Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | August 07, 2026 | August 10, 2026 |
| TE Connectivity plcTEL · Entity 3004 | Director | November 11, 2019 | November 13, 2019 |
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 07, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 91,711.1605 |
Reported balance
After 2026-08-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-07 · Sale · Disposed 5,263 · Balance 91,711.1605 F1: This transaction was executed in multiple trades at prices ranging from $107.07 to $107.205. 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. |
| Common StockSEC Table I · non-derivative | Direct | 9,675 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,675 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $107.07 to $107.205. 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.
TE Connectivity plc
Report date November 11, 2019 · Filed November 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 37,078 |
Ending reported balance
After 2019-11-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-11-11 · Grant · Acquired 994 · Balance 37,327 F1: Grant of shares by the Issuer under directors' compensation program and Issuer's stock and incentive plan. Row 2 · 2019-11-11 · Tax withholding · Disposed 249 · Balance 37,078 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of shares by the Issuer under directors' compensation program and Issuer's stock and incentive plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BERRY GLOBAL GROUP, INC.
Report date November 23, 2021 · Filed November 29, 2022
Section 16 reporting ended · disclosed 2022-11-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,808 |
Ending reported balance
After 2022-11-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-11-23 · Exercise / conversion · Acquired 1,667 · Balance 3,717 F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Row 2 · 2022-11-26 · Exercise / conversion · Acquired 1,091 · Balance 4,808 F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-11-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-11-23 · Exercise / conversion · Disposed 1,667 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2: The award was granted on November 23, 2022 and vested in full on November 23, 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,970 |
Reported balance
After 2022-11-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-11-26 · Exercise / conversion · Disposed 1,091 · Balance 1,970 F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F3: The award was granted on November 29, 2021 and vested in full on November 26, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.
F2: The award was granted on November 23, 2022 and vested in full on November 23, 2021.
F3: The award was granted on November 29, 2021 and vested in full on November 26, 2022.
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 |
|---|---|---|---|---|---|---|
| August 07, 2026 Filed Aug 10, 2026 23:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,263 | $107.15 | $563,954.13 |
DisclosureSEC source: 0001193024-26-000006 · wk-form4_1786403117.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 91,711.1605 F1 · price: This transaction was executed in multiple trades at prices ranging from $107.07 to $107.205. 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. Read SEC document |
| May 26, 2026 Filed May 28, 2026 00:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 3,977 | $0.00 Strike: $89.40 | $0.00 |
DisclosureSEC source: 0001193024-26-000002 · wk-form4_1779929339.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,977 Underlying: Common Stock · 3,977 shares Expires 2036-05-26 F2 · derivative.exercise_date: The option was granted under the company's 2022 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 26, 2026 Filed May 28, 2026 00:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-26-000002 · wk-form4_1779929339.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,675 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 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 |
| November 13, 2025 Filed Nov 15, 2025 00:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 8,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-25-000008 · wk-form4_1763164904.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 96,974.1605 Read SEC document |
| May 27, 2025 Filed May 29, 2025 23:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 3,646 | $0.00 Strike: $88.63 | $0.00 |
DisclosureSEC source: 0001193024-25-000003 · wk-form4_1748559615.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,646 Underlying: Common Stock · 3,646 shares Expires 2035-05-27 F3 · derivative.exercise_date: The option was granted under the company's 2022 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 27, 2025 Filed May 29, 2025 23:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-25-000003 · wk-form4_1748559615.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,073 F2 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 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 27, 2025 Filed May 29, 2025 23:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,647 | $88.06 | $761,479.03 |
DisclosureSEC source: 0001193024-25-000003 · wk-form4_1748559615.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 105,654.1605 F1 · price: The transaction was executed in multiple trades at prices ranging from $87.9201 to $88.25. 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 transfer of shares and prices at which the transaction was effected. Read SEC document |
| May 28, 2024 Filed May 30, 2024 23:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 4,496 | $0.00 Strike: $70.79 | $0.00 |
DisclosureSEC source: 0001193024-24-000003 · wk-form4_1717113279.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,496 Underlying: Common Stock · 4,496 shares Expires 2034-05-28 F2 · derivative.exercise_date: The option was granted under the company's 2022 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 28, 2024 Filed May 30, 2024 23:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-24-000003 · wk-form4_1717113279.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,611 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 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 |
| October 24, 2023 Filed Oct 26, 2023 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,918 | $49.98 | $345,736.74 |
DisclosureSEC source: 0000316709-23-000051 · wk-form4_1698353908.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 112,398.1605 F1 · kind: This transaction was executed in multiple trades at prices ranging from $49.945 to $50.005. 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. F2 · balance_after: Reflects the contribution of 2,593 shares to a trust. Read SEC document |
| May 22, 2023 Filed May 25, 2023 00:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,464 | $0.00 Strike: $51.97 | $0.00 |
DisclosureSEC source: 0001062993-23-012109 · form4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,464 Underlying: Common Stock · 5,464 shares Expires 2033-05-22 F2 · derivative.exercise_date: The option was granted under the company's 2022 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 22, 2023 Filed May 25, 2023 00:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012109 · form4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,395 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 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 |
| February 06, 2023 Filed Feb 8, 2023 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,584 | $0.00 Strike: $43.21 | $0.00 |
DisclosureSEC source: 0001062993-23-002472 · form4.xml · derivative · entry 9 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,584 shares Expires 2029-05-17 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. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested (i) 25% on May 17, 2020, (ii) 25% on May 17, 2021, and (iii) 50% on May 17, 2022. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,139 | $0.00 Strike: $59.32 | $0.00 |
DisclosureSEC source: 0001062993-23-002472 · form4.xml · derivative · entry 8 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,139 shares Expires 2028-05-17 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. F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested (i) 25% on May 17, 2019, (ii) 25% on May 17, 2020, and (iii) 50% on May 17, 2021. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,165 | $0.00 Strike: $39.33 | $0.00 |
DisclosureSEC source: 0001062993-23-002472 · form4.xml · derivative · entry 7 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,165 shares Expires 2027-05-18 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. F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested (i) 25% on May 18, 2018, (ii) 25% on May 18, 2019, and (iii) 50% on May 18, 2020. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 20,888 | $80.00 | $1,671,054.62 |
DisclosureSEC source: 0001062993-23-002472 · form4.xml · nonDerivative · entry 6 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 116,723.1605 F1 · price: This transaction was executed in multiple trades at prices ranging from $80.00 to $80.005. 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 |
| February 06, 2023 Filed Feb 8, 2023 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 20,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002472 · form4.xml · nonDerivative · entry 5 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 137,611.1605 Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 20,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002472 · form4.xml · nonDerivative · entry 4 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,899 Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 8,584 | $43.21 | $370,914.64 |
DisclosureSEC source: 0001062993-23-002472 · form4.xml · nonDerivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,787 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 06, 2023 Filed Feb 8, 2023 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,139 | $59.32 | $304,845.48 |
DisclosureSEC source: 0001062993-23-002472 · form4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,203 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 06, 2023 Filed Feb 8, 2023 23:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,165 | $39.33 | $281,799.45 |
DisclosureSEC source: 0001062993-23-002472 · form4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,064 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 26, 2022 Filed Nov 29, 2022 21:34 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionRestricted Stock Units · Derivative | 1,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-020990 · doc1.xml · derivative · entry 4 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,970 Underlying: Common Stock · 1,091 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F3 · derivative.exercise_date: The award was granted on November 29, 2021 and vested in full on November 26, 2022. F3 · derivative.expiration_date: The award was granted on November 29, 2021 and vested in full on November 26, 2022. Read SEC document |
| November 26, 2022 Filed Nov 29, 2022 21:34 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 1,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-020990 · doc1.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,808 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007285 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 F2 · derivative.exercise_date: The option was granted under the company's 2022 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, 2022 Filed May 23, 2022 20:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007285 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,899 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 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 |
| November 26, 2021 Filed Nov 30, 2021 22:02 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right to Buy) · Derivative | 3,497 | $0.00 Strike: $66.47 | $0.00 |
DisclosureSEC source: 0001567619-21-021298 · doc1.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,497 Underlying: Common Stock · 3,497 shares Expires 2031-11-26 F3 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Options vest in full on the first anniversary of the grant date. Read SEC document |
| November 26, 2021 Filed Nov 30, 2021 22:02 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantRestricted Stock Units · Derivative | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-021298 · doc1.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,758 Underlying: Common Stock · 1,091 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. Granted under the 2015 Long-Term Incentive Plan. F2 · derivative.exercise_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. F2 · derivative.expiration_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. Read SEC document |
| November 23, 2021 Filed Nov 29, 2022 21:34 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionRestricted Stock Units · Derivative | 1,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-020990 · doc1.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,667 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: The award was granted on November 23, 2022 and vested in full on November 23, 2021. F2 · derivative.expiration_date: The award was granted on November 23, 2022 and vested in full on November 23, 2021. Read SEC document |
| November 23, 2021 Filed Nov 29, 2022 21:34 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 1,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-020990 · doc1.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,717 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 22:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,866 | $0.00 Strike: $28.96 | $0.00 |
DisclosureSEC source: 0001225208-21-011712 · doc4.xml · derivative · entry 8 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,866 shares Expires 2026-05-19 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. F4 · derivative.exercise_date: The date first exercisable is 5/19/2017. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 22:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 10,511 | $0.00 Strike: $25.01 | $0.00 |
DisclosureSEC source: 0001225208-21-011712 · doc4.xml · derivative · entry 7 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,511 shares Expires 2024-05-19 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. F3 · derivative.exercise_date: The date first exercisable is 5/19/2015. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 22:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,548 | $0.00 Strike: $31.21 | $0.00 |
DisclosureSEC source: 0001225208-21-011712 · doc4.xml · derivative · entry 6 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,548 shares Expires 2025-05-15 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. F2 · derivative.exercise_date: The date first exercisable is 5/15/2016. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 22:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 26,925 | $72.48 | $1,951,472.84 |
DisclosureSEC source: 0001225208-21-011712 · doc4.xml · nonDerivative · entry 4 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 114,571.1605 F1 · price: This transaction was executed in multiple trades at prices ranging from $72.40 to $72.60. 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 |
| August 23, 2021 Filed Aug 24, 2021 22:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,866 | $28.96 | $227,799.36 |
DisclosureSEC source: 0001225208-21-011712 · doc4.xml · nonDerivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 141,496.1605 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 |
| August 23, 2021 Filed Aug 24, 2021 22:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 8,548 | $31.21 | $266,783.08 |
DisclosureSEC source: 0001225208-21-011712 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 133,630.1605 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 |
| August 23, 2021 Filed Aug 24, 2021 22:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 10,511 | $25.01 | $262,880.11 |
DisclosureSEC source: 0001225208-21-011712 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 125,082.1605 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 17, 2021 Filed May 19, 2021 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 4,390 | $0.00 Strike: $73.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008327 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,390 Underlying: Common Stock · 4,390 shares Expires 2031-05-17 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 17, 2021 Filed May 19, 2021 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008327 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,997 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 |
| November 23, 2020 Filed Nov 24, 2020 21:29 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $54.22 | $0.00 |
DisclosureSEC source: 0001567619-20-020280 · doc1.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,000 Underlying: Common Stock · 5,000 shares Expires 2030-11-22 F3 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Options vest in full on the first anniversary of the grant date. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 21:29 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantRestricted Stock Units · Derivative | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-020280 · doc1.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 Underlying: Common Stock · 1,667 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. Granted under the 2015 Long-Term Incentive Plan. F2 · derivative.exercise_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. F2 · derivative.expiration_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 18:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 14,345 | $0.00 Strike: $19.21 | $0.00 |
DisclosureSEC source: 0001225208-20-013958 · doc4.xml · derivative · entry 4 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,345 shares Expires 2023-05-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The date first exercisable is 05/20/2014. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 18:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 5,796 | $47.54 | $275,541.84 |
DisclosureSEC source: 0001225208-20-013958 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 112,586.1605 Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 18:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 14,345 | $19.21 | $275,567.45 |
DisclosureSEC source: 0001225208-20-013958 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 118,382.1605 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, 2020 Filed May 18, 2020 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 6,655 | $0.00 Strike: $33.40 | $0.00 |
DisclosureSEC source: 0001225208-20-007929 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,655 Underlying: Common Stock · 6,655 shares Expires 2030-05-14 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 14, 2020 Filed May 18, 2020 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007929 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,167 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 |
| November 25, 2019 Filed Nov 26, 2019 22:27 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right to Buy) · Derivative | 11,500 | $0.00 Strike: $45.60 | $0.00 |
DisclosureSEC source: 0001567619-19-022308 · doc1.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,000 Underlying: Common Stock · 11,500 shares Expires 2029-11-24 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully vested. Read SEC document |
| November 11, 2019 Filed Nov 13, 2019 20:47 UTC | TE Connectivity plc TEL · Entity 3004 | Tax withholdingCommon Shares | 249 | $93.63 | $23,313.87 |
DisclosureSEC source: 0001225208-19-014449 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,078 Read SEC document |
| November 11, 2019 Filed Nov 13, 2019 20:47 UTC | TE Connectivity plc TEL · Entity 3004 | GrantCommon Shares | 994 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014449 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,327 F1 · price: Grant of shares by the Issuer under directors' compensation program and Issuer's stock and incentive plan. Read SEC document |
| May 17, 2019 Filed May 21, 2019 22:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,584 | $0.00 Strike: $43.21 | $0.00 |
DisclosureSEC source: 0001225208-19-008337 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,584 Underlying: Common Stock · 8,584 shares Expires 2029-05-17 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 17, 2019 Filed May 21, 2019 22:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008337 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,772 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.