Last 12 months
Inside the activity.
1 purchase rows · 89 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 2 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 9 |
| Feb 2026 | 0 | 13 |
| Mar 2026 | 0 | 10 |
| Apr 2026 | 0 | 9 |
| May 2026 | 1 | 7 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 18 |
| Aug 2026 | 0 | 18 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 1 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 13,321 | $19.50 | $259,759.50 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 22 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,594,860 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 2,150 | $19.49 | $41,903.50 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 21 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,608,181 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 7,631 | $19.48 | $148,651.88 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 20 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,610,331 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 1,200 | $19.47 | $23,364.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 19 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,617,962 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 1,100 | $19.46 | $21,406.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 18 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,619,162 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 10,609 | $19.45 | $206,345.05 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 17 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,620,262 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 7,561 | $19.44 | $146,985.84 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 16 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,630,871 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 59,098 | $19.43 | $1,148,274.14 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 15 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,638,432 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 183,200 | $19.42 | $3,557,744.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 14 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,697,530 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 21,900 | $19.41 | $425,079.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 13 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,880,730 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 24,716 | $19.40 | $479,490.40 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 12 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,902,630 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 20,579 | $19.39 | $399,026.81 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 11 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,927,346 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 15,800 | $19.38 | $306,204.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 10 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,947,925 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 600 | $19.36 | $11,616.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 9 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,963,725 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 10,300 | $19.35 | $199,305.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 8 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,964,325 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 12,400 | $19.34 | $239,816.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 7 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,974,625 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 6,500 | $19.33 | $125,645.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 6 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,987,025 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 7,533 | $19.32 | $145,537.56 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 5 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,993,525 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 11,500 | $19.31 | $222,065.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 4 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 155,001,058 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 34,800 | $19.30 | $671,640.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 3 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 155,012,558 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 16,800 | $19.29 | $324,072.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 2 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 155,047,358 Read SEC document |
| February 05, 2007 Filed Feb 5, 2007 23:12 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 8,700 | $19.28 | $167,736.00 |
DisclosureSEC source: 0000923738-07-000004 · edgar.xml · nonDerivative · entry 1 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 155,064,158 Read SEC document |
| February 05, 2007 Filed Feb 27, 2007 21:58 UTC |
MCWHINNEY DEBORAH DEVP - Schwab Institutional
|
Tax withholdingCommon Stock | 2,359 | $18.96 | $44,728.76 |
DisclosureSEC source: 0001116722-07-000001 · edgar.xml · nonDerivative · entry 1 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,631 F1 · balance_after: As of the date of this report, the reporting person also has an indirect beneficial ownership interest in 15,952 shares held in trust. Read SEC document |
| February 02, 2007 Filed Feb 5, 2007 20:39 UTC |
DODDS CHRISTOPHER VEVP and CFO
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 19,125 | $0.00 Strike: $8.72 | $0.00 |
DisclosureSEC source: 0001186004-07-000002 · edgar.xml · derivative · entry 7 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,125 shares Expires 2008-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2007 Filed Feb 5, 2007 20:39 UTC |
DODDS CHRISTOPHER VEVP and CFO
|
Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 19,125 | $0.00 Strike: $8.72 | $0.00 |
DisclosureSEC source: 0001186004-07-000002 · edgar.xml · derivative · entry 6 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,125 shares Expires 2008-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2007 Filed Feb 5, 2007 20:39 UTC |
DODDS CHRISTOPHER VEVP and CFO
|
SaleCommon Stock | 7,688 | $19.32 | $148,532.16 |
DisclosureSEC source: 0001186004-07-000002 · edgar.xml · nonDerivative · entry 5 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 299,956 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 198,523 shares and an indirect beneficial ownership interest in 119,570 shares held by an ESOP. Read SEC document |
| February 02, 2007 Filed Feb 5, 2007 20:39 UTC |
DODDS CHRISTOPHER VEVP and CFO
|
SaleCommon Stock | 21,662 | $19.38 | $419,809.56 |
DisclosureSEC source: 0001186004-07-000002 · edgar.xml · nonDerivative · entry 4 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 307,644 Read SEC document |
| February 02, 2007 Filed Feb 5, 2007 20:39 UTC |
DODDS CHRISTOPHER VEVP and CFO
|
SaleCommon Stock | 8,900 | $19.39 | $172,571.00 |
DisclosureSEC source: 0001186004-07-000002 · edgar.xml · nonDerivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 329,306 Read SEC document |
| February 02, 2007 Filed Feb 5, 2007 20:39 UTC |
DODDS CHRISTOPHER VEVP and CFO
|
Exercise / conversionCommon Stock | 19,125 | $8.72 | $166,770.00 |
DisclosureSEC source: 0001186004-07-000002 · edgar.xml · nonDerivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 338,206 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2007 Filed Feb 5, 2007 20:39 UTC |
DODDS CHRISTOPHER VEVP and CFO
|
Exercise / conversionCommon Stock | 19,125 | $8.72 | $166,770.00 |
DisclosureSEC source: 0001186004-07-000002 · edgar.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 319,081 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2007 Filed Feb 2, 2007 22:24 UTC |
Sasson GideonEVP and CIO
|
SaleCall Options (obligation to sell) · Derivative | 400 | $90.00 Strike: $20.00 | $36,000.00 |
DisclosureSEC source: 0001296455-07-000002 · edgar.xml · derivative · entry 1 Sasson Gideon · CIK 0001296455 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Underlying: Common Stock · 40,000 shares Expires 2007-06-16 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC |
Hier-King JanEVP - Human Resources
|
Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 25,314 | $0.00 Strike: $6.88 | $0.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · derivative · entry 10 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,314 shares Expires 2007-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC |
Hier-King JanEVP - Human Resources
|
Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 25,314 | $0.00 Strike: $5.80 | $0.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · derivative · entry 9 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,314 shares Expires 2007-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC |
Hier-King JanEVP - Human Resources
|
SaleCommon Stock | 15,300 | $18.64 | $285,192.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 8 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 78,263 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 29,028 shares and an indirect beneficial ownership interest in 6,904 shares held by an ESOP. Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC |
Hier-King JanEVP - Human Resources
|
SaleCommon Stock | 5,100 | $18.63 | $95,013.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 7 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 93,563 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC |
Hier-King JanEVP - Human Resources
|
SaleCommon Stock | 5,800 | $18.62 | $107,996.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 6 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 98,663 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC |
Hier-King JanEVP - Human Resources
|
SaleCommon Stock | 2,200 | $18.61 | $40,942.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 5 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 104,463 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC |
Hier-King JanEVP - Human Resources
|
SaleCommon Stock | 3,797 | $18.60 | $70,624.20 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 4 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 106,663 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC |
Hier-King JanEVP - Human Resources
|
SaleCommon Stock | 18,431 | $18.59 | $342,632.29 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 3 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 110,460 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC |
Hier-King JanEVP - Human Resources
|
Exercise / conversionCommon Stock | 25,314 | $6.88 | $174,150.19 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 2 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 128,891 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC |
Hier-King JanEVP - Human Resources
|
Exercise / conversionCommon Stock | 25,314 | $5.80 | $146,727.54 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 1 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 103,577 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 05, 2007 Filed Jan 8, 2007 20:07 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
OtherCommon Stock | 610,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-07-000002 · edgar.xml · nonDerivative · entry 2 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,927,495 F2 · kind: These shares were distributed by a family limited partnership over which the reporting person has control to a trust for the benefit of the reporting person's daughter B and represented a portion of daughter's B pro rata interest in the shares of issuer stock owned by the partnership. The reporting person does not serve as trustee over the trust for the benefit of daughter B and disclaims beneficial ownership of the shares owned by daughter B. F3 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 155,072,858 shares held in trust, 42,853,958 shares held by an LLC, 7,841,450 shares held by his spouse and 1,744,792 shares held by an ESOP. Read SEC document |
| January 05, 2007 Filed Jan 8, 2007 20:07 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
OtherCommon Stock | 610,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-07-000002 · edgar.xml · nonDerivative · entry 1 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,374,495 F1 · kind: These shares were distributed by a family limited partnership over which the reporting person has control to the reporting person's daughter A and represented a portion of daughter A's pro rata interest in the shares of issuer stock owned by the partnership. The shares were initially distributed to a trust for the benefit of daughter A of which the reporting person serves as trustee, and the trust distributed the shares to a separate account for daughter A. The reporting person disclaims beneficial ownership of the shares owned by daughter A. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 16:09 UTC |
ALDINGER WILLIAM F IIIDirector
|
GrantRestricted Stock Units · Derivative | 633 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001074607-07-000003 · edgar.xml · derivative · entry 1 ALDINGER WILLIAM F III · CIK 0001074607 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633 Underlying: Common Stock · 633 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 16:15 UTC |
HERRINGER FRANK CDirector
|
GrantRestricted Stock Units · Derivative | 1,552 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001171694-07-000002 · edgar.xml · derivative · entry 1 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,552 Underlying: Common Stock · 1,552 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 16:33 UTC |
BUTCHER C PRESTONDirector
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,888 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001188402-07-000002 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,888 Underlying: Common Stock · 3,888 shares Expires 2017-01-03 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 16:29 UTC |
WILSON ROBERT NDirector
|
GrantRestricted Stock Units · Derivative | 633 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001189022-07-000002 · edgar.xml · derivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633 Underlying: Common Stock · 633 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 16:25 UTC |
SNEED PAULA ADirector
|
GrantRestricted Stock Units · Derivative | 1,362 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001193024-07-000002 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,362 Underlying: Common Stock · 1,362 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 16:20 UTC |
MAGNER MARJORIEDirector
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GrantRestricted Stock Units · Derivative | 1,220 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001225173-07-000002 · edgar.xml · derivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,220 Underlying: Common Stock · 1,220 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors Read SEC document |
| December 11, 2006 Filed Dec 12, 2006 16:46 UTC |
Dwyer Carrie EEVP and General Counsel
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GiftCommon Stock | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001296424-06-000017 · edgar.xml · nonDerivative · entry 3 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · in Trust for Son Disclosed balance after: 4,455 F1 · shares: Of the shares gifted by the reporting person on December 11, 2006, 1,230 were gifted to an irrevocable living trust for the benefit of the reporting person's daughter and 1,230 were gifted to an irrevocable living trust for the benefit of the reporting person's son. F2 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 1,065 shares held by an ESOP. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.