Schwab-Pomerantz Carolyn's Form 4 filing
Schwab Charles Corp (SCHW) · filed Jul 23, 2024
- Accession no.
- 0001950787-24-000022
- Filed
- Jul 23, 2024
- Trade date
- Jul 19, 2024
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 4 non-derivative transactions. Open-market sales total $557.7K. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Schwab-Pomerantz CarolynCIK 0001950787 | Director |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jul 19, 2024 | Common Stock | SSaleDisposed | −5,100 | $61.93F2 | −$315,843 | 1,659,005.66 | Indirect | |
| Jul 19, 2024 | Common Stock | SSaleDisposed | −300 | $62.45F3 | −$18,735 | 1,658,705.66 | Indirect | |
| Jul 19, 2024 | Common Stock | SSaleDisposed | −3,500 | $61.95F4 | −$216,825 | 567,157 | Indirect | |
| Jul 19, 2024 | Common Stock | SSaleDisposed | −100 | $62.65 | −$6,265 | 567,057 | Indirect |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F2
This transaction was executed in multiple trades at prices ranging from $61.345 to $62.235. 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.
Referenced by the price of 1 transaction in Table I.
- F3
This transaction was executed in multiple trades at prices ranging from $62.35 to $62.65. 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.
Referenced by the price of 1 transaction in Table I.
- F4
This transaction was executed in multiple trades at prices ranging from $61.35 to $62.34. 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.
Referenced by the price of 1 transaction in Table I.