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 |
|---|---|---|---|---|---|---|
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 600 | $16.59 | $9,954.00 |
DisclosureSEC source: 0000923738-06-000029 · edgar.xml · nonDerivative · entry 23 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 156,994,783 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 100 | $16.58 | $1,658.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 156,995,383 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 200 | $16.57 | $3,314.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 156,995,483 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 100 | $16.56 | $1,656.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 156,995,683 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 400 | $16.55 | $6,620.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 156,995,783 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 41,500 | $16.54 | $686,410.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 156,996,183 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 15,978 | $16.53 | $264,116.34 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,037,683 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 10,200 | $16.52 | $168,504.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,053,661 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 22,350 | $16.51 | $368,998.50 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,063,861 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 40,468 | $16.50 | $667,722.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,086,211 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 23,180 | $16.49 | $382,238.20 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,126,679 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 12,972 | $16.48 | $213,778.56 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,149,859 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 20,800 | $16.47 | $342,576.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,162,831 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 17,120 | $16.46 | $281,795.20 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,183,631 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 26,600 | $16.45 | $437,570.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,200,751 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 14,738 | $16.44 | $242,292.72 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,227,351 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 42,000 | $16.43 | $690,060.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,242,089 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 11,783 | $16.42 | $193,476.86 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,284,089 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 15,600 | $16.41 | $255,996.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,295,872 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 9,300 | $16.40 | $152,520.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,311,472 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 4,700 | $16.39 | $77,033.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,320,772 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 9,000 | $16.38 | $147,420.00 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,325,472 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:36 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 15,237 | $16.37 | $249,429.69 |
DisclosureSEC source: 0000923738-06-000029 · 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: 157,334,472 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:37 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 100 | $16.73 | $1,673.00 |
DisclosureSEC source: 0000923738-06-000030 · 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: 156,922,858 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 12,336,995 shares and an indirect beneficial ownership interest in 42,853,958 shares held by an LLC, 7,977,765 shares held by his spouse and 1,718,852 shares held by an ESOP. Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:37 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 400 | $16.72 | $6,688.00 |
DisclosureSEC source: 0000923738-06-000030 · 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: 156,922,958 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:37 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 200 | $16.71 | $3,342.00 |
DisclosureSEC source: 0000923738-06-000030 · 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: 156,923,358 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:37 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 100 | $16.70 | $1,670.00 |
DisclosureSEC source: 0000923738-06-000030 · 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: 156,923,558 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:37 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 100 | $16.69 | $1,669.00 |
DisclosureSEC source: 0000923738-06-000030 · 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: 156,923,658 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:37 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 100 | $16.68 | $1,668.00 |
DisclosureSEC source: 0000923738-06-000030 · 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: 156,923,758 Read SEC document |
| August 17, 2006 Filed Aug 17, 2006 22:37 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 400 | $16.67 | $6,668.00 |
DisclosureSEC source: 0000923738-06-000030 · 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: 156,923,858 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 12,800 | $16.39 | $209,792.00 |
DisclosureSEC source: 0000923738-06-000028 · 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: 157,672,858 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 14,623 | $16.38 | $239,524.74 |
DisclosureSEC source: 0000923738-06-000028 · 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: 157,685,658 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 200 | $16.37 | $3,274.00 |
DisclosureSEC source: 0000923738-06-000028 · 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: 157,700,281 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 7,900 | $16.36 | $129,244.00 |
DisclosureSEC source: 0000923738-06-000028 · 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: 157,700,481 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 20,500 | $16.35 | $335,175.00 |
DisclosureSEC source: 0000923738-06-000028 · 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: 157,708,381 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 15,653 | $16.34 | $255,770.02 |
DisclosureSEC source: 0000923738-06-000028 · 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: 15,772,888 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 22,469 | $16.33 | $366,918.77 |
DisclosureSEC source: 0000923738-06-000028 · 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: 157,744,534 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 62,211 | $16.32 | $1,015,283.52 |
DisclosureSEC source: 0000923738-06-000028 · 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: 157,767,003 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 110,573 | $16.31 | $1,803,445.63 |
DisclosureSEC source: 0000923738-06-000028 · 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: 157,829,214 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 77,383 | $16.30 | $1,261,342.90 |
DisclosureSEC source: 0000923738-06-000028 · 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: 157,939,787 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 42,588 | $16.29 | $693,758.52 |
DisclosureSEC source: 0000923738-06-000028 · 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: 158,017,170 Read SEC document |
| August 16, 2006 Filed Aug 17, 2006 22:34 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 13,100 | $16.28 | $213,268.00 |
DisclosureSEC source: 0000923738-06-000028 · 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: 158,059,758 Read SEC document |
| July 27, 2006 Filed Jul 27, 2006 21:30 UTC |
MCWHINNEY DEBORAH DEVP - Schwab Institutional
|
SaleCommon Stock | 17,450 | $15.36 | $267,948.24 |
DisclosureSEC source: 0001116722-06-000005 · edgar.xml · nonDerivative · entry 1 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 15,952 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 98,122 shares of company common stock. Read SEC document |
| July 27, 2006 Filed Jul 27, 2006 21:23 UTC |
Sasson GideonEVP and CIO
|
SaleCommon Stock | 10,000 | $15.39 | $153,900.00 |
DisclosureSEC source: 0001296455-06-000004 · edgar.xml · nonDerivative · entry 1 Sasson Gideon · CIK 0001296455 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,347 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest 10,000 shares held in a trust, 1,361 shares held in a custodial account for his daughter, 1011 shares held in a custodial account for his son, 7,710 shares held in an ESOP, and 159 held in a 401(k). Read SEC document |
| July 26, 2006 Filed Jul 26, 2006 20:48 UTC |
MCWHINNEY DEBORAH DEVP - Schwab Institutional
|
SaleCommon Stock | 2,500 | $14.98 | $37,450.00 |
DisclosureSEC source: 0001116722-06-000004 · edgar.xml · nonDerivative · entry 2 MCWHINNEY DEBORAH D · CIK 0001116722 · EVP - Schwab Institutional 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 33,402 F2 · balance_after: As of July 26, 2006, the reporting person also had a direct beneficial ownership interest 98,122 shares of company common stock. On that date, she transferred 29,257 shares previously held directly to a trust account. Read SEC document |
| July 26, 2006 Filed Jul 26, 2006 20:56 UTC |
Sasson GideonEVP and CIO
|
SaleCommon Stock | 10,000 | $14.97 | $149,700.00 |
DisclosureSEC source: 0001296455-06-000003 · edgar.xml · nonDerivative · entry 1 Sasson Gideon · CIK 0001296455 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,347 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest 10,000 shares held in a trust, 1,361 shares held in a custodial account for his daughter, 1011 shares held in a custodial account for his son, 7,710 shares held in an ESOP, and 159 held in a 401(k). Read SEC document |
| July 26, 2006 Filed Dec 26, 2006 20:28 UTC Amendment |
Sasson GideonEVP and CIO
|
SaleCommon Stock | 10,000 | $14.97 | $149,700.00 |
DisclosureSEC source: 0001296455-06-000013 · edgar.xml · nonDerivative · entry 1 Sasson Gideon · CIK 0001296455 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,347 F1 · balance_after: On July 26, 2006, the reporting person filed a Form 4 that mistakenly overstated his ESOP holdings in company common stock by 5,428 shares. As of July 26, 2006, the reporting person had a direct beneficial ownership interest in 264,347 shares (as stated in Table I) and an indirect beneficial ownership interest 10,000 shares held in a trust, 1,361 shares held in a custodial account for his daughter, 1011 shares held in a custodial account for his son, 2,282 shares held in an ESOP, and 159 held in a 401(k). Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:16 UTC |
Dwyer Carrie EEVP and General Counsel
|
SaleCommon Stock | 200 | $15.00 | $3,000.00 |
DisclosureSEC source: 0001296424-06-000006 · edgar.xml · nonDerivative · entry 30 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,070 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 3,225 shares held in a trust for her daughter, 3,225 shares held in a trust for her son, and 1,065 shares held by an ESOP. Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:16 UTC |
Dwyer Carrie EEVP and General Counsel
|
SaleCommon Stock | 300 | $14.99 | $4,497.00 |
DisclosureSEC source: 0001296424-06-000006 · edgar.xml · nonDerivative · entry 29 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,270 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:16 UTC |
Dwyer Carrie EEVP and General Counsel
|
SaleCommon Stock | 300 | $14.98 | $4,494.00 |
DisclosureSEC source: 0001296424-06-000006 · edgar.xml · nonDerivative · entry 28 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,570 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.