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Grant4

SCHWAB CHARLES CORP

SCHW

Total Value
$8.4M

Company Information

Ticker Symbol
SCHW
CIK
0000316709

Insider Information

Role
Co-Chairman, Director
DirectorOfficer
Location
WESTLAKE, TX

Filing Details

Filing Date
Mar 3, 2026
Transaction Date
Mar 1, 2026
Accession Number
0000923738-26-000012
Form Type
4

Non-Derivative Transactions

DateSecuritySharesPriceTypeValue
Mar 1, 2026Common Stock38,838Grant/Award
Mar 1, 2026Common Stock15,283$95.30Tax Withholding$1.5M

Derivative Transactions

DateSecuritySharesExercise PriceTypeValue
Mar 2, 2026Derivative72,489$95.49Grant/Award$6.9M

Footnotes

  1. (F1)Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025.
  2. (F2)The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs.
  3. (F3)Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSU's to a living trust.
  4. (F4)The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.

SEC Filing

View on SEC Daily

View the complete filing document on SEC Daily.