4//SEC Filing
Kallsen Terri R 4
Accession 0001225208-19-004580
CIK 0000316709other
Filed
Mar 4, 7:00 PM ET
Accepted
Mar 5, 3:49 PM ET
Size
18.6 KB
Accession
0001225208-19-004580
Insider Transaction Report
Form 4
Kallsen Terri R
EVP - Investor Services
Transactions
- Exercise/Conversion
Common Stock
2019-03-01$46.77/sh+16,346$764,502→ 38,828 total(indirect: By Trust) - Sale
Common Stock
2019-03-01$46.66/sh−22,482$1,049,082→ 16,346 total(indirect: By Trust) - Sale
Common Stock
2019-03-04$46.84/sh−18,803$880,819→ 16,346 total(indirect: By Trust) - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2019-03-04−18,803→ 0 totalExercise: $30.17From: 2016-03-02Exp: 2025-03-02→ Common Stock (18,803 underlying) - Exercise/Conversion
Common Stock
2019-03-01$26.39/sh+22,482$593,300→ 22,482 total(indirect: By Trust) - Exercise/Conversion
Common Stock
2019-03-04$30.17/sh+18,803$567,287→ 35,149 total(indirect: By Trust) - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2019-03-01−22,482→ 22,483 totalExercise: $26.39From: 2017-03-01Exp: 2026-03-01→ Common Stock (22,482 underlying) - Award
Nonqualified Stock Option (right to buy)
2019-03-01+66,856→ 66,856 totalExercise: $46.81From: 2020-03-01Exp: 2029-03-01→ Common Stock (66,856 underlying)
Holdings
- 1,249(indirect: by ESPP)
Common Stock
Footnotes (5)
- [F1]Shares acquired on the vesting of restricted stock units.
- [F2]The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 16, 2018.
- [F3]This transaction was executed in multiple trades at prices ranging from $46.51 to $46.83. 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 number of shares and prices at which the transaction was effected.
- [F4]This transaction was executed in multiple trades at prices ranging from $46.64 to $47.03. 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 number of shares and prices at which the transaction was effected.
- [F5]The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.
Documents
Issuer
SCHWAB CHARLES CORP
CIK 0000316709
Entity typeother
Related Parties
1- filerCIK 0001627137
Filing Metadata
- Form type
- 4
- Filed
- Mar 4, 7:00 PM ET
- Accepted
- Mar 5, 3:49 PM ET
- Size
- 18.6 KB