Carolyn Schwab-Pomerantz - Jan 2, 2024 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
Director
Signature
/s/ Kristopher R. Tate, Attorney-in-fact
Stock symbol
SCHW
Transactions as of
Jan 2, 2024
Transactions value $
-$209,237
Form type
4
Date filed
1/4/2024, 07:47 PM
Previous filing
Dec 4, 2023
Next filing
Mar 1, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Tax liability -$209K -3.02K -32.24% $69.22 6.35K Jan 2, 2024 Direct F1
holding SCHW Common Stock 1.73M Jan 2, 2024 by Trust F2
holding SCHW Common Stock 589K Jan 2, 2024 by Spouse as Trustee F2
holding SCHW Common Stock 2.8K Jan 2, 2024 by LLC
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person.
F2 Reflects a transfer of 7,799 shares, previously reported as owned by spouse as trustee, to a trust.