Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director · President & CEO | May 28, 2026 | May 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SCHWAB CHARLES CORP
Report date May 28, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 218,409 |
Reported balance
After 2026-05-28 transaction · row 1
1 source rowRow 1 · 2026-05-28 · Purchase · Acquired 21,959 · Balance 218,409 F1: This transaction was executed in multiple trades at prices ranging from $84.04 to $84.51. The price reported reflects the weighted average purchase 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. |
| Common StockSEC Table I · non-derivative | Indirectby ESPP | 4,595 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,595 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $84.04 to $84.51. The price reported reflects the weighted average purchase 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.
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 28, 2026 Filed May 28, 2026 20:24 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 21,959 | $84.23 | $1,849,512.15 |
DisclosureSEC source: 0001889263-26-000005 · wk-form4_1779999885.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,409 F1 · price: This transaction was executed in multiple trades at prices ranging from $84.04 to $84.51. The price reported reflects the weighted average purchase 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 |
| March 02, 2026 Filed Mar 4, 2026 01:42 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 230,411 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001889263-26-000002 · wk-form4_1772588569.xml · derivative · entry 4 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,411 Underlying: Common Stock · 230,411 shares Expires 2036-03-02 F3 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:42 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 22,879 | $95.31 | $2,180,483.10 |
DisclosureSEC source: 0001889263-26-000002 · wk-form4_1772588569.xml · nonDerivative · entry 2 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,450 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:42 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 62,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001889263-26-000002 · wk-form4_1772588569.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,329 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 21:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 20,500 | $99.16 | $2,032,851.75 |
DisclosureSEC source: 0001889263-25-000009 · wk-form4_1753996427.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,189 F1 · price: This transaction was executed in multiple trades at prices ranging from $99.01 to $99.37. 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 |
| May 09, 2025 Filed May 12, 2025 20:14 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 15,345 | $84.08 | $1,290,187.65 |
DisclosureSEC source: 0001889263-25-000006 · wk-form4_1747080891.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,689 F1 · price: The transaction was executed in multiple trades at prices ranging from $83.9101 to $84.21. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected. Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001889263-25-000004 · wk-form4_1746648104.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,034 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 231,419 | $0.00 Strike: $78.12 | $0.00 |
DisclosureSEC source: 0001889263-25-000002 · wk-form4_1741138817.xml · derivative · entry 4 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,419 Underlying: Common Stock · 231,419 shares Expires 2035-03-03 F4 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 34,608 | $79.05 | $2,735,589.36 |
DisclosureSEC source: 0001889263-25-000002 · wk-form4_1741138817.xml · nonDerivative · entry 2 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,911 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 92,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001889263-25-000002 · wk-form4_1741138817.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,519 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2024. Read SEC document |
| October 25, 2024 Filed Oct 28, 2024 21:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 6,479 | $71.99 | $466,390.82 |
DisclosureSEC source: 0001889263-24-000007 · wk-form4_1730152224.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,749 F1 · kind: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. Read SEC document |
| July 17, 2024 Filed Jul 19, 2024 21:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 10,000 | $62.05 | $620,454.00 |
DisclosureSEC source: 0001889263-24-000004 · wk-form4_1721423988.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,228 F1 · price: This transaction was executed in multiple trades at prices ranging from $62.02 to $62.06. The price reported reflects the weighted average purchase 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 |
| March 01, 2024 Filed Mar 6, 2024 01:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 167,628 | $0.00 Strike: $66.47 | $0.00 |
DisclosureSEC source: 0001889263-24-000002 · wk-form4_1709689804.xml · derivative · entry 4 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,628 Underlying: Common Stock · 167,628 shares Expires 2034-03-01 F4 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 24,340 | $66.36 | $1,615,109.91 |
DisclosureSEC source: 0001889263-24-000002 · wk-form4_1709689804.xml · nonDerivative · entry 2 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,228 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 58,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001889263-24-000002 · wk-form4_1709689804.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,568 F1 · kind: A Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2023. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 23:43 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,177 | $54.02 | $63,583.54 |
DisclosureSEC source: 0001062993-23-013130 · form4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,214 F1 · kind: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. Read SEC document |
| March 17, 2023 Filed Mar 17, 2023 23:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 2,000 | $54.39 | $108,772.60 |
DisclosureSEC source: 0001062993-23-007229 · form4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,391 F1 · price: This transaction was executed in multiple trades at prices ranging from $54.385 to $54.39. The price reported reflects the weighted average purchase 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 |
| March 14, 2023 Filed Mar 14, 2023 23:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 5,000 | $57.28 | $286,396.50 |
DisclosureSEC source: 0001062993-23-006877 · form4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,391 F1 · price: This transaction was executed in multiple trades at prices ranging from $57.22 to $57.34. The price reported reflects the weighted average purchase 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 |
| March 14, 2023 Filed Mar 17, 2023 23:20 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | PurchaseCommon Stock | 5,000 | $57.28 | $286,396.50 |
DisclosureSEC source: 0001062993-23-007227 · form4a.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,391 F1 · shares: The original Form 4, filed on March 14, 2023, is being amended solely to correct an administrative error, which inadvertently reported the transaction as a disposition of shares, when it was an acquisition of shares. F2 · price: This transaction was executed in multiple trades at prices ranging from $57.22 to $57.34. The price reported reflects the weighted average purchase 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 |
| March 02, 2023 Filed Mar 7, 2023 02:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 13,481 | $76.46 | $1,030,790.96 |
DisclosureSEC source: 0001062993-23-006129 · form4.xml · nonDerivative · entry 2 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,391 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 02:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 31,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-006129 · form4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,872 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2022. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 01:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 145,919 | $0.00 Strike: $77.41 | $0.00 |
DisclosureSEC source: 0001062993-23-005977 · form4.xml · derivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,919 Underlying: Common Stock · 145,919 shares Expires 2033-03-01 F1 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 23:27 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,084 | $80.26 | $86,996.42 |
DisclosureSEC source: 0001062993-22-021551 · form4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,358 F1 · kind: Shares withheld for taxes upon the settlement of Restricted Stock Units granted to the reporting person. Read SEC document |
| October 25, 2022 Filed Oct 27, 2022 20:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 7,429 | $71.66 | $532,362.14 |
DisclosureSEC source: 0001225208-22-011170 · doc4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,442 F1 · kind: Shares withheld for taxes upon the settlement of Restricted Stock Units granted to the reporting person. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 19:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,483 | $70.63 | $104,744.29 |
DisclosureSEC source: 0001225208-22-007819 · doc4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,871 Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 125,224 | $0.00 Strike: $77.86 | $0.00 |
DisclosureSEC source: 0001225208-22-004206 · doc4.xml · derivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,224 Underlying: Common Stock · 125,224 shares Expires 2032-03-01 F1 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 09, 2022 Filed Feb 10, 2022 17:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 14,868 | $0.00 Strike: $46.39 | $0.00 |
DisclosureSEC source: 0001225208-22-001781 · doc4.xml · derivative · entry 8 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,956 Underlying: Common Stock · 14,868 shares Expires 2028-11-01 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 09, 2022 Filed Feb 10, 2022 17:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 20,486 | $0.00 Strike: $44.24 | $0.00 |
DisclosureSEC source: 0001225208-22-001781 · doc4.xml · derivative · entry 7 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,486 shares Expires 2027-11-01 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 09, 2022 Filed Feb 10, 2022 17:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 26,069 | $0.00 Strike: $41.63 | $0.00 |
DisclosureSEC source: 0001225208-22-001781 · doc4.xml · derivative · entry 6 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,069 Underlying: Common Stock · 26,069 shares Expires 2029-06-03 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 09, 2022 Filed Feb 10, 2022 17:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 61,423 | $94.62 | $5,811,715.27 |
DisclosureSEC source: 0001225208-22-001781 · doc4.xml · nonDerivative · entry 4 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,954 F1 · price: This transaction was executed in multiple trades at prices ranging from $94.42 to $94.92. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 09, 2022 Filed Feb 10, 2022 17:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 14,868 | $46.39 | $689,726.52 |
DisclosureSEC source: 0001225208-22-001781 · doc4.xml · nonDerivative · entry 3 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,377 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 09, 2022 Filed Feb 10, 2022 17:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 20,486 | $44.24 | $906,300.64 |
DisclosureSEC source: 0001225208-22-001781 · doc4.xml · nonDerivative · entry 2 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,509 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 09, 2022 Filed Feb 10, 2022 17:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 26,069 | $41.63 | $1,085,252.47 |
DisclosureSEC source: 0001225208-22-001781 · doc4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,023 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 09, 2022 Filed Feb 12, 2022 01:12 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001970 · doc4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,354 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 17:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,206 | $82.10 | $181,101.57 |
DisclosureSEC source: 0001225208-21-013462 · doc4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,954 Read SEC document |
| October 25, 2021 Filed Oct 27, 2021 19:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 59,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013307 · doc4.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,160 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 anniversary of the grant date each of the next four years. 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.