0000316709-24-000046.txt : 20240531 0000316709-24-000046.hdr.sgml : 20240531 20240531181523 ACCESSION NUMBER: 0000316709-24-000046 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240528 FILED AS OF DATE: 20240531 DATE AS OF CHANGE: 20240531 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: ADAMS JOHN K JR CENTRAL INDEX KEY: 0001625471 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-09700 FILM NUMBER: 241011351 MAIL ADDRESS: STREET 1: 300 CONTINENTAL DRIVE CITY: NEWARK STATE: DE ZIP: 19713 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_1717193712.xml FORM 4 X0508 4 2024-05-28 0 0000316709 SCHWAB CHARLES CORP SCHW 0001625471 ADAMS JOHN K JR 3000 SCHWAB WAY WESTLAKE TX 76262 1 0 0 0 0 Common Stock 2024-05-28 4 A 0 1809 0 A 46933.8678 D Nonqualified Stock Option (right to buy) 70.79 2024-05-28 4 A 0 4496 0 A 2034-05-28 Common Stock 4496 4496 D 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. Includes 138.4101 shares acquired through dividend reinvestment. 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. /s/ P. Blake Allen, Attorney-in-fact 2024-05-31