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