Transaction · 0000923738-25-000004

Schwab Charles R.

Schwab Charles R., CHAIR, reported a transaction classified as exercise at SCHWAB CHARLES CORP involving 180506.000000 shares for an estimated $5445866.02. Reported holdings after the transaction were 0.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

exerciseSEC transaction code MCHAIR
SCHWSCHWAB CHARLES CORP
Filing timeFeb 15
Trade dateFeb 12, 2025
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
Pre-filing
Returns since

SCHW price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
SCHW since 2025-02-15Filed 566 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
exercise
Code M
Identifier
0000923738-25-000004
Common Stock
Transaction date
Feb 12, 2025
Filed Feb 15, 2025, 02:20 AM · 3d delay
Shares
180k sh
$3.01k per share
Estimated value
$544M
Computed from shares × price
Holdings after
0 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Direct Ownership
+6score
Filing-only score

+6

Compact filing score computed from stored Form 4 facts. Version v1.

Positive filing signal

This filing has a modest positive filing-only score. Treat it as a useful flag for review, not as a buy signal.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

Co-Chairman

Officer YesDirector Yes10% NoOther No
Footnotes & amended
  1. F1

    Reflects the contribution of shares received upon exercise of the option to a living trust.

  2. F2

    The transaction was executed in multiple trades at prices ranging from $81.66 to $82.48. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide…

  3. F3

    The transaction was executed in multiple trades at prices ranging from $80.525 to $81.52. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide…

  4. F4

    The transaction was executed in multiple trades at prices ranging from $81.53 to $81.70. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide…

  5. F5

    The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on March 2, 2015.

Original filing · 0000923738-25-000004
Related transactions

0 other filings

Same reporting owner
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