Form 4: Charles Schwab Reports Changes in Beneficial Ownership
SEC Filing
Charles Schwab reports a transaction involving common stock, resulting in adjustments to his beneficial ownership.
Summary
- Charles Schwab, Co-Chairman of Charles Schwab Corp, filed a Form 4 on May 1, 2025, reporting changes in his beneficial ownership of the company's common stock.
- On April 30, 2025, Schwab disposed of 625,000 shares of common stock.
- Following the transaction, Schwab directly owns 0 shares and indirectly owns 59,345,853 shares through various entities, including a trust (59,345,853 shares), a limited partnership (30,641,981 shares), 188 Corp (44,025 shares), and his spouse as trustee (7,422,852.33 shares).
Sentiment
Score: 5
Explanation: The document is a standard regulatory filing, so the sentiment is neutral.
Industry Context
Form 4 filings are a routine part of insider trading regulations, providing transparency into the transactions of company executives and directors.
Stakeholder Impact
- The change in beneficial ownership may be of interest to shareholders.
Key Dates
| Date | Description |
|---|---|
| 04/30/2025 | Date of transaction involving common stock. |
| 05/01/2025 | Date of Form 4 filing. |
Keywords
beneficial ownership, Form 4, Charles Schwab, SCHW, common stock, securities
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