Quick Takeaways
- This page summarizes Joseph R. Martinetto's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
- 1 reported transaction and 0 derivative rows are listed below.
- Filing timestamp: 18 Apr 2024, 21:05.
Joseph R. Martinetto - 16 Apr 2024 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)
- Role
- COO
- Signature
- /s/ P. Blake Allen, Attorney-in-fact
- Issuer symbol
- SCHW
- Transactions as of
- 16 Apr 2024
- Net transactions value
- -$3,045,595
- Form type
- 4
- Filing time
- 18 Apr 2024, 21:05:39 UTC
- Previous filing
- 05 Mar 2024
- Next filing
- 22 Apr 2024
- SEC
- View on sec.gov
Quoteable Key Fact
"Joseph R. Martinetto filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 18 Apr 2024."
What Changed
- Previous filing in this sequence was filed on 05 Mar 2024.
- Current net transaction value: -$3,045,595.
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 | Sale | $3,045,595 | -43,000 | -51% | $70.83 | 41,414 | 16 Apr 2024 | by Trust | F1, F2 |
| holding | SCHW | Common Stock | 0 | 16 Apr 2024 | Direct | F2 | |||||
| holding | SCHW | Common Stock | 259,786 | 16 Apr 2024 | by LLC | ||||||
| holding | SCHW | Common Stock | 673 | 16 Apr 2024 | by ESOP | F3 |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.
Explanation of Responses:
| Id | Content |
|---|---|
| F1 | The transaction was executed in multiple trades at prices ranging from $70.61 to $71.00. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected. |
| F2 | Reflects the transfer of 84,414 shares previously reported as directly held to a trust. |
| F3 | This information is based on a plan statement as of March 31, 2024. |