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 |
|---|---|---|---|---|---|---|
| January 03, 2005 Filed Jan 4, 2005 18:17 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRestricted Stock Units · Derivative | 964.84 | $0.00 Strike: $11.66 | $0.00 |
DisclosureSEC source: 0001193024-05-000002 · edgar.xml · derivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 964.84 Underlying: Common Stock · 964.84 shares Expires not disclosed F3 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan II") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan II. F2 · derivative.expiration_date: The right-to-acquire shares and 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, 2005 Filed Jan 4, 2005 18:17 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 737.56 | $0.00 Strike: $11.66 | $0.00 |
DisclosureSEC source: 0001193024-05-000002 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737.56 Underlying: Common Stock · 737.56 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares and 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, 2004 Filed Oct 4, 2004 21:22 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 2,456.62 | $0.00 Strike: $9.22 | $0.00 |
DisclosureSEC source: 0001193024-04-000008 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,456.62 Underlying: Common Stock · 2,456.62 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares 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, 2004 Filed Jul 2, 2004 23:11 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 1,900.96 | $0.00 Strike: $9.39 | $0.00 |
DisclosureSEC source: 0000923738-04-000044 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900.96 Underlying: Common Stock · 1,900.96 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares 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 17, 2004 Filed May 18, 2004 18:15 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $9.50 | $0.00 |
DisclosureSEC source: 0000923738-04-000033 · 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 2014-05-17 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 17, 2004 Filed May 18, 2004 18:15 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-04-000033 · edgar.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,530.56 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, 2004 Filed Apr 5, 2004 19:25 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 1,956.89 | $0.00 Strike: $11.83 | $0.00 |
DisclosureSEC source: 0001193024-04-000005 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,956.89 Underlying: Common Stock · 1,956.89 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares 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 |
| February 12, 2004 Filed Feb 13, 2004 20:03 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | PurchaseCommon Stock | 900 | $12.60 | $11,340.00 |
DisclosureSEC source: 0001193024-04-000003 · edgar.xml · nonDerivative · entry 2 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,283 Read SEC document |
| February 12, 2004 Filed Feb 13, 2004 20:03 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | PurchaseCommon Stock | 3,100 | $12.59 | $39,029.00 |
DisclosureSEC source: 0001193024-04-000003 · edgar.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,383 Read SEC document |
| January 05, 2004 Filed Jan 7, 2004 21:56 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 1,946.06 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0001193024-04-000002 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,946.06 Underlying: Common Stock · 1,946.06 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares 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 07, 2003 Filed Oct 8, 2003 17:55 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 1,132.43 | $0.00 Strike: $13.29 | $0.00 |
DisclosureSEC source: 0001193024-03-000009 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,132.43 Underlying: Common Stock · 1,132.43 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares 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 08, 2003 Filed Jul 10, 2003 17:40 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 1,760.44 | $0.00 Strike: $11.73 | $0.00 |
DisclosureSEC source: 0001193024-03-000007 · edgar.xml · derivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,760.44 Underlying: Common Stock · 1,760.44 shares Expires 1988-08-08 F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (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 right-to-acquire shares 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 15, 2003 Filed May 19, 2003 17:23 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $9.77 | $0.00 |
DisclosureSEC source: 0001193024-03-000006 · 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 2013-05-15 F2 · shares: The options were granted under the Company's 2001 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 15, 2003 Filed May 19, 2003 17:23 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-03-000006 · edgar.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,283 F1 · shares: The shares were granted under the Company's 2001 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 12, 2003 Filed May 14, 2003 17:50 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | PurchaseCommon Stock | 2,500 | $9.00 | $22,500.00 |
DisclosureSEC source: 0001193024-03-000005 · edgar.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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.