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 |
|---|---|---|---|---|---|---|
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 700 | $11.17 | $7,819.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 20 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,616,298 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 1,100 | $11.16 | $12,276.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 19 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,616,998 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 4,300 | $11.15 | $47,945.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 18 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,618,098 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 700 | $11.13 | $7,791.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 17 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,622,398 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 3,200 | $11.12 | $35,584.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 16 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,623,098 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 6,400 | $11.11 | $71,104.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 15 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,626,298 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 5,500 | $11.10 | $61,050.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 14 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,632,698 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 22,200 | $11.09 | $246,198.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 13 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,638,198 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 17,600 | $11.08 | $195,008.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 12 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,660,398 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 26,400 | $11.07 | $292,248.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 11 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,677,998 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 33,200 | $11.06 | $367,192.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 10 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,704,398 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 13,900 | $11.05 | $153,595.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 9 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,737,598 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 5,600 | $11.04 | $61,824.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 8 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,751,498 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 9,700 | $11.03 | $106,991.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 7 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,757,098 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 15,200 | $11.02 | $167,504.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 6 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,766,798 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 9,700 | $11.01 | $106,797.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 5 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,781,998 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 20,900 | $11.00 | $229,900.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 4 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,791,698 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 11,900 | $10.99 | $130,781.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 3 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,812,598 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 7,000 | $10.97 | $76,790.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 2 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,824,498 Read SEC document |
| March 16, 2004 Filed Mar 17, 2004 20:28 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 3,700 | $10.96 | $40,552.00 |
DisclosureSEC source: 0000923738-04-000012 · edgar.xml · nonDerivative · entry 1 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,831,498 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 19, 2004. Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 5,200 | $11.26 | $58,552.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 25 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,835,198 F2 · 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: 45,203,958 shares held by an LLC, 7,977,766 shares held by his spouse, 1,692,845 shares held in an ESOP and 19,800 shares held as custodian. Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 6,400 | $11.25 | $72,000.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 24 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,840,398 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 6,400 | $11.24 | $71,936.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 23 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,846,798 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 6,100 | $11.22 | $68,442.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 22 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,853,198 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 6,400 | $11.21 | $71,744.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 21 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,859,298 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 3,700 | $11.19 | $41,403.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 20 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,865,698 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 10,300 | $11.18 | $115,154.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 19 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,869,398 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 6,400 | $11.17 | $71,488.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 18 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,879,698 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 30,700 | $11.16 | $342,612.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 17 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,886,098 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 19,500 | $11.15 | $217,425.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 16 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,916,798 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 13,000 | $11.14 | $144,820.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 15 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,936,298 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 9,900 | $11.13 | $110,187.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 14 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,949,298 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 7,100 | $11.12 | $78,952.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 13 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,959,198 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 18,200 | $11.11 | $202,202.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 12 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,966,298 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 9,900 | $11.10 | $109,890.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 11 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,984,498 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 8,000 | $11.09 | $88,720.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 10 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 168,994,398 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 13,400 | $11.08 | $148,472.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 9 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 169,002,398 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 4,200 | $11.07 | $46,494.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 8 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 169,015,798 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 15,100 | $11.06 | $167,006.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 7 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 169,019,998 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 14,900 | $11.05 | $164,645.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 6 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 169,035,098 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 7,400 | $11.03 | $81,622.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 5 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 169,049,998 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 16,800 | $11.01 | $184,968.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 4 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 169,057,398 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 3,900 | $10.98 | $42,822.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 3 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 169,074,198 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 3,900 | $10.97 | $42,783.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 2 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 169,078,098 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 20:16 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 3,200 | $10.92 | $34,944.00 |
DisclosureSEC source: 0000923738-04-000011 · edgar.xml · nonDerivative · entry 1 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 169,081,998 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 19, 2004. Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 19:51 UTC |
POTTRUCK DAVID SDirector · President and CEO
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $1.60 | $0.00 |
DisclosureSEC source: 0001185987-04-000007 · edgar.xml · derivative · entry 28 POTTRUCK DAVID S · CIK 0001185987 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,000 Underlying: Common Stock · 100,000 shares Expires 2004-10-18 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 |
| March 15, 2004 Filed Mar 17, 2004 19:51 UTC |
POTTRUCK DAVID SDirector · President and CEO
|
SaleCommon Stock | 1,000 | $11.27 | $11,270.00 |
DisclosureSEC source: 0001185987-04-000007 · edgar.xml · nonDerivative · entry 27 POTTRUCK DAVID S · CIK 0001185987 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Revocable Trust Disclosed balance after: 4,299,286 F1 · balance_after: The reporting person also has a direct beneficial ownership in 365,498 shares, and an indirect beneficial ownership in the following shares: 137,699.97 by Trust B; 137,699.97 by Trust C; 3,212.03 by Trust D; 24,677 by Spouse in Trust; 965,220.33 by ESOP; and 179,138.52 by 401(k). Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 19:51 UTC |
POTTRUCK DAVID SDirector · President and CEO
|
SaleCommon Stock | 2,100 | $11.26 | $23,646.00 |
DisclosureSEC source: 0001185987-04-000007 · edgar.xml · nonDerivative · entry 26 POTTRUCK DAVID S · CIK 0001185987 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Revocable Trust Disclosed balance after: 4,300,286 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 19:51 UTC |
POTTRUCK DAVID SDirector · President and CEO
|
SaleCommon Stock | 2,100 | $11.25 | $23,625.00 |
DisclosureSEC source: 0001185987-04-000007 · edgar.xml · nonDerivative · entry 25 POTTRUCK DAVID S · CIK 0001185987 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Revocable Trust Disclosed balance after: 4,302,386 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 19:51 UTC |
POTTRUCK DAVID SDirector · President and CEO
|
SaleCommon Stock | 1,600 | $11.24 | $17,984.00 |
DisclosureSEC source: 0001185987-04-000007 · edgar.xml · nonDerivative · entry 24 POTTRUCK DAVID S · CIK 0001185987 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Revocable Trust Disclosed balance after: 4,304,486 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.