Home/Filings/4/0001209191-11-046337
4//SEC Filing

Bottini Peter 4

Accession 0001209191-11-046337

CIK 0001299688other

Filed

Aug 31, 8:00 PM ET

Accepted

Sep 1, 5:19 PM ET

Size

21.2 KB

Accession

0001209191-11-046337

Insider Transaction Report

Form 4
Period: 2011-09-01
Bottini Peter
EVP Trading & Customer Service
Transactions
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2011-09-0132,5840 total
    Exercise: $12.71Exp: 2017-03-04Common Stock (32,584 underlying)
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2011-09-013,8490 total
    Exercise: $19.89Exp: 2017-07-02Common Stock (3,849 underlying)
  • Disposition to Issuer

    Common Stock

    2011-09-0143,1000 total
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2011-09-013,8490 total
    Exercise: $11.18Exp: 2015-06-22Common Stock (3,849 underlying)
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2011-09-0160,2940 total
    Exercise: $8.11Exp: 2016-02-25Common Stock (60,294 underlying)
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2011-09-0115,5000 total
    Exercise: $15.15Exp: 2018-02-10Common Stock (15,500 underlying)
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2011-09-0139,3830 total
    Exercise: $18.80Exp: 2015-02-22Common Stock (39,383 underlying)
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2011-09-015,1320 total
    Exercise: $16.37Exp: 2016-06-27Common Stock (5,132 underlying)
Footnotes (4)
  • [F1]Disposed of pursuant to the terms of the Agreement and Plan of Merger dated as of March 18, 2011 (the "Merger Agreement"), by and among The Charles Schwab Corporation ("Schwab"), and Neon Acquisition Corp., a newly formed, wholly-owned subsidiary of Schwab, and the Issuer. Each share of Common Stock of the Issuer held outright shall be cancelled in exchange for 1.02 shares of Schwab common stock.
  • [F2]All of these options were exercisable. The options that were not otherwise exercisable pursuant to the terms of the grant of such options vested in connection with the consummation of the transactions contemplated by the Merger Agreement pursuant to the terms of the retention agreement entered into between Schwab and Mr. Bottini.
  • [F3]All outstanding options were assumed by Schwab pursuant to the Merger Agreement.
  • [F4]Per Instruction 4(c)(iii), this column is to be left blank.

Issuer

optionsXpress Holdings, Inc.

CIK 0001299688

Entity typeother

Related Parties

1
  • filerCIK 0001362428

Filing Metadata

Form type
4
Filed
Aug 31, 8:00 PM ET
Accepted
Sep 1, 5:19 PM ET
Size
21.2 KB