Tapewire

NYSE · USD

SCHW

SCHWAB CHARLES CORP

Export transactions ↓
Tapewire entity
1218
SEC CIK
0000316709
Parsed reports
2,531

Last 12 months

Inside the activity.

1 purchase rows · 89 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202501
Jan 202609
Feb 2026013
Mar 2026010
Apr 202609
May 202617
Jun 202600
Jul 2026018
Aug 2026018
Sep 202601
Oct 202601

Latest available

Insider transactions

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 29, 2008 Filed Jul 31, 2008 16:01 UTC Exercise / conversionCommon Stock 12,907 $11.62 $150,001.28
Disclosure

SEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 3

FISHER DONALD G · CIK 0000902189 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 3,571,421

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 29, 2008 Filed Jul 31, 2008 16:01 UTC Exercise / conversionCommon Stock 13,111 $9.72 $127,497.92
Disclosure

SEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 2

FISHER DONALD G · CIK 0000902189 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 3,558,514

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 29, 2008 Filed Jul 31, 2008 16:01 UTC Exercise / conversionCommon Stock 8,028 $18.69 $150,012.81
Disclosure

SEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 1

FISHER DONALD G · CIK 0000902189 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 3,545,403

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 19, 2008 Filed May 21, 2008 15:48 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,486 $0.00 Strike: $22.39 $0.00
Disclosure

SEC source: 0000902189-08-000002 · edgar.xml · derivative · entry 2

FISHER DONALD G · CIK 0000902189 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,486

Underlying: Common Stock · 7,486 shares

Expires 2018-05-19

F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 19, 2008 Filed May 21, 2008 15:48 UTC GrantCommon Stock 2,757 $0.00 $0.00
Disclosure

SEC source: 0000902189-08-000002 · edgar.xml · nonDerivative · entry 1

FISHER DONALD G · CIK 0000902189 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,205

F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 3,537,375 shares held in trust.

Read SEC document
May 19, 2008 Filed May 21, 2008 15:20 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,486 $0.00 Strike: $22.39 $0.00
Disclosure

SEC source: 0001074607-08-000002 · edgar.xml · derivative · entry 2

ALDINGER WILLIAM F III · CIK 0001074607 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,486

Underlying: Common Stock · 7,486 shares

Expires 2018-05-19

F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 19, 2008 Filed May 21, 2008 15:20 UTC GrantCommon Stock 2,757 $0.00 $0.00
Disclosure

SEC source: 0001074607-08-000002 · edgar.xml · nonDerivative · entry 1

ALDINGER WILLIAM F III · CIK 0001074607 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,008

F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 928 shares held in trust.

Read SEC document
May 19, 2008 Filed May 21, 2008 15:56 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,486 $0.00 Strike: $22.39 $0.00
Disclosure

SEC source: 0001171694-08-000007 · edgar.xml · derivative · entry 2

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,486

Underlying: Common Stock · 7,486 shares

Expires 2018-05-19

F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 19, 2008 Filed May 21, 2008 15:56 UTC GrantCommon Stock 2,757 $0.00 $0.00
Disclosure

SEC source: 0001171694-08-000007 · edgar.xml · nonDerivative · entry 1

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,106

F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 50,625 shares held by his spouse, 150 shares held by his spouse as custodian and 58,811 shares held in trust.

Read SEC document
May 19, 2008 Filed May 21, 2008 15:33 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,486 $0.00 Strike: $22.39 $0.00
Disclosure

SEC source: 0001188400-08-000003 · edgar.xml · derivative · entry 2

BECHTLE NANCY H · CIK 0001188400 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,486

Underlying: Common Stock · 7,486 shares

Expires 2018-05-19

F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 19, 2008 Filed May 21, 2008 15:33 UTC GrantCommon Stock 2,757 $0.00 $0.00
Disclosure

SEC source: 0001188400-08-000003 · edgar.xml · nonDerivative · entry 1

BECHTLE NANCY H · CIK 0001188400 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,161

F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 208,288 shares held in trust.

Read SEC document
May 19, 2008 Filed May 21, 2008 15:40 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,486 $0.00 Strike: $22.39 $0.00
Disclosure

SEC source: 0001188402-08-000007 · edgar.xml · derivative · entry 2

BUTCHER C PRESTON · CIK 0001188402 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,486

Underlying: Common Stock · 7,486 shares

Expires 2018-05-19

F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 19, 2008 Filed May 21, 2008 15:40 UTC GrantCommon Stock 2,757 $0.00 $0.00
Disclosure

SEC source: 0001188402-08-000007 · edgar.xml · nonDerivative · entry 1

BUTCHER C PRESTON · CIK 0001188402 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,106

F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 286,713.08 shares held by his spouse and 906,000.16 shares held in trust.

Read SEC document
May 19, 2008 Filed May 21, 2008 16:11 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,486 $0.00 Strike: $22.39 $0.00
Disclosure

SEC source: 0001188403-08-000002 · edgar.xml · derivative · entry 2

MCLIN STEPHEN T · CIK 0001188403 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,486

Underlying: Common Stock · 7,486 shares

Expires 2018-05-19

F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 19, 2008 Filed May 21, 2008 16:11 UTC GrantCommon Stock 3,640 $0.00 $0.00
Disclosure

SEC source: 0001188403-08-000002 · edgar.xml · nonDerivative · entry 1

MCLIN STEPHEN T · CIK 0001188403 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,136

F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 99,391 shares held in trust.

Read SEC document
May 19, 2008 Filed May 21, 2008 16:42 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,486 $0.00 Strike: $22.39 $0.00
Disclosure

SEC source: 0001188409-08-000002 · edgar.xml · derivative · entry 2

WALTHER ROGER O · CIK 0001188409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,486

Underlying: Common Stock · 7,486 shares

Expires 2018-05-19

F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 19, 2008 Filed May 21, 2008 16:42 UTC GrantCommon Stock 2,757 $0.00 $0.00
Disclosure

SEC source: 0001188409-08-000002 · edgar.xml · nonDerivative · entry 1

WALTHER ROGER O · CIK 0001188409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,106

F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 27,947.44 shares held by his spouse and 156,331.18 shares held in trust.

Read SEC document
May 19, 2008 Filed May 21, 2008 16:38 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,486 $0.00 Strike: $22.39 $0.00
Disclosure

SEC source: 0001189022-08-000002 · edgar.xml · derivative · entry 2

WILSON ROBERT N · CIK 0001189022 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,486

Underlying: Common Stock · 7,486 shares

Expires 2018-05-19

F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 19, 2008 Filed May 21, 2008 16:38 UTC GrantCommon Stock 2,757 $0.00 $0.00
Disclosure

SEC source: 0001189022-08-000002 · edgar.xml · nonDerivative · entry 1

WILSON ROBERT N · CIK 0001189022 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,098

F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 1,300 shares held by his spouse as custodian.

Read SEC document
May 19, 2008 Filed May 21, 2008 16:21 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,486 $0.00 Strike: $22.39 $0.00
Disclosure

SEC source: 0001193024-08-000006 · edgar.xml · derivative · entry 2

SNEED PAULA A · CIK 0001193024 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,486

Underlying: Common Stock · 7,486 shares

Expires 2018-05-19

F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant..

Read SEC document
May 19, 2008 Filed May 21, 2008 16:21 UTC GrantCommon Stock 2,757 $0.00 $0.00
Disclosure

SEC source: 0001193024-08-000006 · edgar.xml · nonDerivative · entry 1

SNEED PAULA A · CIK 0001193024 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,201.55

F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 19, 2008 Filed May 21, 2008 16:04 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,486 $0.00 Strike: $22.39 $0.00
Disclosure

SEC source: 0001225173-08-000002 · edgar.xml · derivative · entry 2

MAGNER MARJORIE · CIK 0001225173 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,486

Underlying: Common Stock · 7,486 shares

Expires 2018-05-19

F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 19, 2008 Filed May 21, 2008 16:04 UTC GrantCommon Stock 2,757 $0.00 $0.00
Disclosure

SEC source: 0001225173-08-000002 · edgar.xml · nonDerivative · entry 1

MAGNER MARJORIE · CIK 0001225173 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,436

F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.

Read SEC document
May 01, 2008 Filed May 2, 2008 17:30 UTC
Brigeman Benjamin LEVP - Schwab Investor Services
Exercise / conversionIncentive Stock Option (Right to buy) · Derivative 6,300 $0.00 Strike: $12.50 $0.00
Disclosure

SEC source: 0001404768-08-000002 · edgar.xml · derivative · entry 4

Brigeman Benjamin L · CIK 0001404768 · EVP - Schwab Investor Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,300 shares

Expires 2012-02-27

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 01, 2008 Filed May 2, 2008 17:30 UTC
Brigeman Benjamin LEVP - Schwab Investor Services
Exercise / conversionIncentive Stock Option (Right to buy) · Derivative 3,328 $0.00 Strike: $14.32 $0.00
Disclosure

SEC source: 0001404768-08-000002 · edgar.xml · derivative · entry 3

Brigeman Benjamin L · CIK 0001404768 · EVP - Schwab Investor Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,328 shares

Expires 2011-07-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 01, 2008 Filed May 2, 2008 17:30 UTC
Brigeman Benjamin LEVP - Schwab Investor Services
Exercise / conversionCommon Stock 6,300 $12.50 $78,742.44
Disclosure

SEC source: 0001404768-08-000002 · edgar.xml · nonDerivative · entry 2

Brigeman Benjamin L · CIK 0001404768 · EVP - Schwab Investor Services

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 36,214.87

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: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 38,034.88 SCHW shares and an indirect beneficial ownership interest in 1,628.65 shares held in an ESOP.

Read SEC document
May 01, 2008 Filed May 2, 2008 17:30 UTC
Brigeman Benjamin LEVP - Schwab Investor Services
Exercise / conversionCommon Stock 3,328 $14.32 $47,656.29
Disclosure

SEC source: 0001404768-08-000002 · edgar.xml · nonDerivative · entry 1

Brigeman Benjamin L · CIK 0001404768 · EVP - Schwab Investor Services

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 29,914.87

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
April 28, 2008 Filed Apr 28, 2008 18:35 UTC Exercise / conversionNonqualified Stock Option (right to buy) · Derivative 7,080 $0.00 Strike: $7.72 $0.00
Disclosure

SEC source: 0001188400-08-000001 · edgar.xml · derivative · entry 4

BECHTLE NANCY H · CIK 0001188400 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,080 shares

Expires 2008-05-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 28, 2008 Filed Apr 28, 2008 18:35 UTC SaleCommon Stock 7,050 $22.20 $156,524.10
Disclosure

SEC source: 0001188400-08-000001 · edgar.xml · nonDerivative · entry 3

BECHTLE NANCY H · CIK 0001188400 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 208,288

F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 13,404 shares of SCHW stock.

Read SEC document
April 28, 2008 Filed Apr 28, 2008 18:35 UTC SaleCommon Stock 30 $22.20 $666.00
Disclosure

SEC source: 0001188400-08-000001 · edgar.xml · nonDerivative · entry 2

BECHTLE NANCY H · CIK 0001188400 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 215,338

Read SEC document
April 28, 2008 Filed Apr 28, 2008 18:35 UTC Exercise / conversionCommon Stock 7,080 $7.72 $54,655.48
Disclosure

SEC source: 0001188400-08-000001 · edgar.xml · nonDerivative · entry 1

BECHTLE NANCY H · CIK 0001188400 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 215,368

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
April 25, 2008 Filed Apr 25, 2008 20:49 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative 375,000 $0.00 Strike: $7.35 $0.00
Disclosure

SEC source: 0000923738-08-000011 · edgar.xml · derivative · entry 31

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 375,000 shares

Expires 2008-05-11

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
April 25, 2008 Filed Apr 25, 2008 20:49 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,400 $21.64 $51,930.00
Disclosure

SEC source: 0000923738-08-000011 · edgar.xml · nonDerivative · entry 30

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,695,422

F1 · balance_after: As of the date of this report, the reporting person also had direct beneficial ownership interest in 5,300,511 shares and an indirect beneficial ownership interest in 39,350,941 shares held by an LLC, 7,085,465 shares held by his spouse, 2,355,329 shares held by a limited partnership, and 1,827,311 shares held in an ESOP.

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:49 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 1,400 $21.64 $30,291.80
Disclosure

SEC source: 0000923738-08-000011 · edgar.xml · nonDerivative · entry 29

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,697,822

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:49 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 4,565 $21.64 $98,763.78
Disclosure

SEC source: 0000923738-08-000011 · edgar.xml · nonDerivative · entry 28

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,699,222

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:49 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,000 $21.63 $43,260.00
Disclosure

SEC source: 0000923738-08-000011 · edgar.xml · nonDerivative · entry 27

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,703,787

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:49 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 4,400 $21.63 $95,150.00
Disclosure

SEC source: 0000923738-08-000011 · edgar.xml · nonDerivative · entry 26

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,705,787

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:49 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 400 $21.62 $8,648.00
Disclosure

SEC source: 0000923738-08-000011 · edgar.xml · nonDerivative · entry 25

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,710,187

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:49 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 1,300 $21.62 $28,102.75
Disclosure

SEC source: 0000923738-08-000011 · edgar.xml · nonDerivative · entry 24

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,710,587

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:49 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
Exercise / conversionCommon Stock 375,000 $7.35 $2,755,875.00
Disclosure

SEC source: 0000923738-08-000011 · edgar.xml · nonDerivative · entry 23

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,711,887

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
April 25, 2008 Filed Apr 25, 2008 20:51 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 10,750 $21.75 $233,812.50
Disclosure

SEC source: 0000923738-08-000012 · edgar.xml · nonDerivative · entry 30

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,531,015

F1 · balance_after: As of the date of this report, the reporting person also had direct beneficial ownership interest in 5,300,511 shares and an indirect beneficial ownership interest in 39,350,941 shares held by an LLC, 7,085,465 shares held by his spouse, 2,355,329 shares held by a limited partnership, and 1,827,311 shares held in an ESOP.

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:51 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 300 $21.75 $6,523.50
Disclosure

SEC source: 0000923738-08-000012 · edgar.xml · nonDerivative · entry 29

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,541,765

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:51 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 18,800 $21.74 $408,712.00
Disclosure

SEC source: 0000923738-08-000012 · edgar.xml · nonDerivative · entry 28

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,542,065

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:51 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 50 $21.74 $1,086.75
Disclosure

SEC source: 0000923738-08-000012 · edgar.xml · nonDerivative · entry 27

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,560,865

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:51 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 12,689 $21.73 $275,731.97
Disclosure

SEC source: 0000923738-08-000012 · edgar.xml · nonDerivative · entry 26

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,560,915

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:51 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 300 $21.73 $6,517.50
Disclosure

SEC source: 0000923738-08-000012 · edgar.xml · nonDerivative · entry 25

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,573,604

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:51 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 7,900 $21.72 $171,588.00
Disclosure

SEC source: 0000923738-08-000012 · edgar.xml · nonDerivative · entry 24

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,573,904

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:51 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 2,000 $21.72 $43,430.00
Disclosure

SEC source: 0000923738-08-000012 · edgar.xml · nonDerivative · entry 23

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,581,804

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:51 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 3,000 $21.71 $65,130.00
Disclosure

SEC source: 0000923738-08-000012 · edgar.xml · nonDerivative · entry 22

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,583,804

Read SEC document
April 25, 2008 Filed Apr 25, 2008 20:51 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 6,683 $21.70 $145,021.10
Disclosure

SEC source: 0000923738-08-000012 · edgar.xml · nonDerivative · entry 21

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 135,586,804

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.