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person · Reporting owner

Dea Joan

Disclosed activity across 2 companies

Tapewire entity
14604
SEC CIK
0001643326

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
OLD PSG WIND-DOWN LTD.PSG · Entity 173665DirectorDecember 01, 2016December 15, 2016
SCHWAB CHARLES CORPSCHW · Entity 1218DirectorMay 26, 2026May 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Deferred Share UnitSEC Table II · derivative / convertible securityDirect33,435 Reported balance After 2016-12-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect28,440 Reported balance After 2026-05-26 transaction · row 1
1 source row

Row 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 2036-05-26Direct3,977 Reported balance After 2026-05-26 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.