Schwab Charles R. - Mar 1, 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
Co-Chairman, Director
Signature
/s/ P. Blake Allen, Attorney-in-fact
Stock symbol
SCHW
Transactions as of
Mar 1, 2025
Transactions value $
$2,061,098
Form type
4
Date filed
3/4/2025, 07:48 PM
Previous filing
Mar 3, 2025
Next filing
Apr 2, 2025
SEC
View on sec.gov

Transactions Table

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SCHW Nonqualified Stock Option (right to buy) Award $0 +91.2K $0.00 91.2K Mar 3, 2025 Common Stock 91.2K $78.12 Direct F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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 Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSU's to a living trust.
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.