Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NAVIENT CORPNAVI · Entity 5050 | Director | February 05, 2018 | February 06, 2018 |
| 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.
NAVIENT CORP
Report date February 05, 2018 · Filed February 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,220 |
Reported balance
After 2018-02-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,711.239 |
Reported balance
After 2026-05-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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 2036-05-26 | 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 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
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 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| May 15, 2015 Filed May 19, 2015 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,209 | $0.00 | $0.00 |
DisclosureSEC 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. 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.