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 |
|---|---|---|---|---|---|---|
| December 14, 2017 Filed Dec 15, 2017 19:33 UTC |
Dea JoanDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 940 | $0.00 Strike: $50.44 | $0.00 |
DisclosureSEC source: 0001225208-17-018724 · doc4.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 Underlying: Common Stock · 940 shares Expires 2027-12-14 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| December 14, 2017 Filed Dec 15, 2017 19:33 UTC |
Dea JoanDirector
|
GrantCommon Stock | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018724 · doc4.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,489 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| December 12, 2017 Filed Dec 13, 2017 00:02 UTC |
Bettinger Walter WDirector · President and CEO
|
GiftCommon Stock | 96,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018540 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,976.8859 Read SEC document |
| December 06, 2017 Filed Dec 7, 2017 00:26 UTC |
Kallsen Terri REVP - Investor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 1,982 | $0.00 Strike: $23.12 | $0.00 |
DisclosureSEC source: 0001225208-17-018333 · doc4.xml · derivative · entry 5 Kallsen Terri R · CIK 0001627137 · EVP - Investor Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,982 shares Expires 2023-11-01 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 06, 2017 Filed Dec 7, 2017 00:26 UTC |
Kallsen Terri REVP - Investor Services
|
SaleCommon Stock | 1,982 | $50.55 | $100,189.11 |
DisclosureSEC source: 0001225208-17-018333 · doc4.xml · nonDerivative · entry 2 Kallsen Terri R · CIK 0001627137 · EVP - Investor Services 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 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 May 17, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $50.47 to $50.675. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 06, 2017 Filed Dec 7, 2017 00:26 UTC |
Kallsen Terri REVP - Investor Services
|
Exercise / conversionCommon Stock | 1,982 | $23.12 | $45,823.84 |
DisclosureSEC source: 0001225208-17-018333 · doc4.xml · nonDerivative · entry 1 Kallsen Terri R · CIK 0001627137 · EVP - Investor Services 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 1,982 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 05, 2017 Filed Dec 7, 2017 23:19 UTC |
Crawford Peter B.EVP and CFO
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 12,459 | $0.00 Strike: $15.43 | $0.00 |
DisclosureSEC source: 0001225208-17-018371 · doc4.xml · derivative · entry 4 Crawford Peter B. · CIK 0001706835 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,459 shares Expires 2020-11-01 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 05, 2017 Filed Dec 7, 2017 23:19 UTC |
Crawford Peter B.EVP and CFO
|
SaleCommon Stock | 12,459 | $51.58 | $642,635.22 |
DisclosureSEC source: 0001225208-17-018371 · doc4.xml · nonDerivative · entry 2 Crawford Peter B. · CIK 0001706835 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 10,714 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 November 30, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $51.43 to $51.74. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 23:19 UTC |
Crawford Peter B.EVP and CFO
|
Exercise / conversionCommon Stock | 12,459 | $15.43 | $192,242.37 |
DisclosureSEC source: 0001225208-17-018371 · doc4.xml · nonDerivative · entry 1 Crawford Peter B. · CIK 0001706835 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 23,173 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 04, 2017 Filed Dec 4, 2017 22:47 UTC |
Bettinger Walter WDirector · President and CEO
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 156,100 | $0.00 Strike: $23.12 | $0.00 |
DisclosureSEC source: 0001225208-17-018121 · doc4.xml · derivative · entry 6 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 156,100 shares Expires 2023-11-01 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 04, 2017 Filed Dec 4, 2017 22:47 UTC |
Bettinger Walter WDirector · President and CEO
|
SaleCommon Stock | 156,100 | $50.05 | $7,812,414.75 |
DisclosureSEC source: 0001225208-17-018121 · doc4.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,463.8859 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 November 30, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $49.82 to $50.5501. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 04, 2017 Filed Dec 4, 2017 22:47 UTC |
Bettinger Walter WDirector · President and CEO
|
Exercise / conversionCommon Stock | 156,100 | $23.12 | $3,609,032.00 |
DisclosureSEC source: 0001225208-17-018121 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,563.8859 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 04, 2017 Filed Dec 4, 2017 22:47 UTC |
Clark Bernard J.EVP - Advisor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 50,444 | $0.00 Strike: $16.40 | $0.00 |
DisclosureSEC source: 0001225208-17-018122 · doc4.xml · derivative · entry 5 Clark Bernard J. · CIK 0001564429 · EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,444 shares Expires 2023-03-01 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 04, 2017 Filed Dec 4, 2017 22:47 UTC |
Clark Bernard J.EVP - Advisor Services
|
SaleCommon Stock | 50,444 | $50.52 | $2,548,667.97 |
DisclosureSEC source: 0001225208-17-018122 · doc4.xml · nonDerivative · entry 2 Clark Bernard J. · CIK 0001564429 · EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 52,849.8091 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 November 27, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $50.21 to $50.77. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 04, 2017 Filed Dec 4, 2017 22:47 UTC |
Clark Bernard J.EVP - Advisor Services
|
Exercise / conversionCommon Stock | 50,444 | $16.40 | $827,281.60 |
DisclosureSEC source: 0001225208-17-018122 · doc4.xml · nonDerivative · entry 1 Clark Bernard J. · CIK 0001564429 · EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 103,293.8091 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, 2017 Filed Nov 30, 2017 20:03 UTC |
Clark Bernard J.EVP - Advisor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 32,350 | $0.00 Strike: $22.67 | $0.00 |
DisclosureSEC source: 0001225208-17-017770 · doc4.xml · derivative · entry 5 Clark Bernard J. · CIK 0001564429 · EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,350 shares Expires 2023-08-01 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, 2017 Filed Nov 30, 2017 20:03 UTC |
Clark Bernard J.EVP - Advisor Services
|
SaleCommon Stock | 32,350 | $49.16 | $1,590,393.94 |
DisclosureSEC source: 0001225208-17-017770 · doc4.xml · nonDerivative · entry 2 Clark Bernard J. · CIK 0001564429 · EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 52,849.8091 F1 · price: This transaction was executed in multiple trades at prices ranging from $49.085 to $49.30. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 30, 2017 Filed Nov 30, 2017 20:03 UTC |
Clark Bernard J.EVP - Advisor Services
|
Exercise / conversionCommon Stock | 32,350 | $22.67 | $733,374.50 |
DisclosureSEC source: 0001225208-17-017770 · doc4.xml · nonDerivative · entry 1 Clark Bernard J. · CIK 0001564429 · EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 85,199.8091 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, 2017 Filed Dec 1, 2017 00:06 UTC |
Bettinger Walter WDirector · President and CEO
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 168,220 | $0.00 Strike: $22.67 | $0.00 |
DisclosureSEC source: 0001225208-17-017843 · doc4.xml · derivative · entry 6 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 168,220 shares Expires 2023-08-01 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, 2017 Filed Dec 1, 2017 00:06 UTC |
Bettinger Walter WDirector · President and CEO
|
SaleCommon Stock | 168,220 | $49.10 | $8,260,073.02 |
DisclosureSEC source: 0001225208-17-017843 · doc4.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,463.8859 F1 · price: This transaction was executed in multiple trades at prices ranging from $49.10 to $49.12. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 00:06 UTC |
Bettinger Walter WDirector · President and CEO
|
Exercise / conversionCommon Stock | 168,220 | $22.67 | $3,813,547.40 |
DisclosureSEC source: 0001225208-17-017843 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,683.8859 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, 2017 Filed Nov 29, 2017 22:54 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 211,620 | $48.30 | $10,221,817.37 |
DisclosureSEC source: 0001225208-17-017749 · doc4.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: 91,429,443 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.16 to $48.43. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 22:54 UTC |
Bettinger Walter WDirector · President and CEO
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 262,309 | $0.00 Strike: $16.40 | $0.00 |
DisclosureSEC source: 0001225208-17-017750 · doc4.xml · derivative · entry 6 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 262,309 shares Expires 2023-03-01 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, 2017 Filed Nov 29, 2017 22:54 UTC |
Bettinger Walter WDirector · President and CEO
|
SaleCommon Stock | 262,309 | $48.15 | $12,631,227.59 |
DisclosureSEC source: 0001225208-17-017750 · doc4.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,463.8859 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.11 to $48.245. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 22:54 UTC |
Bettinger Walter WDirector · President and CEO
|
Exercise / conversionCommon Stock | 262,309 | $16.40 | $4,301,867.60 |
DisclosureSEC source: 0001225208-17-017750 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,772.8859 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, 2017 Filed Nov 29, 2017 22:54 UTC |
MARTINETTO JOSEPH RSenior EVP
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 21,880 | $0.00 Strike: $11.75 | $0.00 |
DisclosureSEC source: 0001225208-17-017751 · doc4.xml · derivative · entry 7 MARTINETTO JOSEPH R · CIK 0001276501 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,880 shares Expires 2021-11-01 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, 2017 Filed Nov 29, 2017 22:54 UTC |
MARTINETTO JOSEPH RSenior EVP
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 73,108 | $0.00 Strike: $12.45 | $0.00 |
DisclosureSEC source: 0001225208-17-017751 · doc4.xml · derivative · entry 6 MARTINETTO JOSEPH R · CIK 0001276501 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 73,108 shares Expires 2022-08-01 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, 2017 Filed Nov 29, 2017 22:54 UTC |
MARTINETTO JOSEPH RSenior EVP
|
SaleCommon Stock | 73,108 | $48.15 | $3,519,865.08 |
DisclosureSEC source: 0001225208-17-017751 · doc4.xml · nonDerivative · entry 4 MARTINETTO JOSEPH R · CIK 0001276501 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,916 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.11 to $48.235. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 22:54 UTC |
MARTINETTO JOSEPH RSenior EVP
|
SaleCommon Stock | 21,880 | $48.15 | $1,053,436.67 |
DisclosureSEC source: 0001225208-17-017751 · doc4.xml · nonDerivative · entry 3 MARTINETTO JOSEPH R · CIK 0001276501 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,024 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.11 to $48.235. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 22:54 UTC |
MARTINETTO JOSEPH RSenior EVP
|
Exercise / conversionCommon Stock | 21,880 | $11.75 | $257,090.00 |
DisclosureSEC source: 0001225208-17-017751 · doc4.xml · nonDerivative · entry 2 MARTINETTO JOSEPH R · CIK 0001276501 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,904 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, 2017 Filed Nov 29, 2017 22:54 UTC |
MARTINETTO JOSEPH RSenior EVP
|
Exercise / conversionCommon Stock | 73,108 | $12.45 | $910,194.60 |
DisclosureSEC source: 0001225208-17-017751 · doc4.xml · nonDerivative · entry 1 MARTINETTO JOSEPH R · CIK 0001276501 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,024 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 27, 2017 Filed Nov 27, 2017 23:17 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 22,482 | $0.00 Strike: $26.39 | $0.00 |
DisclosureSEC source: 0001225208-17-017699 · doc4.xml · derivative · entry 6 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 67,447 Underlying: Common Stock · 22,482 shares Expires 2026-03-01 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 27, 2017 Filed Nov 27, 2017 23:17 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 33,845 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001225208-17-017699 · doc4.xml · derivative · entry 5 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,127 Underlying: Common Stock · 33,845 shares Expires 2025-03-02 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 27, 2017 Filed Nov 27, 2017 23:17 UTC |
Chandoha Marie APresident - CSIM
|
SaleCommon Stock | 33,845 | $45.86 | $1,552,091.09 |
DisclosureSEC source: 0001225208-17-017699 · doc4.xml · nonDerivative · entry 4 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.85 to $45.885. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 27, 2017 Filed Nov 27, 2017 23:17 UTC |
Chandoha Marie APresident - CSIM
|
SaleCommon Stock | 22,482 | $45.86 | $1,030,997.54 |
DisclosureSEC source: 0001225208-17-017699 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 33,845 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.85 to $45.885. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 27, 2017 Filed Nov 27, 2017 23:17 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 22,482 | $26.39 | $593,299.98 |
DisclosureSEC source: 0001225208-17-017699 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 56,327 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 27, 2017 Filed Nov 27, 2017 23:17 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 33,845 | $30.17 | $1,021,103.65 |
DisclosureSEC source: 0001225208-17-017699 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 33,845 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 22, 2017 Filed Nov 27, 2017 18:30 UTC |
Murtagh Nigel JEVP - Corporate Risk
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $13.64 | $0.00 |
DisclosureSEC source: 0001225208-17-017684 · doc4.xml · derivative · entry 3 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 10,000 shares Expires 2022-11-01 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. F2 · derivative.exercise_date: The option was first exercisable on November 1, 2013. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 18:30 UTC |
Murtagh Nigel JEVP - Corporate Risk
|
SaleCommon Stock | 10,000 | $45.79 | $457,874.00 |
DisclosureSEC source: 0001225208-17-017684 · doc4.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,441.4499 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.7700 to $45.8100. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 18:30 UTC |
Murtagh Nigel JEVP - Corporate Risk
|
Exercise / conversionCommon Stock | 10,000 | $13.64 | $136,400.00 |
DisclosureSEC source: 0001225208-17-017684 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,441.4499 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 16, 2017 Filed Nov 16, 2017 22:19 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 175,000 | $44.78 | $7,836,657.50 |
DisclosureSEC source: 0001225208-17-017419 · doc4.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: 91,542,413 F2 · price: This transaction was executed in multiple trades at prices ranging from $44.60 to $45.21. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 22:19 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 175,000 | $44.53 | $7,792,365.00 |
DisclosureSEC source: 0001225208-17-017419 · doc4.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: 91,717,413 F1 · price: This transaction was executed in multiple trades at prices ranging from $44.355 to $44.71. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 16:31 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 200,000 | $44.29 | $8,857,960.00 |
DisclosureSEC source: 0001225208-17-017200 · doc4.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: 91,892,413 F1 · price: This transaction was executed in multiple trades at prices ranging from $44.155 to $44.49. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 08, 2017 Filed Nov 8, 2017 21:36 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,793 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001225208-17-017077 · doc4.xml · derivative · entry 6 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,794 Underlying: Common Stock · 7,793 shares Expires 2024-11-03 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 08, 2017 Filed Nov 8, 2017 21:36 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 9,006 | $0.00 Strike: $23.12 | $0.00 |
DisclosureSEC source: 0001225208-17-017077 · doc4.xml · derivative · entry 5 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,006 shares Expires 2023-11-01 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 08, 2017 Filed Nov 8, 2017 21:36 UTC |
Chandoha Marie APresident - CSIM
|
SaleCommon Stock | 9,006 | $44.31 | $399,081.98 |
DisclosureSEC source: 0001225208-17-017077 · doc4.xml · nonDerivative · entry 4 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $44.30 to $44.35. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 08, 2017 Filed Nov 8, 2017 21:36 UTC |
Chandoha Marie APresident - CSIM
|
SaleCommon Stock | 7,793 | $44.31 | $345,330.43 |
DisclosureSEC source: 0001225208-17-017077 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 9,006 F1 · price: This transaction was executed in multiple trades at prices ranging from $44.30 to $44.35. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 08, 2017 Filed Nov 8, 2017 21:36 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 7,793 | $28.44 | $221,632.92 |
DisclosureSEC source: 0001225208-17-017077 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 16,799 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 08, 2017 Filed Nov 8, 2017 21:36 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 9,006 | $23.12 | $208,218.72 |
DisclosureSEC source: 0001225208-17-017077 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 9,006 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 08, 2017 Filed Nov 9, 2017 20:43 UTC |
Kallsen Terri REVP - Investor Services
|
SaleCommon Stock | 815 | $43.97 | $35,836.28 |
DisclosureSEC source: 0001225208-17-017139 · doc4.xml · nonDerivative · entry 1 Kallsen Terri R · CIK 0001627137 · EVP - Investor Services 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 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 May 17, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $43.90 to $44.075. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. 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.