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SCHWAB CHARLES CORP

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1218
SEC CIK
0000316709
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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

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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
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 500 $22.45 $11,225.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 23

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 299,093

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 866 $22.44 $19,433.04
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 22

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 299,593

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 900 $22.42 $20,178.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 21

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300,459

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 800 $22.41 $17,928.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 20

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 301,359

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 200 $22.40 $4,480.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 19

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 302,159

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 500 $22.38 $11,190.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 18

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 302,359

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 800 $22.37 $17,896.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 17

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 302,859

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 200 $22.36 $4,472.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 16

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 303,659

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 200 $22.33 $4,466.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 15

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 303,859

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 600 $22.32 $13,392.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 14

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 304,059

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 400 $22.30 $8,920.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 13

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 304,659

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 200 $22.29 $4,458.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 12

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 305,059

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 200 $22.28 $4,456.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 11

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 305,259

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 200 $22.27 $4,454.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 10

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 305,459

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 100 $22.25 $2,225.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 9

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 305,659

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 200 $22.24 $4,448.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 8

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 305,759

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 400 $22.18 $8,872.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 7

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 305,959

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 400 $22.15 $8,860.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 6

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 306,359

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 200 $22.14 $4,428.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 5

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 306,759

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 500 $22.05 $11,025.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 4

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 306,959

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 400 $22.03 $8,812.00
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 3

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 307,459

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 58 $21.99 $1,275.42
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 2

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 307,859

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:00 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 445 $21.98 $9,781.10
Disclosure

SEC source: 0001296424-07-000006 · edgar.xml · nonDerivative · entry 1

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 307,917

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 400 $22.65 $9,060.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 13

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 283,362

F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 5,705 shares held in a trust for her daughter, 5,705 shares held in a trust for her son, and 1,124 shares held by an ESOP.

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 700 $22.64 $15,848.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 12

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 283,762

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 400 $22.63 $9,052.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 11

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284,462

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 900 $22.62 $20,358.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 10

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284,862

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 800 $22.61 $18,088.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 9

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 285,762

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 1,900 $22.60 $42,940.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 8

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 286,562

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 200 $22.60 $4,519.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 7

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 288,462

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 1,000 $22.59 $22,590.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 6

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 288,662

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 800 $22.58 $18,064.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 5

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 289,662

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 300 $22.57 $6,771.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 4

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 290,462

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 900 $22.56 $20,304.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 3

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 290,762

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 700 $22.55 $15,785.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 2

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 291,662

Read SEC document
November 07, 2007 Filed Nov 8, 2007 21:01 UTC
Dwyer Carrie EEVP and General Counsel
SaleCommon Stock 1,500 $22.54 $33,810.00
Disclosure

SEC source: 0001296424-07-000007 · edgar.xml · nonDerivative · entry 1

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 292,362

Read SEC document
November 02, 2007 Filed Nov 5, 2007 23:10 UTC
Saeger RebeccaEVP & Chief Marketing Officer
Exercise / conversionIncentive Stock Option (right to buy) · Derivative 23,600 $0.00 Strike: $10.51 $0.00
Disclosure

SEC source: 0001311379-07-000003 · edgar.xml · derivative · entry 5

Saeger Rebecca · CIK 0001311379 · EVP & Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,400

Underlying: Common Stock · 23,600 shares

Expires 2014-04-20

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

Read SEC document
November 02, 2007 Filed Nov 5, 2007 23:10 UTC
Saeger RebeccaEVP & Chief Marketing Officer
Exercise / conversionCommon Stock 23,600 $10.51 $248,036.00
Disclosure

SEC source: 0001311379-07-000003 · edgar.xml · nonDerivative · entry 3

Saeger Rebecca · CIK 0001311379 · EVP & Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,111

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

Read SEC document
November 02, 2007 Filed Nov 5, 2007 22:52 UTC
Goldman Charles GEVP/COO, Schwab Institutional
GrantCommon Stock 10,987 $0.00 $0.00
Disclosure

SEC source: 0001311478-07-000009 · edgar.xml · nonDerivative · entry 2

Goldman Charles G · CIK 0001311478 · EVP/COO, Schwab Institutional

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,016

F1 · shares: The award vests in increments of 25% on November 1, 2008, 2009, 2010 and 2011 based on the company achieving performance targets related to pre-tax adjusted income divided by revenue and revenue growth for the applicable one-year performance period beginning on October 1 and ending on the September 30 prior to each vesting date.

F2 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 1,416 shares of company stock held by a trust.

Read SEC document
November 02, 2007 Filed Nov 7, 2007 22:07 UTC Amendment
Saeger RebeccaEVP & Chief Marketing Officer
Exercise / conversionIncentive Stock Option (right to buy) · Derivative 23,600 $0.00 Strike: $10.02 $0.00
Disclosure

SEC source: 0001311379-07-000004 · edgar.xml · derivative · entry 2

Saeger Rebecca · CIK 0001311379 · EVP & Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,867

Underlying: Common Stock · 23,600 shares

Expires 2014-04-20

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 · derivative.exercise_price: The Form 4 filing on November 5, 2007 inadvertently reported an exercise price of $10.51.

F3 · balance_after: As of November 2, 2007, following the transaction reported on the Form 4 filed on November 5, 2007, the reporting person beneficially owned 7,867 Incentive Stock Options with an exercise price of $10.02.

Read SEC document
November 02, 2007 Filed Nov 7, 2007 22:07 UTC Amendment
Saeger RebeccaEVP & Chief Marketing Officer
Exercise / conversionCommon Stock 23,600 $10.02 $236,472.00
Disclosure

SEC source: 0001311379-07-000004 · edgar.xml · nonDerivative · entry 1

Saeger Rebecca · CIK 0001311379 · EVP & Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,711

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 · price: The Form 4 filing on November 5, 2007 inadvertently reported an exercise price of $10.51.

F2 · balance_after: As of November 2, 2007, the reporting person had a direct beneficial ownership interest in 73,711 shares.

Read SEC document
November 01, 2007 Filed Nov 2, 2007 16:16 UTC GrantCommon Stock 147 $0.00 $0.00
Disclosure

SEC source: 0001188403-07-000005 · edgar.xml · nonDerivative · entry 1

MCLIN STEPHEN T · CIK 0001188403 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,496

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
November 01, 2007 Filed Nov 5, 2007 22:26 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
GrantNonqualified Stock Option (Right to Buy) · Derivative 487,466 $0.00 Strike: $23.33 $0.00
Disclosure

SEC source: 0000923738-07-000032 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 487,466

Underlying: Common Stock · 487,466 shares

Expires 2014-11-01

F1 · derivative.exercise_price: Shares under the option have an exercise price of $23.3295, which is 103% of the closing price of the company's common stock on the date of grant ($22.65).

F2 · derivative.exercise_date: The option vests 25% on each of the first, second, third, and fourth anniversary of the grant date and has a term of seven years.

Read SEC document
November 01, 2007 Filed Nov 5, 2007 23:03 UTC GrantNonqualified Stock Option (right to buy) · Derivative 10,987 $0.00 Strike: $23.33 $0.00
Disclosure

SEC source: 0001276501-07-000007 · edgar.xml · derivative · entry 2

MARTINETTO JOSEPH R · CIK 0001276501 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10.987

Underlying: Common Stock · 10,987 shares

Expires 2014-11-01

F3 · derivative.exercise_price: Shares under the option have an exercise price of $23.3295, which is 103% of the closing price of the company's common stock on the date of grant ($22.65).

F4 · derivative.exercise_date: The option vests 25% on each of the first, second, third, and fourth anniversary of the grant date and has a term of seven years.

Read SEC document
November 01, 2007 Filed Nov 5, 2007 23:03 UTC GrantCommon Stock 10,987 $0.00 $0.00
Disclosure

SEC source: 0001276501-07-000007 · edgar.xml · nonDerivative · entry 1

MARTINETTO JOSEPH R · CIK 0001276501 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,647

F1 · shares: The award vests in increments of 25% on November 1, 2008, 2009, 2010 and 2011 based on the company achieving performance targets related to pre-tax adjusted income divided by revenue and revenue growth for the applicable one-year performance period beginning on October 1 and ending on the September 30 prior to each vesting date.

F2 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 549.49 shares held by an ESOP.

Read SEC document
November 01, 2007 Filed Nov 5, 2007 22:46 UTC
Dwyer Carrie EEVP and General Counsel
GrantNonqualified Stock Option (right to buy) · Derivative 83,566 $0.00 Strike: $23.33 $0.00
Disclosure

SEC source: 0001296424-07-000004 · edgar.xml · derivative · entry 3

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,566

Underlying: Common Stock · 83,566 shares

Expires 2014-11-01

F3 · derivative.exercise_price: Shares under the option have an exercise price of $23.3295, which is 103% of the closing price of the company's common stock on the date of grant ($22.65).

F4 · derivative.exercise_date: The option vests 25% on each of the first, second, third, and fourth anniversary of the grant date and has a term of seven years.

Read SEC document
November 01, 2007 Filed Nov 5, 2007 22:46 UTC
Dwyer Carrie EEVP and General Counsel
GrantCommon Stock 8,790 $0.00 $0.00
Disclosure

SEC source: 0001296424-07-000004 · edgar.xml · nonDerivative · entry 2

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 308,632

F1 · shares: The award vests in increments of 25% on November 1, 2008, 2009, 2010 and 2011 based on the company achieving performance targets related to pre-tax adjusted income divided by revenue and revenue growth for the applicable one-year performance period beginning on October 1 and ending on the September 30 prior to each vesting date.

F2 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 5,705 shares held in a trust for her daughter, 5,705 shares held in a trust for her son, and 1,124 shares held by an ESOP.

Read SEC document
November 01, 2007 Filed Nov 5, 2007 22:46 UTC
Dwyer Carrie EEVP and General Counsel
Tax withholdingCommon Stock 2,871 $22.81 $65,486.36
Disclosure

SEC source: 0001296424-07-000004 · edgar.xml · nonDerivative · entry 1

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 299,572

Read SEC document
November 01, 2007 Filed Nov 5, 2007 23:42 UTC Amendment
Dwyer Carrie EEVP and General Counsel
GrantCommon Stock 8,790 $0.00 $0.00
Disclosure

SEC source: 0001296424-07-000005 · edgar.xml · nonDerivative · entry 1

Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 308,362

F1 · balance_after: On November 1, 2007, the reporting person had a direct beneficial ownership interest in 308,362 shares, not 308,632 shares as stated on the original Form 4 filing for that date.

Read SEC document
November 01, 2007 Filed Nov 5, 2007 22:34 UTC
Bettinger Walter WPresident and COO
GrantNonqualified Stock Option (Right to Buy) · Derivative 348,190 $0.00 Strike: $23.33 $0.00
Disclosure

SEC source: 0001296479-07-000003 · edgar.xml · derivative · entry 1

Bettinger Walter W · CIK 0001296479 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 348,190

Underlying: Common Stock · 348,190 shares

Expires 2014-11-01

F1 · derivative.exercise_price: Shares under the option have an exercise price of $23.3295, which is 103% of the closing price of the company's common stock on the date of grant ($22.65).

F2 · derivative.exercise_date: The option vests 25% on each of the first, second, third, and fourth anniversary of the grant date and has a term of seven years.

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.