Form 4 for SCHW Charles Schwab Corporation
Accepted 2024-03-25 00:00:00 ET · period of report 2024-03-21 · accession 0001649599-24-000006 · 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 | 2024-03-25 | 2024-03-21 | SCHW | Murtagh Nigel J | CRO | M - OptEx | $26.39 | +12.9K | 94.4K | +16% | +$341.7K |
| D | 2024-03-25 | 2024-03-21 | SCHW | Murtagh Nigel J | CRO | S - Sale+OE | $70.03 | -12.9K | 81.4K | -14% | -$906.7K |
| D | 2024-03-25 | 2024-03-21 | SCHW | Murtagh Nigel J | CRO | M - OptEx | $0.00 | -12.9K | 0 | -100% | $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 | 2024-03-21 | M | A | 12,948 | $26.39 | 94,394.22 | D | — | — | |
| 2 | Common | Common Stock | 2024-03-21 | S | D | 12,948 | $70.03 | 81,446.22 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $70.00 to $70.125. 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. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2024-03-21 | M | D | 12,948 | $0.00 | 0 | D | $26.39 · — to 2026-03-01 | 12,948 Common Stock | (F3) This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on March 1, 2017. |