Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | August 07, 2017 | August 07, 2017 |
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 August 07, 2017 · Filed August 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 189,346 |
Reported balance
After 2017-08-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-08-07 · Sale · Disposed 23,207 · Balance 189,346 F1: This transaction was executed in multiple trades at prices ranging from $42.99 to $43.095. 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 | Direct | 4,754 |
Reported balance
Holding disclosure · report date 2017-08-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,754 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $42.99 to $43.095. 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.
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 |
|---|---|---|---|---|---|---|
| August 07, 2017 Filed Aug 7, 2017 21:11 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 23,207 | $43.03 | $998,527.59 |
DisclosureSEC source: 0001225208-17-013338 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 189,346 F1 · price: This transaction was executed in multiple trades at prices ranging from $42.99 to $43.095. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 18, 2017 Filed May 22, 2017 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 7,165 | $0.00 Strike: $38.33 | $0.00 |
DisclosureSEC source: 0001225208-17-010179 · doc4.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165 Underlying: Common Stock · 7,165 shares Expires 2027-05-18 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 18, 2017 Filed May 22, 2017 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010179 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,767 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| April 26, 2017 Filed Apr 26, 2017 16:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,823 | $0.00 Strike: $20.14 | $0.00 |
DisclosureSEC source: 0001225208-17-008369 · doc4.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,823 shares Expires 2017-05-21 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, 2017 Filed Apr 26, 2017 16:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,823 | $39.85 | $311,709.78 |
DisclosureSEC source: 0001225208-17-008369 · doc4.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 209,983 F1 · price: This transaction was executed in multiple trades at prices ranging from $39.79 to $39.92. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 26, 2017 Filed Apr 26, 2017 16:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,823 | $20.14 | $157,519.23 |
DisclosureSEC source: 0001225208-17-008369 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 217,806 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 21:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 6,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043646 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 209,983 Read SEC document |
| May 19, 2016 Filed May 23, 2016 20:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 7,866 | $0.00 Strike: $28.96 | $0.00 |
DisclosureSEC source: 0001225208-16-033803 · doc4.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,866 Underlying: Common Stock · 7,866 shares Expires 2026-05-19 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 19, 2016 Filed May 23, 2016 20:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-033803 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,019 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 13, 2016 Filed May 16, 2016 20:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $15.17 | $0.00 |
DisclosureSEC source: 0001225208-16-033362 · doc4.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,244 shares Expires 2016-05-22 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 13, 2016 Filed May 16, 2016 20:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,851 | $27.90 | $79,528.65 |
DisclosureSEC source: 0001225208-16-033362 · doc4.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 213,156 Read SEC document |
| May 13, 2016 Filed May 16, 2016 20:26 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $15.17 | $79,542.57 |
DisclosureSEC source: 0001225208-16-033362 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 216,007 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 19, 2015 Filed Nov 20, 2015 17:08 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-021147 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 210,763 Read SEC document |
| May 29, 2015 Filed Jun 1, 2015 16:15 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,055 | $31.26 | $158,034.97 |
DisclosureSEC source: 0001225208-15-013017 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,163 F1 · price: This transaction was executed in multiple trades at prices ranging from $31.245 to $31.285. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 15, 2015 Filed May 19, 2015 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,548 | $0.00 Strike: $31.21 | $0.00 |
DisclosureSEC source: 0001225208-15-012382 · doc4.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,548 Underlying: Common Stock · 8,548 shares Expires 2025-05-15 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 15, 2015 Filed May 19, 2015 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-012382 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,335 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| March 30, 2015 Filed Apr 1, 2015 16:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $11.04 | $0.00 |
DisclosureSEC source: 0001225208-15-008916 · doc4.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,244 shares Expires 2015-05-23 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 30, 2015 Filed Apr 1, 2015 16:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $11.04 | $57,894.28 |
DisclosureSEC source: 0001225208-15-008916 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 212,646 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 19, 2014 Filed May 21, 2014 20:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 10,511 | $0.00 Strike: $25.01 | $0.00 |
DisclosureSEC source: 0001225208-14-013435 · doc4.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,511 Underlying: Common Stock · 10,511 shares Expires 2024-05-19 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 19, 2014 Filed May 21, 2014 20:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-013435 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,041 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| March 21, 2014 Filed Mar 24, 2014 20:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $9.06 | $0.00 |
DisclosureSEC source: 0001225208-14-008768 · doc4.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,244 shares Expires 2014-05-17 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 21, 2014 Filed Mar 24, 2014 20:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,659 | $28.62 | $47,472.29 |
DisclosureSEC source: 0001225208-14-008768 · doc4.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 203,469 Read SEC document |
| March 21, 2014 Filed Mar 24, 2014 20:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $9.06 | $47,495.43 |
DisclosureSEC source: 0001225208-14-008768 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 205,128 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 17, 2014 Filed Jan 21, 2014 23:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 34,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-002058 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 199,884 Read SEC document |
| May 20, 2013 Filed May 22, 2013 17:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 14,345 | $0.00 Strike: $19.21 | $0.00 |
DisclosureSEC source: 0001225208-13-012931 · doc4.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,345 Underlying: Common Stock · 14,345 shares Expires 2023-05-20 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 20, 2013 Filed May 22, 2013 17:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-012931 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,533 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 10, 2013 Filed May 13, 2013 19:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $9.31 | $0.00 |
DisclosureSEC source: 0001225208-13-012065 · doc4.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,244 shares Expires 2013-05-15 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 10, 2013 Filed May 13, 2013 19:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,729 | $17.90 | $48,835.46 |
DisclosureSEC source: 0001225208-13-012065 · doc4.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 230,148 Read SEC document |
| May 10, 2013 Filed May 13, 2013 19:10 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $9.31 | $48,845.24 |
DisclosureSEC source: 0001225208-13-012065 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 232,877 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 24, 2012 Filed Dec 26, 2012 19:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,772 | $0.00 Strike: $11.71 | $0.00 |
DisclosureSEC source: 0001225208-12-025952 · doc4.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,772 shares Expires 2013-01-06 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 24, 2012 Filed Dec 26, 2012 19:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,271 | $14.29 | $32,441.24 |
DisclosureSEC source: 0001225208-12-025952 · doc4.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 227,633 Read SEC document |
| December 24, 2012 Filed Dec 26, 2012 19:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,772 | $11.71 | $32,453.19 |
DisclosureSEC source: 0001225208-12-025952 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 229,904 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 28, 2012 Filed Aug 29, 2012 21:27 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,790 | $8.56 Strike: $8.56 | $32,447.33 |
DisclosureSEC source: 0001225208-12-018716 · doc4.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,790 shares Expires 2012-10-01 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 28, 2012 Filed Aug 29, 2012 21:27 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,474 | $13.12 | $32,446.51 |
DisclosureSEC source: 0001225208-12-018716 · doc4.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 227,132 Read SEC document |
| August 28, 2012 Filed Aug 29, 2012 21:27 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 3,790 | $8.56 | $32,447.71 |
DisclosureSEC source: 0001225208-12-018716 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 229,606 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 28, 2012 Filed Aug 29, 2012 22:57 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 3,790 | $0.00 Strike: $8.56 | $0.00 |
DisclosureSEC source: 0001225208-12-018719 · doc4a.xml · derivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,790 shares Expires 2012-10-01 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. F1 · price: The reporting person is amending the Form 4 originally filed to report this option exercise for the purpose of correcting the price of the derivative security in Column 8. Read SEC document |
| June 29, 2012 Filed Jul 2, 2012 23:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,790 | $0.00 Strike: $10.49 | $0.00 |
DisclosureSEC source: 0001225208-12-015258 · doc4.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,790 shares Expires 2012-07-01 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, 2012 Filed Jul 2, 2012 23:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,270 | $12.89 | $29,248.95 |
DisclosureSEC source: 0001225208-12-015258 · doc4.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 225,816 Read SEC document |
| June 29, 2012 Filed Jul 2, 2012 23:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,790 | $10.49 | $29,259.29 |
DisclosureSEC source: 0001225208-12-015258 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 228,086 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 21, 2012 Filed May 23, 2012 18:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 16,491 | $0.00 Strike: $12.66 | $0.00 |
DisclosureSEC source: 0001225208-12-013018 · doc4.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,491 Underlying: Common Stock · 16,491 shares Expires 2022-05-21 F2 · 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 grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 21, 2012 Filed May 23, 2012 18:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 5,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-013018 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,601 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 15, 2012 Filed May 16, 2012 16:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 12,907 | $0.00 Strike: $11.62 | $0.00 |
DisclosureSEC source: 0001225208-12-012494 · doc4.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,907 shares Expires 2012-05-15 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 15, 2012 Filed May 16, 2012 16:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 11,655 | $12.87 | $149,999.85 |
DisclosureSEC source: 0001225208-12-012494 · doc4.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 221,719 Read SEC document |
| May 15, 2012 Filed May 16, 2012 16:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 12,907 | $11.62 | $150,001.28 |
DisclosureSEC source: 0001225208-12-012494 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 233,374 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 09, 2012 Filed Apr 11, 2012 16:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,948 | $0.00 Strike: $11.71 | $0.00 |
DisclosureSEC source: 0001225208-12-009621 · doc4.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,948 shares Expires 2012-04-09 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 09, 2012 Filed Apr 11, 2012 16:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,474 | $13.95 | $34,499.93 |
DisclosureSEC source: 0001225208-12-009621 · doc4.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 220,467 Read SEC document |
| April 09, 2012 Filed Apr 11, 2012 16:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,948 | $11.71 | $34,513.71 |
DisclosureSEC source: 0001225208-12-009621 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 222,941 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 23, 2011 Filed Sep 26, 2011 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 13,111 | $0.00 Strike: $9.72 | $0.00 |
DisclosureSEC source: 0001225208-11-022115 · doc4.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,111 shares Expires 2011-09-24 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 23, 2011 Filed Sep 26, 2011 15:37 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 13,111 | $9.72 | $127,497.92 |
DisclosureSEC source: 0001225208-11-022115 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 219,993 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 06, 2011 Filed Jul 7, 2011 21:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,317 | $0.00 Strike: $14.38 | $0.00 |
DisclosureSEC source: 0001225208-11-017936 · doc4.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,317 shares Expires 2011-07-06 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.