Ellis Stephen A 4
4 · SCHWAB CHARLES CORP · Filed Dec 19, 2024
Insider Transaction Report
Form 4
Ellis Stephen A
Director
Transactions
- Exercise/Conversion
Common Stock
2024-12-18$30.22/sh+1,997$60,349→ 7,301 total - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2024-12-18−2,005→ 0 totalExercise: $29.93Exp: 2025-04-01→ Common Stock (2,005 underlying) - Exercise/Conversion
Common Stock
2024-12-18$31.21/sh+8,548$266,783→ 7,301 total - Exercise/Conversion
Common Stock
2024-12-18$29.93/sh+2,005$60,010→ 7,301 total - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2024-12-18−1,997→ 0 totalExercise: $30.22Exp: 2025-01-02→ Common Stock (1,997 underlying) - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2024-12-18−8,548→ 0 totalExercise: $31.21Exp: 2025-05-15→ Common Stock (8,548 underlying)
Holdings
- 88,853.279(indirect: By Trust)
Common Stock
Footnotes (6)
- [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.