Morgan Peter J. III 4
4 · SCHWAB CHARLES CORP · Filed Mar 4, 2025
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.