Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CalciMedica, Inc.CALC · Entity 7804 | Director | October 01, 2026 | October 05, 2026 |
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | December 13, 2018 | December 15, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CalciMedica, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.64 · Expires 2036-09-30 | Direct | 20,000 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 20,000 · Balance 20,000 F1: Beginning August 19, 2026, 1/12th of the shares subject to the option vest in equal monthly installments over a one year period, provided that the option will in any case be fully vested on the date of the 2027 annual meeting of stockholders of CalciMedica, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Beginning August 19, 2026, 1/12th of the shares subject to the option vest in equal monthly installments over a one year period, provided that the option will in any case be fully vested on the date of the 2027 annual meeting of stockholders of CalciMedica, Inc.
SCHWAB CHARLES CORP
Report date December 13, 2018 · Filed December 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 193,282 |
Ending reported balance
After 2018-12-13 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2018-12-13 · Exercise / conversion · Acquired 16,491 · Balance 183,980 Row 2 · 2018-12-13 · Exercise / conversion · Acquired 14,345 · Balance 198,325 Row 3 · 2018-12-13 · Exercise / conversion · Acquired 11,344 · Balance 209,669 Row 4 · 2018-12-13 · Tax withholding · Disposed 4,787 · Balance 204,882 Row 5 · 2018-12-13 · Tax withholding · Disposed 5,000 · Balance 199,882 Row 6 · 2018-12-13 · Tax withholding · Disposed 6,600 · Balance 193,282 |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.62 · Expires 2021-05-19 | Direct | 0 |
Reported balance
After 2018-12-13 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-12-13 · Exercise / conversion · Disposed 11,344 · Balance 0 F1: The date first exercisable is 5/19/2012. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.21 · Expires 2023-05-20 | Direct | 0 |
Reported balance
After 2018-12-13 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-12-13 · Exercise / conversion · Disposed 14,345 · Balance 0 F2: The date first exercisable is 5/20/2014. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.66 · Expires 2022-05-21 | Direct | 0 |
Reported balance
After 2018-12-13 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-12-13 · Exercise / conversion · Disposed 16,491 · Balance 0 F3: The date first exercisable is 5/21/2013. |
Filing footnotes · ownership attribution and instrument terms
F1: The date first exercisable is 5/19/2012.
F2: The date first exercisable is 5/20/2014.
F3: The date first exercisable is 5/21/2013.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JOHNSON & JOHNSON
Report date August 19, 2003 · Filed August 21, 2003
Section 16 reporting ended · disclosed 2003-08-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 889,154 |
Ending reported balance
After 2003-08-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2003-08-19 · Exercise / conversion · Acquired 36,000 · Balance 925,154 F1: Adjusted to reflect two-for-one stock splits in 1996 and 2001. Row 2 · 2003-08-19 · Sale · Disposed 36,000 · Balance 889,154 |
| CommonSEC Table I · non-derivative | Indirect401 (k) and ESOP Savings Plans | 2,091 |
Reported balance
After 2003-07-31 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2003-07-31 · Other · Acquired 10 · Balance 2,091 F2: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans as of Plan's most recent reporting date (7/31/2003). |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.07 · Expires 2003-12-02 | Direct | 0 |
Reported balance
After 2003-08-19 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2003-08-19 · Exercise / conversion · Disposed 36,000 · Balance 0 F4: Awarded under Issuer's Stock Option Plan and exercisable in increments of 20% per year starting two years from date of grant. F1: Adjusted to reflect two-for-one stock splits in 1996 and 2001. |
| CommonSEC Table I · non-derivative | IndirectIn Trust for Son | 19,600 |
Reported balance
Holding disclosure · report date 2003-08-19 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 19,600 F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| CommonSEC Table I · non-derivative | IndirectBy Son | 800 |
Reported balance
Holding disclosure · report date 2003-08-19 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 800 F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| CommonSEC Table I · non-derivative | IndirectIn Trust for Daughter | 19,600 |
Reported balance
Holding disclosure · report date 2003-08-19 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 19,600 F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| CommonSEC Table I · non-derivative | IndirectBy Daughter | 800 |
Reported balance
Holding disclosure · report date 2003-08-19 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 800 F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| CommonSEC Table I · non-derivative | IndirectBy Wife | 60,000 |
Reported balance
Holding disclosure · report date 2003-08-19 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 60,000 F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| CommonSEC Table I · non-derivative | IndirectBy GRAT | 110,232 |
Reported balance
Holding disclosure · report date 2003-08-19 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 110,232 |
Filing footnotes · ownership attribution and instrument terms
F1: Adjusted to reflect two-for-one stock splits in 1996 and 2001.
F2: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans as of Plan's most recent reporting date (7/31/2003).
F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F4: Awarded under Issuer's Stock Option Plan and exercisable in increments of 20% per year starting two years from date of grant.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 18, 2017 Filed May 22, 2017 18:14 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010172 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,951 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 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 |
| April 19, 2017 Filed Apr 20, 2017 19:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 9,134 | $0.00 Strike: $20.14 | $0.00 |
DisclosureSEC source: 0001225208-17-008192 · doc4.xml · derivative · entry 3 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,134 shares Expires 2017-05-21 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 19, 2017 Filed Apr 20, 2017 19:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 4,788 | $38.41 | $183,883.14 |
DisclosureSEC source: 0001225208-17-008192 · doc4.xml · nonDerivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,120 Read SEC document |
| April 19, 2017 Filed Apr 20, 2017 19:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 9,134 | $20.14 | $183,916.74 |
DisclosureSEC source: 0001225208-17-008192 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,908 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, 2016 Filed May 23, 2016 20:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 7,866 | $0.00 Strike: $28.96 | $0.00 |
DisclosureSEC source: 0001225208-16-033814 · doc4.xml · derivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,866 Underlying: Common Stock · 7,866 shares Expires 2026-05-19 F2 · derivative.exercise_date: The option was granted under the company's 2013 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 19, 2016 Filed May 23, 2016 20:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-033814 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,774 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 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 |
| April 18, 2016 Filed Apr 19, 2016 17:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,866 | $0.00 Strike: $15.17 | $0.00 |
DisclosureSEC source: 0001225208-16-031542 · doc4.xml · derivative · entry 3 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,866 shares Expires 2016-05-22 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 18, 2016 Filed Apr 19, 2016 17:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 4,174 | $28.58 | $119,292.92 |
DisclosureSEC source: 0001225208-16-031542 · doc4.xml · nonDerivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,362 Read SEC document |
| April 18, 2016 Filed Apr 19, 2016 17:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,866 | $15.17 | $119,313.85 |
DisclosureSEC source: 0001225208-16-031542 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,536 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, 2015 Filed May 19, 2015 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,548 | $0.00 Strike: $31.21 | $0.00 |
DisclosureSEC source: 0001225208-15-012380 · doc4.xml · derivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,548 Underlying: Common Stock · 8,548 shares Expires 2025-05-15 F2 · derivative.exercise_date: The option was granted under the company's 2013 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 15, 2015 Filed May 19, 2015 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-012380 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,670 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 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 |
| March 19, 2015 Filed Mar 23, 2015 17:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,866 | $0.00 Strike: $11.04 | $0.00 |
DisclosureSEC source: 0001225208-15-008350 · doc4.xml · derivative · entry 3 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,866 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 |
| March 19, 2015 Filed Mar 23, 2015 17:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,953 | $29.40 | $86,818.20 |
DisclosureSEC source: 0001225208-15-008350 · doc4.xml · nonDerivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,443 Read SEC document |
| March 19, 2015 Filed Mar 23, 2015 17:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,866 | $11.04 | $86,841.43 |
DisclosureSEC source: 0001225208-15-008350 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,396 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, 2014 Filed May 21, 2014 20:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 10,511 | $0.00 Strike: $25.01 | $0.00 |
DisclosureSEC source: 0001225208-14-013444 · doc4.xml · derivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,511 Underlying: Common Stock · 10,511 shares Expires 2024-05-19 F2 · derivative.exercise_date: The option was granted under the company's 2013 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 19, 2014 Filed May 21, 2014 20:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-013444 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,530 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 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 13, 2014 Filed May 16, 2014 16:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $9.06 | $0.00 |
DisclosureSEC source: 0001225208-14-013114 · doc4.xml · derivative · entry 3 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,244 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 13, 2014 Filed May 16, 2014 16:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,772 | $26.80 | $47,480.74 |
DisclosureSEC source: 0001225208-14-013114 · doc4.xml · nonDerivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,711 Read SEC document |
| May 13, 2014 Filed May 16, 2014 16:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $9.06 | $47,495.43 |
DisclosureSEC source: 0001225208-14-013114 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,483 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2013 Filed Oct 3, 2013 15:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-021363 · doc4.xml · derivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,585.6 Underlying: Common Stock · 673 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F3 · derivative.exercise_date: The restricted stock units are fully vested, are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested, are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| July 01, 2013 Filed Jul 3, 2013 15:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-015695 · doc4.xml · derivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,767.19 Underlying: Common Stock · 673 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F3 · derivative.exercise_date: The restricted stock units are fully vested, are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested, are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| May 20, 2013 Filed May 22, 2013 17:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 14,345 | $0.00 Strike: $19.21 | $0.00 |
DisclosureSEC source: 0001225208-13-012941 · doc4.xml · derivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,345 Underlying: Common Stock · 14,345 shares Expires 2023-05-20 F2 · derivative.exercise_date: The option was granted under the company's 2013 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 20, 2013 Filed May 22, 2013 17:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-012941 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,414 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 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 |
| April 02, 2013 Filed Apr 3, 2013 15:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $9.31 | $0.00 |
DisclosureSEC source: 0001225208-13-009342 · doc4.xml · derivative · entry 6 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,244 shares Expires 2013-05-15 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 02, 2013 Filed Apr 3, 2013 15:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $8.47 | $0.00 |
DisclosureSEC source: 0001225208-13-009342 · doc4.xml · derivative · entry 5 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,244 shares Expires 2013-05-09 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 02, 2013 Filed Apr 3, 2013 15:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 5,408 | $17.24 | $93,233.92 |
DisclosureSEC source: 0001225208-13-009342 · doc4.xml · nonDerivative · entry 3 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,772 Read SEC document |
| April 02, 2013 Filed Apr 3, 2013 15:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $8.47 | $44,395.70 |
DisclosureSEC source: 0001225208-13-009342 · doc4.xml · nonDerivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,180 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 02, 2013 Filed Apr 3, 2013 15:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $9.31 | $48,845.24 |
DisclosureSEC source: 0001225208-13-009342 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,936 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 01, 2013 Filed Apr 3, 2013 15:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 828 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-009342 · doc4.xml · derivative · entry 4 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,769.43 Underlying: Common Stock · 828 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F3 · derivative.exercise_date: The restricted stock units are fully vested, are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested, are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| January 02, 2013 Filed Jan 4, 2013 16:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 954 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-000723 · doc4.xml · derivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,761.66 Underlying: Common Stock · 954 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F3 · derivative.exercise_date: The restricted stock units are fully vested, are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested, are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| May 21, 2012 Filed May 23, 2012 18:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 16,491 | $0.00 Strike: $12.66 | $0.00 |
DisclosureSEC source: 0001225208-12-013041 · doc4.xml · derivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,491 Underlying: Common Stock · 16,491 shares Expires 2022-05-21 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 grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 21, 2012 Filed May 23, 2012 18:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 5,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-013041 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,692 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2004 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 14, 2012 Filed May 16, 2012 16:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 6,453 | $0.00 Strike: $11.62 | $0.00 |
DisclosureSEC source: 0001225208-12-012496 · doc4.xml · derivative · entry 3 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,453 shares Expires 2012-05-15 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 |
| May 14, 2012 Filed May 16, 2012 16:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 5,788 | $12.96 | $74,983.54 |
DisclosureSEC source: 0001225208-12-012496 · doc4.xml · nonDerivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,777 F1 · balance_after: The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| May 14, 2012 Filed May 16, 2012 16:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 6,453 | $11.62 | $74,994.83 |
DisclosureSEC source: 0001225208-12-012496 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,565 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, 2011 Filed May 23, 2011 15:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 11,344 | $0.00 Strike: $17.62 | $0.00 |
DisclosureSEC source: 0001225208-11-014962 · doc4.xml · derivative · entry 3 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,344 Underlying: Common Stock · 11,344 shares Expires 2021-05-19 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 grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 19, 2011 Filed May 23, 2011 15:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014962 · doc4.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,112 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2004 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 17, 2010 Filed May 19, 2010 17:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 3,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-013446 · doc4.xml · derivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,383.87 Underlying: Common Stock · 3,649 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of company stock. F3 · derivative.exercise_date: The restricted stock units 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. F3 · derivative.expiration_date: The restricted stock units 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 17, 2010 Filed May 19, 2010 17:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 11,082 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001225208-10-013446 · doc4.xml · derivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,082 Underlying: Common Stock · 11,082 shares Expires 2020-05-17 F1 · 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 18, 2009 Filed May 20, 2009 16:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,356 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0001189022-09-000002 · edgar.xml · derivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,356 Underlying: Common Stock · 8,356 shares Expires 2019-05-18 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 18, 2009 Filed May 20, 2009 16:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001189022-09-000002 · edgar.xml · nonDerivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,657 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 16:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,486 | $0.00 Strike: $22.39 | $0.00 |
DisclosureSEC 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 | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,757 | $0.00 | $0.00 |
DisclosureSEC 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 |
| October 01, 2007 Filed Oct 3, 2007 17:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 949 | $0.00 Strike: $22.41 | $0.00 |
DisclosureSEC source: 0001189022-07-000010 · edgar.xml · derivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 949 Underlying: Common Stock · 949 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| July 02, 2007 Filed Jul 5, 2007 16:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 966 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0001189022-07-000008 · edgar.xml · derivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 966 Underlying: Common Stock · 966 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| May 21, 2007 Filed May 23, 2007 20:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 8,709 | $0.00 Strike: $21.12 | $0.00 |
DisclosureSEC 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 | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,679 | $0.00 | $0.00 |
DisclosureSEC 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 |
| April 02, 2007 Filed Apr 4, 2007 16:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,618 | $0.00 Strike: $18.55 | $0.00 |
DisclosureSEC source: 0001189022-07-000004 · edgar.xml · derivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,618 Underlying: Common Stock · 1,618 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 16:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 633 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001189022-07-000002 · edgar.xml · derivative · entry 1 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633 Underlying: Common Stock · 633 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| May 22, 2006 Filed May 24, 2006 19:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001189022-06-000005 · edgar.xml · derivative · entry 2 WILSON ROBERT N · CIK 0001189022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2016-05-21 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.