4//SEC Filing
Morgan Peter J. III 4
Accession 0001792910-25-000004
CIK 0000316709other
Filed
Mar 3, 7:00 PM ET
Accepted
Mar 4, 7:53 PM ET
Size
10.2 KB
Accession
0001792910-25-000004
Insider Transaction Report
Form 4
Morgan Peter J. III
General Counsel
Transactions
- Award
Common Stock
2025-03-01+18,554→ 18,554 total - Award
Nonqualified Stock Option (right to buy)
2025-03-03+27,360→ 27,360 totalExercise: $78.12Exp: 2035-03-03→ Common Stock (27,360 underlying) - Tax Payment
Common Stock
2025-03-03$79.05/sh−8,378$662,239→ 10,176 total
Holdings
- 149.507(indirect: by ESOP)
Common Stock
- 232(indirect: by ESPP)
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, 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]This information is based on a plan statement as of March 1, 2025.
- [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.
Documents
Issuer
SCHWAB CHARLES CORP
CIK 0000316709
Entity typeother
Related Parties
1- filerCIK 0001792910
Filing Metadata
- Form type
- 4
- Filed
- Mar 3, 7:00 PM ET
- Accepted
- Mar 4, 7:53 PM ET
- Size
- 10.2 KB