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 | +130K | $0.00 | 130K | Mar 1, 2024 | Common Stock | 130K | $66.47 | Direct | F5 |
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, 2023. |
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 transfer of 259,786 shares previously held by a trust to an LLC. |
F4 | This information is based on a plan statement as of December 31, 2023. |
F5 | This 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. |
Exhibit 24 - Power of Attorney