Peter J. Morgan III - 22 May 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
General Counsel
Signature
/s/ Jeffrey E. Salvesen, Attorney-in-Fact
Issuer symbol
SCHW
Transactions as of
22 May 2025
Net transactions value
-$889,295
Form type
4
Filing time
23 May 2025, 16:04:08 UTC
Previous filing
04 Mar 2025
Next filing
29 Aug 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Morgan Peter J. III General Counsel 3000 SCHWAB WAY, WESTLAKE /s/ Jeffrey E. Salvesen, Attorney-in-Fact 23 May 2025 0001792910

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Sale $889,295 -10,176 -100% $87.39 0 22 May 2025 Direct F1
holding SCHW Common Stock 451 22 May 2025 by ESPP F2
holding SCHW Common Stock 150 22 May 2025 by ESOP F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 This transaction was executed in multiple trades at prices ranging from $87.24 to $87.57. 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.
F2 This information is based on a plan statement as of May 1, 2025.
F3 This information is based on a plan statement as of May 15, 2025.