Form 4 for SCHW Charles Schwab Corporation
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0000923738-24-000010 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-03-05 | 2024-03-01 | SCHW | Schwab Charles R. | Co-COB, Dir | A - Grant | $0.00 | +84.7K | 84.7K | New | $0 |
| D | 2024-03-05 | 2024-03-01 | SCHW | Schwab Charles R. | Co-COB, Dir | F - Tax | $66.36 | -33.3K | 0 | -100% | -$2.21M |
| D | 2024-03-05 | 2024-03-01 | SCHW | Schwab Charles R. | Co-COB, Dir | A - Grant | $0.00 | +104.8K | 104.8K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2024-03-01 | A | A | 84,706 | $0.00 | 84,706 | D | — | — | |
| 2 | Common | Common Stock | 2024-03-01 | F | D | 33,332 | $66.36 | 0 | D | — | — | (F3) Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a living trust. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2024-03-01 | A | A | 104,767 | $0.00 | 104,767 | D | $66.47 · 2025-03-01 to 2034-03-01 | 104,767 Common Stock | (F4) The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. |