Morgan Peter J. III's Form 4 filing
Schwab Charles Corp (SCHW) · filed Feb 3, 2026
- Accession no.
- 0001792910-26-000002
- Filed
- Feb 3, 2026
- Trade date
- Feb 2, 2026
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Not checked
This filing lists 2 non-derivative transactions and 1 derivative transaction. Open-market sales total $792.8K. 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.
| Owner | Relationship to the company |
|---|---|
| Morgan Peter J. IIICIK 0001792910 | Officer (General Counsel) |
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 |
|---|---|---|---|---|---|---|---|---|
| Feb 2, 2026 | Common Stock | MOption exerciseAcquired | +7,595 | $66.47 | +$504,839.65 | 7,595 | Direct | |
| Feb 2, 2026 | Common Stock | SSaleDisposed | −7,595 | $104.38F1 | −$792,766.1 | 0 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Feb 2, 2026 | Common Stock | MOption exerciseDisposed | −7,595 | $0.00 | $0 | 22,788 | Direct |
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 $104.32 to $104.44. 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.
Remarks
Exhibit 24 - Power of Attorney