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Schwab Charles R.'s Form 4 filing

Schwab Charles Corp (SCHW) · filed Nov 19, 2021

Accession no.
0001225208-21-013983
Filed
Nov 19, 2021
Trade date
Nov 18, 2021
Filing delay
1 day
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 3 non-derivative transactions. Open-market sales total $4.02M. It was filed 1 day 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.

Reporting owners on this filing
OwnerRelationship to the company
Schwab Charles R.CIK 0000923738Director, Officer (Chairman)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Nov 18, 2021Common StockSSaleDisposed−24,550$81.92F1−$2,011,13680,930,304Indirect
Nov 18, 2021Common StockSSaleDisposed−24,550$81.89−$2,010,399.580,905,754Indirect
Nov 18, 2021Common StockGGiftDisposed−115,380$0.00$080,790,374Indirect

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 $81.91 to $81.915. 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.

Read the full filing on SEC EDGAR (opens in a new tab)