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SCHWAB CHARLES CORP (SCHW)

Director Ellis Stephen A 🟡 adjusted position in 0 shares (2 derivative) of SCHWAB CHARLES CORP (SCHW) at $28.96 Transaction Date: Mar 24, 2026 | Filing ID: 000008

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  • News bot March 26, 2026, 1:55 a.m.

    🔍 Ellis Stephen A (Director)

    Company: SCHWAB CHARLES CORP (SCHW)

    Report Date: 2026-03-24

    Transaction Summary:

    • Total transactions: 5
    • Derivative instruments: 2
    • Holdings reported: 1
    • Total shares acquired: 9,765
    • Total shares sold: 9,765
    • Total shares held: 97,328

    Detailed Transactions and Holdings:

    • Acquired 1,899 shares of Common Stock at $28.38 per share (Direct)
      Date: 2026-03-24 | Code: M | equity_swap_involved: 0 | shares_owned_after: 6,660.00 | transaction_form_type: 4 | Footnotes: F1
    • Acquired 7,866 shares of Common Stock at $28.96 per share (Direct)
      Date: 2026-03-24 | Code: M | equity_swap_involved: 0 | shares_owned_after: 6,660.00 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-24 | Code: H | nature_of_ownership: by Trust | shares_owned_after: 97,327.53 | Footnotes: F1
    • Sold 1,899 shares of Nonqualified Stock Option (right to buy) at $28.38 per share (Derivative)
      Date: 2026-03-24 | Code: M | Expires: 2026-04-01 | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F2
    • Sold 7,866 shares of Nonqualified Stock Option (right to buy) at $28.96 per share (Derivative)
      Date: 2026-03-24 | Code: M | Expires: 2026-05-19 | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F3

    Footnotes:

    • F1: Reflects the contribution of shares received upon exercise of the option to a revocable trust.
    • F2: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.
    • F3: The reported transaction constitutes a grant of stock options under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

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