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SCHWAB CHARLES CORP

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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

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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
January 03, 2005 Filed Jan 4, 2005 18:07 UTC GrantRestricted Stock Units · Derivative 1,179.25 $0.00 Strike: $11.66 $0.00
Disclosure

SEC source: 0001171694-05-000002 · edgar.xml · derivative · entry 2

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,179.25

Underlying: Common Stock · 1,179.25 shares

Expires not disclosed

F3 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan II") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan II.

F2 · derivative.expiration_date: The right-to-acquire shares and 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, 2005 Filed Jan 4, 2005 18:07 UTC GrantRight to Acquire Actual Shares · Derivative 737.56 $0.00 Strike: $11.66 $0.00
Disclosure

SEC source: 0001171694-05-000002 · edgar.xml · derivative · entry 1

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 737.56

Underlying: Common Stock · 737.56 shares

Expires not disclosed

F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares and 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, 2005 Filed Jan 4, 2005 18:01 UTC GrantNon-Qualified Stock Options (right to buy) · Derivative 6,077 $0.00 Strike: $11.66 $0.00
Disclosure

SEC source: 0001188402-05-000002 · edgar.xml · derivative · entry 1

BUTCHER C PRESTON · CIK 0001188402 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,077

Underlying: Common Stock · 6,077 shares

Expires 2015-01-03

F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan and the Directors' Deferred Compensation Plan II and vest immediately.

Read SEC document
January 03, 2005 Filed Jan 4, 2005 18:10 UTC
SHULTZ GEORGE PDirector Emeritus
GrantRight to Acquire Actual Shares · Derivative 694.68 $11.66 Strike: $11.66 $8,099.97
Disclosure

SEC source: 0001188406-05-000002 · edgar.xml · derivative · entry 1

SHULTZ GEORGE P · CIK 0001188406 · Director Emeritus

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 694.68

Underlying: Common Stock · 694.68 shares

Expires not disclosed

F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares 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, 2005 Filed Jan 4, 2005 18:21 UTC GrantRestricted Stock Units · Derivative 1,972.56 $0.00 Strike: $11.66 $0.00
Disclosure

SEC source: 0001189022-05-000002 · edgar.xml · derivative · entry 2

WILSON ROBERT N · CIK 0001189022 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,972.56

Underlying: Common Stock · 1,972.56 shares

Expires not disclosed

F3 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan II") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan II.

F2 · derivative.expiration_date: The right-to-acquire shares 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, 2005 Filed Jan 4, 2005 18:21 UTC GrantRight to Acquire Actual Shares · Derivative 737.56 $0.00 Strike: $11.66 $0.00
Disclosure

SEC source: 0001189022-05-000002 · edgar.xml · derivative · entry 1

WILSON ROBERT N · CIK 0001189022 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 737.56

Underlying: Common Stock · 737.56 shares

Expires not disclosed

F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares 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, 2005 Filed Jan 4, 2005 18:17 UTC GrantRestricted Stock Units · Derivative 964.84 $0.00 Strike: $11.66 $0.00
Disclosure

SEC source: 0001193024-05-000002 · edgar.xml · derivative · entry 2

SNEED PAULA A · CIK 0001193024 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 964.84

Underlying: Common Stock · 964.84 shares

Expires not disclosed

F3 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan II") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan II.

F2 · derivative.expiration_date: The right-to-acquire shares and 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, 2005 Filed Jan 4, 2005 18:17 UTC GrantRight to Acquire Actual Shares · Derivative 737.56 $0.00 Strike: $11.66 $0.00
Disclosure

SEC source: 0001193024-05-000002 · edgar.xml · derivative · entry 1

SNEED PAULA A · CIK 0001193024 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 737.56

Underlying: Common Stock · 737.56 shares

Expires not disclosed

F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares and 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 27, 2004 Filed Dec 27, 2004 17:57 UTC Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 6,750 $0.00 Strike: $8.10 $0.00
Disclosure

SEC source: 0001188406-04-000006 · edgar.xml · derivative · entry 4

SHULTZ GEORGE P · CIK 0001188406 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,750 shares

Expires 2008-05-15

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
December 27, 2004 Filed Dec 27, 2004 17:57 UTC Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 67,500 $0.00 Strike: $6.78 $0.00
Disclosure

SEC source: 0001188406-04-000006 · edgar.xml · derivative · entry 3

SHULTZ GEORGE P · CIK 0001188406 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 67,500 shares

Expires 2007-07-16

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
December 27, 2004 Filed Dec 27, 2004 17:57 UTC Exercise / conversionCommon Stock 6,750 $8.10 $54,675.00
Disclosure

SEC source: 0001188406-04-000006 · edgar.xml · nonDerivative · entry 2

SHULTZ GEORGE P · CIK 0001188406 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 141,750

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.

F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 10,525 shares.

Read SEC document
December 27, 2004 Filed Dec 27, 2004 17:57 UTC Exercise / conversionCommon Stock 67,500 $6.78 $457,650.00
Disclosure

SEC source: 0001188406-04-000006 · edgar.xml · nonDerivative · entry 1

SHULTZ GEORGE P · CIK 0001188406 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,000

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
December 22, 2004 Filed Dec 23, 2004 19:58 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 85,110 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000061 · 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: 165,237,260

F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 14,885,321 shares of company stock, and an indirect beneficial ownership interest in the following shares of company stock: 44,903,958 shares held in an LLC, 7,977,766 shares held by his spouse, 7,920 shares held as custodian and 1,701,237 shares held in an ESOP.

Read SEC document
December 17, 2004 Filed Dec 17, 2004 20:50 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 296,612 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000060 · 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: 165,322,370

F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 14,885,321 shares of company stock, and an indirect beneficial ownership interest in the following shares of company stock: 44,903,958 shares held in an LLC, 7,977,766 shares held by his spouse, 7,920 shares held as custodian and 1,701,237 shares held in an ESOP.

Read SEC document
December 16, 2004 Filed Dec 17, 2004 20:50 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 1,842 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000060 · 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: 165,618,982

Read SEC document
December 16, 2004 Filed Dec 17, 2004 20:50 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 1,842 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000060 · 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: 165,620,824

Read SEC document
December 16, 2004 Filed Dec 17, 2004 20:50 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 1,842 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000060 · 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: 165,622,666

Read SEC document
December 16, 2004 Filed Dec 17, 2004 20:50 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 1,842 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000060 · 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: 165,624,508

Read SEC document
December 16, 2004 Filed Dec 17, 2004 20:50 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 1,842 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000060 · 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: 165,626,350

Read SEC document
December 16, 2004 Filed Dec 17, 2004 20:50 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 1,842 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000060 · 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: 165,628,192

Read SEC document
December 16, 2004 Filed Dec 17, 2004 20:50 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 42,000 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000060 · 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: 165,630,034

Read SEC document
December 16, 2004 Filed Dec 17, 2004 20:50 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 45,450 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000060 · 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: 165,672,034

Read SEC document
December 16, 2004 Filed Dec 17, 2004 20:50 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GiftCommon Stock 636,500 $0.00 $0.00
Disclosure

SEC source: 0000923738-04-000060 · 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: 165,717,484

Read SEC document
December 16, 2004 Filed Dec 17, 2004 20:29 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 25,000 $11.90 $297,500.00
Disclosure

SEC source: 0001296453-04-000013 · edgar.xml · nonDerivative · entry 1

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 369,501

F2 · kind: The sale reported in this Form 4 was effected pursuant to a Rule10b5-1 trading plan adopted by the reporting person on November 29, 2004.

F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 138,068 shares and an indirect beneficial ownership interest in 236,249 shares held in an ESOP, 9,577 shares held in a 401(k), and 22,524 shares held by his spouse in an ESOP.

Read SEC document
November 30, 2004 Filed Dec 2, 2004 00:28 UTC
Lyons Jeffrey MExecutive Vice President
Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative 27,000 $0.00 Strike: $5.80 $0.00
Disclosure

SEC source: 0001296453-04-000011 · edgar.xml · derivative · entry 8

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 27,000 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
November 30, 2004 Filed Dec 2, 2004 00:28 UTC
Lyons Jeffrey MExecutive Vice President
Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative 25,314 $0.00 Strike: $3.35 $0.00
Disclosure

SEC source: 0001296453-04-000011 · edgar.xml · derivative · entry 7

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,314 shares

Expires 2005-12-17

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
November 30, 2004 Filed Dec 2, 2004 00:28 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 9,014 $10.74 $96,810.36
Disclosure

SEC source: 0001296453-04-000011 · edgar.xml · nonDerivative · entry 6

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 394,501

F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 138,068 shares and an indirect beneficial ownership interest in 236,249 shares held in an ESOP, 9,577 shares held in a 401(k), and 22,524 shares held by his spouse in an ESOP.

Read SEC document
November 30, 2004 Filed Dec 2, 2004 00:28 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 10,700 $10.75 $115,025.00
Disclosure

SEC source: 0001296453-04-000011 · edgar.xml · nonDerivative · entry 5

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 403,515

Read SEC document
November 30, 2004 Filed Dec 2, 2004 00:28 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 500 $10.76 $5,380.00
Disclosure

SEC source: 0001296453-04-000011 · edgar.xml · nonDerivative · entry 4

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 414,215

Read SEC document
November 30, 2004 Filed Dec 2, 2004 00:28 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 5,100 $10.85 $55,335.00
Disclosure

SEC source: 0001296453-04-000011 · edgar.xml · nonDerivative · entry 3

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 414,715

Read SEC document
November 30, 2004 Filed Dec 2, 2004 00:28 UTC
Lyons Jeffrey MExecutive Vice President
Exercise / conversionCommon Stock 27,000 $5.80 $156,600.00
Disclosure

SEC source: 0001296453-04-000011 · edgar.xml · nonDerivative · entry 2

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 419,815

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
November 30, 2004 Filed Dec 2, 2004 00:28 UTC
Lyons Jeffrey MExecutive Vice President
Exercise / conversionCommon Stock 25,314 $3.35 $84,801.90
Disclosure

SEC source: 0001296453-04-000011 · edgar.xml · nonDerivative · entry 1

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 392,815

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
November 29, 2004 Filed Nov 30, 2004 22:28 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 14,500 $10.96 $158,920.00
Disclosure

SEC source: 0001296453-04-000010 · edgar.xml · nonDerivative · entry 2

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 367,501

F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 138,068 shares and an indirect beneficial ownership interest in 236,249 shares held in an ESOP, 9,577 shares held in a 401(k), and 22,524 shares held by his spouse in an ESOP.

Read SEC document
November 29, 2004 Filed Nov 30, 2004 22:28 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 10,500 $10.95 $114,975.00
Disclosure

SEC source: 0001296453-04-000010 · edgar.xml · nonDerivative · entry 1

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 382,001

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 600 $10.53 $6,318.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 15

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 392,501

F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 138,068 shares and an indirect beneficial ownership interest in 236,249 shares held in an ESOP, 9,577 shares held in a 401(k), and 22,524 shares held by his spouse in an ESOP.

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 1,700 $10.52 $17,884.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 14

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 393,101

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 1,100 $10.50 $11,550.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 13

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 394,801

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 900 $10.49 $9,441.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 12

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 395,901

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 1,600 $10.48 $16,768.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 11

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 396,801

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 500 $10.47 $5,235.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 10

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 398,401

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 2,600 $10.46 $27,196.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 9

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 398,901

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 3,000 $10.45 $31,350.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 8

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 401,501

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 2,200 $10.44 $22,968.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 7

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 404,501

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 2,800 $10.43 $29,204.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 6

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 406,701

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 3,300 $10.42 $34,386.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 5

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 409,501

Read SEC document
November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 800 $10.41 $8,328.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 4

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 412,801

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November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 2,400 $10.40 $24,960.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 3

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 413,601

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November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 400 $10.39 $4,156.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 2

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 416,001

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November 16, 2004 Filed Nov 18, 2004 16:53 UTC
Lyons Jeffrey MExecutive Vice President
SaleCommon Stock 1,100 $10.37 $11,407.00
Disclosure

SEC source: 0001296453-04-000007 · edgar.xml · nonDerivative · entry 1

Lyons Jeffrey M · CIK 0001296453 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 416,401

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October 29, 2004 Filed Oct 29, 2004 22:10 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 1,700 $9.19 $15,623.00
Disclosure

SEC source: 0000923738-04-000058 · edgar.xml · nonDerivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by LLC

Disclosed balance after: 44,903,958

F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 14,885,321 shares of company stock, and an indirect beneficial ownership interest in the following shares of company stock: 166,353,984 shares held in trust, 7,977,766 shares held by his spouse, 7,920 shares held as custodian and 1,701,237 shares held in an ESOP.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.