Key facts
- This page summarizes Brian M. Levitt's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
- 2 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 30 May 2024, 19:24.
Brian M. Levitt - 28 May 2024 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)
- Reporting relationship
- Director
- Issuer ticker
- SCHW
- Reported as of
- 28 May 2024
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 30 May 2024, 19:24:53 UTC
- Prior SEC filing
- 24 May 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.
4 source fields
Reporting owner
1 detail
Key filing fact
Brian M. Levitt filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 30 May 2024.
Change
- Previous filing in this sequence was filed on 24 May 2024.
- Current net transaction value: $0.
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
- +1,809
- Change %
- +33%
- Price
- $0.000000
- Shares after
- 7,279
- Date
- 28 May 2024
- Ownership
- Direct
- Footnotes
- F1
SCHW
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 21,846
- Date
- 28 May 2024
- Ownership
- by Corporation
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
- +4,496
- Change %
- Price
- $0.000000
- Shares after
- 4,496
- Date
- 28 May 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 4,496
- Exercise price
- $70.79
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote 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.
Footnote 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.