Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DYNEX CAPITAL INCDX · Entity 4199 | Director | May 22, 2026 | May 26, 2026 |
| Macy's, Inc.M · Entity 3820 | Director | June 05, 2026 | June 08, 2026 |
| SCHWAB CHARLES CORPSCHW · Entity 1218 | CEO - CSIM | March 05, 2019 | March 06, 2019 |
| STATE STREET CORPSTT · Entity 242 | Director | May 20, 2026 | May 22, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DYNEX CAPITAL INC
Report date May 22, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,826 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 11,400 · Balance 31,826 F1: Restricted stock units awarded under the Dynex Capital, Inc. 2025 Stock and Incentive Plan. The units will vest on the earlier of (i) May 22, 2027, or (ii) the date of the 2027 Annual Shareholder Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units awarded under the Dynex Capital, Inc. 2025 Stock and Incentive Plan. The units will vest on the earlier of (i) May 22, 2027, or (ii) the date of the 2027 Annual Shareholder Meeting.
Macy's, Inc.
Report date June 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,348 |
Reported balance
After 2026-06-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 8,348 · Balance 8,348 F1: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock.
F2: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends.
SCHWAB CHARLES CORP
Report date March 05, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 40,341 |
Reported balance
After 2019-03-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-03-05 · Exercise / conversion · Acquired 22,564 · Balance 40,341 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 62,823 |
Reported balance
After 2019-03-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-03-05 · Exercise / conversion · Acquired 22,482 · Balance 62,823 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 40,341 |
Reported balance
After 2019-03-05 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-03-05 · Sale · Disposed 22,482 · Balance 40,341 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. F2: This transaction was executed in multiple trades at prices ranging from $45.22 to $45.75. 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. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 17,777 |
Reported balance
After 2019-03-05 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-03-05 · Sale · Disposed 22,564 · Balance 17,777 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. F3: This transaction was executed in multiple trades at prices ranging from $45.23 to $45.75. 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 $30.17 · Expires 2025-03-02 | Direct | 0 |
Reported balance
After 2019-03-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-05 · Exercise / conversion · Disposed 22,564 · Balance 0 |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.39 · Expires 2026-03-01 | Indirectby Trust | 22,483 |
Reported balance
After 2019-03-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-05 · Exercise / conversion · Disposed 22,482 · Balance 22,483 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018.
F2: This transaction was executed in multiple trades at prices ranging from $45.22 to $45.75. 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.
F3: This transaction was executed in multiple trades at prices ranging from $45.23 to $45.75. 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.
STATE STREET CORP
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,853 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,526 · Balance 15,853 F1: Payment of Director's annual stock award. F2: Includes Director's stock compensation dividend equivalents acquired through the date of this report. |
| Common StockSEC Table I · non-derivative | IndirectBy a Trust | 5,469 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,469 F3: By a trust. The reporting person continues to report beneficial ownership of STT common stock held by the trust but disclaims ownership except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of Director's annual stock award.
F2: Includes Director's stock compensation dividend equivalents acquired through the date of this report.
F3: By a trust. The reporting person continues to report beneficial ownership of STT common stock held by the trust but disclaims ownership except to the extent of her pecuniary interest therein.
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 05, 2026 Filed Jun 8, 2026 20:36 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 8,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001656828-26-000003 · wk-form4_1780950965.xml · derivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,348 Underlying: Common Stock · 8,348 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| May 22, 2026 Filed May 26, 2026 20:32 UTC | DYNEX CAPITAL INC DX · Entity 4199 | GrantCommon Stock | 11,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000826675-26-000062 · wk-form4_1779827551.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,826 F1 · shares: Restricted stock units awarded under the Dynex Capital, Inc. 2025 Stock and Incentive Plan. The units will vest on the earlier of (i) May 22, 2027, or (ii) the date of the 2027 Annual Shareholder Meeting. Read SEC document |
| May 20, 2026 Filed May 22, 2026 17:05 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,526 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-26-000352 · wk-form4_1779469535.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,853 F1 · shares: Payment of Director's annual stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| August 06, 2025 Filed Aug 8, 2025 20:01 UTC | STATE STREET CORP STT · Entity 242 | GiftCommon Stock | 5,469 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000427 · wk-form4_1754683278.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,051 F1 · shares: On August 6, 2025, the reporting person transferred 5,469 shares of State Street Corporation common stock to a trust. The reporting person continues to report beneficial ownership of STT common stock held by the trust but disclaims ownership except to the extent of her pecuniary interest therein. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:22 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 13,456 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-25-000107 · wk-form4_1748982118.xml · derivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,456 Underlying: Common Stock · 13,456 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| May 23, 2025 Filed May 28, 2025 21:57 UTC | DYNEX CAPITAL INC DX · Entity 4199 | GrantCommon Stock | 9,877 | $0.00 | $0.00 |
DisclosureSEC source: 0000826675-25-000084 · wk-form4_1748469449.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,426 F2 · shares: Restricted stock units that vest on the date of grant. These restricted stock units are to compensate Directors for service from the date appointed to the Board through the date of the Director's first annual equity grant. Read SEC document |
| May 23, 2025 Filed May 28, 2025 21:57 UTC | DYNEX CAPITAL INC DX · Entity 4199 | GrantCommon Stock | 10,549 | $0.00 | $0.00 |
DisclosureSEC source: 0000826675-25-000084 · wk-form4_1748469449.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,549 F1 · shares: Restricted stock units awarded under the Dynex Capital, Inc. 2025 Stock and Incentive Plan. The units will vest on May 23, 2026. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:05 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000369 · wk-form4_1747425898.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,423 F1 · shares: Payment of Director's annual stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 17, 2024 Filed May 20, 2024 20:33 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 8,209 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-24-000135 · wk-form4_1716237167.xml · derivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,209 Underlying: Common Stock · 8,209 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:02 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,514 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000622 · wk-form4_1715976119.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,620 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 19, 2023 Filed May 22, 2023 20:38 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 10,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-23-000044 · primary_doc.xml · derivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,818 Underlying: Common Stock · 10,818 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| May 17, 2023 Filed May 19, 2023 20:21 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,849 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-23-000605 · wf-form4_168452768045852.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,792 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 20, 2022 Filed May 24, 2022 19:13 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 8,810 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-22-000039 · primary_doc.xml · derivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,810 Underlying: Common Stock · 8,810 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:22 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-22-000538 · wf-form4_165307812279277.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,758 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 19, 2021 Filed May 21, 2021 20:41 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,319 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-21-000585 · wf-form4_162162968574162.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,788 F1 · shares: Payment of Director's stock award. Read SEC document |
| May 20, 2020 Filed May 22, 2020 20:06 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 3,341 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-20-000844 · wf-form4_159017796452757.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,469 F1 · shares: Payment of Director's stock award. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 20:05 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,128 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-19-000581 · wf-form4_156926910552749.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,128 F1 · shares: Payment of prorated Director's stock award. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 00:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 22,482 | $0.00 Strike: $26.39 | $0.00 |
DisclosureSEC source: 0001225208-19-004685 · doc4.xml · derivative · entry 6 Chandoha Marie A · CIK 0001656828 · CEO - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 22,483 Underlying: Common Stock · 22,482 shares Expires 2026-03-01 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 |
| March 05, 2019 Filed Mar 6, 2019 00:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 22,564 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001225208-19-004685 · doc4.xml · derivative · entry 5 Chandoha Marie A · CIK 0001656828 · CEO - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,564 shares Expires 2025-03-02 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 05, 2019 Filed Mar 6, 2019 00:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 22,564 | $45.48 | $1,026,212.98 |
DisclosureSEC source: 0001225208-19-004685 · doc4.xml · nonDerivative · entry 4 Chandoha Marie A · CIK 0001656828 · CEO - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 17,777 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. F3 · price: This transaction was executed in multiple trades at prices ranging from $45.23 to $45.75. 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. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 00:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 22,482 | $45.48 | $1,022,465.62 |
DisclosureSEC source: 0001225208-19-004685 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · CEO - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 40,341 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $45.22 to $45.75. 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. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 00:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 22,482 | $26.39 | $593,299.98 |
DisclosureSEC source: 0001225208-19-004685 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · CEO - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 62,823 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 05, 2019 Filed Mar 6, 2019 00:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 22,564 | $30.17 | $680,755.88 |
DisclosureSEC source: 0001225208-19-004685 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · CEO - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 40,341 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 01, 2019 Filed Mar 5, 2019 20:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 60,778 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001225208-19-004579 · doc4.xml · derivative · entry 2 Chandoha Marie A · CIK 0001656828 · CEO - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,778 Underlying: Common Stock · 60,778 shares Expires 2029-03-01 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 20:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 17,777 | $46.77 | $831,430.29 |
DisclosureSEC source: 0001225208-19-004579 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · CEO - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 17,777 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. F1 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 17:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,794 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001225208-18-015215 · doc4.xml · derivative · entry 4 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,794 shares Expires 2024-11-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 17:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,794 | $47.19 | $367,789.51 |
DisclosureSEC source: 0001225208-18-015215 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $47.15 to $47.26. 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. Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 17:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,606 | $47.16 | $217,226.33 |
DisclosureSEC source: 0001225208-18-015215 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,794 F1 · price: This transaction was executed in multiple trades at prices ranging from $47.15 to $47.26. 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. Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 17:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,794 | $28.44 | $221,661.36 |
DisclosureSEC source: 0001225208-18-015215 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 12,400 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 16, 2018 Filed Oct 16, 2018 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,424 | $0.00 Strike: $27.45 | $0.00 |
DisclosureSEC source: 0001225208-18-014656 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,424 shares Expires 2024-08-01 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 |
| October 16, 2018 Filed Oct 16, 2018 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,424 | $48.01 | $404,394.12 |
DisclosureSEC source: 0001225208-18-014656 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 4,606 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.00 to $48.015. 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. Read SEC document |
| October 16, 2018 Filed Oct 16, 2018 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 8,424 | $27.45 | $231,238.80 |
DisclosureSEC source: 0001225208-18-014656 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 13,030 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 30, 2018 Filed May 31, 2018 00:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,000 | $56.00 | $560,026.00 |
DisclosureSEC source: 0001225208-18-009978 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 4,606 F1 · price: This transaction was executed in multiple trades at prices ranging from $56.00 to $56.01. 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. Read SEC document |
| May 01, 2018 Filed May 1, 2018 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 14,235 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001225208-18-008413 · doc4.xml · derivative · entry 6 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 43,005 Underlying: Common Stock · 14,235 shares Expires 2027-03-01 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 |
| May 01, 2018 Filed May 1, 2018 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 22,563 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001225208-18-008413 · doc4.xml · derivative · entry 5 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,564 Underlying: Common Stock · 22,563 shares Expires 2025-03-02 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 01, 2018 Filed May 1, 2018 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 22,563 | $55.24 | $1,246,373.35 |
DisclosureSEC source: 0001225208-18-008413 · doc4.xml · nonDerivative · entry 4 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,606 F1 · price: This transaction was executed in multiple trades at prices ranging from $55.12 to $55.38. 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. Read SEC document |
| May 01, 2018 Filed May 1, 2018 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,235 | $55.24 | $786,337.13 |
DisclosureSEC source: 0001225208-18-008413 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 37,169 F1 · price: This transaction was executed in multiple trades at prices ranging from $55.12 to $55.38. 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. Read SEC document |
| May 01, 2018 Filed May 1, 2018 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 14,235 | $42.99 | $611,962.65 |
DisclosureSEC source: 0001225208-18-008413 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 51,404 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 01, 2018 Filed May 1, 2018 21:46 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 22,563 | $30.17 | $680,725.71 |
DisclosureSEC source: 0001225208-18-008413 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 37,169 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 30, 2018 Filed Apr 30, 2018 23:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 100 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001225208-18-008264 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 57,240 Underlying: Common Stock · 100 shares Expires 2027-03-01 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 |
| April 30, 2018 Filed Apr 30, 2018 23:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $56.29 | $5,629.00 |
DisclosureSEC source: 0001225208-18-008264 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,606 Read SEC document |
| April 30, 2018 Filed Apr 30, 2018 23:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 100 | $42.99 | $4,299.00 |
DisclosureSEC source: 0001225208-18-008264 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,706 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 20, 2018 Filed Apr 23, 2018 21:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 22,482 | $0.00 Strike: $26.39 | $0.00 |
DisclosureSEC source: 0001225208-18-007982 · doc4.xml · derivative · entry 6 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 44,965 Underlying: Common Stock · 22,482 shares Expires 2026-03-01 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 |
| April 20, 2018 Filed Apr 23, 2018 21:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 8,904 | $0.00 Strike: $25.86 | $0.00 |
DisclosureSEC source: 0001225208-18-007982 · doc4.xml · derivative · entry 5 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,904 shares Expires 2024-03-03 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 20, 2018 Filed Apr 23, 2018 21:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 22,482 | $54.79 | $1,231,887.70 |
DisclosureSEC source: 0001225208-18-007982 · doc4.xml · nonDerivative · entry 4 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,606 F1 · price: This transaction was executed in multiple trades at prices ranging from $54.75 to $54.90. 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. Read SEC document |
| April 20, 2018 Filed Apr 23, 2018 21:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,904 | $54.79 | $487,889.34 |
DisclosureSEC source: 0001225208-18-007982 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 37,088 F1 · price: This transaction was executed in multiple trades at prices ranging from $54.75 to $54.90. 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. Read SEC document |
| April 20, 2018 Filed Apr 23, 2018 21:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 8,904 | $25.86 | $230,257.44 |
DisclosureSEC source: 0001225208-18-007982 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 45,992 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 20, 2018 Filed Apr 23, 2018 21:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 22,482 | $26.39 | $593,299.98 |
DisclosureSEC source: 0001225208-18-007982 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 37,088 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 05, 2018 Filed Mar 7, 2018 00:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 3,641 | $52.82 | $192,317.62 |
DisclosureSEC source: 0001225208-18-005526 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,606 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. F1 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 00:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 10,965 | $51.62 | $565,958.48 |
DisclosureSEC source: 0001225208-18-005353 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 10,965 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. F1 · shares: Shares acquired on the vesting of restricted stock units. 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.