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 |
|---|---|---|---|---|---|---|
| February 05, 2019 Filed Feb 7, 2019 18:17 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right To Buy) · Derivative | 8,000 | $0.00 Strike: $49.90 | $0.00 |
DisclosureSEC source: 0001567619-19-002603 · doc1.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,500 Underlying: Common Stock · 8,000 shares Expires 2029-02-04 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully vested. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 14:34 UTC | TE Connectivity plc TEL · Entity 3004 | Tax withholdingCommon Shares | 596 | $76.66 | $45,689.36 |
DisclosureSEC source: 0001225208-18-015489 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,333 Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 14:34 UTC | TE Connectivity plc TEL · Entity 3004 | GrantCommon Shares | 2,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015489 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,929 F1 · price: Grant of shares by the Issuer under directors' compensation program and Issuer's stock and incentive plan. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,139 | $0.00 Strike: $59.32 | $0.00 |
DisclosureSEC source: 0001225208-18-009628 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,139 Underlying: Common Stock · 5,139 shares Expires 2028-05-17 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, 2018 Filed May 21, 2018 20:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009628 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,105 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 10, 2018 Filed May 11, 2018 20:44 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantCommon Stock | 1,000 | $49.08 | $49,080.00 |
DisclosureSEC source: 0001140361-18-023068 · doc1.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,050 Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 21:46 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right To Buy) · Derivative | 6,500 | $0.00 Strike: $53.60 | $0.00 |
DisclosureSEC source: 0001140361-18-012480 · doc1.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Underlying: Common Stock · 6,500 shares Expires 2028-03-04 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully vested. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 21:46 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | PurchaseCommon Stock | 1,000 | $53.63 | $53,630.00 |
DisclosureSEC source: 0001140361-18-012480 · doc1.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050 Read SEC document |
| February 27, 2018 Filed Feb 27, 2018 18:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 12,040 | $54.91 | $661,156.13 |
DisclosureSEC source: 0001225208-18-004331 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 97,678.545 F1 · price: This transaction was executed in multiple trades at prices ranging from $54.885 to $54.935. 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 |
| January 29, 2018 Filed Jan 30, 2018 23:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 16,491 | $0.00 Strike: $12.66 | $0.00 |
DisclosureSEC source: 0001225208-18-001870 · doc4.xml · derivative · entry 10 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,491 shares Expires 2022-05-21 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. F3 · derivative.exercise_date: The date first exercisable is 5/21/2013. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 23:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 11,344 | $0.00 Strike: $17.62 | $0.00 |
DisclosureSEC source: 0001225208-18-001870 · doc4.xml · derivative · entry 9 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,344 shares Expires 2021-05-19 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. F2 · derivative.exercise_date: The date first exercisable is 5/19/2012. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 23:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 11,082 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001225208-18-001870 · 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 · 11,082 shares Expires 2020-05-17 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. F1 · derivative.exercise_date: The date first exercisable is 5/17/2011. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 23:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 3,844 | $54.31 | $208,767.64 |
DisclosureSEC source: 0001225208-18-001870 · doc4.xml · nonDerivative · entry 6 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 109,718.545 Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 23:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 3,680 | $54.31 | $199,860.80 |
DisclosureSEC source: 0001225208-18-001870 · doc4.xml · nonDerivative · entry 5 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 113,562.545 Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 23:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 3,546 | $54.31 | $192,583.26 |
DisclosureSEC source: 0001225208-18-001870 · doc4.xml · nonDerivative · entry 4 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 117,242.545 Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 23:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 11,082 | $17.38 | $192,605.16 |
DisclosureSEC source: 0001225208-18-001870 · doc4.xml · nonDerivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 120,788.545 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 |
| January 29, 2018 Filed Jan 30, 2018 23:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 11,344 | $17.62 | $199,881.28 |
DisclosureSEC source: 0001225208-18-001870 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 109,706.545 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 |
| January 29, 2018 Filed Jan 30, 2018 23:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 16,491 | $12.66 | $208,776.06 |
DisclosureSEC source: 0001225208-18-001870 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 98,362.545 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 |
| December 13, 2017 Filed Dec 14, 2017 21:04 UTC | TE Connectivity plc TEL · Entity 3004 | Exercise / conversionDeferred Stock Units · Derivative | 15,871 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018667 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 15,871 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: Settlement of Deferred Stock Units for an equivalent number of common shares of the Issuer. F1 · kind: Settlement of Deferred Stock Units for an equivalent number of common shares of the Issuer. F2 · price: Not applicable. F1 · derivative.exercise_date: Settlement of Deferred Stock Units for an equivalent number of common shares of the Issuer. F2 · derivative.expiration_date: Not applicable. Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 21:04 UTC | TE Connectivity plc TEL · Entity 3004 | Tax withholdingCommon Shares | 6,285 | $95.65 | $601,160.25 |
DisclosureSEC source: 0001225208-17-018667 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,548 Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 21:04 UTC | TE Connectivity plc TEL · Entity 3004 | Exercise / conversionCommon Shares | 15,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018667 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,833 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 · kind: Settlement of Deferred Stock Units for an equivalent number of common shares of the Issuer. F2 · price: Not applicable. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 20:37 UTC | TE Connectivity plc TEL · Entity 3004 | GrantDeferred Stock Units · Derivative | 66 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018515 · doc4.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,871 Underlying: Common Shares · 66 shares Expires not disclosed F1 · derivative.exercise_price: Conversion is 1-for-1. F2 · kind: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.exercise_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.expiration_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 21:20 UTC | TE Connectivity plc TEL · Entity 3004 | Tax withholdingCommon Shares | 512 | $93.36 | $47,800.32 |
DisclosureSEC source: 0001225208-17-017301 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,962 Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 21:20 UTC | TE Connectivity plc TEL · Entity 3004 | GrantCommon Shares | 2,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017301 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,474 F1 · price: Grant of shares by the issuer under directors' compensation program and Issuer's stock and incentive plan. Read SEC document |
| September 08, 2017 Filed Sep 12, 2017 14:15 UTC | TE Connectivity plc TEL · Entity 3004 | GrantDeferred Stock Units · Derivative | 80 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-014884 · doc4.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,805 Underlying: Common Shares · 80 shares Expires not disclosed F1 · derivative.exercise_price: Conversion is 1-for-1. F2 · kind: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.exercise_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.expiration_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 20:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,356 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011328 · 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 · 8,356 shares Expires 2019-05-18 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. Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 20:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 3,571 | $42.12 | $150,393.02 |
DisclosureSEC source: 0001225208-17-011328 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 81,871.545 Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 20:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 8,356 | $18.00 | $150,408.00 |
DisclosureSEC source: 0001225208-17-011328 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 85,442.545 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 |
| June 09, 2017 Filed Jun 13, 2017 14:32 UTC | TE Connectivity plc TEL · Entity 3004 | GrantDeferred Stock Units · Derivative | 78 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011155 · doc4.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,725 Underlying: Common Shares · 78 shares Expires not disclosed F1 · derivative.exercise_price: Conversion is 1-for-1. F2 · kind: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.exercise_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.expiration_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. Read SEC document |
| May 18, 2017 Filed May 22, 2017 18:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 7,165 | $0.00 Strike: $38.33 | $0.00 |
DisclosureSEC source: 0001225208-17-010174 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165 Underlying: Common Stock · 7,165 shares Expires 2027-05-18 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 18, 2017 Filed May 22, 2017 18:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010174 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,767 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 10, 2017 Filed Mar 14, 2017 12:41 UTC | TE Connectivity plc TEL · Entity 3004 | GrantDeferred Stock Units · Derivative | 77 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006191 · doc4.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,647 Underlying: Common Shares · 77 shares Expires not disclosed F1 · derivative.exercise_price: Conversion is 1-for-1. F2 · kind: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.exercise_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.expiration_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,823 | $0.00 Strike: $20.14 | $0.00 |
DisclosureSEC source: 0001225208-17-004673 · 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 · 7,823 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 |
| February 23, 2017 Filed Feb 27, 2017 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,486 | $0.00 Strike: $22.39 | $0.00 |
DisclosureSEC source: 0001225208-17-004673 · 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 · 7,486 shares Expires 2018-05-19 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. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 4,065 | $41.23 | $167,579.63 |
DisclosureSEC source: 0001225208-17-004673 · doc4.xml · nonDerivative · entry 4 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 74,516.545 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 3,820 | $41.23 | $157,479.50 |
DisclosureSEC source: 0001225208-17-004673 · doc4.xml · nonDerivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 78,581.545 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,486 | $22.39 | $167,611.54 |
DisclosureSEC source: 0001225208-17-004673 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 82,401.545 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 23, 2017 Filed Feb 27, 2017 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,823 | $20.14 | $157,519.23 |
DisclosureSEC source: 0001225208-17-004673 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 74,915.545 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 |
| December 09, 2016 Filed Dec 13, 2016 14:13 UTC | TE Connectivity plc TEL · Entity 3004 | GrantDeferred Stock Units · Derivative | 81 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043031 · doc4.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,570 Underlying: Common Shares · 81 shares Expires not disclosed F1 · derivative.exercise_price: Conversion is 1-for-1. F2 · kind: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.exercise_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.expiration_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:17 UTC | TE Connectivity plc TEL · Entity 3004 | Tax withholdingCommon Shares | 732 | $66.74 | $48,853.68 |
DisclosureSEC source: 0001225208-16-041797 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,426 Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:17 UTC | TE Connectivity plc TEL · Entity 3004 | GrantCommon Shares | 2,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041797 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,158 F1 · price: Grant of shares by the Issuer under directors' compensation program and Issuer's stock and incentive plan. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 14:18 UTC | TE Connectivity plc TEL · Entity 3004 | GrantDeferred Stock Units · Derivative | 94 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039244 · doc4.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,489 Underlying: Common Shares · 94 shares Expires not disclosed F1 · derivative.exercise_price: Conversion is 1-for-1. F2 · kind: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.exercise_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. F2 · derivative.expiration_date: Deferred stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. The deferred stock units are vested upon issuance and receive dividend equivalent stock units. Read SEC document |
| May 19, 2016 Filed May 23, 2016 20:28 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: 0001225208-16-033812 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · 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 20:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-033812 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,019 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 30, 2016 Filed Mar 31, 2016 17:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $15.17 | $0.00 |
DisclosureSEC source: 0001225208-16-030496 · 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 · 5,244 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 |
| March 30, 2016 Filed Mar 31, 2016 17:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,821 | $28.19 | $79,531.04 |
DisclosureSEC source: 0001225208-16-030496 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 64,010.545 Read SEC document |
| March 30, 2016 Filed Mar 31, 2016 17:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $15.17 | $79,542.57 |
DisclosureSEC source: 0001225208-16-030496 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 66,831.545 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: 0001225208-15-012391 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · 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: 0001225208-15-012391 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,688 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 05, 2015 Filed May 6, 2015 22:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $11.04 | $0.00 |
DisclosureSEC source: 0001225208-15-011508 · 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 · 5,244 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.