Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | May 08, 2018 | May 09, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SCHWAB CHARLES CORP
Report date May 08, 2018 · Filed May 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 906,864 |
Reported balance
After 2018-05-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-05-08 · Exercise / conversion · Acquired 7,486 · Balance 906,864 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 910,559 |
Reported balance
After 2018-05-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-05-08 · Exercise / conversion · Acquired 3,695 · Balance 910,559 |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.39 · Expires 2018-05-19 | Direct | 0 |
Reported balance
After 2018-05-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-05-08 · Exercise / conversion · Disposed 7,486 · Balance 0 |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.88 · Expires 2018-07-01 | Direct | 0 |
Reported balance
After 2018-05-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-05-08 · Exercise / conversion · Disposed 3,695 · Balance 0 |
| Common StockSEC Table I · non-derivative | Direct | 4,754 |
Reported balance
Holding disclosure · report date 2018-05-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,754 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 30,375 |
Reported balance
Holding disclosure · report date 2018-05-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 30,375 |
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 |
|---|---|---|---|---|---|---|
| October 01, 2007 Filed Oct 3, 2007 17:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,801 | $0.00 Strike: $22.41 | $0.00 |
DisclosureSEC source: 0001188402-07-000011 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,801 Underlying: Common Stock · 3,801 shares Expires 2017-10-01 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| October 01, 2007 Filed Oct 21, 2008 18:24 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 4,447 | $0.00 Strike: $22.41 | $0.00 |
DisclosureSEC source: 0001188402-08-000013 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,447 Underlying: Common Stock · 4,447 shares Expires 2017-10-01 F1 · shares: The number of options on the reporting person's original Form 4 was reported incorrectly. Read SEC document |
| July 02, 2007 Filed Jul 5, 2007 15:52 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,861 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0001188402-07-000009 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,861 Underlying: Common Stock · 2,861 shares Expires 2017-07-02 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| May 21, 2007 Filed May 23, 2007 19:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,459 | $0.00 Strike: $21.12 | $0.00 |
DisclosureSEC source: 0001188402-07-000007 · edgar.xml · derivative · entry 2 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,459 Underlying: Common Stock · 7,459 shares Expires 2017-05-21 F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 21, 2007 Filed May 23, 2007 19:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001188402-07-000007 · edgar.xml · nonDerivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,576 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 272,120.47 shares held by his spouse and 896,070.71 shares held in trust. Read SEC document |
| April 26, 2007 Filed Apr 27, 2007 17:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,125 | $0.00 Strike: $5.31 | $0.00 |
DisclosureSEC source: 0001188402-07-000005 · edgar.xml · derivative · entry 2 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,125 shares Expires 2007-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2007 Filed Apr 27, 2007 17:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 10,125 | $5.31 | $53,763.75 |
DisclosureSEC source: 0001188402-07-000005 · edgar.xml · nonDerivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 893,450 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 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 10,230 shares and an indirect beneficial ownership interest in 272,120 shares held by his spouse. Read SEC document |
| April 02, 2007 Filed Apr 4, 2007 15:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,875 | $0.00 Strike: $18.55 | $0.00 |
DisclosureSEC source: 0001188402-07-000004 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,875 Underlying: Common Stock · 4,875 shares Expires 2017-04-02 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 16:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,888 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001188402-07-000002 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,888 Underlying: Common Stock · 3,888 shares Expires 2017-01-03 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| October 02, 2006 Filed Oct 3, 2006 17:52 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,102 | $0.00 Strike: $17.68 | $0.00 |
DisclosureSEC source: 0001188402-06-000016 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,102 Underlying: Common Stock · 5,102 shares Expires 2016-10-02 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| July 03, 2006 Filed Jul 5, 2006 18:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,469 | $0.00 Strike: $16.20 | $0.00 |
DisclosureSEC source: 0001188402-06-000014 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,469 Underlying: Common Stock · 5,469 shares Expires 2016-07-03 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| May 22, 2006 Filed May 24, 2006 18:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001188402-06-000008 · edgar.xml · derivative · entry 2 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-05-21 F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 22, 2006 Filed May 24, 2006 18:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $16.17 | $60,023.04 |
DisclosureSEC source: 0001188402-06-000008 · edgar.xml · nonDerivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,481 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 280,222.98 shares held by his spouse and 871,715 shares held in trust. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 17:36 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001188402-06-000012 · edgar.xml · derivative · entry 2 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-05-22 F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 17:36 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001188402-06-000012 · edgar.xml · nonDerivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,528 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 280,222.98 shares held by his spouse and 871,715 shares held in trust. Read SEC document |
| May 03, 2006 Filed May 4, 2006 18:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 16,875 | $0.00 Strike: $3.65 | $0.00 |
DisclosureSEC source: 0001188402-06-000006 · edgar.xml · derivative · entry 2 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,875 shares Expires 2006-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 03, 2006 Filed May 4, 2006 18:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 16,875 | $3.65 | $61,593.75 |
DisclosureSEC source: 0001188402-06-000006 · edgar.xml · nonDerivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 867,762 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 · balance_after: The reporting person also has a direct beneficial ownership interest in 11,769 shares and an indirect beneficial ownership interest in 279,837 shares held by his spouse. Read SEC document |
| April 03, 2006 Filed Apr 5, 2006 15:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,196 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001188402-06-000004 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,196 Underlying: Common Stock · 5,196 shares Expires 2016-04-03 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| January 03, 2006 Filed Jan 5, 2006 18:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,986 | $0.00 Strike: $14.96 | $0.00 |
DisclosureSEC source: 0001188402-06-000002 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,986 Underlying: Common Stock · 6,986 shares Expires 2016-01-03 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| October 03, 2005 Filed Oct 5, 2005 16:00 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,334 | $0.00 Strike: $14.44 | $0.00 |
DisclosureSEC source: 0001188402-05-000012 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,334 Underlying: Common Stock · 5,334 shares Expires 2015-10-03 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| July 01, 2005 Filed Jul 5, 2005 20:23 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 7,640 | $0.00 Strike: $11.33 | $0.00 |
DisclosureSEC source: 0001188402-05-000010 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,640 Underlying: Common Stock · 7,640 shares Expires 2015-07-01 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| May 23, 2005 Filed May 24, 2005 18:32 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $11.58 | $0.00 |
DisclosureSEC source: 0001188402-05-000008 · edgar.xml · derivative · entry 2 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2015-05-23 F3 · shares: The options were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 23, 2005 Filed May 24, 2005 18:32 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001188402-05-000008 · edgar.xml · nonDerivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,400 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 278,568.53 shares held by his spouse and 848,256 shares held in trust. Read SEC document |
| April 20, 2005 Filed Apr 21, 2005 22:56 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 13,500 | $0.00 Strike: $2.68 | $0.00 |
DisclosureSEC source: 0001188402-05-000006 · edgar.xml · derivative · entry 2 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,500 shares Expires 2005-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 20, 2005 Filed Apr 21, 2005 22:56 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 13,500 | $2.68 | $36,180.00 |
DisclosureSEC source: 0001188402-05-000006 · edgar.xml · nonDerivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 848,256 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 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 9,205 shares and an indirect beneficial ownership interest in 278,569 shares held by his spouse. Read SEC document |
| April 01, 2005 Filed Apr 4, 2005 15:56 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 12,046 | $0.00 Strike: $10.45 | $0.00 |
DisclosureSEC source: 0001188402-05-000004 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,046 Underlying: Common Stock · 12,046 shares Expires 2015-04-01 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 18:01 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 6,077 | $0.00 Strike: $11.66 | $0.00 |
DisclosureSEC source: 0001188402-05-000002 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,077 Underlying: Common Stock · 6,077 shares Expires 2015-01-03 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan and the Directors' Deferred Compensation Plan II and vest immediately. Read SEC document |
| October 01, 2004 Filed Oct 4, 2004 21:15 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 7,325 | $0.00 Strike: $9.22 | $0.00 |
DisclosureSEC source: 0001188402-04-000008 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,325 Underlying: Common Stock · 7,325 shares Expires 2014-10-01 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan and vest immediately. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 23:27 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 6,083 | $0.00 Strike: $9.39 | $0.00 |
DisclosureSEC source: 0000923738-04-000047 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,083 Underlying: Common Stock · 6,083 shares Expires 2014-07-01 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan and vest immediately. Read SEC document |
| May 17, 2004 Filed May 18, 2004 17:15 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $9.50 | $0.00 |
DisclosureSEC source: 0000923738-04-000028 · edgar.xml · derivative · entry 2 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2014-05-17 F2 · shares: The options were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 17, 2004 Filed May 18, 2004 17:15 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-04-000028 · edgar.xml · nonDerivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,525 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F3 · balance_after: The reporting person also has an indirect beneficial ownership interest in 276,608.23 shares held by his spouse and 833,436 shares held in trust. Read SEC document |
| April 28, 2004 Filed Apr 30, 2004 21:18 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 20,250 | $0.00 Strike: $1.46 | $0.00 |
DisclosureSEC source: 0001188402-04-000006 · edgar.xml · derivative · entry 2 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,250 shares Expires 2004-05-16 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 28, 2004 Filed Apr 30, 2004 21:18 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 20,250 | $1.46 | $29,565.00 |
DisclosureSEC source: 0001188402-04-000006 · edgar.xml · nonDerivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 833,436 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 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 5,283 shares of company common stock and an indirect beneficial ownership interest in 276,608 shares held by his spouse. Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 19:18 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 4,803 | $0.00 Strike: $11.83 | $0.00 |
DisclosureSEC source: 0001188402-04-000004 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,803 Underlying: Common Stock · 4,803 shares Expires 2014-04-01 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan and vest immediately. Read SEC document |
| January 05, 2004 Filed Jan 7, 2004 21:10 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 4,394 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0001188402-04-000002 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,394 Underlying: Common Stock · 4,394 shares Expires 2014-01-05 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan and vest immediately. Read SEC document |
| October 07, 2003 Filed Oct 8, 2003 18:14 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 2,557 | $0.00 Strike: $13.29 | $0.00 |
DisclosureSEC source: 0001188402-03-000008 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,557 Underlying: Common Stock · 2,557 shares Expires 2013-10-07 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan and vest immediately. Read SEC document |
| July 08, 2003 Filed Jul 10, 2003 17:34 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 4,126 | $0.00 Strike: $11.73 | $0.00 |
DisclosureSEC source: 0001188402-03-000005 · edgar.xml · derivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,126 Underlying: Common Stock · 4,126 shares Expires 2013-07-08 F1 · shares: The options were received pursuant to the Directors' Deferred Compensation Plan and vest immediately. Read SEC document |
| May 15, 2003 Filed May 19, 2003 16:34 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $9.77 | $0.00 |
DisclosureSEC source: 0001188402-03-000004 · edgar.xml · derivative · entry 2 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2013-05-15 F2 · shares: The options were granted under the Company's 2001 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 15, 2003 Filed May 19, 2003 16:34 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001188402-03-000004 · edgar.xml · nonDerivative · entry 1 BUTCHER C PRESTON · CIK 0001188402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,283 F1 · shares: The shares were granted under the Company's 2001 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F3 · balance_after: The reporting person also has an indirect beneficial ownership interest in 275,419.82 shares held by his spouse and 813,186 shares held in trust. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.