Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | April 21, 2020 | April 21, 2020 |
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 21, 2020 · Filed April 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 168,191 |
Reported balance
After 2020-04-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-04-21 · Exercise / conversion · Acquired 11,082 · Balance 168,191 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 157,109 |
Reported balance
After 2020-04-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-04-21 · Sale · Disposed 11,082 · Balance 157,109 F1: This transaction was executed in multiple trades at prices ranging from $35.54 to $35.72. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.38 · Expires 2020-05-17 | Direct | 0 |
Reported balance
After 2020-04-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-04-21 · Exercise / conversion · Disposed 11,082 · Balance 0 F2: The date first exercisable is 5/17/2011. |
| Common StockSEC Table I · non-derivative | Direct | 7,297 |
Reported balance
Holding disclosure · report date 2020-04-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,297 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $35.54 to $35.72. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F2: The date first exercisable is 5/17/2011.
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 |
|---|---|---|---|---|---|---|
| June 29, 2012 Filed Jul 2, 2012 23:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,942 | $0.00 Strike: $10.49 | $0.00 |
DisclosureSEC source: 0001225208-12-015259 · doc4.xml · derivative · entry 4 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,942 shares Expires 2012-07-01 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 |
| June 29, 2012 Filed Jul 2, 2012 23:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,394 | $12.89 | $30,846.69 |
DisclosureSEC source: 0001225208-12-015259 · doc4.xml · nonDerivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 139,945 Read SEC document |
| June 29, 2012 Filed Jul 2, 2012 23:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,942 | $10.49 | $30,853.34 |
DisclosureSEC source: 0001225208-12-015259 · doc4.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 142,339 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 21, 2012 Filed May 23, 2012 18:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 16,491 | $0.00 Strike: $12.66 | $0.00 |
DisclosureSEC source: 0001225208-12-013021 · doc4.xml · derivative · entry 3 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,491 Underlying: Common Stock · 16,491 shares Expires 2022-05-21 F2 · derivative.exercise_date: The option was granted under the company's 2004 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 21, 2012 Filed May 23, 2012 18:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 6,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-013021 · doc4.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,281 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2004 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, 2012 Filed May 16, 2012 16:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 12,907 | $0.00 Strike: $11.62 | $0.00 |
DisclosureSEC source: 0001225208-12-012495 · doc4.xml · derivative · entry 4 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,907 shares Expires 2012-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 15, 2012 Filed May 16, 2012 16:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 11,655 | $12.87 | $149,999.85 |
DisclosureSEC source: 0001225208-12-012495 · doc4.xml · nonDerivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 134,675 Read SEC document |
| May 15, 2012 Filed May 16, 2012 16:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 12,907 | $11.62 | $150,001.28 |
DisclosureSEC source: 0001225208-12-012495 · doc4.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 146,330 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 |
| April 04, 2012 Filed Apr 6, 2012 16:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,992 | $0.00 Strike: $11.71 | $0.00 |
DisclosureSEC source: 0001225208-12-009544 · doc4.xml · derivative · entry 4 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,992 shares Expires 2012-04-09 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 |
| April 04, 2012 Filed Apr 6, 2012 16:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,409 | $14.54 | $35,014.82 |
DisclosureSEC source: 0001225208-12-009544 · doc4.xml · nonDerivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 133,423 Read SEC document |
| April 04, 2012 Filed Apr 6, 2012 16:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,992 | $11.71 | $35,028.84 |
DisclosureSEC source: 0001225208-12-009544 · doc4.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 135,832 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 03, 2011 Filed Oct 5, 2011 15:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,958 | $0.00 Strike: $10.93 | $0.00 |
DisclosureSEC source: 0001225208-11-022967 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,958 Underlying: Common Stock · 8,958 shares Expires 2021-10-03 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| September 23, 2011 Filed Sep 26, 2011 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 13,111 | $0.00 Strike: $9.72 | $0.00 |
DisclosureSEC source: 0001225208-11-022116 · doc4.xml · derivative · entry 3 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,111 shares Expires 2011-09-24 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 |
| September 23, 2011 Filed Sep 26, 2011 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 13,111 | $9.72 | $127,497.92 |
DisclosureSEC source: 0001225208-11-022116 · doc4.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 132,840 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 |
| July 01, 2011 Filed Jul 6, 2011 15:40 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 6,085 | $0.00 Strike: $16.72 | $0.00 |
DisclosureSEC source: 0001225208-11-017605 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,085 Underlying: Common Stock · 6,085 shares Expires 2021-07-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| June 30, 2011 Filed Jul 1, 2011 16:25 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,133 | $0.00 Strike: $14.38 | $0.00 |
DisclosureSEC source: 0001225208-11-017000 · doc4.xml · derivative · entry 3 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,133 shares Expires 2010-07-06 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 |
| June 30, 2011 Filed Jul 1, 2011 16:25 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,133 | $14.38 | $30,666.14 |
DisclosureSEC source: 0001225208-11-017000 · doc4.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 119,729 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 19, 2011 Filed May 23, 2011 14:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 11,344 | $0.00 Strike: $17.62 | $0.00 |
DisclosureSEC source: 0001225208-11-014958 · doc4.xml · derivative · entry 3 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,344 Underlying: Common Stock · 11,344 shares Expires 2021-05-19 F2 · derivative.exercise_date: The option was granted under the company's 2004 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, 2011 Filed May 23, 2011 14:54 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 4,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014958 · doc4.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,027 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2004 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, 2011 Filed Apr 5, 2011 15:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,612 | $0.00 Strike: $18.51 | $0.00 |
DisclosureSEC source: 0001225208-11-011097 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,612 Underlying: Common Stock · 5,612 shares Expires 2021-04-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| March 25, 2011 Filed Mar 29, 2011 23:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,517 | $0.00 Strike: $14.58 | $0.00 |
DisclosureSEC source: 0001225208-11-010448 · doc4.xml · derivative · entry 3 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,517 shares Expires 2011-03-29 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 |
| March 25, 2011 Filed Mar 29, 2011 23:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,517 | $14.58 | $36,690.81 |
DisclosureSEC source: 0001225208-11-010448 · doc4.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 113,396 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 |
| January 03, 2011 Filed Jan 5, 2011 16:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,730 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0001225208-11-000919 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,730 Underlying: Common Stock · 5,730 shares Expires 2021-01-03 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| October 01, 2010 Filed Oct 5, 2010 15:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 6,945 | $0.00 Strike: $14.13 | $0.00 |
DisclosureSEC source: 0001225208-10-022166 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,945 Underlying: Common Stock · 6,945 shares Expires 2020-10-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| July 01, 2010 Filed Jul 6, 2010 14:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 6,963 | $0.00 Strike: $13.94 | $0.00 |
DisclosureSEC source: 0001225208-10-016603 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,963 Underlying: Common Stock · 6,963 shares Expires 2020-07-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| May 17, 2010 Filed May 19, 2010 17:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 4,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-013430 · doc4.xml · derivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,820.41 Underlying: Common Stock · 4,817 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of company stock. F3 · derivative.exercise_date: The restricted stock units were granted under the company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F3 · derivative.expiration_date: The restricted stock units were granted under the company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 17, 2010 Filed May 19, 2010 17:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 11,082 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001225208-10-013430 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,082 Underlying: Common Stock · 11,082 shares Expires 2020-05-17 F1 · derivative.exercise_date: The option was granted under the company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| April 01, 2010 Filed Apr 5, 2010 14:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,364 | $0.00 Strike: $18.62 | $0.00 |
DisclosureSEC source: 0001225208-10-009732 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,364 Underlying: Common Stock · 5,364 shares Expires 2020-04-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| January 04, 2010 Filed Jan 6, 2010 18:52 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 4,800 | $0.00 Strike: $19.78 | $0.00 |
DisclosureSEC source: 0001225208-10-000928 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: Common Stock · 4,800 shares Expires 2020-01-04 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| October 01, 2009 Filed Oct 5, 2009 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,093 | $0.00 Strike: $18.54 | $0.00 |
DisclosureSEC source: 0001225208-09-020057 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,093 Underlying: Common Stock · 5,093 shares Expires 2019-10-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| July 01, 2009 Filed Jul 2, 2009 18:44 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,299 | $0.00 Strike: $17.23 | $0.00 |
DisclosureSEC source: 0001225208-09-014951 · doc4.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,299 Underlying: Common Stock · 5,299 shares Expires 2019-07-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| May 18, 2009 Filed May 20, 2009 15:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,356 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0001188403-09-000006 · edgar.xml · derivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,356 Underlying: Common Stock · 8,356 shares Expires 2019-05-18 F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 18, 2009 Filed May 20, 2009 15:50 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 4,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001188403-09-000006 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,531 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 103,694 shares held in trust. Read SEC document |
| April 01, 2009 Filed Apr 3, 2009 15:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,742 | $0.00 Strike: $15.47 | $0.00 |
DisclosureSEC source: 0001188403-09-000004 · edgar.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,742 Underlying: Common Stock · 5,742 shares Expires 2019-04-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. Read SEC document |
| January 02, 2009 Filed Jan 6, 2009 16:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,435 | $0.00 Strike: $16.18 | $0.00 |
DisclosureSEC source: 0001188403-09-000002 · edgar.xml · derivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,435 Underlying: Common Stock · 5,435 shares Expires 2019-01-02 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| May 19, 2008 Filed May 21, 2008 16:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,486 | $0.00 Strike: $22.39 | $0.00 |
DisclosureSEC source: 0001188403-08-000002 · edgar.xml · derivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,486 Underlying: Common Stock · 7,486 shares Expires 2018-05-19 F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 19, 2008 Filed May 21, 2008 16:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001188403-08-000002 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,136 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 99,391 shares held in trust. Read SEC document |
| November 01, 2007 Filed Nov 2, 2007 16:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001188403-07-000005 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,496 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 99,391 shares held in trust. Read SEC document |
| August 08, 2007 Filed Aug 9, 2007 21:09 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 18,104 | $20.50 | $371,132.00 |
DisclosureSEC source: 0001188403-07-000003 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 99,391 F1 · balance_after: The reporting person also has direct beneficial ownership interest in 8,349 shares. Read SEC document |
| May 21, 2007 Filed May 23, 2007 20:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,459 | $0.00 Strike: $21.12 | $0.00 |
DisclosureSEC source: 0001188403-07-000002 · edgar.xml · derivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,459 Underlying: Common Stock · 7,459 shares Expires 2017-05-21 F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 21, 2007 Filed May 23, 2007 20:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001188403-07-000002 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,576 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 115,013.12 shares held in trust. Read SEC document |
| May 22, 2006 Filed May 24, 2006 19:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001188403-06-000006 · edgar.xml · derivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-05-21 F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 22, 2006 Filed May 24, 2006 19:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $16.17 | $60,023.04 |
DisclosureSEC source: 0001188403-06-000006 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,481 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 110,155.07 shares held in trust. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 18:02 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001188403-06-000008 · edgar.xml · derivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-05-22 F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 18:02 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001188403-06-000008 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,528 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 110,155.07 shares held in trust. Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $17.83 | $1,783.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 23 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 106,007.01 F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 11,769 shares of company common stock. Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $17.82 | $5,346.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 22 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 106,107.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $17.81 | $3,562.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 21 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 106,407.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,900 | $17.80 | $33,820.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 20 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 106,607.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 500 | $17.79 | $8,895.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 19 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 108,507.01 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.