4//SEC Filing
Beatty Jonathan S 4
Accession 0002028977-24-000013
CIK 0000316709other
Filed
Nov 26, 7:00 PM ET
Accepted
Nov 27, 6:22 PM ET
Size
9.0 KB
Accession
0002028977-24-000013
Insider Transaction Report
Form 4
Beatty Jonathan S
MD, Head of Advisor Services
Transactions
- Sale
Common Stock
2024-11-25$82.01/sh−2,300$188,623→ 18,069 total(indirect: By Trust) - Exercise/Conversion
Nonqualified Stock Option (right to buy)
2024-11-25−2,300→ 3,658 totalExercise: $44.24Exp: 2027-11-01→ Common Stock (2,300 underlying) - Exercise/Conversion
Common Stock
2024-11-25$44.24/sh+2,300$101,752→ 36,981 total
Footnotes (4)
- [F1]Reflects the contribution of 2,300 shares received upon exercise of the option to a trust.
- [F2]The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2024.
- [F3]This transaction was executed in multiple trades at prices ranging from $82.00 to $82.04. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
- [F4]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.
Documents
Issuer
SCHWAB CHARLES CORP
CIK 0000316709
Entity typeother
Related Parties
1- filerCIK 0002028977
Filing Metadata
- Form type
- 4
- Filed
- Nov 26, 7:00 PM ET
- Accepted
- Nov 27, 6:22 PM ET
- Size
- 9.0 KB