0000923738-24-000010.txt : 20240305
0000923738-24-000010.hdr.sgml : 20240305
20240305183533
ACCESSION NUMBER: 0000923738-24-000010
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240301
FILED AS OF DATE: 20240305
DATE AS OF CHANGE: 20240305
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Schwab Charles R.
CENTRAL INDEX KEY: 0000923738
ORGANIZATION NAME:
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-09700
FILM NUMBER: 24723220
MAIL ADDRESS:
STREET 1: PO BOX 2226
CITY: PALM BEACH
STATE: FL
ZIP: 33480
FORMER NAME:
FORMER CONFORMED NAME: SCHWAB CHARLES R
DATE OF NAME CHANGE: 19940524
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: SCHWAB CHARLES CORP
CENTRAL INDEX KEY: 0000316709
STANDARD INDUSTRIAL CLASSIFICATION: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211]
ORGANIZATION NAME: 02 Finance
IRS NUMBER: 943025021
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 3000 SCHWAB WAY
CITY: WESTLAKE
STATE: TX
ZIP: 76262
BUSINESS PHONE: 817-859-5000
MAIL ADDRESS:
STREET 1: 3000 SCHWAB WAY
CITY: WESTLAKE
STATE: TX
ZIP: 76262
4
1
wk-form4_1709681714.xml
FORM 4
X0508
4
2024-03-01
0
0000316709
SCHWAB CHARLES CORP
SCHW
0000923738
Schwab Charles R.
3000 SCHWAB WAY
WESTLAKE
TX
76262
1
1
0
0
Co-Chairman
0
Common Stock
2024-03-01
4
A
0
84706
0
A
84706
D
Common Stock
2024-03-01
4
F
0
33332
66.3562
D
0
D
Common Stock
61185412
I
by Trust
Common Stock
30731256
I
by Limited Partnership
Common Stock
44025
I
by 188 Corp
Common Stock
7372842.33
I
by Spouse as Trustee
Nonqualified Stock Option (right to buy)
66.47
2024-03-01
4
A
0
104767
0
A
2025-03-01
2034-03-01
Common Stock
104767
104767
D
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.
The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs.
Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a living trust.
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.
/s/ P. Blake Allen, Attorney-in-fact
2024-03-05