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 |
|---|---|---|---|---|---|---|
| February 02, 2007 Filed Feb 5, 2007 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 21,662 | $19.38 | $419,809.56 |
DisclosureSEC source: 0001186004-07-000002 · 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: 307,644 Read SEC document |
| February 02, 2007 Filed Feb 5, 2007 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,900 | $19.39 | $172,571.00 |
DisclosureSEC source: 0001186004-07-000002 · 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: 329,306 Read SEC document |
| February 02, 2007 Filed Feb 5, 2007 20:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 19,125 | $8.72 | $166,770.00 |
DisclosureSEC source: 0001186004-07-000002 · 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: 338,206 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 / conversionCommon Stock | 19,125 | $8.72 | $166,770.00 |
DisclosureSEC source: 0001186004-07-000002 · 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: 319,081 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 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 33,750 | $0.00 Strike: $6.88 | $0.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · derivative · entry 33 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,656 shares Expires 2007-02-26 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 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,656 | $0.00 Strike: $5.79 | $0.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · derivative · entry 32 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,656 shares Expires 2007-02-26 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 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 32,100 | $0.00 Strike: $5.79 | $0.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · derivative · entry 31 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,100 shares Expires 2007-02-26 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 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 677 | $19.28 | $13,052.56 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 30 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 255,279 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 244,023 shares held in trust and 117,793 shares held by an ESOP. Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $19.27 | $1,927.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 29 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 255,956 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 800 | $19.26 | $15,408.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 28 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 256,056 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 900 | $19.24 | $17,316.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 27 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 256,856 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,624 | $19.23 | $69,689.52 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 26 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 257,756 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,875 | $19.22 | $74,477.50 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 25 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 261,380 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,776 | $19.21 | $130,166.96 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 24 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 265,255 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,300 | $19.20 | $197,760.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 23 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 272,031 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,556 | $19.19 | $202,569.64 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 22 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 282,331 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,500 | $19.18 | $86,310.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 21 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 292,887 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,200 | $19.17 | $42,174.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 20 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 297,387 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,875 | $19.16 | $35,925.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 19 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 299,587 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,300 | $19.15 | $24,895.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 18 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 301,462 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $19.14 | $7,656.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 17 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 302,762 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $19.13 | $1,913.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 16 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 303,162 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $19.12 | $3,824.00 |
DisclosureSEC source: 0001186004-06-000005 · edgar.xml · nonDerivative · entry 15 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 303,262 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $19.11 | $1,911.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 303,462 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $19.10 | $1,910.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 303,562 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $19.09 | $1,909.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 303,662 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $19.05 | $3,810.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 303,762 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $18.98 | $3,796.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 303,962 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $18.97 | $3,794.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 304,162 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $18.96 | $1,896.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 304,362 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $18.95 | $1,895.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 304,462 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $18.94 | $3,788.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 307,562 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $18.93 | $1,893.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 307,762 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $18.92 | $1,892.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 304,862 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 33,750 | $6.88 | $232,200.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 304,962 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 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 1,656 | $5.79 | $9,588.24 |
DisclosureSEC source: 0001186004-06-000005 · 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: 271,212 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 21, 2006 Filed Nov 22, 2006 16:53 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 32,100 | $5.79 | $185,859.00 |
DisclosureSEC source: 0001186004-06-000005 · 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: 269,556 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 21, 2006 Filed Nov 22, 2006 16:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $19.35 | $1,935.00 |
DisclosureSEC source: 0001186004-06-000006 · 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: 254,456 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 244,023 shares held in trust and 117,793 shares held by an ESOP. Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $19.34 | $1,934.00 |
DisclosureSEC source: 0001186004-06-000006 · 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: 254,556 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $19.31 | $1,931.00 |
DisclosureSEC source: 0001186004-06-000006 · 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: 254,656 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $19.30 | $3,860.00 |
DisclosureSEC source: 0001186004-06-000006 · 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: 254,756 Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 16:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 323 | $19.29 | $6,230.67 |
DisclosureSEC source: 0001186004-06-000006 · 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: 254,956 Read SEC document |
| October 30, 2006 Filed Nov 1, 2006 22:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (Right ot Buy) · Derivative | 90,090 | $0.00 Strike: $19.19 | $0.00 |
DisclosureSEC source: 0001186004-06-000004 · edgar.xml · derivative · entry 2 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,090 Underlying: Common Stock · 90,090 shares Expires 2013-10-30 F3 · derivative.exercise_price: Shares under the option have an exercise price of $19.186, which is 106% of the closing price of the company's common stock on the date of grant ($18.10). F4 · derivative.exercise_date: The option vests 25% on each of the first, second, third, and fourth anniversary of the grant date and has a term of seven years. Read SEC document |
| October 30, 2006 Filed Nov 1, 2006 22:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 27,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001186004-06-000004 · edgar.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,128 F1 · shares: The award vests in increments of 25% on November 1, 2007, 2008, 2009, and 2010 based on the company achieving a performance target related to return on equity for the one-year performance period ending on the day immediately prior to each vesting date. F2 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 265,351 shares held in trust and 117,793 shares held by an ESOP. Read SEC document |
| October 30, 2006 Filed Nov 22, 2006 17:40 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 27,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001186004-06-000007 · edgar.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,023 F1 · balance_after: On November 1, 2006, the reporting person mistakenly filed a Form 4 reporting a direct beneficial ownership interest in 216,128 shares and an indirect beneficial ownership interest in 265,351 shares held in trust. As of October 30, 2006, the reporting person actually held a direct beneficial ownership interest in 244,023 shares and an indirect beneficial ownership interest in 237,456 shares held in trust as well as 117,793 shares held by an ESOP. Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 100 | $16.30 | $1,630.00 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 29 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 237,456 F2 · balance_after: As of the date of this report, the reporting person also has a direct beneficial ownership interest in 216,128 shares and an indirect beneficial ownership interest in 117,435 shares held by an ESOP. Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 290 | $16.34 | $4,738.60 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 28 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 237,556 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 116 | $16.38 | $1,900.08 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 27 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 237,846 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 406 | $16.44 | $6,674.64 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 26 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 237,962 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 21:37 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 232 | $16.45 | $3,816.40 |
DisclosureSEC source: 0001186004-06-000002 · edgar.xml · nonDerivative · entry 25 DODDS CHRISTOPHER V · CIK 0001186004 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 238,368 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.