Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | COO | April 18, 2024 | April 23, 2024 |
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 April 18, 2024 · Filed April 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby LLC | 246,433 |
Reported balance
After 2024-04-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-04-18 · Gift · Disposed 13,353 · Balance 246,433 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 41,414 |
Reported balance
Holding disclosure · report date 2024-04-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 41,414 |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 672.751 |
Reported balance
Holding disclosure · report date 2024-04-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 672.751 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 18, 2007 Filed May 22, 2007 22:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 9,941 | $20.37 | $202,498.17 |
DisclosureSEC source: 0001276501-07-000004 · edgar.xml · nonDerivative · entry 1 MARTINETTO JOSEPH R · CIK 0001276501 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,224 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 522.80 shares held by an ESOP. F3 · balance_after: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on each of the second and third anniversary of the grant date and 50% on the fourth 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.