Form 4 for SCHW Charles Schwab Corporation
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001733065-24-000002 · 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 | Craig Jonathan M. | Please see remarks | A - Grant | $0.00 | +92.2K | 92.2K | New | $0 |
| D | 2024-03-05 | 2024-03-01 | SCHW | Craig Jonathan M. | Please see remarks | F - Tax | $66.36 | -43.5K | 0 | -100% | -$2.89M |
| D | 2024-03-05 | 2024-03-01 | SCHW | Craig Jonathan M. | Please see remarks | A - Grant | $0.00 | +69.1K | 69.1K | 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 | 92,236 | $0.00 | 92,236 | D | — | — | |
| 2 | Common | Common Stock | 2024-03-01 | F | D | 43,485 | $66.36 | 0 | D | — | — | (F3) Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a revocable living trust. |
| 3 | Derivative | Nonqualified Stock Option (right to buy) | 2024-03-01 | A | A | 69,147 | $0.00 | 69,147 | D | $66.47 · 2025-03-01 to 2034-03-01 | 69,147 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. |