SCHWAB CHARLES CORP
For the period ended Jun 30, 2025. Filed Aug 8, 2025.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Jun 30, 2025 · Filed Aug 8, 2025
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Item 5. Other Information
During the three months ended June 30, 2025, certain of our directors and officers adopted orterminated trading arrangements for the sale of shares of our common stock as follows:
| Plans | ||||||
|---|---|---|---|---|---|---|
| Action | Date | Rule 10b5-1 (1) | Non-Rule 10b5-1 (2) | Number of Securities to be Sold | LatestExpiration (3) | |
| Jonathan S. Beatty, Managing Director and Head of Advisor Services | Adoption | 5/28/2025 | x | — | (4) | 12/31/2026 |
(1)Intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
(2)Not intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
(3) Plans expire at the close of trading on the date presented or at such earlier date upon the completion of all trades under the plan (or the expiration of the orders relating to such trades without execution).
(4) Securities to be sold under the plan represent up to 13,216 shares of our common stock to be acquired upon the exercise of stock options.
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