Transaction #8612 · Form 4 · 0002028977-25-000015
SCHWAB CHARLES CORP · Exercise / conversion · Common Stock
SCHWAB CHARLES CORP · Transacted November 12, 2025 · Filed November 14, 2025
What does this filing report?
An SEC Form 4 filing for SCHWAB CHARLES CORP records an exercise / conversion involving Common Stock on November 12, 2025. The reported quantity was 3,072. The filing date is November 14, 2025. This is one transaction record; amounts are not allocated among any joint reporting owners.
The acquisition category describes how securities were received. It does not by itself establish a cash purchase of common stock. Read the transaction code definitionsand the original filing before interpreting the amounts.
Transaction details
- Company
- SCHWAB CHARLES CORP
- Company CIK
- 0000316709
- Security type
- Non-derivative
- Acquisition type
- Exercise / conversion · Code M
- Quantity acquired
- 3,072
- Reported price
- 46.39
- Reference value
- 142,510.08
- Currency
- Currency not specified
- Ownership
- Direct
- Holdings after transaction
- 43,340
- Ownership description
- Not reported
- SEC acceptance time
- Nov 14, 2025, 7:05 PM EST
- 10b5-1 indication
- Indicated in filing
Reference value is reported quantity × reported price. It is not a confirmed cash payment or an estimate of a derivative's economic value. A missing currency is not assumed to be USD.
Reporting owners
- Beatty Jonathan S ↗
MD, Head of Advisor Services
CIK 0002028977
These are the reporting owners named in the filing. Quantities and amounts are not allocated among co-reporters. Roles reflect this filing, not a current profile.
Company listings
This transaction is not mapped to a specific company listing.
Filing footnotes & remarks
- F1
- Reflects the contribution of 3,072 shares received upon exercise of the option to a trust.
- F2
- The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 28, 2025.
- F3
- 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 are reproduced as plain text from the current source filing. For the full context, read the original SEC filing.
This record was updated Eastern Time. This is the stored record update time, not the transaction date. Report a correction.