Stephen A. Ellis - May 28, 2024 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
Director
Signature
/s/ P. Blake Allen, Attorney-in-fact
Stock symbol
SCHW
Transactions as of
May 28, 2024
Transactions value $
$0
Form type
4
Date filed
5/30/2024, 07:17 PM
Previous filing
Apr 23, 2024
Next filing
Jul 3, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Award $0 +1.81K +24.46% $0.00 9.2K May 28, 2024 Direct F1
holding SCHW Common Stock 109K May 28, 2024 by Trust

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 +4.5K $0.00 4.5K May 28, 2024 Common Stock 4.5K $70.79 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.