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, 2017 Filed Mar 1, 2017 23:23 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	7,567	$0.00 Strike: $16.40	$0.00	Disclosure SEC source: 0001225208-17-005122 · doc4.xml · derivative · entry 6 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,567 Underlying: Common Stock · 7,567 shares Expires 2023-03-01 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 01, 2017 Filed Mar 1, 2017 23:23 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	7,567	$0.00 Strike: $16.40	$0.00	Disclosure SEC source: 0001225208-17-005122 · 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 · 7,567 shares Expires 2023-03-01 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 01, 2017 Filed Mar 1, 2017 23:23 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	7,567	$41.63	$315,037.67	Disclosure SEC source: 0001225208-17-005122 · doc4.xml · nonDerivative · entry 4 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 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 $41.40 to $41.73. 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 01, 2017 Filed Mar 1, 2017 23:23 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	7,567	$41.64	$315,058.86	Disclosure SEC source: 0001225208-17-005122 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 10,585 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 $41.40 to $41.73. 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 01, 2017 Filed Mar 1, 2017 23:23 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	7,567	$16.40	$124,098.80	Disclosure SEC source: 0001225208-17-005122 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 18,152 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, 2017 Filed Mar 1, 2017 23:23 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	7,567	$16.40	$124,098.80	Disclosure SEC source: 0001225208-17-005122 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 10,585 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, 2017 Filed Mar 3, 2017 02:21 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	GrantNonqualified Stock Option (right to buy) · Derivative	57,340	$0.00 Strike: $42.99	$0.00	Disclosure SEC source: 0001225208-17-005463 · doc4.xml · derivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 57,340 Underlying: Common Stock · 57,340 shares Expires 2027-03-01 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, 2017 Filed Mar 3, 2017 02:21 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	5,524	$42.38	$234,107.12	Disclosure SEC source: 0001225208-17-005463 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 23,676 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
January 26, 2017 Filed Jan 26, 2017 21:05 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	6,678	$0.00 Strike: $25.86	$0.00	Disclosure SEC source: 0001225208-17-001714 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,807 Underlying: Common Stock · 6,678 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
January 26, 2017 Filed Jan 26, 2017 21:05 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	6,678	$42.50	$283,829.02	Disclosure SEC source: 0001225208-17-001714 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 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 $42.50 to $42.515. 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
January 26, 2017 Filed Jan 26, 2017 21:05 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	6,678	$25.86	$172,693.08	Disclosure SEC source: 0001225208-17-001714 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 9,696 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
January 24, 2017 Filed Jan 24, 2017 23:45 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	6,677	$0.00 Strike: $25.86	$0.00	Disclosure SEC source: 0001225208-17-001561 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,485 Underlying: Common Stock · 6,677 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
January 24, 2017 Filed Jan 24, 2017 23:45 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	6,677	$42.03	$280,638.98	Disclosure SEC source: 0001225208-17-001561 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 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 $42.00 to $42.06. 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
January 24, 2017 Filed Jan 24, 2017 23:45 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	6,677	$25.86	$172,667.22	Disclosure SEC source: 0001225208-17-001561 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 9,695 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
January 13, 2017 Filed Jan 18, 2017 16:30 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	7,706	$0.00 Strike: $23.12	$0.00	Disclosure SEC source: 0001225208-17-001289 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,006 Underlying: Common Stock · 7,706 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
January 13, 2017 Filed Jan 18, 2017 16:30 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	7,706	$41.64	$320,899.42	Disclosure SEC source: 0001225208-17-001289 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 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 $41.54 to $41.81. 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
January 13, 2017 Filed Jan 18, 2017 16:30 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	7,706	$23.12	$178,162.72	Disclosure SEC source: 0001225208-17-001289 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 10,724 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
January 06, 2017 Filed Jan 9, 2017 21:53 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	1,300	$0.00 Strike: $23.12	$0.00	Disclosure SEC source: 0001225208-17-000876 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,712 Underlying: Common Stock · 1,300 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
January 06, 2017 Filed Jan 9, 2017 21:53 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	1,300	$41.51	$53,962.48	Disclosure SEC source: 0001225208-17-000876 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 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 $41.50 to $41.515. 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
January 06, 2017 Filed Jan 9, 2017 21:53 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	1,300	$23.12	$30,056.00	Disclosure SEC source: 0001225208-17-000876 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 4,318 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
January 04, 2017 Filed Jan 5, 2017 23:19 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: 0001225208-17-000807 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,012 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
January 04, 2017 Filed Jan 5, 2017 23:19 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	9,006	$41.10	$370,134.89	Disclosure SEC source: 0001225208-17-000807 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 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 $41.00 to $41.16. 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
January 04, 2017 Filed Jan 5, 2017 23:19 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	9,006	$23.12	$208,218.72	Disclosure SEC source: 0001225208-17-000807 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 12,024 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
December 20, 2016 Filed Dec 21, 2016 01:17 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: 0001225208-16-043625 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,705 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
December 20, 2016 Filed Dec 21, 2016 01:17 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	9,705	$40.04	$388,605.67	Disclosure SEC source: 0001225208-16-043625 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 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 $40.00 to $40.13. 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
December 20, 2016 Filed Dec 21, 2016 01:17 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	9,705	$22.67	$220,012.35	Disclosure SEC source: 0001225208-16-043625 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 12,723 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
December 01, 2016 Filed Dec 1, 2016 23:37 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	15,133	$0.00 Strike: $16.40	$0.00	Disclosure SEC source: 0001225208-16-042545 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,134 Underlying: Common Stock · 15,133 shares Expires 2023-03-01 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
December 01, 2016 Filed Dec 1, 2016 23:37 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	15,133	$39.11	$591,907.62	Disclosure SEC source: 0001225208-16-042545 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 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 $38.83 to $39.50. 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
December 01, 2016 Filed Dec 1, 2016 23:37 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	15,133	$16.40	$248,181.20	Disclosure SEC source: 0001225208-16-042545 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 18,151 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	17,279	$0.00 Strike: $11.75	$0.00	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · derivative · entry 12 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,279 shares Expires 2021-11-01 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	35,000	$0.00 Strike: $13.64	$0.00	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · derivative · entry 11 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2022-11-01 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	35,124	$0.00 Strike: $12.45	$0.00	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · derivative · entry 10 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,124 shares Expires 2022-08-01 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
November 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionNonqualified Stock Option (right to buy) · Derivative	14,463	$0.00 Strike: $13.91	$0.00	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · derivative · entry 9 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,463 shares Expires 2022-03-01 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	35,124	$36.65	$1,287,326.21	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · nonDerivative · entry 8 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 F1 · price: This transaction was executed in multiple trades at prices ranging from $36.6 to $36.73. 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	35,000	$36.65	$1,282,781.50	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · nonDerivative · entry 7 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 38,142 F1 · price: This transaction was executed in multiple trades at prices ranging from $36.6 to $36.73. 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	17,279	$36.65	$633,290.90	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · nonDerivative · entry 6 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 73,142 F1 · price: This transaction was executed in multiple trades at prices ranging from $36.6 to $36.73. 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	14,463	$36.65	$530,081.97	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · nonDerivative · entry 5 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 90,421 F1 · price: This transaction was executed in multiple trades at prices ranging from $36.6 to $36.73. 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	14,463	$13.91	$201,180.33	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · nonDerivative · entry 4 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 104,884 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	17,279	$11.75	$203,028.25	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · nonDerivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 90,421 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	35,000	$13.64	$477,400.00	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 73,142 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 16, 2016 Filed Nov 18, 2016 23:15 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	35,124	$12.45	$437,293.80	Disclosure SEC source: 0001225208-16-042003 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 38,142 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 10, 2016 Filed Nov 15, 2016 00:22 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	11,026	$35.00	$385,910.00	Disclosure SEC source: 0001225208-16-041746 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 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 23, 2015. Read SEC document
November 10, 2016 Filed Nov 18, 2016 17:37 UTC Amendment	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	11,026	$35.00	$385,910.00	Disclosure SEC source: 0001225208-16-041975 · doc4a.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 17,018 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 23, 2015. F2 · balance_after: The amount following the transaction on November 10, 2016 was 17,018, as opposed to 3,018, as was reported on November 10, 2016. Read SEC document
November 10, 2016 Filed Nov 18, 2016 21:51 UTC Amendment	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	11,026	$35.00	$385,910.00	Disclosure SEC source: 0001225208-16-041997 · doc4a.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,018 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 23, 2015. F2 · balance_after: The amount following the transaction on November 10, 2016 was 3,018, as correctly reported on November 14, 2016. Please diresgard amendment filed on November 18, 2016, referencing the amount as 17,018. Read SEC document
October 20, 2016 Filed Oct 21, 2016 21:38 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	14,000	$32.28	$451,878.00	Disclosure SEC source: 0001225208-16-040688 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,044 F1 · price: This transaction was executed in multiple trades at prices ranging from $32.175 to $32.46. 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, 2016 Filed Oct 5, 2016 20:43 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	SaleCommon Stock	6,076	$32.00	$194,432.00	Disclosure SEC source: 0001225208-16-040187 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 28,044 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 23, 2015. Read SEC document
March 03, 2016 Filed Mar 4, 2016 19:44 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	3,454	$26.73	$92,325.42	Disclosure SEC source: 0001225208-16-029187 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 34,120 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, 2016 Filed Mar 3, 2016 21:57 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	2,622	$26.54	$69,594.44	Disclosure SEC source: 0001225208-16-029092 · doc4.xml · nonDerivative · entry 2 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 30,666 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 01, 2016 Filed Mar 3, 2016 21:57 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	GrantNonqualified Stock Option (right to buy) · Derivative	89,929	$0.00 Strike: $26.39	$0.00	Disclosure SEC source: 0001225208-16-029092 · doc4.xml · derivative · entry 3 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 89,929 Underlying: Common Stock · 89,929 shares Expires 2026-03-01 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, 2016 Filed Mar 3, 2016 21:57 UTC	SCHWAB CHARLES CORP SCHW · Entity 1218	Exercise / conversionCommon Stock	11,026	$25.90	$285,573.40	Disclosure SEC source: 0001225208-16-029092 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 28,044 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.