Schwab Charles
Statement of Changes in Beneficial Ownership
Transaction Details
Footnotes ▸
Reflects the contribution of the shares received upon exercise of the option to a trust.
Footnotes ▸
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.
Footnotes ▸
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 29, 2026. | This transaction was executed in multiple trades at prices ranging from $107.805 to $108.725. 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 affected. | Reflects the contribution of the shares received upon exercise of the option to a trust.
Post-Transaction Holdings
| Security | Shares | Change |
|---|---|---|
| Common Stock | 0 | - |
| Nonqualified Stock Option (right to buy) | 3.18K | -3.18K (-50.00%) |