Morgan Peter J. III 4
4 · SCHWAB CHARLES CORP · Filed Mar 5, 2024
Insider Transaction Report
Form 4
Morgan Peter J. III
General Counsel
Transactions
- Award
Common Stock
2024-03-01+44,236→ 44,236 total - Tax Payment
Common Stock
2024-03-01$66.36/sh−19,716$1,308,279→ 24,520 total - Award
Nonqualified Stock Option (right to buy)
2024-03-01+30,383→ 30,383 totalExercise: $66.47From: 2025-03-01Exp: 2034-03-01→ Common Stock (30,383 underlying)
Holdings
- 147.774(indirect: by ESOP)
Common Stock
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.