Todd M. Ricketts - May 22, 2023 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
May 22, 2023
Transactions value $
$0
Form type
4
Date filed
5/24/2023, 08:05 PM
Previous filing
Mar 14, 2023
Next filing
May 30, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Award $0 +2.5K +1.08% $0.00 233K May 22, 2023 Direct F1
holding SCHW Common Stock 7.87K May 22, 2023 by Spouse
holding SCHW Common Stock 295K May 22, 2023 by Spouse as Trustee

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 +5.46K $0.00 5.46K May 22, 2023 Common Stock 5.46K $51.97 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.
F2 The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.