Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OLD PSG WIND-DOWN LTD.PSG · Entity 173665 | Director | December 01, 2016 | December 15, 2016 |
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | May 26, 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.
OLD PSG WIND-DOWN LTD.
Report date December 01, 2016 · Filed December 15, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitSEC Table II · derivative / convertible security | Direct | 33,435 |
Reported balance
After 2016-12-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-12-01 · Grant · Acquired 12,433 · Balance 33,435 F1: This grant of Deferred Share Units (each, a "DSU") was made pursuant to the Company's Omnibus Equity Incentive Plan (the "Plan"). Each DSU is the economic equivalent of one common share of the Company. The DSUs become payable in common shares, or at the election of the Company's Compensation Committee in cash or common shares, upon the reporting person's termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant of Deferred Share Units (each, a "DSU") was made pursuant to the Company's Omnibus Equity Incentive Plan (the "Plan"). Each DSU is the economic equivalent of one common share of the Company. The DSUs become payable in common shares, or at the election of the Company's Compensation Committee in cash or common shares, upon the reporting person's termination of service as a director.
SCHWAB CHARLES CORP
Report date May 26, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,440 |
Reported balance
After 2026-05-26 transaction · row 1
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 1,602 · Balance 28,440 F1: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.40 · Expires 2036-05-26 | Direct | 3,977 |
Reported balance
After 2026-05-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-26 · Grant · Acquired 3,977 · Balance 3,977 F2: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.
F2: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date
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 26, 2026 Filed May 28, 2026 21:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 3,977 | $0.00 Strike: $89.40 | $0.00 |
DisclosureSEC source: 0001643326-26-000004 · wk-form4_1780002332.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,977 Underlying: Common Stock · 3,977 shares Expires 2036-05-26 F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date Read SEC document |
| May 26, 2026 Filed May 28, 2026 21:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001643326-26-000004 · wk-form4_1780002332.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,440 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 21, 2026 Filed May 26, 2026 21:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 835 | $0.00 | $0.00 |
DisclosureSEC source: 0001643326-26-000002 · wk-form4_1779830798.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,838 Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 21:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 513 | $0.00 | $0.00 |
DisclosureSEC source: 0001643326-25-000005 · wk-form4_1753995823.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,673 Read SEC document |
| May 27, 2025 Filed May 29, 2025 22:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 3,646 | $0.00 Strike: $88.63 | $0.00 |
DisclosureSEC source: 0001643326-25-000002 · wk-form4_1748558834.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,646 Underlying: Common Stock · 3,646 shares Expires 2035-05-27 F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 27, 2025 Filed May 29, 2025 22:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001643326-25-000002 · wk-form4_1748558834.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,186 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 23:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 4,496 | $0.00 Strike: $70.79 | $0.00 |
DisclosureSEC source: 0001643326-24-000004 · wk-form4_1717110630.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,496 Underlying: Common Stock · 4,496 shares Expires 2034-05-28 F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 23:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001643326-24-000004 · wk-form4_1717110630.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,724 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 22, 2023 Filed May 25, 2023 00:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,464 | $0.00 Strike: $51.97 | $0.00 |
DisclosureSEC source: 0001062993-23-012103 · form4.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,464 Underlying: Common Stock · 5,464 shares Expires 2033-05-22 F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 22, 2023 Filed May 25, 2023 00:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012103 · form4.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,915 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 19, 2022 Filed May 23, 2022 21:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007303 · doc4.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 19, 2022 Filed May 23, 2022 21:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007303 · doc4.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,419 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| November 22, 2021 Filed Nov 22, 2021 22:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,250 | $82.64 | $103,298.50 |
DisclosureSEC source: 0001225208-21-014044 · doc4.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,365 F1 · price: This transaction was executed in multiple trades at prices ranging from $82.63 to $82.645. 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 17, 2021 Filed May 19, 2021 21:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 4,390 | $0.00 Strike: $73.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008338 · doc4.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,390 Underlying: Common Stock · 4,390 shares Expires 2031-05-17 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008338 · doc4.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,615 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 14, 2020 Filed May 18, 2020 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 6,655 | $0.00 Strike: $33.40 | $0.00 |
DisclosureSEC source: 0001225208-20-007926 · doc4.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,655 Underlying: Common Stock · 6,655 shares Expires 2030-05-14 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007926 · doc4.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,086 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 17, 2019 Filed May 21, 2019 22:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,584 | $0.00 Strike: $43.21 | $0.00 |
DisclosureSEC source: 0001225208-19-008346 · doc4.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,584 Underlying: Common Stock · 8,584 shares Expires 2029-05-17 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 17, 2019 Filed May 21, 2019 22:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008346 · doc4.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,690 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 17, 2018 Filed May 21, 2018 20:25 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: 0001225208-18-009635 · doc4.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · 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 20:25 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009635 · doc4.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,123 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 |
| December 14, 2017 Filed Dec 15, 2017 19:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 940 | $0.00 Strike: $50.44 | $0.00 |
DisclosureSEC source: 0001225208-17-018724 · doc4.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 Underlying: Common Stock · 940 shares Expires 2027-12-14 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| December 14, 2017 Filed Dec 15, 2017 19:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018724 · doc4.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,489 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 |
| December 01, 2016 Filed Dec 15, 2016 16:32 UTC | OLD PSG WIND-DOWN LTD. PSG · Entity 173665 | GrantDeferred Share Unit · Derivative | 12,433 | $1.87 | $23,249.71 |
DisclosureSEC source: 0000950142-16-004934 · es1601224_4-dea.xml · derivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,435 Underlying: Common Shares · 12,433 shares Expires not disclosed F1 · derivative.exercise_price: This grant of Deferred Share Units (each, a "DSU") was made pursuant to the Company's Omnibus Equity Incentive Plan (the "Plan"). Each DSU is the economic equivalent of one common share of the Company. The DSUs become payable in common shares, or at the election of the Company's Compensation Committee in cash or common shares, upon the reporting person's termination of service as a director. F1 · derivative.exercise_date: This grant of Deferred Share Units (each, a "DSU") was made pursuant to the Company's Omnibus Equity Incentive Plan (the "Plan"). Each DSU is the economic equivalent of one common share of the Company. The DSUs become payable in common shares, or at the election of the Company's Compensation Committee in cash or common shares, upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: This grant of Deferred Share Units (each, a "DSU") was made pursuant to the Company's Omnibus Equity Incentive Plan (the "Plan"). Each DSU is the economic equivalent of one common share of the Company. The DSUs become payable in common shares, or at the election of the Company's Compensation Committee in cash or common shares, upon the reporting person's termination of service as a director. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:04 UTC | OLD PSG WIND-DOWN LTD. PSG · Entity 173665 | GrantDeferred Share Unit · Derivative | 8,579 | $2.71 | $23,249.09 |
DisclosureSEC source: 0001562180-16-003102 · primarydocument.xml · derivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,002 Underlying: Common Shares · 8,579 shares Expires not disclosed F1 · derivative.exercise_price: This grant of Deferred Share Units (each, a "DSU") was made pursuant to the Company's Omnibus Equity Incentive Plan (the "Plan"). Each DSU is the economic equivalent of one common share of the Company. The DSUs become payable in common shares, or at the election of the Company's Compensation Committee in cash or common shares, upon the reporting person's termination of service as a director. F1 · derivative.exercise_date: This grant of Deferred Share Units (each, a "DSU") was made pursuant to the Company's Omnibus Equity Incentive Plan (the "Plan"). Each DSU is the economic equivalent of one common share of the Company. The DSUs become payable in common shares, or at the election of the Company's Compensation Committee in cash or common shares, upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: This grant of Deferred Share Units (each, a "DSU") was made pursuant to the Company's Omnibus Equity Incentive Plan (the "Plan"). Each DSU is the economic equivalent of one common share of the Company. The DSUs become payable in common shares, or at the election of the Company's Compensation Committee in cash or common shares, upon the reporting person's termination of service as a director. 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.