4//SEC Filing
Clark Bernard J. 4
Accession 0001564429-24-000004
CIK 0000316709other
Filed
May 29, 8:00 PM ET
Accepted
May 30, 8:44 PM ET
Size
12.6 KB
Accession
0001564429-24-000004
Insider Transaction Report
Form 4
Clark Bernard J.
Executive Vice President - Adv
Transactions
- Exercise/Conversion
Nonqualified Stock Option (right to buy)
2024-05-28−28,670→ 0 totalExercise: $42.99Exp: 2027-03-01→ Common Stock (28,670 underlying) - Exercise/Conversion
Common Stock
2024-05-28$42.99/sh+28,670$1,232,523→ 0 total - Sale
Common Stock
2024-05-28$70.91/sh−74,615$5,290,718→ 124,481.945 total(indirect: By Trust) - Sale
Common Stock
2024-05-28$71.88/sh−2,816$202,428→ 121,665.945 total(indirect: By Trust)
Holdings
- 673.464(indirect: by ESOP)
Common Stock
- 3,739.719(indirect: By 401(k))
Common Stock
Footnotes (6)
- [F1]Reflects the contribution of 28,670 shares received upon exercise of the option to a trust.
- [F2]The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on February 27, 2024.
- [F3]This transaction was executed in multiple trades at prices ranging from $70.56 to $71.56. 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 $71.57 to $72.09. 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]This information is based on a plan statement as of March 31, 2024.
- [F6]The option was granted under the company's 2013 Stock Incentive Plan and vested 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 0001564429
Filing Metadata
- Form type
- 4
- Filed
- May 29, 8:00 PM ET
- Accepted
- May 30, 8:44 PM ET
- Size
- 12.6 KB