Schwab-Pomerantz Carolyn's Form 4 filing
Schwab Charles Corp (SCHW) · filed Apr 7, 2025
- Accession no.
- 0001950787-25-000009
- Filed
- Apr 7, 2025
- Trade date
- Apr 3, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 4 non-derivative transactions. Open-market sales total $1.80M. It was filed 4 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-Pomerantz CarolynCIK 0001950787 | Director |
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 |
|---|---|---|---|---|---|---|---|---|
| Apr 3, 2025 | Common Stock | SSaleDisposed | −12,253 | $74.89F2 | −$917,627.17 | 1,547,740.66 | Indirect | |
| Apr 3, 2025 | Common Stock | SSaleDisposed | −2,147 | $75.20F3 | −$161,454.4 | 1,545,593.66 | Indirect | |
| Apr 3, 2025 | Common Stock | SSaleDisposed | −8,350 | $74.90F4 | −$625,415 | 506,979 | Indirect | |
| Apr 3, 2025 | Common Stock | SSaleDisposed | −1,250 | $75.22F5 | −$94,025 | 505,729 | 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.
- F2
This transaction was executed in multiple trades at prices ranging from $74.145 to 75.14. 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.
- F3
This transaction was executed in multiple trades at prices ranging from $75.15 to $75.28. 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.
- F4
This transaction was executed in multiple trades at prices ranging from $74.145 to $75.13. 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.
- F5
This transaction was executed in multiple trades at prices ranging from $75.15 to $75.265. 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.