Home/Filings/4/0001792910-24-000002
4//SEC Filing

Morgan Peter J. III 4

Accession 0001792910-24-000002

CIK 0000316709other

Filed

Mar 4, 7:00 PM ET

Accepted

Mar 5, 6:40 PM ET

Size

337.3 KB

Accession

0001792910-24-000002

Insider Transaction Report

Form 4
Period: 2024-03-01
Morgan Peter J. III
General Counsel
Transactions
  • Award

    Common Stock

    2024-03-01+44,23644,236 total
  • Tax Payment

    Common Stock

    2024-03-01$66.36/sh19,716$1,308,27924,520 total
  • Award

    Nonqualified Stock Option (right to buy)

    2024-03-01+30,38330,383 total
    Exercise: $66.47From: 2025-03-01Exp: 2034-03-01Common Stock (30,383 underlying)
Holdings
  • Common Stock

    (indirect: by ESOP)
    147.774
Footnotes (4)
  • [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]This information is based on a plan statement as of December 31, 2023.
  • [F4]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 0001792910

Filing Metadata

Form type
4
Filed
Mar 4, 7:00 PM ET
Accepted
Mar 5, 6:40 PM ET
Size
337.3 KB