Beatty Jonathan S sold SCHW

August 28, 2025 · Form 4 insider transaction

Beatty Jonathan S sold 6,144 shares of The Charles Schwab Corporation at $96.81 per share, a transaction worth $594.8K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 1 day after the transaction.

Direction
Disposed (sell-side)
Shares
6,144
Price
$96.81
Total value
$594.8K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateAugust 28, 2025
Filing dateAugust 29, 2025
Shares owned after11,923
OwnershipIndirect
10b5-1 planYes
AmendedNo

Footnotes

The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2024.; This transaction was executed in multiple trades at prices ranging from $96.55 to $97.05. 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.; Reflects the contribution of 6,144 shares received upon exercise of the option to a trust.

View the original Form 4 on SEC EDGAR