Quick Takeaways
- This page summarizes Richard A. Wurster's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
- 2 reported transactions and 0 derivative rows are listed below.
- Filing timestamp: 06 Mar 2023, 20:10.
Richard A. Wurster - 02 Mar 2023 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)
- Role
- President
- Signature
- /s/ Kristopher R. Tate, Attorney-in-fact
- Issuer symbol
- SCHW
- Transactions as of
- 02 Mar 2023
- Net transactions value
- -$1,030,791
- Form type
- 4
- Filing time
- 06 Mar 2023, 20:10:13 UTC
- Previous filing
- 03 Mar 2023
- Next filing
- 17 Mar 2023
- SEC
- View on sec.gov
Quoteable Key Fact
"Richard A. Wurster filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 06 Mar 2023."
What Changed
- Previous filing in this sequence was filed on 03 Mar 2023.
- Current net transaction value: -$1,030,791.
Why This Matters
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Official SEC Source
Transactions Table
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Award | $0 | +31,514 | +41% | $0.000000 | 107,872 | 02 Mar 2023 | Direct | F1 |
| transaction | SCHW | Common Stock | Tax liability | $1,030,791 | -13,481 | -12% | $76.46 | 94,391 | 02 Mar 2023 | Direct | F2 |
| holding | SCHW | Common Stock | 3,519 | 02 Mar 2023 | by ESPP |
* 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, 2022. |
| 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. |