Jonathan S. Beatty - 29 Jun 2024 Form 3 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
MD, Head of Advisor Services
Signature
/s/ P. Blake Allen, Attorney-in-fact
Issuer symbol
SCHW
Transactions as of
29 Jun 2024
Net transactions value
$0
Form type
3
Filing time
03 Jul 2024, 14:10:15 UTC
Next filing
03 Jul 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding SCHW Common Stock 25,790 29 Jun 2024 Direct F1
holding SCHW Common Stock 18,069 29 Jun 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
holding SCHW Nonqualified Stock Option (right to buy) 29 Jun 2024 Common Stock 11,938 $44.24 Direct F2
holding SCHW Nonqualified Stock Option (right to buy) 29 Jun 2024 Common Stock 13,216 $46.39 Direct F2
holding SCHW Nonqualified Stock Option (right to buy) 29 Jun 2024 Common Stock 55 $63.16 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The reported holding comprises 7,196 restricted stock units granted under the company's 2013 Stock Incentive Plan and 18,594 restricted stock units granted under the company's 2022 Stock Incentive Plan, all of which vest in four equal annual installments beginning on the first anniversary of the grant date.
F2 The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.
F3 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.

Remarks:

Exhibit 24 - Power of Attorney