC: 29 May 2025, 19:00:21 UTC
Prior SEC filing: 30 May 2024
Next SEC filing: 14 Nov 2025
Source filing: View source filing
Reporting owner signature: /s/ Jeffrey E. Salvesen, Attorney-in-Fact

Key filing fact

Paula A. Sneed filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 29 May 2025.

Key facts

This page summarizes Paula A. Sneed's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 29 May 2025, 19:00.

Change

Previous filing in this sequence was filed on 30 May 2024.
Current net transaction value: -$761,479.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001193024 Primary reporting owner

SNEED PAULA A

Relationship: Director
Address: 3000 SCHWAB WAY, WESTLAKE
Signature: /s/ Jeffrey E. Salvesen, Attorney-in-Fact
Signature date: 29 May 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SCHW transaction

Common Stock

Sale

Transaction value: $761,479
Shares: -8,647
Change %: -7.6%
Price: $88.06
Shares after: 105,654
Date: 27 May 2025
Ownership: by Trust
Footnotes: F1

SCHW transaction

Common Stock

Award

Transaction value: $0
Shares: +1,462
Change %: +22%
Price: $0.000000
Shares after: 8,073
Date: 27 May 2025
Ownership: Direct
Footnotes: F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SCHW transaction Derivative

Nonqualified Stock Option (right to buy)

Award

Transaction value: $0
Shares: +3,646
Change %
Price: $0.000000
Shares after: 3,646
Date: 27 May 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 3,646
Exercise price: $88.63
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

The transaction was executed in multiple trades at prices ranging from $87.9201 to $88.25. 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.

Footnote F2

The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Footnote F3

The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.