Todd M. Ricketts - 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: $0
SEC form: 4
Accepted by SEC: 29 May 2025, 19:34:38 UTC
Prior SEC filing: 02 Apr 2025
Source filing: View source filing
Reporting owner signature: /s/ Jeffrey E. Salvesen, Attorney-in-Fact

Key filing fact

Todd M. Ricketts filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 29 May 2025.

Key facts

This page summarizes Todd M. Ricketts's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 29 May 2025, 19:34.

Change

Previous filing in this sequence was filed on 02 Apr 2025.
Current net transaction value: $0.

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 0001533741 Primary reporting owner

Ricketts Todd M

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

Award

Transaction value: $0
Shares: +1,462
Change %: +0.39%
Price: $0.000000
Shares after: 379,767
Date: 27 May 2025
Ownership: Direct
Footnotes: F1, F2

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 155,367
Date: 27 May 2025
Ownership: By Spouse
Footnotes: F2

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 295,320
Date: 27 May 2025
Ownership: by Spouse as Trustee

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 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 F2

Reflects a transfer of shares between trusts.

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.