Peter J. Morgan III - 02 Feb 2026 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
General Counsel
Signature
/s/ P. Blake Allen, Attorney-in-fact
Issuer symbol
SCHW
Transactions as of
02 Feb 2026
Net transactions value
-$287,957
Form type
4
Filing time
03 Feb 2026, 21:40:57 UTC
Previous filing
29 Aug 2025
Next filing
03 Mar 2026
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/ P. Blake Allen, Attorney-in-fact 03 Feb 2026 0001792910

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Options Exercise $504,840 +7,595 $66.47 7,595 02 Feb 2026 Direct
transaction SCHW Common Stock Sale $792,796 -7,595 -100% $104.38 0 02 Feb 2026 Direct F1
holding SCHW Common Stock 549 02 Feb 2026 by ESPP F2
holding SCHW Common Stock 151 02 Feb 2026 by ESOP F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SCHW Nonqualified Stock Option (right to buy) Options Exercise $0 -7,595 -25% $0.000000 22,788 02 Feb 2026 Common Stock 7,595 $66.47 Direct F4
* 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 $104.32 to $104.44. 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 January 30, 2026.
F3 This information is based on a plan statement as of February 1, 2026.
F4 The option was granted under the company's 2022 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

Remarks:

Exhibit 24 - Power of Attorney