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 |
|---|---|---|---|---|---|---|
| May 27, 2025 Filed May 29, 2025 22:45 UTC |
Brown Marianne CatherineDirector
|
GrantCommon Stock | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001804183-25-000008 · wk-form4_1748558711.xml · nonDerivative · entry 1 Brown Marianne Catherine · CIK 0001804183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,751 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 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 |
| May 27, 2025 Filed May 29, 2025 22:58 UTC |
Schwab-Pomerantz CarolynDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 3,646 | $0.00 Strike: $88.63 | $0.00 |
DisclosureSEC source: 0001950787-25-000017 · wk-form4_1748559531.xml · derivative · entry 5 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,646 Underlying: Common Stock · 3,646 shares Expires 2035-05-27 F2 · derivative.exercise_date: The option was granted under the company's 2022 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 |
| May 27, 2025 Filed May 29, 2025 22:58 UTC |
Schwab-Pomerantz CarolynDirector
|
GrantCommon Stock | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001950787-25-000017 · wk-form4_1748559531.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,624 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 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 |
| May 22, 2025 Filed May 23, 2025 20:04 UTC |
Morgan Peter J. IIIGeneral Counsel
|
SaleCommon Stock | 10,176 | $87.39 | $889,294.89 |
DisclosureSEC source: 0001792910-25-000006 · wk-form4_1748030640.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.24 to $87.57. 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 |
| May 22, 2025 Filed May 27, 2025 20:15 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 34,585 | $87.50 | $3,026,343.13 |
DisclosureSEC source: 0000923738-25-000024 · wk-form4_1748376913.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 57,569,203 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.40 to $87.63. 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. F2 · balance_after: Reflects transfers of shares between trusts. Read SEC document |
| May 21, 2025 Filed May 23, 2025 00:56 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 47,500 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0001733065-25-000008 · wk-form4_1747961797.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,188 Underlying: Common Stock · 47,500 shares Expires 2030-03-02 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. F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 21, 2025 Filed May 23, 2025 00:56 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
SaleCommon Stock | 47,500 | $88.46 | $4,201,636.25 |
DisclosureSEC source: 0001733065-25-000008 · wk-form4_1747961797.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · price: The transaction was executed in multiple trades at prices ranging from $88.24 to $88.61. 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 transfer of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 21, 2025 Filed May 23, 2025 00:56 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
Exercise / conversionCommon Stock | 47,500 | $41.98 | $1,994,050.00 |
DisclosureSEC source: 0001733065-25-000008 · wk-form4_1747961797.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 21, 2025 Filed May 23, 2025 00:53 UTC |
Ruffel Charles A.Director
|
SaleCommon Stock | 5,556 | $87.65 | $486,986.18 |
DisclosureSEC source: 0001739929-25-000008 · wk-form4_1747961625.xml · nonDerivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,593.8422 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.585 to $87.73. 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 |
| May 19, 2025 Filed May 20, 2025 20:06 UTC |
Bettinger Walter WDirector · Co-Chairman
|
SaleCommon Stock | 191,523 | $89.00 | $17,045,432.09 |
DisclosureSEC source: 0001296479-25-000007 · wk-form4_1747771603.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 764,610.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $88.725 to $89.325. 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 |
| May 16, 2025 Filed May 19, 2025 20:01 UTC |
Schwab-Pomerantz CarolynDirector
|
SaleCommon Stock | 7,215 | $88.73 | $640,189.84 |
DisclosureSEC source: 0001950787-25-000015 · wk-form4_1747684892.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 488,914 F2 · price: This transaction was executed in multiple trades at prices ranging from $88.685 to $88.77. 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 |
| May 16, 2025 Filed May 19, 2025 20:01 UTC |
Schwab-Pomerantz CarolynDirector
|
SaleCommon Stock | 10,795 | $88.74 | $957,975.29 |
DisclosureSEC source: 0001950787-25-000015 · wk-form4_1747684892.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,520,398.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $88.685 to $88.80. 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 |
| May 13, 2025 Filed May 14, 2025 20:00 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-25-000022 · wk-form4_1747252826.xml · nonDerivative · entry 2 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 58,922,353 Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:00 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 120,000 | $85.39 | $10,247,244.00 |
DisclosureSEC source: 0000923738-25-000022 · wk-form4_1747252826.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 59,002,353 F1 · price: This transaction was executed in multiple trades at prices ranging from $85.23 to $85.68. 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 |
| May 09, 2025 Filed May 12, 2025 20:14 UTC |
Wurster Richard ADirector · President & CEO
|
SaleCommon Stock | 15,345 | $84.08 | $1,290,187.65 |
DisclosureSEC source: 0001889263-25-000006 · wk-form4_1747080891.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,689 F1 · price: The transaction was executed in multiple trades at prices ranging from $83.9101 to $84.21. 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 transfer of shares and prices at which the transaction was effected. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:08 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-25-000020 · wk-form4_1746821299.xml · nonDerivative · entry 2 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 59,122,353 Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:00 UTC |
Murtagh Nigel JChief Risk Officer
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001649599-25-000009 · wk-form4_1746820833.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,872 Underlying: Common Stock · 25,000 shares Expires 2027-03-01 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. F3 · derivative.exercise_date: This option was granted under the company's 2013 Stock Incentive Plan and vested in four installments beginning on March 1, 2017. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:00 UTC |
Murtagh Nigel JChief Risk Officer
|
SaleCommon Stock | 25,000 | $85.00 | $2,125,000.00 |
DisclosureSEC source: 0001649599-25-000009 · wk-form4_1746820833.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,993.0841 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 23, 2024. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:00 UTC |
Murtagh Nigel JChief Risk Officer
|
Exercise / conversionCommon Stock | 25,000 | $42.99 | $1,074,750.00 |
DisclosureSEC source: 0001649599-25-000009 · wk-form4_1746820833.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 83,993.0841 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 |
| May 08, 2025 Filed May 9, 2025 20:02 UTC |
Beatty Jonathan SMD, Head of Advisor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,658 | $0.00 Strike: $44.24 | $0.00 |
DisclosureSEC source: 0002028977-25-000004 · wk-form4_1746820948.xml · derivative · entry 3 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,658 shares Expires 2027-11-01 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. F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:02 UTC |
Beatty Jonathan SMD, Head of Advisor Services
|
SaleCommon Stock | 3,658 | $85.00 | $310,930.00 |
DisclosureSEC source: 0002028977-25-000004 · wk-form4_1746820948.xml · nonDerivative · entry 2 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 18,069 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2024. F1 · balance_after: Reflects the contribution of 3,658 shares received upon exercise of the option to a trust. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:02 UTC |
Beatty Jonathan SMD, Head of Advisor Services
|
Exercise / conversionCommon Stock | 3,658 | $44.24 | $161,829.92 |
DisclosureSEC source: 0002028977-25-000004 · wk-form4_1746820948.xml · nonDerivative · entry 1 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,375 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of 3,658 shares received upon exercise of the option to a trust. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:05 UTC |
Woolway Paul VMD, Chief Banking Officer
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,613 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0002031313-25-000015 · wk-form4_1746821119.xml · derivative · entry 6 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,613 shares Expires 2030-03-02 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. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:05 UTC |
Woolway Paul VMD, Chief Banking Officer
|
SaleCommon Stock | 8,613 | $85.00 | $732,105.00 |
DisclosureSEC source: 0002031313-25-000015 · wk-form4_1746821119.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 42,444.1078 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:05 UTC |
Woolway Paul VMD, Chief Banking Officer
|
Exercise / conversionCommon Stock | 8,613 | $41.98 | $361,573.74 |
DisclosureSEC source: 0002031313-25-000015 · wk-form4_1746821119.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,767 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of 8,613 shares received upon exercise of the options to a revocable trust. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:08 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-25-000020 · wk-form4_1746821299.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 59,128,353 Read SEC document |
| May 06, 2025 Filed May 6, 2025 20:01 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-25-000018 · wk-form4_1746561659.xml · nonDerivative · entry 2 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 59,190,853 Read SEC document |
| May 06, 2025 Filed May 8, 2025 00:12 UTC |
Murtagh Nigel JChief Risk Officer
|
GiftCommon Stock | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0001649599-25-000007 · wk-form4_1746663127.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,993.0841 F1 · balance_after: Includes 22.5633 shares acquired through dividend reinvestment Read SEC document |
| May 05, 2025 Filed May 6, 2025 20:01 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-25-000018 · wk-form4_1746561659.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 59,270,853 Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:01 UTC |
Wurster Richard ADirector · President & CEO
|
GiftCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001889263-25-000004 · wk-form4_1746648104.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,034 Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:10 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 9,559 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001733065-25-000006 · wk-form4_1746216608.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,559 shares Expires 2027-03-01 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. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:10 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
SaleCommon Stock | 9,559 | $82.00 | $783,853.29 |
DisclosureSEC source: 0001733065-25-000006 · wk-form4_1746216608.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on October 31, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $82.00 to $82.02. 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. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:10 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
Exercise / conversionCommon Stock | 9,559 | $42.99 | $410,941.41 |
DisclosureSEC source: 0001733065-25-000006 · wk-form4_1746216608.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:14 UTC |
Schwab-Pomerantz CarolynDirector
|
SaleCommon Stock | 9,600 | $81.14 | $778,972.80 |
DisclosureSEC source: 0001950787-25-000013 · wk-form4_1746216884.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 496,129 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $81.02 to $81.34. 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 |
| May 01, 2025 Filed May 2, 2025 20:14 UTC |
Schwab-Pomerantz CarolynDirector
|
SaleCommon Stock | 14,400 | $81.14 | $1,168,427.52 |
DisclosureSEC source: 0001950787-25-000013 · wk-form4_1746216884.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,531,193.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $81.01 to 81.40. 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 |
| May 01, 2025 Filed May 5, 2025 20:01 UTC |
Woolway Paul VMD, Chief Banking Officer
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,614 | $0.00 Strike: $41.98 | $0.00 |
DisclosureSEC source: 0002031313-25-000013 · wk-form4_1746475274.xml · derivative · entry 7 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,613 Underlying: Common Stock · 8,614 shares Expires 2030-03-02 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. F6 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:01 UTC |
Woolway Paul VMD, Chief Banking Officer
|
SaleCommon Stock | 3,380 | $81.15 | $274,273.82 |
DisclosureSEC source: 0002031313-25-000013 · wk-form4_1746475274.xml · nonDerivative · entry 3 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 42,444.1078 F2 · 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 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $82.00 to $82.01. 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 transfer of shares and prices at which the transaction was effected. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:01 UTC |
Woolway Paul VMD, Chief Banking Officer
|
SaleCommon Stock | 8,614 | $82.00 | $706,360.92 |
DisclosureSEC source: 0002031313-25-000013 · wk-form4_1746475274.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 45,824.1078 F2 · 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 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $81.01 to $81.34. 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 transfer of shares and prices at which the transaction was effected. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:01 UTC |
Woolway Paul VMD, Chief Banking Officer
|
Exercise / conversionCommon Stock | 8,614 | $41.98 | $361,615.72 |
DisclosureSEC source: 0002031313-25-000013 · wk-form4_1746475274.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,767 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 30, 2025 Filed May 2, 2025 00:08 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 625,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-25-000016 · wk-form4_1746144475.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 59,345,853 Read SEC document |
| April 28, 2025 Filed Apr 29, 2025 21:00 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 37,585 | $79.55 | $2,989,800.30 |
DisclosureSEC source: 0000923738-25-000014 · wk-form4_1745960433.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 59,970,853 F1 · price: This transaction was executed in multiple trades at prices ranging from $79.50 to $79.65. 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 |
| April 22, 2025 Filed Apr 24, 2025 15:57 UTC |
Schwab-Pomerantz CarolynDirector
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 6,897 | $0.00 Strike: $31.37 | $0.00 |
DisclosureSEC source: 0001950787-25-000011 · wk-form4_1745510233.xml · derivative · entry 5 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,897 shares Expires 2025-11-02 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. F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 15:57 UTC |
Schwab-Pomerantz CarolynDirector
|
SaleCommon Stock | 6,897 | $76.77 | $529,448.21 |
DisclosureSEC source: 0001950787-25-000011 · wk-form4_1745510233.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,545,593.6599 F2 · price: The transaction was executed in multiple trades at prices ranging from $76.69 to $76.845. 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 transfer of shares and prices at which the transaction was effected. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 15:57 UTC |
Schwab-Pomerantz CarolynDirector
|
Exercise / conversionCommon Stock | 6,897 | $31.37 | $216,358.89 |
DisclosureSEC source: 0001950787-25-000011 · wk-form4_1745510233.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,162 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 01:28 UTC |
HERRINGER FRANK CDirector
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,548 | $0.00 Strike: $31.21 | $0.00 |
DisclosureSEC source: 0001171694-25-000006 · wk-form4_1745371710.xml · derivative · entry 4 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,548 shares Expires 2025-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 01:28 UTC |
HERRINGER FRANK CDirector
|
SaleCommon Stock | 3,592 | $74.26 | $266,731.14 |
DisclosureSEC source: 0001171694-25-000006 · wk-form4_1745371710.xml · nonDerivative · entry 2 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 172,162 F2 · price: The transaction was executed in multiple trades at prices ranging from $74.23 to $74.29. 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 transfer of shares and prices at which the transaction was effected. Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 01:28 UTC |
HERRINGER FRANK CDirector
|
Exercise / conversionCommon Stock | 8,548 | $31.21 | $266,783.08 |
DisclosureSEC source: 0001171694-25-000006 · wk-form4_1745371710.xml · nonDerivative · entry 1 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,204 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 23:02 UTC |
Schwab-Pomerantz CarolynDirector
|
SaleCommon Stock | 1,250 | $75.22 | $94,018.75 |
DisclosureSEC source: 0001950787-25-000009 · wk-form4_1744066973.xml · nonDerivative · entry 4 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 505,729 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $75.15 to $75.265. 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 |
| April 03, 2025 Filed Apr 7, 2025 23:02 UTC |
Schwab-Pomerantz CarolynDirector
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SaleCommon Stock | 8,350 | $74.90 | $625,397.47 |
DisclosureSEC source: 0001950787-25-000009 · wk-form4_1744066973.xml · nonDerivative · entry 3 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Spouse as Trustee Disclosed balance after: 506,979 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $74.145 to $75.13. 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 |
| April 03, 2025 Filed Apr 7, 2025 23:02 UTC |
Schwab-Pomerantz CarolynDirector
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SaleCommon Stock | 2,147 | $75.20 | $161,449.68 |
DisclosureSEC source: 0001950787-25-000009 · wk-form4_1744066973.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 1,545,593.6599 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $75.15 to $75.28. 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.