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 |
|---|---|---|---|---|---|---|
| October 06, 2017 Filed Oct 6, 2017 17:51 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 7,793 | $28.44 | $221,632.92 |
DisclosureSEC source: 0001225208-17-016072 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 26,074 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 |
| October 06, 2017 Filed Oct 6, 2017 17:51 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 11,281 | $30.17 | $340,347.77 |
DisclosureSEC source: 0001225208-17-016072 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 18,281 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 |
| October 06, 2017 Filed Oct 6, 2017 17:51 UTC |
Kallsen Terri REVP - Investor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,267 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001225208-17-016073 · doc4.xml · derivative · entry 5 Kallsen Terri R · CIK 0001627137 · EVP - Investor Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,606 Underlying: Common Stock · 4,267 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 |
| October 06, 2017 Filed Oct 6, 2017 17:51 UTC |
Kallsen Terri REVP - Investor Services
|
SaleCommon Stock | 4,267 | $46.02 | $196,356.67 |
DisclosureSEC source: 0001225208-17-016073 · 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 $46 to $46.03. 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 |
| October 06, 2017 Filed Oct 6, 2017 17:51 UTC |
Kallsen Terri REVP - Investor Services
|
Exercise / conversionCommon Stock | 4,267 | $30.17 | $128,735.39 |
DisclosureSEC source: 0001225208-17-016073 · 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: 4,267 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 |
| October 05, 2017 Filed Oct 5, 2017 21:43 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,793 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001225208-17-016033 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,380 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 |
| October 05, 2017 Filed Oct 5, 2017 21:43 UTC |
Chandoha Marie APresident - CSIM
|
SaleCommon Stock | 7,793 | $45.01 | $350,731.76 |
DisclosureSEC source: 0001225208-17-016033 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $45 to $45.01. 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 |
| October 05, 2017 Filed Oct 5, 2017 21:43 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 7,793 | $28.44 | $221,632.92 |
DisclosureSEC source: 0001225208-17-016033 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,793 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 |
| October 04, 2017 Filed Oct 4, 2017 18:41 UTC |
Kallsen Terri REVP - Investor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001225208-17-015900 · doc4.xml · derivative · entry 5 Kallsen Terri R · CIK 0001627137 · EVP - Investor Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,873 Underlying: Common Stock · 1,000 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 |
| October 04, 2017 Filed Oct 4, 2017 18:41 UTC |
Kallsen Terri REVP - Investor Services
|
SaleCommon Stock | 1,000 | $44.36 | $44,356.70 |
DisclosureSEC source: 0001225208-17-015900 · 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 $44.14 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 |
| October 04, 2017 Filed Oct 4, 2017 18:41 UTC |
Kallsen Terri REVP - Investor Services
|
Exercise / conversionCommon Stock | 1,000 | $30.17 | $30,170.00 |
DisclosureSEC source: 0001225208-17-015900 · 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: 1,000 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 |
| October 04, 2017 Filed Oct 4, 2017 18:42 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,923 | $0.00 Strike: $27.45 | $0.00 |
DisclosureSEC source: 0001225208-17-015901 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,424 Underlying: Common Stock · 3,923 shares Expires 2024-08-01 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 |
| October 04, 2017 Filed Oct 4, 2017 18:42 UTC |
Chandoha Marie APresident - CSIM
|
SaleCommon Stock | 3,923 | $44.51 | $174,620.97 |
DisclosureSEC source: 0001225208-17-015901 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $44.5 to $44.555. 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 |
| October 04, 2017 Filed Oct 4, 2017 18:42 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 3,923 | $27.45 | $107,686.35 |
DisclosureSEC source: 0001225208-17-015901 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 10,923 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 |
| October 03, 2017 Filed Oct 3, 2017 23:15 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,500 | $0.00 Strike: $27.45 | $0.00 |
DisclosureSEC source: 0001225208-17-015848 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,347 Underlying: Common Stock · 4,500 shares Expires 2024-08-01 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 |
| October 03, 2017 Filed Oct 3, 2017 23:15 UTC |
Chandoha Marie APresident - CSIM
|
SaleCommon Stock | 4,500 | $44.50 | $200,255.40 |
DisclosureSEC source: 0001225208-17-015848 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $44.5 to $44.505. 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 |
| October 03, 2017 Filed Oct 3, 2017 23:15 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 4,500 | $27.45 | $123,525.00 |
DisclosureSEC source: 0001225208-17-015848 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 11,500 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 |
| October 02, 2017 Filed Oct 3, 2017 19:56 UTC |
Ellis Stephen ADirector
|
GrantRestricted Stock Units · Derivative | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015733 · doc4.xml · derivative · entry 1 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,644.61 Underlying: Common Stock · 355 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · 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. F3 · derivative.exercise_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. F3 · 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 |
| October 02, 2017 Filed Oct 3, 2017 19:57 UTC |
HERRINGER FRANK CDirector
|
GrantRestricted Stock Units · Derivative | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015734 · doc4.xml · derivative · entry 1 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,739.64 Underlying: Common Stock · 767 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · 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. F3 · derivative.exercise_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. F3 · 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 |
| October 02, 2017 Filed Oct 3, 2017 19:57 UTC |
MCLIN STEPHEN TDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 2,921 | $0.00 Strike: $44.04 | $0.00 |
DisclosureSEC source: 0001225208-17-015735 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,921 Underlying: Common Stock · 2,921 shares Expires 2027-10-02 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 19:58 UTC |
BUTCHER C PRESTONDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 2,921 | $0.00 Strike: $44.04 | $0.00 |
DisclosureSEC source: 0001225208-17-015736 · doc4.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,921 Underlying: Common Stock · 2,921 shares Expires 2027-10-02 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 17:38 UTC |
Clark Bernard J.EVP - Advisor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 42,500 | $0.00 Strike: $13.64 | $0.00 |
DisclosureSEC source: 0001225208-17-015361 · doc4.xml · derivative · entry 8 Clark Bernard J. · CIK 0001564429 · EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,500 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. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 17:38 UTC |
Clark Bernard J.EVP - Advisor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 32,744 | $0.00 Strike: $15.43 | $0.00 |
DisclosureSEC source: 0001225208-17-015361 · doc4.xml · derivative · entry 7 Clark Bernard J. · CIK 0001564429 · EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,744 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 |
| September 27, 2017 Filed Sep 28, 2017 17:38 UTC |
Clark Bernard J.EVP - Advisor Services
|
SaleCommon Stock | 42,500 | $44.03 | $1,871,126.25 |
DisclosureSEC source: 0001225208-17-015361 · doc4.xml · nonDerivative · entry 4 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 August 21, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $43.81 to $44.15. 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 |
| September 27, 2017 Filed Sep 28, 2017 17:38 UTC |
Clark Bernard J.EVP - Advisor Services
|
SaleCommon Stock | 32,744 | $43.93 | $1,438,434.10 |
DisclosureSEC source: 0001225208-17-015361 · doc4.xml · nonDerivative · entry 3 Clark Bernard J. · CIK 0001564429 · EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 95,349.8091 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 August 21, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $43.81 to $44.15. 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 |
| September 27, 2017 Filed Sep 28, 2017 17:38 UTC |
Clark Bernard J.EVP - Advisor Services
|
Exercise / conversionCommon Stock | 32,744 | $15.43 | $505,239.92 |
DisclosureSEC source: 0001225208-17-015361 · 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: 128,093.8091 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 |
| September 27, 2017 Filed Sep 28, 2017 17:38 UTC |
Clark Bernard J.EVP - Advisor Services
|
Exercise / conversionCommon Stock | 42,500 | $13.64 | $579,700.00 |
DisclosureSEC source: 0001225208-17-015361 · 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: 95,349.8091 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 |
| September 27, 2017 Filed Sep 28, 2017 17:38 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 6,018 | $0.00 Strike: $27.45 | $0.00 |
DisclosureSEC source: 0001225208-17-015362 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,847 Underlying: Common Stock · 6,018 shares Expires 2024-08-01 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 |
| September 27, 2017 Filed Sep 28, 2017 17:38 UTC |
Chandoha Marie APresident - CSIM
|
SaleCommon Stock | 6,018 | $44.06 | $265,178.96 |
DisclosureSEC source: 0001225208-17-015362 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $44.00 to $44.12. 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 |
| September 27, 2017 Filed Sep 28, 2017 17:38 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 6,018 | $27.45 | $165,194.10 |
DisclosureSEC source: 0001225208-17-015362 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 13,018 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 |
| September 13, 2017 Filed Sep 13, 2017 23:15 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
GiftCommon Stock | 98,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-014973 · 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: 92,701,913 Read SEC document |
| September 06, 2017 Filed Sep 7, 2017 15:50 UTC |
Kallsen Terri REVP - Investor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001225208-17-014735 · doc4.xml · derivative · entry 5 Kallsen Terri R · CIK 0001627137 · EVP - Investor Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,873 Underlying: Common Stock · 1,000 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 |
| September 06, 2017 Filed Sep 7, 2017 15:50 UTC |
Kallsen Terri REVP - Investor Services
|
SaleCommon Stock | 1,000 | $38.99 | $38,986.50 |
DisclosureSEC source: 0001225208-17-014735 · 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 $38.93 to $39.03. 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 |
| September 06, 2017 Filed Sep 7, 2017 15:50 UTC |
Kallsen Terri REVP - Investor Services
|
Exercise / conversionCommon Stock | 1,000 | $30.17 | $30,170.00 |
DisclosureSEC source: 0001225208-17-014735 · 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: 1,000 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 |
| August 09, 2017 Filed Aug 9, 2017 21:55 UTC |
Chandoha Marie APresident - CSIM
|
SaleCommon Stock | 7,002 | $41.96 | $293,815.12 |
DisclosureSEC source: 0001225208-17-013461 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $41.935 to $41.975. 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 |
| August 07, 2017 Filed Aug 7, 2017 21:11 UTC |
BECHTLE NANCY HDirector
|
SaleCommon Stock | 23,207 | $43.03 | $998,527.59 |
DisclosureSEC source: 0001225208-17-013338 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 189,346 F1 · price: This transaction was executed in multiple trades at prices ranging from $42.99 to $43.095. 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 |
| August 04, 2017 Filed Aug 4, 2017 23:45 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 290,000 | $43.27 | $12,547,198.00 |
DisclosureSEC source: 0001225208-17-013317 · 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: 92,800,563 F1 · price: This transaction was executed in multiple trades at prices ranging from $43.07 to $43.47. 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 |
| August 03, 2017 Filed Aug 4, 2017 19:41 UTC |
Crawford Peter B.EVP and CFO
|
Tax withholdingCommon Stock | 543 | $42.81 | $23,243.12 |
DisclosureSEC source: 0001225208-17-013298 · 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: 8,618 Read SEC document |
| August 03, 2017 Filed Aug 4, 2017 23:45 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
GiftCommon Stock | 6,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013317 · 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: 93,090,563 Read SEC document |
| August 02, 2017 Filed Aug 2, 2017 19:04 UTC |
Kallsen Terri REVP - Investor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001225208-17-013118 · doc4.xml · derivative · entry 5 Kallsen Terri R · CIK 0001627137 · EVP - Investor Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,873 Underlying: Common Stock · 2,000 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 |
| August 02, 2017 Filed Aug 2, 2017 19:04 UTC |
Kallsen Terri REVP - Investor Services
|
SaleCommon Stock | 2,000 | $43.07 | $86,137.00 |
DisclosureSEC source: 0001225208-17-013118 · 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 $42.91 to $43.14. 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 |
| August 02, 2017 Filed Aug 2, 2017 19:04 UTC |
Kallsen Terri REVP - Investor Services
|
Exercise / conversionCommon Stock | 2,000 | $30.17 | $60,340.00 |
DisclosureSEC source: 0001225208-17-013118 · 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: 2,000 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 |
| August 01, 2017 Filed Aug 1, 2017 22:58 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 350,000 | $43.10 | $15,086,295.00 |
DisclosureSEC source: 0001225208-17-013100 · doc4.xml · nonDerivative · entry 1 SCHWAB CHARLES R · CIK 0000923738 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by Limited Partnership Disclosed balance after: 33,499,941 F1 · price: This transaction was executed in multiple trades at prices ranging from $43.065 to $43.19. 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 |
| August 01, 2017 Filed Aug 1, 2017 22:58 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 9,705 | $0.00 Strike: $22.67 | $0.00 |
DisclosureSEC source: 0001225208-17-013101 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,705 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 |
| August 01, 2017 Filed Aug 1, 2017 22:58 UTC |
Chandoha Marie APresident - CSIM
|
SaleCommon Stock | 9,705 | $43.17 | $418,925.06 |
DisclosureSEC source: 0001225208-17-013101 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,002 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $43.09 to $43.22. 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 |
| August 01, 2017 Filed Aug 1, 2017 22:58 UTC |
Chandoha Marie APresident - CSIM
|
Exercise / conversionCommon Stock | 9,705 | $22.67 | $220,012.35 |
DisclosureSEC source: 0001225208-17-013101 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 23,707 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 31, 2017 Filed Aug 1, 2017 19:33 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
GiftCommon Stock | 47,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013051 · 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: 93,096,663 Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 19:33 UTC |
Schwab Charles R.Director · Chairman · 10% owner
|
SaleCommon Stock | 26,000 | $42.80 | $1,112,805.20 |
DisclosureSEC source: 0001225208-17-013051 · 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: 93,143,663 F1 · price: This transaction was executed in multiple trades at prices ranging from $42.755 to $42.845. 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 |
| July 20, 2017 Filed Jul 21, 2017 22:11 UTC |
MCLIN STEPHEN TDirector
|
GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012815 · doc4.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 151,447 Read SEC document |
| July 20, 2017 Filed Jul 21, 2017 22:11 UTC |
MARTINETTO JOSEPH RSenior EVP
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 15,746 | $0.00 Strike: $15.43 | $0.00 |
DisclosureSEC source: 0001225208-17-012816 · doc4.xml · derivative · entry 10 MARTINETTO JOSEPH R · CIK 0001276501 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,746 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.