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 |
|---|---|---|---|---|---|---|
| July 06, 2011 Filed Jul 7, 2011 21:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,317 | $14.38 | $33,311.51 |
DisclosureSEC source: 0001225208-11-017936 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 206,882 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, 2011 Filed May 23, 2011 14:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 11,344 | $0.00 Strike: $17.62 | $0.00 |
DisclosureSEC source: 0001225208-11-014955 · doc4.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,344 Underlying: Common Stock · 11,344 shares Expires 2021-05-19 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 19, 2011 Filed May 23, 2011 14:45 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014955 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,378 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 |
| March 22, 2011 Filed Mar 23, 2011 17:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,480 | $0.00 Strike: $14.58 | $0.00 |
DisclosureSEC source: 0001225208-11-010186 · 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 · 2,480 shares Expires 2011-03-29 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 22, 2011 Filed Mar 23, 2011 17:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,480 | $14.58 | $36,151.46 |
DisclosureSEC source: 0001225208-11-010186 · doc4.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 201,384 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 17, 2010 Filed May 19, 2010 17:44 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 3,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-013427 · doc4.xml · derivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,185.67 Underlying: Common Stock · 3,649 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of company stock. F3 · derivative.exercise_date: The restricted stock units 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 · derivative.expiration_date: The restricted stock units 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, 2010 Filed May 19, 2010 17:44 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 11,082 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001225208-10-013427 · doc4.xml · derivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,082 Underlying: Common Stock · 11,082 shares Expires 2020-05-17 F1 · 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 18, 2009 Filed May 20, 2009 15:24 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,356 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0001188400-09-000002 · edgar.xml · derivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,356 Underlying: Common Stock · 8,356 shares Expires 2019-05-18 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 18, 2009 Filed May 20, 2009 15:24 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001188400-09-000002 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,453 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 192,555 shares held in trust. Read SEC document |
| July 23, 2008 Filed Jul 24, 2008 15:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 20,000 | $23.04 | $460,800.00 |
DisclosureSEC source: 0001188400-08-000005 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,555 F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 11,894 shares of company common stock. Read SEC document |
| May 19, 2008 Filed May 21, 2008 15:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,486 | $0.00 Strike: $22.39 | $0.00 |
DisclosureSEC source: 0001188400-08-000003 · edgar.xml · derivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,486 Underlying: Common Stock · 7,486 shares Expires 2018-05-19 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 19, 2008 Filed May 21, 2008 15:33 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001188400-08-000003 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,161 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 208,288 shares held in trust. Read SEC document |
| April 28, 2008 Filed Apr 28, 2008 18:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 7,080 | $0.00 Strike: $7.72 | $0.00 |
DisclosureSEC source: 0001188400-08-000001 · edgar.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,080 shares Expires 2008-05-15 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 28, 2008 Filed Apr 28, 2008 18:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,050 | $22.20 | $156,524.10 |
DisclosureSEC source: 0001188400-08-000001 · edgar.xml · nonDerivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 208,288 F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 13,404 shares of SCHW stock. Read SEC document |
| April 28, 2008 Filed Apr 28, 2008 18:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 30 | $22.20 | $666.00 |
DisclosureSEC source: 0001188400-08-000001 · edgar.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 215,338 Read SEC document |
| April 28, 2008 Filed Apr 28, 2008 18:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 7,080 | $7.72 | $54,655.48 |
DisclosureSEC source: 0001188400-08-000001 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 215,368 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, 2007 Filed May 23, 2007 19:19 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: 0001188400-07-000003 · edgar.xml · derivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · 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 19:19 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001188400-07-000003 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,631 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 195,410.78 shares held in trust. Read SEC document |
| April 26, 2007 Filed Apr 27, 2007 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative | 10,125 | $0.00 Strike: $5.31 | $0.00 |
DisclosureSEC source: 0001188400-07-000001 · edgar.xml · derivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,125 shares Expires 2007-05-15 Read SEC document |
| April 26, 2007 Filed Apr 27, 2007 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,125 | $19.77 | $200,171.25 |
DisclosureSEC source: 0001188400-07-000001 · edgar.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,790 F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 15,285 shares. Read SEC document |
| April 26, 2007 Filed Apr 27, 2007 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 10,125 | $5.31 | $53,763.75 |
DisclosureSEC source: 0001188400-07-000001 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,915 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 22, 2006 Filed May 24, 2006 18:29 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: 0001188400-06-000004 · edgar.xml · derivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · 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 18:29 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $16.17 | $60,023.04 |
DisclosureSEC source: 0001188400-06-000004 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,536 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 189,872.59 shares held in trust. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 16:59 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: 0001188400-06-000006 · edgar.xml · derivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · 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 16:59 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001188400-06-000006 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,583 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 189,872.59 shares held in trust. Read SEC document |
| May 10, 2006 Filed May 12, 2006 17:18 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: 0001188400-06-000002 · edgar.xml · derivative · entry 5 BECHTLE NANCY H · CIK 0001188400 · 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 10, 2006 Filed May 12, 2006 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,775 | $18.10 | $267,427.50 |
DisclosureSEC source: 0001188400-06-000002 · edgar.xml · nonDerivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 185,920 F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 16,824 shares of company stock. Read SEC document |
| May 10, 2006 Filed May 12, 2006 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,900 | $18.11 | $34,409.00 |
DisclosureSEC source: 0001188400-06-000002 · edgar.xml · nonDerivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 200,695 Read SEC document |
| May 10, 2006 Filed May 12, 2006 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $18.12 | $3,624.00 |
DisclosureSEC source: 0001188400-06-000002 · edgar.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 202,595 Read SEC document |
| May 10, 2006 Filed May 12, 2006 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 16,875 | $3.65 | $61,593.75 |
DisclosureSEC source: 0001188400-06-000002 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 202,795 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 24, 2005 Filed Oct 25, 2005 15:58 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 200 | $14.17 | $2,834.00 |
DisclosureSEC source: 0001188400-05-000010 · edgar.xml · nonDerivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 182,076 Read SEC document |
| October 24, 2005 Filed Oct 25, 2005 15:58 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 5,000 | $14.16 | $70,800.00 |
DisclosureSEC source: 0001188400-05-000010 · edgar.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 182,276 Read SEC document |
| October 24, 2005 Filed Oct 25, 2005 15:58 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 30,800 | $14.13 | $435,204.00 |
DisclosureSEC source: 0001188400-05-000010 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 187,276 Read SEC document |
| May 23, 2005 Filed May 24, 2005 18:23 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: 0001188400-05-000004 · edgar.xml · derivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · 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 18:23 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001188400-05-000004 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,455 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 218,076.03 shares held in trust. Read SEC document |
| April 26, 2005 Filed Apr 28, 2005 14:13 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: 0001188400-05-000002 · edgar.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · 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 26, 2005 Filed Apr 28, 2005 14:13 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 2,100 | $10.17 | $21,357.00 |
DisclosureSEC source: 0001188400-05-000002 · edgar.xml · nonDerivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 218,076 F1 · balance_after: The reporting person also has an direct beneficial ownership interest in 14,260 shares of company stock. Read SEC document |
| April 26, 2005 Filed Apr 28, 2005 14:13 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 11,400 | $10.18 | $116,052.00 |
DisclosureSEC source: 0001188400-05-000002 · edgar.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 220,176 Read SEC document |
| April 26, 2005 Filed Apr 28, 2005 14:13 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 13,500 | $2.68 | $36,180.00 |
DisclosureSEC source: 0001188400-05-000002 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 231,576 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 17, 2004 Filed May 18, 2004 17:09 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: 0000923738-04-000027 · edgar.xml · derivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2014-05-17 F2 · derivative.underlying_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 17:09 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-04-000027 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,580 F3 · 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. F1 · balance_after: The reporting person also has an indirect beneficial ownership interest in 215,319.29 shares of Company stock held in trust. Read SEC document |
| February 17, 2004 Filed Feb 19, 2004 19:33 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,250 | $0.00 Strike: $1.46 | $0.00 |
DisclosureSEC source: 0001188400-04-000001 · edgar.xml · derivative · entry 4 BECHTLE NANCY H · CIK 0001188400 · 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 |
| February 17, 2004 Filed Feb 19, 2004 19:33 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 2,300 | $13.05 | $30,015.00 |
DisclosureSEC source: 0001188400-04-000001 · edgar.xml · nonDerivative · entry 3 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 215,125.57 F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 10,338 shares of Company stock. Read SEC document |
| February 17, 2004 Filed Feb 19, 2004 19:33 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 37,700 | $13.02 | $490,854.00 |
DisclosureSEC source: 0001188400-04-000001 · edgar.xml · nonDerivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 217,425.57 Read SEC document |
| February 17, 2004 Filed Feb 19, 2004 19:33 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 20,250 | $1.46 | $29,565.00 |
DisclosureSEC source: 0001188400-04-000001 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 255,125.57 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, 2003 Filed May 19, 2003 16:29 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: 0001188400-03-000003 · edgar.xml · derivative · entry 2 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2013-05-15 F2 · derivative.underlying_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 16:29 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001188400-03-000003 · edgar.xml · nonDerivative · entry 1 BECHTLE NANCY H · CIK 0001188400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,338 F3 · 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. F1 · balance_after: The reporting person also has an indirect beneficial ownership interest in 234,198.29 shares of Company stock 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.