Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | SCHW | Common Stock | Award | $0 | +80K | $0.00 | 80K | Mar 1, 2024 | Direct | F1 | |
transaction | SCHW | Common Stock | Tax liability | -$2.48M | -37.4K | -100% | $66.36 | 0 | Mar 1, 2024 | Direct | F2, F3 |
holding | SCHW | Common Stock | 66.7K | Mar 1, 2024 | by Trust | F3 |
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 | +67.1K | $0.00 | 67.1K | Mar 1, 2024 | Common Stock | 67.1K | $66.47 | Direct | F4 |
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 contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a trust. |
F4 | The 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. |