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 |
|---|---|---|---|---|---|---|
| May 05, 2015 Filed May 6, 2015 22:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,836 | $31.52 | $57,870.72 |
DisclosureSEC source: 0001225208-15-011508 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,461 Read SEC document |
| May 05, 2015 Filed May 6, 2015 22:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $11.04 | $57,894.28 |
DisclosureSEC source: 0001225208-15-011508 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,297 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 19, 2014 Filed May 21, 2014 20:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 10,511 | $0.00 Strike: $25.01 | $0.00 |
DisclosureSEC source: 0001225208-14-013439 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,511 Underlying: Common Stock · 10,511 shares Expires 2024-05-19 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 19, 2014 Filed May 21, 2014 20:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-013439 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,986 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 20, 2013 Filed May 22, 2013 17:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 14,345 | $0.00 Strike: $19.21 | $0.00 |
DisclosureSEC source: 0001225208-13-012936 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,345 Underlying: Common Stock · 14,345 shares Expires 2023-05-20 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 20, 2013 Filed May 22, 2013 17:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-012936 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,478 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| April 26, 2013 Filed Apr 29, 2013 19:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $9.06 | $0.00 |
DisclosureSEC source: 0001225208-13-010509 · 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 · 5,244 shares Expires 2014-05-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2013 Filed Apr 29, 2013 19:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $9.31 | $0.00 |
DisclosureSEC source: 0001225208-13-010509 · doc4.xml · derivative · entry 5 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,244 shares Expires 2013-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2013 Filed Apr 29, 2013 19:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,215 | $16.73 | $137,452.56 |
DisclosureSEC source: 0001225208-13-010509 · doc4.xml · nonDerivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 46,168.545 F1 · price: This transaction was executed in multiple trades at prices ranging from $16.70 to $16.76. 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 26, 2013 Filed Apr 29, 2013 19:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $9.06 | $47,495.43 |
DisclosureSEC source: 0001225208-13-010509 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 54,383.545 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 |
| April 26, 2013 Filed Apr 29, 2013 19:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $9.31 | $48,845.24 |
DisclosureSEC source: 0001225208-13-010509 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 49,139.545 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 21, 2012 Filed May 23, 2012 18:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 16,491 | $0.00 Strike: $12.66 | $0.00 |
DisclosureSEC source: 0001225208-12-013024 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,491 Underlying: Common Stock · 16,491 shares Expires 2022-05-21 F2 · derivative.exercise_date: The option was granted under the company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 21, 2012 Filed May 23, 2012 18:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 5,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-013024 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,546 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| April 12, 2012 Filed Apr 13, 2012 17:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 12,907 | $0.00 Strike: $11.62 | $0.00 |
DisclosureSEC source: 0001225208-12-009715 · 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 · 12,907 shares Expires 2012-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 12, 2012 Filed Apr 13, 2012 17:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 10,489 | $0.00 Strike: $12.43 | $0.00 |
DisclosureSEC source: 0001225208-12-009715 · doc4.xml · derivative · entry 5 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,489 shares Expires 2012-04-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 12, 2012 Filed Apr 13, 2012 17:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 19,970 | $14.04 | $280,378.80 |
DisclosureSEC source: 0001225208-12-009715 · doc4.xml · nonDerivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 40,318.545 Read SEC document |
| April 12, 2012 Filed Apr 13, 2012 17:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 10,489 | $12.43 | $130,400.30 |
DisclosureSEC source: 0001225208-12-009715 · doc4.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 60,288.545 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 |
| April 12, 2012 Filed Apr 13, 2012 17:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 12,907 | $11.62 | $150,001.28 |
DisclosureSEC source: 0001225208-12-009715 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 49,799.545 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 19, 2011 Filed May 23, 2011 14:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 11,344 | $0.00 Strike: $17.62 | $0.00 |
DisclosureSEC source: 0001225208-11-014960 · doc4.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,344 Underlying: Common Stock · 11,344 shares Expires 2021-05-19 F2 · derivative.exercise_date: The option was granted under the company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 19, 2011 Filed May 23, 2011 14:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014960 · doc4.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,323 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 17, 2010 Filed May 19, 2010 17:52 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 3,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-013442 · doc4.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,088.12 Underlying: Common Stock · 3,649 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of company stock. F3 · derivative.exercise_date: The restricted stock units were granted under the company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F3 · derivative.expiration_date: The restricted stock units were granted under the company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 17, 2010 Filed May 19, 2010 17:52 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 11,082 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001225208-10-013442 · doc4.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,082 Underlying: Common Stock · 11,082 shares Expires 2020-05-17 F1 · derivative.exercise_date: The option was granted under the company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 18, 2009 Filed May 20, 2009 15:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,356 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0001193024-09-000002 · edgar.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,356 Underlying: Common Stock · 8,356 shares Expires 2019-05-18 F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 18, 2009 Filed May 20, 2009 15:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-09-000002 · edgar.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,760.55 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| October 01, 2008 Filed Oct 3, 2008 15:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 872 | $0.00 Strike: $24.37 | $0.00 |
DisclosureSEC source: 0001193024-08-000010 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872 Underlying: Common Stock · 872 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| July 01, 2008 Filed Jul 3, 2008 17:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,018 | $0.00 Strike: $20.88 | $0.00 |
DisclosureSEC source: 0001193024-08-000008 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,018 Underlying: Common Stock · 1,018 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| May 19, 2008 Filed May 21, 2008 16:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,486 | $0.00 Strike: $22.39 | $0.00 |
DisclosureSEC source: 0001193024-08-000006 · edgar.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,486 Underlying: Common Stock · 7,486 shares Expires 2018-05-19 F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.. Read SEC document |
| May 19, 2008 Filed May 21, 2008 16:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-08-000006 · edgar.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,201.55 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| April 01, 2008 Filed Apr 3, 2008 15:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,068 | $0.00 Strike: $19.90 | $0.00 |
DisclosureSEC source: 0001193024-08-000004 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,068 Underlying: Common Stock · 1,068 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| January 02, 2008 Filed Jan 4, 2008 17:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 865 | $0.00 Strike: $24.58 | $0.00 |
DisclosureSEC source: 0001193024-08-000002 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 865 Underlying: Common Stock · 865 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| October 01, 2007 Filed Oct 3, 2007 17:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 949 | $0.00 Strike: $22.41 | $0.00 |
DisclosureSEC source: 0001193024-07-000012 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 949 Underlying: Common Stock · 949 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| July 02, 2007 Filed Jul 5, 2007 16:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 966 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0001193024-07-000008 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 966 Underlying: Common Stock · 966 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| July 02, 2007 Filed Sep 24, 2007 20:44 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 966 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0001193024-07-000010 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 966 Underlying: Common Stock · 966 shares Expires not disclosed F3 · security: Amended filing to reflect correct "Date of Earliest Transaction Required to be Reported" on page one of this report. The above line item on Table II was previously reported correctly and is being re-reported to gain access to the filing system. F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| May 21, 2007 Filed May 23, 2007 20:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,459 | $0.00 Strike: $21.12 | $0.00 |
DisclosureSEC source: 0001193024-07-000006 · edgar.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,459 Underlying: Common Stock · 7,459 shares Expires 2017-05-21 F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.. Read SEC document |
| May 21, 2007 Filed May 23, 2007 20:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-07-000006 · edgar.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,444.55 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| April 02, 2007 Filed Apr 4, 2007 16:25 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,618 | $0.00 Strike: $18.55 | $0.00 |
DisclosureSEC source: 0001193024-07-000004 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,618 Underlying: Common Stock · 1,618 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 16:25 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,362 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001193024-07-000002 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,362 Underlying: Common Stock · 1,362 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| October 02, 2006 Filed Oct 3, 2006 18:07 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 922 | $0.00 Strike: $17.68 | $0.00 |
DisclosureSEC source: 0001193024-06-000015 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 922 Underlying: Common Stock · 922 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| July 03, 2006 Filed Jul 5, 2006 18:24 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,180 | $0.00 Strike: $16.20 | $0.00 |
DisclosureSEC source: 0001193024-06-000013 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,180 Underlying: Common Stock · 1,180 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| May 22, 2006 Filed May 24, 2006 19:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001193024-06-000009 · edgar.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-05-21 F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.. Read SEC document |
| May 22, 2006 Filed May 24, 2006 19:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $16.17 | $60,023.04 |
DisclosureSEC source: 0001193024-06-000009 · edgar.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,477.55 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 20:54 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001193024-06-000011 · edgar.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-05-22 F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 20:54 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-06-000011 · edgar.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,477.55 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| April 03, 2006 Filed Apr 5, 2006 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,299 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001193024-06-000006 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,299 Underlying: Common Stock · 1,299 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| January 03, 2006 Filed Jan 5, 2006 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,444 | $0.00 Strike: $14.96 | $0.00 |
DisclosureSEC source: 0001193024-06-000002 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,444 Underlying: Common Stock · 1,444 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| October 03, 2005 Filed Oct 5, 2005 16:08 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,143 | $0.00 Strike: $14.44 | $0.00 |
DisclosureSEC source: 0001193024-05-000012 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,143 Underlying: Common Stock · 1,143 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| July 01, 2005 Filed Jul 5, 2005 20:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,775 | $0.00 Strike: $11.33 | $0.00 |
DisclosureSEC source: 0001193024-05-000008 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,775 Underlying: Common Stock · 1,775 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. Read SEC document |
| May 23, 2005 Filed May 24, 2005 19:01 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $11.58 | $0.00 |
DisclosureSEC source: 0001193024-05-000006 · edgar.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2015-05-23 F2 · shares: The options were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.. Read SEC document |
| May 23, 2005 Filed May 24, 2005 19:01 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-05-000006 · edgar.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,765.55 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| April 01, 2005 Filed Apr 4, 2005 16:02 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRestricted Stock Units · Derivative | 2,283 | $0.00 Strike: $10.45 | $0.00 |
DisclosureSEC source: 0001193024-05-000004 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,283 Underlying: Common Stock · 2,283 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors. 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.