Schwab Charles R.'s Form 4 filing
Schwab Charles Corp (SCHW) · filed May 27, 2025
- Accession no.
- 0000923738-25-000024
- Filed
- May 27, 2025
- Trade date
- May 22, 2025
- Filing delay
- 5 days
- Rule 10b5-1 plan
- Not checked
This filing lists 1 non-derivative transaction. Open-market sales total $3.03M. It was filed 5 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Schwab Charles R.CIK 0000923738 | Director, Officer (Co-Chairman) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| May 22, 2025 | Common Stock | SSaleDisposed | −34,585 | $87.50F1 | −$3,026,187.5 | 57,569,203 | Indirect |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F1
This transaction was executed in multiple trades at prices ranging from $87.40 to $87.63. 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.
Referenced by the price of 1 transaction in Table I.