Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 5,669 |
Reported balance
After 2026-05-26 transaction · row 1
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 1,602 · Balance 5,669 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 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 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 450,654 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 450,654 |
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 01:13 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: 0001186004-26-000007 · wk-form4_1779930837.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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 01:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001186004-26-000007 · wk-form4_1779930837.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,669 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 |
| February 06, 2026 Filed Feb 11, 2026 00:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,732 | $0.00 Strike: $51.97 | $0.00 |
DisclosureSEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · derivative · entry 8 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,732 Underlying: Common Stock · 2,732 shares Expires 2033-05-22 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 2022 Stock Incentive Plan and vested 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, 2026 Filed Feb 11, 2026 00:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · derivative · entry 7 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 2022 Stock Incentive Plan and vested 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, 2026 Filed Feb 11, 2026 00:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,390 | $0.00 Strike: $73.00 | $0.00 |
DisclosureSEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · derivative · entry 6 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,390 shares Expires 2031-05-17 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. F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested 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, 2026 Filed Feb 11, 2026 00:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 11,825 | $104.55 | $1,236,314.39 |
DisclosureSEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · nonDerivative · entry 4 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 449,406 F2 · price: This transaction was executed in multiple trades at prices ranging from $104.38 to $104.67. 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 affected. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 00:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,732 | $51.97 | $141,982.04 |
DisclosureSEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · nonDerivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 461,231 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 00:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 4,703 | $62.66 | $294,689.98 |
DisclosureSEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · nonDerivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 458,499 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 00:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 4,390 | $73.00 | $320,470.00 |
DisclosureSEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 453,796 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 shares transferred from direct to a trust. Read SEC document |
| May 27, 2025 Filed May 29, 2025 22:49 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: 0001186004-25-000002 · wk-form4_1748558957.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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 22:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001186004-25-000002 · wk-form4_1748558957.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,666 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 18, 2024 Filed Nov 20, 2024 23:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,292 | $0.00 Strike: $43.21 | $0.00 |
DisclosureSEC source: 0001186004-24-000005 · wk-form4_1732143736.xml · derivative · entry 5 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,292 shares Expires 2029-05-17 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. F5 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested 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 18, 2024 Filed Nov 20, 2024 23:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,992 | $0.00 Strike: $33.40 | $0.00 |
DisclosureSEC source: 0001186004-24-000005 · wk-form4_1732143736.xml · derivative · entry 4 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,992 shares Expires 2030-05-14 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. F5 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested 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 18, 2024 Filed Nov 20, 2024 23:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,284 | $81.43 | $755,981.27 |
DisclosureSEC source: 0001186004-24-000005 · wk-form4_1732143736.xml · nonDerivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 442,807 F3 · price: This transaction was executed in multiple trades at prices ranging from $81.375 to $81.485. 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. F4 · balance_after: Reflects the contribution of 9,284 shares received upon exercise of the options to a revocable trust. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 23:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 4,292 | $43.21 | $185,457.32 |
DisclosureSEC source: 0001186004-24-000005 · wk-form4_1732143736.xml · nonDerivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,204 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. F2 · balance_after: Reflects the contribution of 4,292 shares received upon exercise of the option to a revocable trust. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 23:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 4,992 | $33.40 | $166,732.80 |
DisclosureSEC source: 0001186004-24-000005 · wk-form4_1732143736.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,204 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: Reflects the contribution of 4,992 shares received upon exercise of the option to a revocable trust. Read SEC document |
| May 28, 2024 Filed May 30, 2024 23:14 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: 0001186004-24-000003 · wk-form4_1717110837.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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 23:14 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001186004-24-000003 · wk-form4_1717110837.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,204 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 00:02 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: 0001062993-23-012104 · form4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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 00:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012104 · form4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,395 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: 0001225208-22-007302 · doc4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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: 0001225208-22-007302 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,899 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 |
| October 18, 2021 Filed Oct 19, 2021 16:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 1,663 | $0.00 Strike: $33.40 | $0.00 |
DisclosureSEC source: 0001225208-21-013147 · doc4.xml · derivative · entry 8 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,992 Underlying: Common Stock · 1,663 shares Expires 2030-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 18, 2021 Filed Oct 19, 2021 16:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,292 | $0.00 Strike: $43.21 | $0.00 |
DisclosureSEC source: 0001225208-21-013147 · doc4.xml · derivative · entry 7 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,292 Underlying: Common Stock · 4,292 shares Expires 2029-05-17 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. F3 · derivative.exercise_date: The date first exercisable was 5/17/2020. Read SEC document |
| October 18, 2021 Filed Oct 19, 2021 16:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,139 | $0.00 Strike: $59.32 | $0.00 |
DisclosureSEC source: 0001225208-21-013147 · doc4.xml · derivative · entry 6 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,139 shares Expires 2028-05-17 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. F2 · derivative.exercise_date: The date first exercisable was 5/17/2019. Read SEC document |
| October 18, 2021 Filed Oct 19, 2021 16:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 11,094 | $80.38 | $891,750.14 |
DisclosureSEC source: 0001225208-21-013147 · doc4.xml · nonDerivative · entry 4 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 439,792 F1 · price: This transaction was executed in multiple trades at prices ranging from $80.22 to $80.585. 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 |
| October 18, 2021 Filed Oct 19, 2021 16:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 1,663 | $33.40 | $55,544.20 |
DisclosureSEC source: 0001225208-21-013147 · doc4.xml · nonDerivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 450,886 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 18, 2021 Filed Oct 19, 2021 16:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 4,292 | $43.21 | $185,457.32 |
DisclosureSEC source: 0001225208-21-013147 · doc4.xml · nonDerivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 449,223 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 18, 2021 Filed Oct 19, 2021 16:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,139 | $59.32 | $304,845.48 |
DisclosureSEC source: 0001225208-21-013147 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 444,931 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:49 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: 0001225208-21-008337 · doc4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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 21:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008337 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,860 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 24, 2021 Filed Feb 24, 2021 23:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 30,000 | $64.14 | $1,924,125.00 |
DisclosureSEC source: 0001225208-21-003661 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 436,742 F1 · price: This transaction was executed in multiple trades at prices ranging from $63.98 to $64.20. 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 |
| November 11, 2020 Filed Nov 12, 2020 15:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,933 | $0.00 Strike: $28.96 | $0.00 |
DisclosureSEC source: 0001225208-20-013403 · doc4.xml · derivative · entry 6 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,933 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. F3 · derivative.exercise_date: The date first exercisable is 5/19/2017. Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 15:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,374 | $0.00 Strike: $38.33 | $0.00 |
DisclosureSEC source: 0001225208-20-013403 · doc4.xml · derivative · entry 5 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,374 shares Expires 2027-05-18 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. F2 · derivative.exercise_date: The date first exercisable is 5/18/2018 . Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 15:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,307 | $46.54 | $433,158.95 |
DisclosureSEC source: 0001225208-20-013403 · doc4.xml · nonDerivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 466,742 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.47 to $46.67. 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 |
| November 11, 2020 Filed Nov 12, 2020 15:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 3,933 | $28.96 | $113,899.68 |
DisclosureSEC source: 0001225208-20-013403 · doc4.xml · nonDerivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 476,049 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 15:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,374 | $38.33 | $205,985.42 |
DisclosureSEC source: 0001225208-20-013403 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 472,116 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:33 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: 0001225208-20-007935 · doc4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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 20:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007935 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,693 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 22:07 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: 0001225208-19-008345 · doc4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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 22:07 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008345 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,159 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 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 1,446 | $0.00 Strike: $29.68 | $0.00 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · derivative · entry 13 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,446 shares Expires 2024-12-11 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. F5 · derivative.exercise_date: The date first exercisable is 12/11/2015. Read SEC document |
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,933 | $0.00 Strike: $28.96 | $0.00 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · derivative · entry 12 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,933 Underlying: Common Stock · 3,933 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 date first exercisable is 5/19/2017. Read SEC document |
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 1,791 | $0.00 Strike: $38.33 | $0.00 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · derivative · entry 11 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,374 Underlying: Common Stock · 1,791 shares Expires 2027-05-18 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. F3 · derivative.exercise_date: The date first exercisable is 5/18/2018. Read SEC document |
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,548 | $0.00 Strike: $31.21 | $0.00 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · derivative · entry 10 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,548 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. F2 · derivative.exercise_date: The date first exercisable is 5/15/2016. Read SEC document |
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,548 | $51.14 | $437,147.28 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · nonDerivative · entry 8 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 459,568 F1 · price: This transaction was executed in multiple trades at prices ranging from $51.08 to $51.205. 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 |
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,933 | $51.14 | $201,134.80 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · nonDerivative · entry 7 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 468,116 F1 · price: This transaction was executed in multiple trades at prices ranging from $51.08 to $51.205. 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 |
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,791 | $51.14 | $91,592.28 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · nonDerivative · entry 6 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 472,049 F1 · price: This transaction was executed in multiple trades at prices ranging from $51.08 to $51.205. 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 |
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,446 | $51.14 | $73,948.87 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · nonDerivative · entry 5 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 473,840 F1 · price: This transaction was executed in multiple trades at prices ranging from $51.08 to $51.205. 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 |
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 1,446 | $29.68 | $42,917.28 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · nonDerivative · entry 4 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 475,286 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. 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.