4//SEC Filing
Craig Jonathan M. 4
Accession 0001733065-25-000002
CIK 0000316709other
Filed
Mar 3, 7:00 PM ET
Accepted
Mar 4, 9:08 PM ET
Size
14.8 KB
Accession
0001733065-25-000002
Insider Transaction Report
Form 4
Craig Jonathan M.
MD, Head of Investor Services
Transactions
- Award
Common Stock
2025-03-01+42,409→ 42,409 total - Tax Payment
Common Stock
2025-03-03$79.05/sh−19,151$1,513,791→ 0 total - Exercise/Conversion
Common Stock
2025-03-03$42.99/sh+28,668$1,232,437→ 0 total - Sale
Common Stock
2025-03-03$79.32/sh−28,668$2,273,972→ 23,258 total(indirect: By Trust) - Award
Nonqualified Stock Option (right to buy)
2025-03-03+63,840→ 63,840 totalExercise: $78.12Exp: 2035-03-03→ Common Stock (63,840 underlying) - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2025-03-03−28,668→ 9,559 totalExercise: $42.99Exp: 2027-03-01→ Common Stock (28,668 underlying)
Footnotes (8)
- [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, 2024.
- [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 revocable living trust.
- [F4]The option exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on October 31, 2024.
- [F5]Reflects the contribution of the shares received upon exercise of the option to a revocable living trust.
- [F6]The transaction was executed in multiple trades at prices ranging from $78.96 to $79.71. 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 transfer of shares and prices at which the transaction was effected.
- [F7]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.
- [F8]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 0001733065
Filing Metadata
- Form type
- 4
- Filed
- Mar 3, 7:00 PM ET
- Accepted
- Mar 4, 9:08 PM ET
- Size
- 14.8 KB