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SCHW

SCHWAB CHARLES CORP

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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

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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
May 21, 2007 Filed May 23, 2007 19:46 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,459 $0.00 Strike: $21.12 $0.00
Disclosure

SEC source: 0001171694-07-000007 · edgar.xml · derivative · entry 2

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,459

Underlying: Common Stock · 7,459 shares

Expires 2017-05-21

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 21, 2007 Filed May 23, 2007 19:46 UTC GrantCommon Stock 2,967 $0.00 $0.00
Disclosure

SEC source: 0001171694-07-000007 · edgar.xml · nonDerivative · entry 1

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,576

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 56,585 shares held in trust.

Read SEC document
May 21, 2007 Filed May 23, 2007 19:19 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,459 $0.00 Strike: $21.12 $0.00
Disclosure

SEC source: 0001188400-07-000003 · edgar.xml · derivative · entry 2

BECHTLE NANCY H · CIK 0001188400 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,459

Underlying: Common Stock · 7,459 shares

Expires 2017-05-21

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 21, 2007 Filed May 23, 2007 19:19 UTC GrantCommon Stock 2,967 $0.00 $0.00
Disclosure

SEC source: 0001188400-07-000003 · edgar.xml · nonDerivative · entry 1

BECHTLE NANCY H · CIK 0001188400 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,631

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 195,410.78 shares held in trust.

Read SEC document
May 21, 2007 Filed May 23, 2007 19:28 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,459 $0.00 Strike: $21.12 $0.00
Disclosure

SEC source: 0001188402-07-000007 · edgar.xml · derivative · entry 2

BUTCHER C PRESTON · CIK 0001188402 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,459

Underlying: Common Stock · 7,459 shares

Expires 2017-05-21

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 21, 2007 Filed May 23, 2007 19:28 UTC GrantCommon Stock 2,967 $0.00 $0.00
Disclosure

SEC source: 0001188402-07-000007 · edgar.xml · nonDerivative · entry 1

BUTCHER C PRESTON · CIK 0001188402 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,576

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 272,120.47 shares held by his spouse and 896,070.71 shares held in trust.

Read SEC document
May 21, 2007 Filed May 23, 2007 20:10 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,459 $0.00 Strike: $21.12 $0.00
Disclosure

SEC source: 0001188403-07-000002 · edgar.xml · derivative · entry 2

MCLIN STEPHEN T · CIK 0001188403 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,459

Underlying: Common Stock · 7,459 shares

Expires 2017-05-21

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 21, 2007 Filed May 23, 2007 20:10 UTC GrantCommon Stock 2,967 $0.00 $0.00
Disclosure

SEC source: 0001188403-07-000002 · edgar.xml · nonDerivative · entry 1

MCLIN STEPHEN T · CIK 0001188403 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,576

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 115,013.12 shares held in trust.

Read SEC document
May 21, 2007 Filed May 23, 2007 20:25 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,459 $0.00 Strike: $21.12 $0.00
Disclosure

SEC source: 0001188409-07-000002 · edgar.xml · derivative · entry 2

WALTHER ROGER O · CIK 0001188409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,459

Underlying: Common Stock · 7,459 shares

Expires 2017-05-21

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 21, 2007 Filed May 23, 2007 20:25 UTC GrantCommon Stock 2,967 $0.00 $0.00
Disclosure

SEC source: 0001188409-07-000002 · edgar.xml · nonDerivative · entry 1

WALTHER ROGER O · CIK 0001188409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,576

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 27,682.51 shares held by his spouse and 160,658.57 shares held in trust.

Read SEC document
May 21, 2007 Filed May 23, 2007 20:54 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 8,709 $0.00 Strike: $21.12 $0.00
Disclosure

SEC source: 0001189022-07-000006 · edgar.xml · derivative · entry 2

WILSON ROBERT N · CIK 0001189022 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,709

Underlying: Common Stock · 8,709 shares

Expires 2017-05-21

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 21, 2007 Filed May 23, 2007 20:54 UTC GrantCommon Stock 3,679 $0.00 $0.00
Disclosure

SEC source: 0001189022-07-000006 · edgar.xml · nonDerivative · entry 1

WILSON ROBERT N · CIK 0001189022 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,341

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 21, 2007 Filed May 23, 2007 20:18 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,459 $0.00 Strike: $21.12 $0.00
Disclosure

SEC source: 0001193024-07-000006 · edgar.xml · derivative · entry 2

SNEED PAULA A · CIK 0001193024 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,459

Underlying: Common Stock · 7,459 shares

Expires 2017-05-21

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 21, 2007 Filed May 23, 2007 20:18 UTC GrantCommon Stock 2,967 $0.00 $0.00
Disclosure

SEC source: 0001193024-07-000006 · edgar.xml · nonDerivative · entry 1

SNEED PAULA A · CIK 0001193024 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,444.55

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 21, 2007 Filed May 23, 2007 19:55 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 7,459 $0.00 Strike: $21.12 $0.00
Disclosure

SEC source: 0001225173-07-000006 · edgar.xml · derivative · entry 2

MAGNER MARJORIE · CIK 0001225173 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,459

Underlying: Common Stock · 7,459 shares

Expires 2017-05-21

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 21, 2007 Filed May 23, 2007 19:55 UTC GrantCommon Stock 2,967 $0.00 $0.00
Disclosure

SEC source: 0001225173-07-000006 · edgar.xml · nonDerivative · entry 1

MAGNER MARJORIE · CIK 0001225173 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,679

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 18, 2007 Filed May 21, 2007 17:32 UTC
Sasson GideonEVP and CIO
Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative 22,500 $0.00 Strike: $13.11 $0.00
Disclosure

SEC source: 0001296455-07-000010 · edgar.xml · derivative · entry 6

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,500 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 18, 2007 Filed May 21, 2007 17:32 UTC
Sasson GideonEVP and CIO
Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative 20,400 $0.00 Strike: $10.20 $0.00
Disclosure

SEC source: 0001296455-07-000010 · edgar.xml · derivative · entry 5

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,400 shares

Expires 2011-09-24

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 18, 2007 Filed May 21, 2007 17:32 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 6,700 $20.85 $139,695.00
Disclosure

SEC source: 0001296455-07-000010 · edgar.xml · nonDerivative · entry 4

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,757

F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 10,000 shares held in trust, 2,296 shares held by an ESOP, 1,361 shares held as custodian for his daughter, 1,011 shares held as custodian for his son, and 160 shares held in a 401(k).

Read SEC document
May 18, 2007 Filed May 21, 2007 17:32 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 36,200 $20.84 $754,408.00
Disclosure

SEC source: 0001296455-07-000010 · edgar.xml · nonDerivative · entry 3

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,457

Read SEC document
May 18, 2007 Filed May 21, 2007 17:32 UTC
Sasson GideonEVP and CIO
Exercise / conversionCommon Stock 22,500 $13.11 $294,975.00
Disclosure

SEC source: 0001296455-07-000010 · edgar.xml · nonDerivative · entry 2

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 259,657

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 18, 2007 Filed May 21, 2007 17:32 UTC
Sasson GideonEVP and CIO
Exercise / conversionCommon Stock 20,400 $10.20 $208,080.00
Disclosure

SEC source: 0001296455-07-000010 · edgar.xml · nonDerivative · entry 1

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 237,157

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 18, 2007 Filed May 22, 2007 22:18 UTC GrantNonqualified Stock Option (Right to Buy) · Derivative 33,342 $0.00 Strike: $20.97 $0.00
Disclosure

SEC source: 0001276501-07-000004 · edgar.xml · derivative · entry 2

MARTINETTO JOSEPH R · CIK 0001276501 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,342

Underlying: Common Stock · 33,342 shares

Expires 2014-05-18

F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
May 18, 2007 Filed May 22, 2007 22:18 UTC GrantCommon Stock 9,941 $20.37 $202,498.17
Disclosure

SEC source: 0001276501-07-000004 · edgar.xml · nonDerivative · entry 1

MARTINETTO JOSEPH R · CIK 0001276501 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,224

F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 522.80 shares held by an ESOP.

F3 · balance_after: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on each of the second and third anniversary of the grant date and 50% on the fourth anniversary of the grant date.

Read SEC document
May 15, 2007 Filed May 15, 2007 21:38 UTC
Sasson GideonEVP and CIO
Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative 32,000 $0.00 Strike: $15.02 $0.00
Disclosure

SEC source: 0001296455-07-000009 · edgar.xml · derivative · entry 5

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 32,000 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 15, 2007 Filed May 15, 2007 21:38 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 13,300 $19.76 $262,808.00
Disclosure

SEC source: 0001296455-07-000009 · edgar.xml · nonDerivative · entry 4

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,757

F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 10,000 shares held in trust, 2,296 shares held by an ESOP, 1,361 shares held as custodian for his daughter, 1,011 shares held as custodian for his son, and 160 shares held in a 401(k).

Read SEC document
May 15, 2007 Filed May 15, 2007 21:38 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 16,700 $19.77 $330,159.00
Disclosure

SEC source: 0001296455-07-000009 · edgar.xml · nonDerivative · entry 3

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 230,057

Read SEC document
May 15, 2007 Filed May 15, 2007 21:38 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 2,000 $19.78 $39,560.00
Disclosure

SEC source: 0001296455-07-000009 · edgar.xml · nonDerivative · entry 2

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 246,757

Read SEC document
May 15, 2007 Filed May 15, 2007 21:38 UTC
Sasson GideonEVP and CIO
Exercise / conversionCommon Stock 32,000 $15.02 $480,640.00
Disclosure

SEC source: 0001296455-07-000009 · edgar.xml · nonDerivative · entry 1

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 248,757

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 09, 2007 Filed May 10, 2007 18:05 UTC Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,250 $0.00 Strike: $11.58 $0.00
Disclosure

SEC source: 0001188937-07-000002 · edgar.xml · derivative · entry 5

YOFFIE DAVID B · CIK 0001188937 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,750

Underlying: Common Stock · 1,250 shares

Expires 2015-05-23

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 09, 2007 Filed May 10, 2007 18:05 UTC Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 2,500 $0.00 Strike: $9.50 $0.00
Disclosure

SEC source: 0001188937-07-000002 · edgar.xml · derivative · entry 4

YOFFIE DAVID B · CIK 0001188937 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Common Stock · 2,500 shares

Expires 2014-05-17

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 09, 2007 Filed May 10, 2007 18:05 UTC SaleCommon Stock 3,750 $19.45 $72,937.50
Disclosure

SEC source: 0001188937-07-000002 · edgar.xml · nonDerivative · entry 3

YOFFIE DAVID B · CIK 0001188937 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,432

Read SEC document
May 09, 2007 Filed May 10, 2007 18:05 UTC Exercise / conversionCommon Stock 1,250 $11.58 $14,475.00
Disclosure

SEC source: 0001188937-07-000002 · edgar.xml · nonDerivative · entry 2

YOFFIE DAVID B · CIK 0001188937 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,182

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 09, 2007 Filed May 10, 2007 18:05 UTC Exercise / conversionCommon Stock 2,500 $9.50 $23,750.00
Disclosure

SEC source: 0001188937-07-000002 · edgar.xml · nonDerivative · entry 1

YOFFIE DAVID B · CIK 0001188937 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,932

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, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative 70,000 $0.00 Strike: $15.02 $0.00
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · derivative · entry 13

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,000

Underlying: Common Stock · 70,000 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 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 6,400 $19.39 $124,096.00
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 12

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,757

F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 10,000 shares held in trust, 2,296 shares held by an ESOP, 1,361 shares held as custodian for his daughter, 1,011 shares held as custodian for his son, and 160 shares held in a 401(k).

Read SEC document
May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 3,800 $19.38 $73,644.00
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 11

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,157

Read SEC document
May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 1,700 $19.37 $32,929.00
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 10

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 226,957

Read SEC document
May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 5,300 $19.36 $102,608.00
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 9

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 228,657

Read SEC document
May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 13,049 $19.35 $252,498.15
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 8

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 233,957

Read SEC document
May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 1,800 $19.34 $34,812.00
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 7

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 247,006

Read SEC document
May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 19,327 $19.33 $373,590.91
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 6

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 248,806

Read SEC document
May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 2,988 $19.32 $57,728.16
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 5

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 268,133

Read SEC document
May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 2,800 $19.31 $54,068.00
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 4

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 271,121

Read SEC document
May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 3,300 $19.30 $63,690.00
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 3

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 273,921

Read SEC document
May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
SaleCommon Stock 9,536 $19.29 $183,949.44
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 2

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 277,221

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May 08, 2007 Filed May 8, 2007 21:58 UTC
Sasson GideonEVP and CIO
Exercise / conversionCommon Stock 70,000 $15.02 $1,051,400.00
Disclosure

SEC source: 0001296455-07-000008 · edgar.xml · nonDerivative · entry 1

Sasson Gideon · CIK 0001296455 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 286,757

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.

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May 03, 2007 Filed May 3, 2007 22:04 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 800 $19.54 $15,632.00
Disclosure

SEC source: 0000923738-07-000023 · 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: 149,572,858

F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 8,927,495 shares and an indirect beneficial ownership interest in 42,853,958 shares held by an LLC, 7,841,450 shares held by his spouse and 1,725,642 shares held by an ESOP.

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May 03, 2007 Filed May 3, 2007 22:04 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 950 $19.53 $18,553.50
Disclosure

SEC source: 0000923738-07-000023 · 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: 149,573,658

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May 03, 2007 Filed May 3, 2007 22:04 UTC
Schwab Charles R.Director · Chairman and CEO · 10% owner
SaleCommon Stock 4,000 $19.52 $78,080.00
Disclosure

SEC source: 0000923738-07-000023 · 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: 149,574,608

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.