Tapewire

NYSE · USD

SCHW

SCHWAB CHARLES CORP

Export transactions ↓
Tapewire entity
1218
SEC CIK
0000316709
Parsed reports
2,531

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
MonthPurchasesSales
Nov 202502
Dec 202501
Jan 202609
Feb 2026013
Mar 2026010
Apr 202609
May 202617
Jun 202600
Jul 2026018
Aug 2026018
Sep 202601
Oct 202601

Latest available

Insider transactions

JSON API
Reset

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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 16, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 3,100 $13.84 $42,904.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 22

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,607,245

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 6,200 $13.83 $85,746.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 21

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,610,345

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 6,100 $13.82 $84,302.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 20

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,616,545

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,600 $13.80 $35,880.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 19

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,622,645

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 5,900 $13.78 $81,302.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 18

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,625,245

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 4,600 $13.76 $63,296.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 17

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,631,145

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 3,000 $13.75 $41,250.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 16

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,635,745

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
Exercise / conversionCommon Stock 281,250 $3.80 $1,068,750.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 15

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,638,745

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
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 1,800 $14.17 $25,506.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 21

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,357,495

F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 165,765,086 shares held in trust, 44,703,958 shares held by an LLC, 7,977,765 shares held by his spouse and 1,709,928 shares held by an ESOP.

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 15,200 $14.15 $215,080.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 20

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,359,295

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 16,700 $14.14 $236,138.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 19

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,374,495

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 6,300 $14.13 $89,019.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 18

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,391,195

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 4,800 $14.11 $67,728.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 17

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,397,495

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 6,600 $14.10 $93,060.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 16

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,402,295

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 700 $14.09 $9,863.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 15

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,408,895

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 5,600 $14.08 $78,848.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 14

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,409,595

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 6,700 $14.07 $94,269.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 13

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,415,195

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 6,900 $14.06 $97,014.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 12

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,421,895

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 9,400 $14.04 $131,976.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 11

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,428,795

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 3,200 $14.03 $44,896.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 10

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,438,195

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,500 $14.02 $35,050.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 9

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,441,395

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 5,400 $14.01 $75,654.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 8

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,443,895

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 11,900 $14.00 $166,600.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 7

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,449,295

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 12,300 $13.99 $172,077.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 6

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,461,195

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 16,000 $13.98 $223,680.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 5

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,473,495

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 31,100 $13.97 $434,467.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 4

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,489,495

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 13,200 $13.96 $184,272.00
Disclosure

SEC source: 0001188400-05-000008 · edgar.xml · nonDerivative · entry 3

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,520,595

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 21,700 $13.95 $302,715.00
Disclosure

SEC source: 0001188400-05-000008 · 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: 14,533,795

Read SEC document
August 16, 2005 Filed Aug 17, 2005 17:29 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 4,100 $13.94 $57,154.00
Disclosure

SEC source: 0001188400-05-000008 · 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: 14,555,495

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
Exercise / conversionNon-Qualified Stock Options (Right to Buy) · Derivative 281,250 $0.00 Strike: $3.80 $0.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · derivative · entry 31

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 843,750

Underlying: Common Stock · 281,250 shares

Expires 2005-10-17

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
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,800 $13.82 $38,696.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 14

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,357,495

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 24,350 $13.81 $336,273.50
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 13

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,360,295

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 50,400 $13.80 $695,520.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 12

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,384,645

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 39,500 $13.79 $544,705.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 11

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,435,045

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 45,100 $13.78 $621,478.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 10

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,474,545

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 18,700 $13.77 $257,499.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 9

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,519,645

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 3,000 $13.76 $41,280.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 8

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,538,345

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 15,900 $13.75 $218,625.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 7

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,541,345

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 6,900 $13.74 $94,806.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 6

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,557,245

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 24,200 $13.73 $332,266.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 5

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,564,145

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 29,100 $13.72 $399,252.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 4

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,588,345

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 12,000 $13.71 $164,520.00
Disclosure

SEC source: 0001188400-05-000007 · edgar.xml · nonDerivative · entry 3

SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,617,445

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 9,300 $13.70 $127,410.00
Disclosure

SEC source: 0001188400-05-000007 · 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: 14,629,445

Read SEC document
August 15, 2005 Filed Aug 17, 2005 17:27 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
Exercise / conversionCommon Stock 281,250 $3.80 $1,068,750.00
Disclosure

SEC source: 0001188400-05-000007 · 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: 14,638,745

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
August 03, 2005 Filed Aug 4, 2005 16:02 UTC
MCWHINNEY DEBORAH DEVP - Schwab Institutional
SaleCommon Stock 610 $13.77 $8,399.70
Disclosure

SEC source: 0001116722-05-000004 · 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: 2,590

F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 137,730 shares of company stock.

Read SEC document
August 03, 2005 Filed Aug 4, 2005 16:02 UTC
MCWHINNEY DEBORAH DEVP - Schwab Institutional
SaleCommon Stock 4,300 $13.76 $59,168.00
Disclosure

SEC source: 0001116722-05-000004 · 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: 3,200

Read SEC document
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative 27,000 $0.00 Strike: $3.35 $0.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · derivative · entry 13

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 27,000 shares

Expires 2005-12-07

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
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative 27,000 $0.00 Strike: $3.35 $0.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · derivative · entry 12

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 27,000 shares

Expires 2005-12-07

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
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
SaleCommon Stock 400 $13.79 $5,516.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 11

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 72,138

F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 15,464 shares and an indirect beneficial ownership interest in 6,765 shares held by an ESOP.

Read SEC document
August 03, 2005 Filed Aug 4, 2005 18:39 UTC
Hier-King JanEVP - Human Resources
SaleCommon Stock 3,100 $13.78 $42,718.00
Disclosure

SEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 10

Hier-King Jan · CIK 0001311775 · EVP - Human Resources

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 72,538

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.