Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | SCHW | Common Stock | Options Exercise | $60.3K | +2K | +37.65% | $30.22 | 7.3K | Dec 18, 2024 | Direct | F1 |
transaction | SCHW | Common Stock | Options Exercise | $60K | +2.01K | +37.86% | $29.93 | 7.3K | Dec 18, 2024 | Direct | F2 |
transaction | SCHW | Common Stock | Options Exercise | $267K | +8.55K | $31.21 | 7.3K | Dec 18, 2024 | Direct | F3 | |
holding | SCHW | Common Stock | 88.9K | Dec 18, 2024 | by Trust | F1, F2, F3, F4 |
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) | Options Exercise | $0 | -2K | -100% | $0.00 | 0 | Dec 18, 2024 | Common Stock | 2K | $30.22 | Direct | F5 |
transaction | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | $0 | -2.01K | -100% | $0.00 | 0 | Dec 18, 2024 | Common Stock | 2.01K | $29.93 | Direct | F5 |
transaction | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | $0 | -8.55K | -100% | $0.00 | 0 | Dec 18, 2024 | Common Stock | 8.55K | $31.21 | Direct | F6 |
Id | Content |
---|---|
F1 | Reflects the contribution of 1,997 shares received upon exercise of the option to a revocable trust. |
F2 | Reflects the contribution of 2,005 shares received upon exercise of the option to a revocable trust. |
F3 | Reflects the contribution of 8,548 shares received upon exercise of the option to a revocable trust. |
F4 | Includes 341.0164 shares acquired through dividend reinvestment. |
F5 | The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. |
F6 | The option was granted under the company's 2013 Stock Incentive Plan and vested 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. |