Beatty Jonathan S 4
4 · SCHWAB CHARLES CORP · Filed Nov 27, 2024
Insider Transaction Report
Form 4
Beatty Jonathan S
MD, Head of Advisor Services
Transactions
- Sale
Common Stock
2024-11-25$82.01/sh−2,300$188,623→ 18,069 total(indirect: By Trust) - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2024-11-25−2,300→ 3,658 totalExercise: $44.24Exp: 2027-11-01→ Common Stock (2,300 underlying) - Exercise/Conversion
Common Stock
2024-11-25$44.24/sh+2,300$101,752→ 36,981 total
Footnotes (4)
- [F1]Reflects the contribution of 2,300 shares received upon exercise of the option to a trust.
- [F2]The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2024.
- [F3]This transaction was executed in multiple trades at prices ranging from $82.00 to $82.04. 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 number of shares and prices at which the transaction was effected.
- [F4]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.