person · Reporting owner

Chandoha Marie A

Disclosed activity across 4 companies

Tapewire entity: 16000
SEC CIK: 0001656828

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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 API

Purchases/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
March 01, 2018 Filed Mar 6, 2018 00:20 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	GrantNonqualified Stock Option (right to buy) · Derivative	47,650	$0.00 Strike: $52.05	$0.00	Disclosure SEC source: 0001225208-18-005353 · doc4.xml · derivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,650 Underlying: Common Stock · 47,650 shares Expires 2028-03-01 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
November 27, 2017 Filed Nov 27, 2017 23:17 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	22,482	$0.00 Strike: $26.39	$0.00	Disclosure SEC source: 0001225208-17-017699 · doc4.xml · derivative · entry 6 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 67,447 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
November 27, 2017 Filed Nov 27, 2017 23:17 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	33,845	$0.00 Strike: $30.17	$0.00	Disclosure SEC source: 0001225208-17-017699 · doc4.xml · derivative · entry 5 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,127 Underlying: Common Stock · 33,845 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
November 27, 2017 Filed Nov 27, 2017 23:17 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	33,845	$45.86	$1,552,091.09	Disclosure SEC source: 0001225208-17-017699 · doc4.xml · nonDerivative · entry 4 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 $45.85 to $45.885. 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 27, 2017 Filed Nov 27, 2017 23:17 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	22,482	$45.86	$1,030,997.54	Disclosure SEC source: 0001225208-17-017699 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 33,845 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.85 to $45.885. 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 27, 2017 Filed Nov 27, 2017 23:17 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	22,482	$26.39	$593,299.98	Disclosure SEC source: 0001225208-17-017699 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 56,327 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 27, 2017 Filed Nov 27, 2017 23:17 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	33,845	$30.17	$1,021,103.65	Disclosure SEC source: 0001225208-17-017699 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 33,845 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 08, 2017 Filed Nov 8, 2017 21:36 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	7,793	$0.00 Strike: $28.44	$0.00	Disclosure SEC source: 0001225208-17-017077 · doc4.xml · derivative · entry 6 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,794 Underlying: Common Stock · 7,793 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 08, 2017 Filed Nov 8, 2017 21:36 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	9,006	$0.00 Strike: $23.12	$0.00	Disclosure SEC source: 0001225208-17-017077 · 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 · 9,006 shares Expires 2023-11-01 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
November 08, 2017 Filed Nov 8, 2017 21:36 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	9,006	$44.31	$399,081.98	Disclosure SEC source: 0001225208-17-017077 · doc4.xml · nonDerivative · entry 4 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 $44.30 to $44.35. 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 08, 2017 Filed Nov 8, 2017 21:36 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	7,793	$44.31	$345,330.43	Disclosure SEC source: 0001225208-17-017077 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 9,006 F1 · price: This transaction was executed in multiple trades at prices ranging from $44.30 to $44.35. 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 08, 2017 Filed Nov 8, 2017 21:36 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	7,793	$28.44	$221,632.92	Disclosure SEC source: 0001225208-17-017077 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 16,799 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 08, 2017 Filed Nov 8, 2017 21:36 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	9,006	$23.12	$208,218.72	Disclosure SEC source: 0001225208-17-017077 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 9,006 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 26, 2017 Filed Oct 26, 2017 22:28 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	7,000	$45.59	$319,150.30	Disclosure SEC source: 0001225208-17-016579 · doc4.xml · nonDerivative · entry 1 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 $45.545 to $45.625. 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 06, 2017 Filed Oct 6, 2017 17:51 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	7,793	$0.00 Strike: $28.44	$0.00	Disclosure SEC source: 0001225208-17-016072 · doc4.xml · derivative · entry 6 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,587 Underlying: Common Stock · 7,793 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
October 06, 2017 Filed Oct 6, 2017 17:51 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	11,281	$0.00 Strike: $30.17	$0.00	Disclosure SEC source: 0001225208-17-016072 · doc4.xml · derivative · entry 5 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,972 Underlying: Common Stock · 11,281 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
October 06, 2017 Filed Oct 6, 2017 17:51 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	11,281	$45.94	$518,193.86	Disclosure SEC source: 0001225208-17-016072 · doc4.xml · nonDerivative · entry 4 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $45.72 to $46.05. 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 06, 2017 Filed Oct 6, 2017 17:51 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	7,793	$45.94	$357,972.23	Disclosure SEC source: 0001225208-17-016072 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 18,281 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $45.72 to $46.05. 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 06, 2017 Filed Oct 6, 2017 17:51 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	7,793	$28.44	$221,632.92	Disclosure SEC source: 0001225208-17-016072 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 26,074 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 06, 2017 Filed Oct 6, 2017 17:51 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	11,281	$30.17	$340,347.77	Disclosure SEC source: 0001225208-17-016072 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 18,281 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 05, 2017 Filed Oct 5, 2017 21:43 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	7,793	$0.00 Strike: $28.44	$0.00	Disclosure SEC source: 0001225208-17-016033 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,380 Underlying: Common Stock · 7,793 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
October 05, 2017 Filed Oct 5, 2017 21:43 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	7,793	$45.01	$350,731.76	Disclosure SEC source: 0001225208-17-016033 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $45 to $45.01. 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
October 05, 2017 Filed Oct 5, 2017 21:43 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	7,793	$28.44	$221,632.92	Disclosure SEC source: 0001225208-17-016033 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,793 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 04, 2017 Filed Oct 4, 2017 18:42 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	3,923	$0.00 Strike: $27.45	$0.00	Disclosure SEC source: 0001225208-17-015901 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,424 Underlying: Common Stock · 3,923 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 04, 2017 Filed Oct 4, 2017 18:42 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	3,923	$44.51	$174,620.97	Disclosure SEC source: 0001225208-17-015901 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $44.5 to $44.555. 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 04, 2017 Filed Oct 4, 2017 18:42 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	3,923	$27.45	$107,686.35	Disclosure SEC source: 0001225208-17-015901 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 10,923 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, 2017 Filed Oct 3, 2017 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	4,500	$0.00 Strike: $27.45	$0.00	Disclosure SEC source: 0001225208-17-015848 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,347 Underlying: Common Stock · 4,500 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 03, 2017 Filed Oct 3, 2017 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	4,500	$44.50	$200,255.40	Disclosure SEC source: 0001225208-17-015848 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $44.5 to $44.505. 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 03, 2017 Filed Oct 3, 2017 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	4,500	$27.45	$123,525.00	Disclosure SEC source: 0001225208-17-015848 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 11,500 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 27, 2017 Filed Sep 28, 2017 17:38 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	6,018	$0.00 Strike: $27.45	$0.00	Disclosure SEC source: 0001225208-17-015362 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,847 Underlying: Common Stock · 6,018 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
September 27, 2017 Filed Sep 28, 2017 17:38 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	6,018	$44.06	$265,178.96	Disclosure SEC source: 0001225208-17-015362 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $44.00 to $44.12. 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
September 27, 2017 Filed Sep 28, 2017 17:38 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	6,018	$27.45	$165,194.10	Disclosure SEC source: 0001225208-17-015362 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 13,018 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 09, 2017 Filed Aug 9, 2017 21:55 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	7,002	$41.96	$293,815.12	Disclosure SEC source: 0001225208-17-013461 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $41.935 to $41.975. 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
August 01, 2017 Filed Aug 1, 2017 22:58 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	9,705	$0.00 Strike: $22.67	$0.00	Disclosure SEC source: 0001225208-17-013101 · 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 · 9,705 shares Expires 2023-08-01 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
August 01, 2017 Filed Aug 1, 2017 22:58 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	9,705	$43.17	$418,925.06	Disclosure SEC source: 0001225208-17-013101 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,002 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $43.09 to $43.22. 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
August 01, 2017 Filed Aug 1, 2017 22:58 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	9,705	$22.67	$220,012.35	Disclosure SEC source: 0001225208-17-013101 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 23,707 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 05, 2017 Filed Jul 5, 2017 23:44 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	200	$0.00 Strike: $27.45	$0.00	Disclosure SEC source: 0001225208-17-012304 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,865 Underlying: Common Stock · 200 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
July 05, 2017 Filed Jul 5, 2017 23:44 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	200	$44.03	$8,805.00	Disclosure SEC source: 0001225208-17-012304 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,002 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $44.00 to $44.05. 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
July 05, 2017 Filed Jul 5, 2017 23:44 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	200	$27.45	$5,490.00	Disclosure SEC source: 0001225208-17-012304 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,202 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, 2017 Filed Jun 30, 2017 20:59 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	100	$0.00 Strike: $27.45	$0.00	Disclosure SEC source: 0001225208-17-011776 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,065 Underlying: Common Stock · 100 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
June 29, 2017 Filed Jun 30, 2017 20:59 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	100	$44.00	$4,400.00	Disclosure SEC source: 0001225208-17-011776 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,002 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 16, 2016. Read SEC document
June 29, 2017 Filed Jun 30, 2017 20:59 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	100	$27.45	$2,745.00	Disclosure SEC source: 0001225208-17-011776 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,102 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 16, 2017 Filed Mar 16, 2017 23:54 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	6,317	$0.00 Strike: $27.45	$0.00	Disclosure SEC source: 0001225208-17-006434 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,165 Underlying: Common Stock · 6,317 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
March 16, 2017 Filed Mar 16, 2017 23:54 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	6,317	$43.50	$274,809.08	Disclosure SEC source: 0001225208-17-006434 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,002 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $43.50 to $43.515. 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 16, 2017 Filed Mar 16, 2017 23:54 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	6,317	$27.45	$173,401.65	Disclosure SEC source: 0001225208-17-006434 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 20,319 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 13, 2017 Filed Mar 13, 2017 22:44 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	8,903	$0.00 Strike: $25.86	$0.00	Disclosure SEC source: 0001225208-17-006175 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,904 Underlying: Common Stock · 8,903 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
March 13, 2017 Filed Mar 13, 2017 22:44 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	8,903	$43.01	$382,940.29	Disclosure SEC source: 0001225208-17-006175 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,002 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 16, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $43.00 to $43.05. 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 13, 2017 Filed Mar 13, 2017 22:44 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	8,903	$25.86	$230,231.58	Disclosure SEC source: 0001225208-17-006175 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 22,905 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 03, 2017 Filed Mar 7, 2017 00:40 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	3,453	$42.42	$146,476.26	Disclosure SEC source: 0001225208-17-005678 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,002 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, 2017 Filed Mar 7, 2017 00:40 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	2,007	$42.51	$85,317.57	Disclosure SEC source: 0001225208-17-005678 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 10,549 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.