Home/Filings/4/0001564429-24-000002
4//SEC Filing

Clark Bernard J. 4

Accession 0001564429-24-000002

CIK 0000316709other

Filed

Mar 4, 7:00 PM ET

Accepted

Mar 5, 8:55 PM ET

Size

333.5 KB

Accession

0001564429-24-000002

Insider Transaction Report

Form 4
Period: 2024-03-01
Clark Bernard J.
Executive Vice President - Adv
Transactions
  • Award

    Common Stock

    2024-03-01+80,00080,000 total
  • Tax Payment

    Common Stock

    2024-03-04$66.36/sh31,239$2,072,9010 total
  • Award

    Nonqualified Stock Option (right to buy)

    2024-03-01+64,95664,956 total
    Exercise: $66.47From: 2025-03-01Exp: 2034-03-01Common Stock (64,956 underlying)
Holdings
  • Common Stock

    (indirect: By Trust)
    170,426.945
  • Common Stock

    (indirect: By 401(k))
    3,730.359
  • Common Stock

    (indirect: by ESOP)
    670.496
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 contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a trust.
  • [F4]This information is based on a plan statement as of December 31, 2023.
  • [F5]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.

Issuer

SCHWAB CHARLES CORP

CIK 0000316709

Entity typeother

Related Parties

1
  • filerCIK 0001564429

Filing Metadata

Form type
4
Filed
Mar 4, 7:00 PM ET
Accepted
Mar 5, 8:55 PM ET
Size
333.5 KB