[Form 4] SCHWAB CHARLES CORP Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Charles Schwab executive Jonathan M. Craig exercised options and sold shares in a planned transaction. He exercised nonqualified stock options for 21,750 shares of common stock at an exercise price of $46.81 per share, under the company’s 2013 Stock Incentive Plan.
The shares received from the option exercise were contributed to a revocable trust and then 21,750 common shares were sold by the trust at a weighted average price of $99.0035 per share. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on November 11, 2025.
Positive
- None.
Negative
- None.
Insider Trade Summary 10b5-1
Net Seller: 21,750 shares ($2,153,326)
Net Sell
3 txns
Insider
Craig Jonathan M.
Role
MD, Head of Retail Investing
Sold
21,750 shs ($2.15M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Nonqualified Stock Option (right to buy) | 21,750 | $0.00 | -- |
| Exercise | Common Stock | 21,750 | $46.81 | $1.02M |
| Sale | Common Stock | 21,750 | $99.0035 | $2.15M |
Holdings After Transaction:
Nonqualified Stock Option (right to buy) — 65,366 shares (Direct);
Common Stock — 0 shares (Direct);
Common Stock — 0 shares (Indirect, by Trust)
Footnotes (1)
- Reflects the contribution of the shares received upon exercise of the option to a revocable trust. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. The transaction was executed in multiple trades at prices ranging from $99.00 to $99.035. 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 transfer of shares and prices at which the transaction was effected. The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.