Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | January 02, 2025 | January 06, 2025 |
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 January 02, 2025 · Filed January 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,724.39 |
Reported balance
After 2025-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-01-02 · Grant · Acquired 407 · Balance 7,724.39 F1: Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4: The RSUs were received in lieu of cash compensation otherwise payable as director fees. F3: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5: Includes 22.48 RSUs acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a right to receive one share of company stock.
F2: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.
F3: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.
F4: The RSUs were received in lieu of cash compensation otherwise payable as director fees.
F5: Includes 22.48 RSUs acquired through dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| January 02, 2025 Filed Jan 6, 2025 23:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001343539-25-000002 · wk-form4_1736204984.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,724.39 Underlying: Common Stock · 407 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 22.48 RSUs acquired through dividend reinvestment. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001343539-24-000010 · wk-form4_1727987403.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,294.91 Underlying: Common Stock · 470 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 26.41 RSUs acquired through dividend reinvestment. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 409 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001343539-24-000008 · wk-form4_1720052984.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,798.5 Underlying: Common Stock · 409 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 21.88 RSUs acquired through dividend reinvestment. Read SEC document |
| May 28, 2024 Filed May 30, 2024 23:35 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: 0001343539-24-000006 · wk-form4_1717112132.xml · derivative · entry 2 Masrani Bharat · CIK 0001343539 · 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 23:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001343539-24-000006 · wk-form4_1717112132.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,279 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, 2024 Filed May 25, 2024 00:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 197 | $78.71 | $15,505.87 |
DisclosureSEC source: 0001343539-24-000004 · wk-form4_1716597112.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,470 F1 · kind: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. Read SEC document |
| May 19, 2024 Filed May 21, 2024 22:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 162 | $78.50 | $12,716.19 |
DisclosureSEC source: 0001343539-24-000002 · wk-form4_1716328974.xml · nonDerivative · entry 2 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,667 F1 · kind: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. Read SEC document |
| May 17, 2024 Filed May 21, 2024 22:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 241 | $77.92 | $18,778.72 |
DisclosureSEC source: 0001343539-24-000002 · wk-form4_1716328974.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,829 F1 · kind: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. Read SEC document |
| April 01, 2024 Filed Apr 4, 2024 00:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 415 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000316709-24-000028 · wk-form4_1712189606.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,367.62 Underlying: Common Stock · 415 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 22.75 RSUs acquired through dividend reinvestment. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000316709-24-000004 · wk-form4_1704412953.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,929.87 Underlying: Common Stock · 435 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 24.43 RSUs acquired through dividend reinvestment. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 21:57 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 561 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-019017 · form4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,470.44 Underlying: Common Stock · 561 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock. F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 21.07 RSUs acquired through dividend reinvestment. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-014666 · form4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,888.37 Underlying: Common Stock · 520 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 20.04 shares acquired through dividend reinvestment. Read SEC document |
| May 22, 2023 Filed May 25, 2023 00:10 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: 0001062993-23-012111 · form4.xml · derivative · entry 2 Masrani Bharat · CIK 0001343539 · 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 00:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012111 · form4.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,070 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, 2023 Filed May 23, 2023 20:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 162 | $51.67 | $8,370.18 |
DisclosureSEC source: 0001062993-23-011999 · form4.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,574 F1 · kind: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. Read SEC document |
| May 17, 2023 Filed May 19, 2023 22:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 121 | $51.12 | $6,185.40 |
DisclosureSEC source: 0001062993-23-011870 · form4.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,736 F1 · kind: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:24 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 582 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-008765 · form4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,348.33 Underlying: Common Stock · 582 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 11.89 restricted stock units acquired through dividend reinvestment. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-000520 · form4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,754.44 Underlying: Common Stock · 367 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F5 · balance_after: Includes 9.11 shares acquired through dividend reinvestment. Read SEC document |
| October 24, 2022 Filed Oct 26, 2022 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 37 | $70.41 | $2,604.99 |
DisclosureSEC source: 0001225208-22-011129 · doc4.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,857 F1 · kind: Shares withheld for taxes upon the settlement of Restricted Stock Units granted to the reporting person. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 21:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 410 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-010828 · doc4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,378.33 Underlying: Common Stock · 410 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-008655 · doc4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,959.73 Underlying: Common Stock · 470 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:50 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: 0001225208-22-007276 · doc4.xml · derivative · entry 2 Masrani Bharat · CIK 0001343539 · 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 20:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007276 · doc4.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,894 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 17, 2022 Filed May 19, 2022 19:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 121 | $65.31 | $7,901.91 |
DisclosureSEC source: 0001225208-22-007196 · doc4.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,840 Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 23:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-005455 · doc4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,482.55 Underlying: Common Stock · 360 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The option was received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 19:12 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-000412 · doc4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,117.16 Underlying: Common Stock · 350 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| October 22, 2021 Filed Oct 26, 2021 17:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 37 | $83.00 | $3,071.00 |
DisclosureSEC source: 0001225208-21-013282 · doc4.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,961 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 387 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-012814 · doc4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,763.34 Underlying: Common Stock · 387 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 19:42 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 391 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-010250 · doc4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,372.99 Underlying: Common Stock · 391 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:48 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: 0001225208-21-008331 · doc4.xml · derivative · entry 2 Masrani Bharat · CIK 0001343539 · 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 21:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008331 · doc4.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,998 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 |
| April 01, 2021 Filed Apr 5, 2021 19:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-006408 · doc4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 979.6 Underlying: Common Stock · 433 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:44 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-000597 · doc4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545 Underlying: Common Stock · 545 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F4 · price: The restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| October 22, 2020 Filed Oct 26, 2020 21:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,243 | $0.00 Strike: $40.13 | $0.00 |
DisclosureSEC source: 0001225208-20-012739 · doc4.xml · derivative · entry 2 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,243 Underlying: Common Stock · 1,243 shares Expires 2030-10-22 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 |
| October 22, 2020 Filed Oct 26, 2020 21:32 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012739 · doc4.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.