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 |
|---|---|---|---|---|---|---|
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 1,791 | $38.33 | $68,649.03 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · nonDerivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 473,840 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 |
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 3,933 | $28.96 | $113,899.68 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · nonDerivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 472,049 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 |
| August 16, 2018 Filed Aug 18, 2018 00:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 8,548 | $31.21 | $266,783.08 |
DisclosureSEC source: 0001225208-18-012737 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 468,116 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 |
| August 06, 2018 Filed Aug 7, 2018 17:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012374 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 459,568 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: 0001225208-18-009634 · doc4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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: 0001225208-18-009634 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,388 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 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: 0001225208-17-010170 · doc4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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: 0001225208-17-010170 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,936 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 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: 0001225208-16-033805 · doc4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · 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: 0001225208-16-033805 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,302 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 15, 2015 Filed May 19, 2015 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,548 | $0.00 Strike: $31.21 | $0.00 |
DisclosureSEC source: 0001225208-15-012384 · doc4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,548 Underlying: Common Stock · 8,548 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 | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-012384 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,084 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| December 11, 2014 Filed Dec 15, 2014 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,446 | $0.00 Strike: $29.68 | $0.00 |
DisclosureSEC source: 0001225208-14-025018 · doc4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,446 Underlying: Common Stock · 1,446 shares Expires 2024-12-11 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| December 11, 2014 Filed Dec 15, 2014 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-025018 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,584 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 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 700 | $18.55 | $12,985.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 14 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 288,765 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 189,086 shares and an indirect beneficial ownership interest in 119,570 shares held by an ESOP. Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 500 | $18.54 | $9,270.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 13 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 289,465 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $18.53 | $7,412.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 12 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 289,965 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,200 | $18.51 | $22,212.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 11 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 290,365 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,991 | $18.50 | $36,833.50 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 10 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 291,565 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $18.49 | $1,849.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 9 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 293,556 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 600 | $18.48 | $11,088.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 8 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 293,656 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,400 | $18.47 | $25,858.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 7 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 294,256 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,200 | $18.46 | $22,152.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 6 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 295,656 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 900 | $18.45 | $16,605.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 5 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 296,856 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 500 | $18.44 | $9,220.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 4 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 297,756 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 900 | $18.43 | $16,587.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 298,256 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 600 | $18.42 | $11,052.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 299,156 Read SEC document |
| February 28, 2007 Filed Mar 1, 2007 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $18.39 | $3,678.00 |
DisclosureSEC source: 0001186004-07-000007 · edgar.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 299,756 Read SEC document |
| February 25, 2007 Filed Feb 27, 2007 21:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 9,437 | $18.96 | $178,934.01 |
DisclosureSEC source: 0001186004-07-000005 · edgar.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,086 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 299,956 shares held in trust and 119,570 shares held by an ESOP. Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 4,284 | $0.00 Strike: $13.56 | $0.00 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · derivative · entry 18 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,284 shares Expires 2008-12-16 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 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 25,716 | $0.00 Strike: $13.56 | $0.00 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · derivative · entry 17 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,716 shares Expires 2008-12-16 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 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $10.20 | $0.00 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · derivative · entry 16 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2011-02-24 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 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 125,000 | $0.00 Strike: $9.71 | $0.00 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · derivative · entry 15 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 125,000 shares Expires 2012-11-08 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 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,700 | $19.79 | $93,013.00 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 14 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 299,956 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 198,523 shares and an indirect beneficial ownership interest in 119,570 shares held by an ESOP. Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 600 | $19.78 | $11,868.00 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 13 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 304,656 Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 15,600 | $19.77 | $308,412.00 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 12 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 305,256 Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 26,753 | $19.76 | $528,639.28 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 11 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 320,856 Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,850 | $19.75 | $214,287.50 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 10 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 347,609 Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 29,175 | $19.74 | $575,914.50 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 9 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 358,459 Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,838 | $19.73 | $213,833.74 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 8 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 387,634 Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 19,501 | $19.72 | $384,559.72 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 7 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 398,472 Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 47,583 | $19.71 | $937,860.93 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 6 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 417,973 Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 19,400 | $19.70 | $382,180.00 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 5 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 465,556 Read SEC document |
| February 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 4,284 | $13.56 | $58,091.04 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 4 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 484,956 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 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 25,716 | $13.56 | $348,708.96 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 480,672 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 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 30,000 | $10.20 | $306,000.00 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 454,956 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 22, 2007 Filed Feb 23, 2007 19:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 125,000 | $9.71 | $1,213,750.00 |
DisclosureSEC source: 0001186004-07-000004 · edgar.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 424,956 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 02, 2007 Filed Feb 5, 2007 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 19,125 | $0.00 Strike: $8.72 | $0.00 |
DisclosureSEC source: 0001186004-07-000002 · edgar.xml · derivative · entry 7 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,125 shares Expires 2008-02-23 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 02, 2007 Filed Feb 5, 2007 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 19,125 | $0.00 Strike: $8.72 | $0.00 |
DisclosureSEC source: 0001186004-07-000002 · edgar.xml · derivative · entry 6 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,125 shares Expires 2008-02-23 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 02, 2007 Filed Feb 5, 2007 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,688 | $19.32 | $148,532.16 |
DisclosureSEC source: 0001186004-07-000002 · edgar.xml · nonDerivative · entry 5 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 299,956 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 198,523 shares and an indirect beneficial ownership interest in 119,570 shares held by an ESOP. 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.