Key facts
- This page summarizes Joseph R. Martinetto's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 05 Mar 2024, 18:48.
Joseph R. Martinetto - 01 Mar 2024 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)
- Reporting relationship
- COO
- Issuer ticker
- SCHW
- Reported as of
- 01 Mar 2024
- Net transaction value
- -$4,703,460
- SEC form
- 4
- Accepted by SEC
- 05 Mar 2024, 18:48:38 UTC
- Prior SEC filing
- 06 Mar 2023
- Next SEC filing
- 18 Apr 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ P. Blake Allen, Attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Joseph R. Martinetto filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 05 Mar 2024.
Change
- Previous filing in this sequence was filed on 06 Mar 2023.
- Current net transaction value: -$4,703,460.
Research use
- 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.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
SCHW
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +155,296
- Change %
- Price
- $0.000000
- Shares after
- 155,296
- Date
- 01 Mar 2024
- Ownership
- Direct
- Footnotes
- F1
SCHW
transaction
Common Stock
Tax liability
- Transaction value
- $4,703,460
- Shares
- -70,882
- Change %
- -46%
- Price
- $66.36
- Shares after
- 84,414
- Date
- 01 Mar 2024
- Ownership
- Direct
- Footnotes
- F2
SCHW
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 259,786
- Date
- 01 Mar 2024
- Ownership
- by LLC
- Footnotes
- F3
SCHW
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 670
- Date
- 01 Mar 2024
- Ownership
- by ESOP
- Footnotes
- F4
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
SCHW
transaction
Derivative
Nonqualified Stock Option (right to buy)
Award
- Transaction value
- $0
- Shares
- +129,911
- Change %
- Price
- $0.000000
- Shares after
- 129,911
- Date
- 01 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 129,911
- Exercise price
- $66.47
- Footnotes
- F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote 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.
Footnote 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.
Footnote F3
Reflects the transfer of 259,786 shares previously held by a trust to an LLC.
Footnote F4
This information is based on a plan statement as of December 31, 2023.
Footnote F5
This 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.
SEC remarks
Exhibit 24 - Power of Attorney