Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director · Co-Chairman | August 28, 2026 | August 31, 2026 |
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.
SCHWAB CHARLES CORP
Report date August 28, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Family Trust | 684,748 |
Reported balance
After 2026-08-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-28 · Exercise / conversion · Acquired 74,388 · Balance 684,748 |
| Common StockSEC Table I · non-derivative | Indirectby Family Trust | 610,360 |
Reported balance
After 2026-08-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-28 · Sale · Disposed 74,388 · Balance 610,360 F1: This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.81 · Expires 2029-03-01 | Direct | 154,589 |
Reported balance
After 2026-08-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-28 · Exercise / conversion · Disposed 74,388 · Balance 154,589 F3: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 6,728.899 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,728.899 |
| Common StockSEC Table I · non-derivative | Indirectby ESPP | 4,334 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,334 |
| Common StockSEC Table I · non-derivative | Indirectby Spouse, as Trustee | 176.1192 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 176.1192 |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 2,410.1473 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,410.1473 F2: Includes 7.0627 shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.
F2: Includes 7.0627 shares acquired through dividend reinvestment.
F3: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| October 01, 2012 Filed Oct 3, 2012 20:50 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 43,419 | $12.92 | $560,756.39 |
DisclosureSEC source: 0001225208-12-020869 · doc4a.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,739.8859 Read SEC document |
| August 01, 2012 Filed Aug 3, 2012 15:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 339,426 | $0.00 Strike: $12.45 | $0.00 |
DisclosureSEC source: 0001225208-12-017212 · doc4.xml · derivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,426 Underlying: Common Stock · 339,426 shares Expires 2022-08-01 F1 · 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 |
| March 01, 2012 Filed Mar 5, 2012 16:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 268,596 | $0.00 Strike: $13.91 | $0.00 |
DisclosureSEC source: 0001225208-12-006553 · doc4.xml · derivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,596 Underlying: Common Stock · 268,596 shares Expires 2022-03-01 F1 · 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 |
| February 03, 2012 Filed Feb 6, 2012 16:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 31,467 | $0.00 Strike: $9.26 | $0.00 |
DisclosureSEC source: 0001225208-12-003140 · doc4.xml · derivative · entry 9 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,467 shares Expires 2012-11-08 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 |
| February 03, 2012 Filed Feb 6, 2012 16:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 39,200 | $0.00 Strike: $12.50 | $0.00 |
DisclosureSEC source: 0001225208-12-003140 · doc4.xml · derivative · entry 8 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,200 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 |
| February 03, 2012 Filed Feb 6, 2012 16:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 7,999 | $0.00 Strike: $12.50 | $0.00 |
DisclosureSEC source: 0001225208-12-003140 · doc4.xml · derivative · entry 7 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,999 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 |
| February 03, 2012 Filed Feb 6, 2012 16:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,999 | $12.50 | $99,977.90 |
DisclosureSEC source: 0001225208-12-003140 · doc4.xml · nonDerivative · entry 3 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516,158.8859 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 |
| February 03, 2012 Filed Feb 6, 2012 16:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 31,467 | $9.26 | $291,299.46 |
DisclosureSEC source: 0001225208-12-003140 · doc4.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 508,159.8859 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 |
| February 03, 2012 Filed Feb 6, 2012 16:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 39,200 | $12.50 | $489,952.96 |
DisclosureSEC source: 0001225208-12-003140 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476,692.8859 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, 2011 Filed Nov 4, 2011 17:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 15,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-024352 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437,492.8859 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| November 01, 2011 Filed Nov 2, 2011 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 359,400 | $0.00 Strike: $11.75 | $0.00 |
DisclosureSEC source: 0001225208-11-024216 · doc4.xml · derivative · entry 5 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,400 Underlying: Common Stock · 359,400 shares Expires 2021-11-01 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 |
| November 01, 2011 Filed Nov 2, 2011 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 16,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-024216 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,436.8859 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| October 03, 2011 Filed Oct 5, 2011 20:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 3,621 | $11.16 | $40,410.36 |
DisclosureSEC source: 0001225208-11-023001 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,606.8859 Read SEC document |
| August 01, 2011 Filed Aug 3, 2011 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 320,649 | $0.00 Strike: $15.05 | $0.00 |
DisclosureSEC source: 0001225208-11-019192 · doc4.xml · derivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,649 Underlying: Common Stock · 320,649 shares Expires 2021-08-01 F1 · 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 |
| April 18, 2011 Filed Apr 19, 2011 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 239,257 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001225208-11-011962 · doc4.xml · derivative · entry 10 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 239,257 shares Expires 2011-09-30 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, 2011 Filed Apr 19, 2011 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 28,110 | $0.00 Strike: $9.72 | $0.00 |
DisclosureSEC source: 0001225208-11-011962 · doc4.xml · derivative · entry 9 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,110 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 |
| April 18, 2011 Filed Apr 19, 2011 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 140,551 | $0.00 Strike: $14.32 | $0.00 |
DisclosureSEC source: 0001225208-11-011962 · doc4.xml · derivative · entry 8 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 140,551 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 |
| April 18, 2011 Filed Apr 19, 2011 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 407,918 | $18.02 | $7,350,274.44 |
DisclosureSEC source: 0001225208-11-011962 · doc4.xml · nonDerivative · entry 4 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,227.8859 F1 · price: This transaction was executed in multiple trades at prices ranging from $18.00 to $18.075. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 18, 2011 Filed Apr 19, 2011 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 28,110 | $9.72 | $273,355.70 |
DisclosureSEC source: 0001225208-11-011962 · doc4.xml · nonDerivative · entry 3 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 817,145.8859 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, 2011 Filed Apr 19, 2011 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 140,551 | $14.32 | $2,012,662.21 |
DisclosureSEC source: 0001225208-11-011962 · doc4.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789,035.8859 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, 2011 Filed Apr 19, 2011 20:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 239,257 | $8.76 | $2,096,298.06 |
DisclosureSEC source: 0001225208-11-011962 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648,484.8859 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 01, 2011 Filed Mar 3, 2011 20:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 274,759 | $0.00 Strike: $18.66 | $0.00 |
DisclosureSEC source: 0001225208-11-008479 · doc4.xml · derivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,759 Underlying: Common Stock · 274,759 shares Expires 2021-03-01 F1 · 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 |
| February 22, 2011 Filed Feb 24, 2011 23:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 54,358 | $19.08 | $1,037,150.64 |
DisclosureSEC source: 0001225208-11-007235 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,227.8859 Read SEC document |
| November 02, 2010 Filed Nov 4, 2010 18:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 14,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-024243 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 474,046.8859 Read SEC document |
| November 01, 2010 Filed Jan 25, 2011 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 287,248 | $0.00 Strike: $15.43 | $0.00 |
DisclosureSEC source: 0001225208-11-003667 · doc5.xml · derivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,248 Underlying: Common Stock · 287,248 shares Expires 2020-11-01 F1 · kind: The option was granted under the company's 2004 Stock Incentive Plan and represents one-third of an option grant approved for the reporting person on March 1, 2010 to be granted in three equal parts on March 1, 2010, August 2, 2010 and November 1, 2010. The option grants on August 2, 2010 and November 1, 2010 were previously not reported on a Form 4. F2 · derivative.exercise_date: The option vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 02, 2010 Filed Jan 25, 2011 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 281,909 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003667 · doc5.xml · derivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,909 Underlying: Common Stock · 281,909 shares Expires 2020-08-02 F1 · kind: The option was granted under the company's 2004 Stock Incentive Plan and represents one-third of an option grant approved for the reporting person on March 1, 2010 to be granted in three equal parts on March 1, 2010, August 2, 2010 and November 1, 2010. The option grants on August 2, 2010 and November 1, 2010 were previously not reported on a Form 4. F2 · derivative.exercise_date: The option vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2010 Filed Mar 3, 2010 17:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 243,446 | $0.00 Strike: $18.25 | $0.00 |
DisclosureSEC source: 0001225208-10-006771 · doc4.xml · derivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,446 Underlying: Common Stock · 243,446 shares Expires 2020-03-01 F1 · 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 |
| February 20, 2010 Filed Feb 24, 2010 00:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 25,258 | $18.73 | $472,968.68 |
DisclosureSEC source: 0001225208-10-005404 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,472.8859 Read SEC document |
| February 20, 2010 Filed Feb 24, 2010 23:21 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 24,458 | $18.73 | $457,988.28 |
DisclosureSEC source: 0001225208-10-005573 · doc4a.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,272.8859 Read SEC document |
| November 02, 2009 Filed Nov 4, 2009 19:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 685,241 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001225208-09-021604 · doc4.xml · derivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,241 Underlying: Common Stock · 685,241 shares Expires 2019-11-02 F1 · 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 |
| November 17, 2008 Filed Nov 24, 2008 21:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 4,158 | $19.19 | $79,805.74 |
DisclosureSEC source: 0001296479-08-000003 · edgar.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483,730.89 F1 · balance_after: The reporting person also has an indirect beneficial ownership interest in 2,051.36 shares held by his spouse, 5,415.12 shares held by an ESOP, and 1,277 shares held through an ESPP. Read SEC document |
| October 01, 2008 Filed Oct 3, 2008 16:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Options (Right to Acquire) · Derivative | 759,220 | $0.00 Strike: $24.37 | $0.00 |
DisclosureSEC source: 0001296479-08-000002 · edgar.xml · derivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,220 Underlying: Common Stock · 759,220 shares Expires 2015-10-01 F3 · derivative.exercise_date: The stock options will vest 15% on each of the first, second, third, and fourth anniversary of the grant date and 40% on the fifth anniversary of the grant date. Read SEC document |
| October 01, 2008 Filed Oct 3, 2008 16:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 124,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001296479-08-000002 · edgar.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487,888.89 F1 · shares: The restricted shares will vest 25% on the third anniversary of the grant date and 75% on the fourth anniversary of the grant date. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 2,051.36 shares held by his spouse, 5,394.61 shares held by an ESOP, and 1,277 shares held through an ESPP. Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,001 | $24.85 | $49,724.85 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 18 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,636 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 2,037 shares held by his spouse and 5,360 shares held by an ESOP. Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,200 | $24.84 | $29,808.00 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 17 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,637 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,501 | $24.83 | $161,419.83 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 16 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,837 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 900 | $24.82 | $22,338.00 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 15 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,338 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,816 | $24.80 | $169,036.80 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 14 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,238 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $24.80 | $2,479.50 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 13 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,054 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,900 | $24.79 | $270,211.00 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 12 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,154 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,653 | $24.78 | $90,521.34 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 11 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,054 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,365 | $24.74 | $107,990.10 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 10 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,707 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,357 | $24.73 | $33,558.61 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 9 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,072 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,024 | $24.72 | $50,033.28 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 8 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,429 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $24.70 | $7,410.00 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 7 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,453 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,701 | $24.69 | $140,757.69 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 6 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,753 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,700 | $24.68 | $264,076.00 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 5 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,454 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $24.67 | $2,467.00 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 4 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,154 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,650 | $24.66 | $139,329.00 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 3 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,254 Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 22:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,150 | $24.65 | $250,197.50 |
DisclosureSEC source: 0001296479-07-000005 · edgar.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,904 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.