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person · Reporting owner

ADAMS JOHN K JR

Disclosed activity across 2 companies

Tapewire entity
14605
SEC CIK
0001625471

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
NAVIENT CORPNAVI · Entity 5050DirectorFebruary 05, 2018February 06, 2018
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.

NAVIENT CORP

Report date February 05, 2018 · Filed February 06, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect36,220 Reported balance After 2018-02-05 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2018-02-05 · Grant · Acquired 9,537 · Balance 36,220

F1: Grant of restricted stock to a non-employee director under the Navient Corporation 2014 Omnibus Incentive Plan. The restricted stock will vest if the reporting person is re-elected as a director at the Company's 2018 annual meeting of shareholders, which meeting is currently scheduled for May 24, 2018.

F2: Dividend equivalent rights accrued on previously unvested restricted stock awards are included in the reporting person's holding balance. Each dividend equivalent right is the economic equivalent of one share of Navient Corporation common stock.

Filing footnotes · ownership attribution and instrument terms

F1: Grant of restricted stock to a non-employee director under the Navient Corporation 2014 Omnibus Incentive Plan. The restricted stock will vest if the reporting person is re-elected as a director at the Company's 2018 annual meeting of shareholders, which meeting is currently scheduled for May 24, 2018.

F2: Dividend equivalent rights accrued on previously unvested restricted stock awards are included in the reporting person's holding balance. Each dividend equivalent right is the economic equivalent of one share of Navient Corporation common stock.

SCHWAB CHARLES CORP

Report date May 26, 2026 · Filed May 28, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect50,711.239 Reported balance After 2026-05-26 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-05-26 · Grant · Acquired 1,602 · Balance 50,711.239

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: Includes 304.2606 shares acquired through dividend reinvestment.

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

F3: 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: Includes 304.2606 shares acquired through dividend reinvestment.

F3: 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 22:43 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: 0001625471-26-000003 · wk-form4_1780008221.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,977

Underlying: Common Stock · 3,977 shares

Expires 2036-05-26

F3 · 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 22:43 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 1,602 $0.00 $0.00
Disclosure

SEC source: 0001625471-26-000003 · wk-form4_1780008221.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,711.239

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.

F2 · balance_after: Includes 304.2606 shares acquired through dividend reinvestment.

Read SEC document
May 27, 2025 Filed May 29, 2025 22:42 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: 0001625471-25-000005 · wk-form4_1748558572.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

F3 · 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 22:42 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 1,462 $0.00 $0.00
Disclosure

SEC source: 0001625471-25-000005 · wk-form4_1748558572.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,666.8385

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.

F2 · balance_after: Includes 270.9707 shares acquired through dividend reinvestment.

Read SEC document
May 28, 2024 Filed May 31, 2024 22:15 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: 0000316709-24-000046 · wk-form4_1717193712.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,496

Underlying: Common Stock · 4,496 shares

Expires 2034-05-28

F3 · 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 31, 2024 22:15 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 1,809 $0.00 $0.00
Disclosure

SEC source: 0000316709-24-000046 · wk-form4_1717193712.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,933.8678

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.

F2 · balance_after: Includes 138.4101 shares acquired through dividend reinvestment.

Read SEC document
March 22, 2024 Filed Mar 26, 2024 23:51 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 Exercise / conversionNonqualified Stock Option (right to buy) · Derivative 7,866 $0.00 Strike: $28.96 $0.00
Disclosure

SEC source: 0000316709-24-000022 · wk-form4_1711497079.xml · derivative · entry 5

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,866 shares

Expires 2026-05-19

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.

F4 · 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
March 22, 2024 Filed Mar 26, 2024 23:51 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 Exercise / conversionNonqualified Stock Option (right to buy) · Derivative 7,835 $0.00 Strike: $31.21 $0.00
Disclosure

SEC source: 0000316709-24-000022 · wk-form4_1711497079.xml · derivative · entry 4

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,835 shares

Expires 2025-05-15

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.

F4 · 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
March 22, 2024 Filed Mar 26, 2024 23:51 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 SaleCommon Stock 15,701 $72.64 $1,140,539.48
Disclosure

SEC source: 0000316709-24-000022 · wk-form4_1711497079.xml · nonDerivative · entry 3

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,451

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on August 28, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $72.57 to $72.645. 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.

F1 · balance_after: Includes 673.8678 shares acquired through dividend reinvestment.

Read SEC document
March 22, 2024 Filed Mar 26, 2024 23:51 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 Exercise / conversionCommon Stock 7,866 $28.96 $227,799.36
Disclosure

SEC source: 0000316709-24-000022 · wk-form4_1711497079.xml · nonDerivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 60,152

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.

F1 · balance_after: Includes 673.8678 shares acquired through dividend reinvestment.

Read SEC document
March 22, 2024 Filed Mar 26, 2024 23:51 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 Exercise / conversionCommon Stock 7,835 $31.21 $244,530.35
Disclosure

SEC source: 0000316709-24-000022 · wk-form4_1711497079.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,286

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.

F1 · balance_after: Includes 673.8678 shares acquired through dividend reinvestment.

Read SEC document
March 22, 2024 Filed Mar 29, 2024 00:45 UTC Amendment SCHWAB CHARLES CORP SCHW · Entity 1218 SaleCommon Stock 15,701 $72.64 $1,140,539.48
Disclosure

SEC source: 0000316709-24-000026 · wk-form4a_1711673134.xml · nonDerivative · entry 3

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,124.8678

F1 · balance_after: The original Form 4, filed on March 26, 2024, is being amended solely to correct an administrative error, which inadvertently excluded from post-transaction holdings 673.8678 shares acquired through dividend reinvestment.

Read SEC document
March 22, 2024 Filed Mar 29, 2024 00:45 UTC Amendment SCHWAB CHARLES CORP SCHW · Entity 1218 Exercise / conversionCommon Stock 7,866 $28.96 $227,799.36
Disclosure

SEC source: 0000316709-24-000026 · wk-form4a_1711673134.xml · nonDerivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 60,825.8678

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.

F1 · balance_after: The original Form 4, filed on March 26, 2024, is being amended solely to correct an administrative error, which inadvertently excluded from post-transaction holdings 673.8678 shares acquired through dividend reinvestment.

Read SEC document
March 22, 2024 Filed Mar 29, 2024 00:45 UTC Amendment SCHWAB CHARLES CORP SCHW · Entity 1218 Exercise / conversionCommon Stock 7,835 $31.21 $244,530.35
Disclosure

SEC source: 0000316709-24-000026 · wk-form4a_1711673134.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,959.8678

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.

F1 · balance_after: The original Form 4, filed on March 26, 2024, is being amended solely to correct an administrative error, which inadvertently excluded from post-transaction holdings 673.8678 shares acquired through dividend reinvestment.

Read SEC document
May 22, 2023 Filed May 25, 2023 00:05 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: 0001062993-23-012108 · form4.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · 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 00:05 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-012108 · form4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,451

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
March 14, 2023 Filed Mar 14, 2023 23:06 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 PurchaseCommon Stock 5,000 $59.31 $296,550.00
Disclosure

SEC source: 0001062993-23-006881 · form4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,955

Read SEC document
May 19, 2022 Filed May 23, 2022 21:25 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: 0001225208-22-007304 · doc4.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · 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 21:25 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 2,054 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-007304 · doc4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,955

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 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: 0001225208-21-008340 · doc4.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · 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: 0001225208-21-008340 · doc4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,901

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 20:31 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: 0001225208-20-007927 · doc4.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · 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 20:31 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 3,396 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-007927 · doc4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,372

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: 0001225208-19-008347 · doc4.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · 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: 0001225208-19-008347 · doc4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,976

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: 0001225208-18-009636 · doc4.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · 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: 0001225208-18-009636 · doc4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,409

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
February 05, 2018 Filed Feb 6, 2018 21:23 UTC NAVIENT CORP NAVI · Entity 5050 GrantCommon Stock 9,537 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-004316 · form4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,220

F1 · shares: Grant of restricted stock to a non-employee director under the Navient Corporation 2014 Omnibus Incentive Plan. The restricted stock will vest if the reporting person is re-elected as a director at the Company's 2018 annual meeting of shareholders, which meeting is currently scheduled for May 24, 2018.

F2 · balance_after: Dividend equivalent rights accrued on previously unvested restricted stock awards are included in the reporting person's holding balance. Each dividend equivalent right is the economic equivalent of one share of Navient Corporation common stock.

Read SEC document
May 18, 2017 Filed May 22, 2017 18:14 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantNonqualified Stock Option (right to buy) · Derivative 7,165 $0.00 Strike: $38.33 $0.00
Disclosure

SEC source: 0001225208-17-010171 · doc4.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,165

Underlying: Common Stock · 7,165 shares

Expires 2027-05-18

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 18, 2017 Filed May 22, 2017 18:14 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 3,531 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-010171 · doc4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,792

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
February 06, 2017 Filed Feb 7, 2017 23:34 UTC NAVIENT CORP NAVI · Entity 5050 GrantCommon Stock 8,397 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-004427 · form4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,594

F1 · shares: Grant of restricted stock to a non-employee director under the Navient Corporation 2014 Omnibus Incentive Plan. The restricted stock will vest if the reporting person is re-elected as a director at the Company's 2017 annual meeting of shareholders, which meeting is currently scheduled for May 25, 2017.

F2 · balance_after: Dividend equivalent rights accrued on previously unvested restricted stock awards are included in the reporting person's holding balance. Each dividend equivalent right is the economic equivalent of one share of Navient Corporation common stock.

Read SEC document
May 31, 2016 Filed May 31, 2016 23:40 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 PurchaseCommon Stock 4,900 $30.61 $149,984.10
Disclosure

SEC source: 0001225208-16-034222 · doc4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,261

Read SEC document
May 19, 2016 Filed May 23, 2016 20:28 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantNonqualified Stock Option (right to buy) · Derivative 7,866 $0.00 Strike: $28.96 $0.00
Disclosure

SEC source: 0001225208-16-033802 · doc4.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,866

Underlying: Common Stock · 7,866 shares

Expires 2026-05-19

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, 2016 Filed May 23, 2016 20:28 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 4,652 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-033802 · doc4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,361

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
August 24, 2015 Filed Aug 25, 2015 16:12 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 PurchaseCommon Stock 3,500 $29.67 $103,841.50
Disclosure

SEC source: 0001225208-15-017530 · doc4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,709

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May 15, 2015 Filed May 19, 2015 17:18 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantNonqualified Stock Option (right to buy) · Derivative 7,835 $0.00 Strike: $31.21 $0.00
Disclosure

SEC source: 0001225208-15-012381 · doc4.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,835

Underlying: Common Stock · 7,835 shares

Expires 2025-05-15

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.

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May 15, 2015 Filed May 19, 2015 17:18 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 3,209 $0.00 $0.00
Disclosure

SEC source: 0001225208-15-012381 · doc4.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,209

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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.