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 |
|---|---|---|---|---|---|---|
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $17.78 | $7,112.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 18 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 109,007.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 600 | $17.77 | $10,662.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 17 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 109,407.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 700 | $17.76 | $12,432.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 16 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 110,007.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,300 | $17.75 | $23,075.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 15 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 110,707.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $17.74 | $3,548.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 14 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 112,007.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $17.73 | $7,092.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 13 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 112,207.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $17.72 | $3,544.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 12 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 112,607.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $17.70 | $3,540.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 11 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 112,807.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $17.69 | $7,076.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 10 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 113,007.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $17.68 | $1,768.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 9 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 113,407.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $17.67 | $1,767.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 8 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 113,507.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $17.66 | $3,532.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 7 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 113,607.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $17.64 | $5,292.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 6 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 113,807.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $17.63 | $1,763.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 5 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 114,107.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 600 | $17.62 | $10,572.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 4 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 114,207.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $17.61 | $1,761.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 3 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 114,807.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 600 | $17.60 | $10,560.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 114,907.01 Read SEC document |
| April 20, 2006 Filed Apr 21, 2006 19:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 500 | $17.58 | $8,790.00 |
DisclosureSEC source: 0001188403-06-000004 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 115,507.01 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $17.85 | $1,785.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 11 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 116,007.01 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 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,700 | $17.84 | $66,008.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 10 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 116,107.01 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,200 | $17.83 | $21,396.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 9 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 119,807.01 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,400 | $17.82 | $24,948.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 8 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 121,007.01 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $17.81 | $3,562.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 7 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 122,407.01 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $17.80 | $5,340.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 6 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 122,607.01 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 800 | $17.79 | $14,232.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 5 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 122,907.01 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 700 | $17.78 | $12,446.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 4 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 123,707.01 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 600 | $17.75 | $10,650.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 3 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 124,407.01 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 600 | $17.74 | $10,644.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 125,007.01 Read SEC document |
| April 19, 2006 Filed Apr 21, 2006 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $17.73 | $7,092.00 |
DisclosureSEC source: 0001188403-06-000002 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 125,607.01 Read SEC document |
| October 31, 2005 Filed Nov 1, 2005 17:11 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 3,800 | $14.93 | $56,734.00 |
DisclosureSEC source: 0001188403-05-000006 · edgar.xml · nonDerivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 125,799.98 F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 11,769 shares of company common stock. Read SEC document |
| October 31, 2005 Filed Nov 1, 2005 17:11 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 16,200 | $14.92 | $241,704.00 |
DisclosureSEC source: 0001188403-05-000006 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 129,599.98 Read SEC document |
| August 01, 2005 Filed Aug 1, 2005 19:36 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 6,750 | $0.00 Strike: $8.10 | $0.00 |
DisclosureSEC source: 0001188403-05-000004 · edgar.xml · derivative · entry 5 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,750 shares Expires 2008-05-15 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 |
| August 01, 2005 Filed Aug 1, 2005 19:36 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 10,125 | $0.00 Strike: $5.31 | $0.00 |
DisclosureSEC source: 0001188403-05-000004 · edgar.xml · derivative · entry 4 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,125 shares Expires 2007-05-15 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 |
| August 01, 2005 Filed Aug 1, 2005 19:36 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 16,875 | $13.94 | $235,237.50 |
DisclosureSEC source: 0001188403-05-000004 · edgar.xml · nonDerivative · entry 3 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 142,671 F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 14,400 shares. Read SEC document |
| August 01, 2005 Filed Aug 1, 2005 19:36 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 6,750 | $8.10 | $54,675.00 |
DisclosureSEC source: 0001188403-05-000004 · edgar.xml · nonDerivative · entry 2 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 159,546 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2005 Filed Aug 1, 2005 19:36 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 10,125 | $5.31 | $53,763.75 |
DisclosureSEC source: 0001188403-05-000004 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 152,796 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 23, 2005 Filed May 24, 2005 18:54 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $11.58 | $0.00 |
DisclosureSEC source: 0001188403-05-000002 · 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 2015-05-23 F3 · shares: The options 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 23, 2005 Filed May 24, 2005 18:54 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001188403-05-000002 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,400 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 142,671.42 shares held in trust. Read SEC document |
| May 17, 2004 Filed May 18, 2004 17:34 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $9.50 | $0.00 |
DisclosureSEC source: 0000923738-04-000031 · 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 2014-05-15 F2 · shares: The options 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, 2004 Filed May 18, 2004 17:34 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-04-000031 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,525 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. F3 · balance_after: The reporting person also has an indirect beneficial ownership interest in 140,227.24 shares held in trust. Read SEC document |
| May 15, 2003 Filed May 19, 2003 17:12 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $9.77 | $0.00 |
DisclosureSEC source: 0001188403-03-000002 · 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 2013-05-15 F2 · shares: The options were granted under the Company's 2001 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 15, 2003 Filed May 19, 2003 17:12 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001188403-03-000002 · edgar.xml · nonDerivative · entry 1 MCLIN STEPHEN T · CIK 0001188403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,283 F1 · shares: The shares were granted under the Company's 2001 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 · balance_after: The reporting person also has an indirect beneficial ownership interest in 139,550.47 shares held in trust. 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.