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 |
|---|---|---|---|---|---|---|
| July 26, 2005 Filed Jul 28, 2005 19:56 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 7,600 | $13.43 | $102,068.00 |
DisclosureSEC source: 0000923738-05-000009 · 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: 14,332,495 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 19:56 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 1,300 | $13.42 | $17,446.00 |
DisclosureSEC source: 0000923738-05-000009 · 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: 14,340,095 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 19:56 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 2,500 | $13.41 | $33,525.00 |
DisclosureSEC source: 0000923738-05-000009 · 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: 14,341,395 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 19:56 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 2,200 | $13.40 | $29,480.00 |
DisclosureSEC source: 0000923738-05-000009 · 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: 14,343,895 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 19:56 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 4,800 | $13.39 | $64,272.00 |
DisclosureSEC source: 0000923738-05-000009 · 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: 14,346,095 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 19:56 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 1,800 | $13.37 | $24,066.00 |
DisclosureSEC source: 0000923738-05-000009 · 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: 14,350,895 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 19:56 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 3,300 | $13.36 | $44,088.00 |
DisclosureSEC source: 0000923738-05-000009 · 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: 14,352,695 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 19:56 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 1,500 | $13.35 | $20,025.00 |
DisclosureSEC source: 0000923738-05-000009 · 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: 14,355,995 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
Exercise / conversionNon-Qualified Stock Option · Derivative | 281,250 | $0.00 Strike: $3.80 | $0.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 1,406,250 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 |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 5,200 | $13.64 | $70,928.00 |
DisclosureSEC source: 0000923738-05-000011 · edgar.xml · nonDerivative · entry 30 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,457,845 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, 44,803,958 shares held by an LLC, 7,977,765 shares held by his spouse and 1,709,657 shares held by an ESOP. Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 4,700 | $13.63 | $64,061.00 |
DisclosureSEC source: 0000923738-05-000011 · edgar.xml · nonDerivative · entry 29 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,463,045 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 1,800 | $13.62 | $24,516.00 |
DisclosureSEC source: 0000923738-05-000011 · edgar.xml · nonDerivative · entry 28 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,467,745 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 12,300 | $13.61 | $167,403.00 |
DisclosureSEC source: 0000923738-05-000011 · edgar.xml · nonDerivative · entry 27 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,469,545 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 7,900 | $13.60 | $107,440.00 |
DisclosureSEC source: 0000923738-05-000011 · edgar.xml · nonDerivative · entry 26 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,481,845 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 5,000 | $13.59 | $67,950.00 |
DisclosureSEC source: 0000923738-05-000011 · edgar.xml · nonDerivative · entry 25 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,489,745 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 11,900 | $13.58 | $161,602.00 |
DisclosureSEC source: 0000923738-05-000011 · edgar.xml · nonDerivative · entry 24 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,494,745 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 12,000 | $13.57 | $162,840.00 |
DisclosureSEC source: 0000923738-05-000011 · edgar.xml · nonDerivative · entry 23 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,506,645 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 3,800 | $13.56 | $51,528.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,518,645 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 10,600 | $13.55 | $143,630.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,522,445 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 6,100 | $13.54 | $82,594.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,533,045 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 9,500 | $13.53 | $128,535.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,539,145 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 12,300 | $13.52 | $166,296.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,548,645 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 6,100 | $13.51 | $82,411.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,560,945 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 6,000 | $13.50 | $81,000.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,567,045 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 3,400 | $13.49 | $45,866.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,573,045 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 8,100 | $13.48 | $109,188.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,576,445 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 8,000 | $13.47 | $107,760.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,584,545 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 9,000 | $13.46 | $121,140.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,592,545 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 5,200 | $13.45 | $69,940.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,601,545 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 7,000 | $13.44 | $94,080.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,606,745 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 7,600 | $13.43 | $102,068.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,613,745 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 1,300 | $13.42 | $17,446.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,621,345 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 2,500 | $13.41 | $33,525.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,622,645 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 2,200 | $13.40 | $29,480.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,625,145 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 4,800 | $13.39 | $64,272.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,627,345 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 1,800 | $13.37 | $24,066.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,632,145 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 3,300 | $13.36 | $44,088.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,633,945 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 1,500 | $13.35 | $20,025.00 |
DisclosureSEC source: 0000923738-05-000011 · 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: 14,637,245 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 20:38 UTC Amendment |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
Exercise / conversionCommon Stock | 281,250 | $3.80 | $1,068,750.00 |
DisclosureSEC source: 0000923738-05-000011 · 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 |
| July 26, 2005 Filed Jul 28, 2005 21:04 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 13,750 | $13.70 | $188,375.00 |
DisclosureSEC source: 0000923738-05-000013 · 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: 14,357,495 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 21:04 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 25,900 | $13.69 | $354,571.00 |
DisclosureSEC source: 0000923738-05-000013 · 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: 14,371,245 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 21:04 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 27,000 | $13.68 | $369,360.00 |
DisclosureSEC source: 0000923738-05-000013 · 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: 14,397,145 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 21:04 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 5,300 | $13.67 | $72,451.00 |
DisclosureSEC source: 0000923738-05-000013 · 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: 14,424,145 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 21:04 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 20,000 | $13.66 | $273,200.00 |
DisclosureSEC source: 0000923738-05-000013 · 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: 14,429,445 Read SEC document |
| July 26, 2005 Filed Jul 28, 2005 21:04 UTC |
Schwab Charles R.Director · Chairman and CEO · 10% owner
|
SaleCommon Stock | 8,400 | $13.65 | $114,660.00 |
DisclosureSEC source: 0000923738-05-000013 · 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: 14,449,445 Read SEC document |
| July 25, 2005 Filed Jul 26, 2005 16:20 UTC |
Sasson GideonExecutive Vice President & CIO
|
Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 12,657 | $0.00 Strike: $3.35 | $0.00 |
DisclosureSEC source: 0001296455-05-000003 · edgar.xml · derivative · entry 4 Sasson Gideon · CIK 0001296455 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,657 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 |
| July 25, 2005 Filed Jul 26, 2005 16:20 UTC |
Sasson GideonExecutive Vice President & CIO
|
SaleCommon Stock | 1,057 | $13.69 | $14,470.33 |
DisclosureSEC source: 0001296455-05-000003 · edgar.xml · nonDerivative · entry 3 Sasson Gideon · CIK 0001296455 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,347 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest 32,500 shares held in a trust, 1,361 shares held in a custodian account for his daughter, 1011 shares held in a custodian account for his son, 2,275 shares held in an ESOP, and 158 held in a 401(k). Read SEC document |
| July 25, 2005 Filed Jul 26, 2005 16:20 UTC |
Sasson GideonExecutive Vice President & CIO
|
SaleCommon Stock | 11,600 | $13.67 | $158,572.00 |
DisclosureSEC source: 0001296455-05-000003 · edgar.xml · nonDerivative · entry 2 Sasson Gideon · CIK 0001296455 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,404 Read SEC document |
| July 25, 2005 Filed Jul 26, 2005 16:20 UTC |
Sasson GideonExecutive Vice President & CIO
|
Exercise / conversionCommon Stock | 12,657 | $3.35 | $42,400.95 |
DisclosureSEC source: 0001296455-05-000003 · edgar.xml · nonDerivative · entry 1 Sasson Gideon · CIK 0001296455 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,004 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 |
| July 01, 2005 Filed Jul 5, 2005 20:31 UTC |
HERRINGER FRANK CDirector
|
GrantRestricted Stock Units · Derivative | 2,106 | $0.00 Strike: $11.33 | $0.00 |
DisclosureSEC source: 0001171694-05-000008 · edgar.xml · derivative · entry 1 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,106 Underlying: Common Stock · 2,106 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.