MARTINETTO JOSEPH R 4
4 · SCHWAB CHARLES CORP · Filed Mar 5, 2024
Insider Transaction Report
Form 4
MARTINETTO JOSEPH R
EVP and CFO
Transactions
- Award
Nonqualified Stock Option (right to buy)
2024-03-01+129,911→ 129,911 totalExercise: $66.47From: 2025-03-01Exp: 2034-03-01→ Common Stock (129,911 underlying) - Award
Common Stock
2024-03-01+155,296→ 155,296 total - Tax Payment
Common Stock
2024-03-01$66.36/sh−70,882$4,703,460→ 84,414 total
Holdings
- 259,786(indirect: By LLC)
Common Stock
- 670.499(indirect: by ESOP)
Common Stock
Footnotes (5)
- [F1]Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2023.
- [F2]The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs.
- [F3]Reflects the transfer of 259,786 shares previously held by a trust to an LLC.
- [F4]This information is based on a plan statement as of December 31, 2023.
- [F5]This 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.