Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SCHWAB CHARLES CORP
Report date April 17, 2014 · Filed April 18, 2014
Section 16 reporting ended · disclosed 2014-04-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectin Trust for Daughter | 0 |
Reported balance
After 2014-04-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2014-04-17 · Sale · Disposed 8,805 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 1,233.292 |
Reported balance
Holding disclosure · report date 2014-04-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,233.292 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 92,717 |
Reported balance
Holding disclosure · report date 2014-04-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 92,717 |
| Common StockSEC Table I · non-derivative | Indirectin Trust for Son | 8,805 |
Reported balance
Holding disclosure · report date 2014-04-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 8,805 |
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 |
|---|---|---|---|---|---|---|
| April 21, 2011 Filed Apr 22, 2011 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 6,555 | $0.00 Strike: $12.50 | $0.00 |
DisclosureSEC source: 0001225208-11-012160 · doc4.xml · derivative · entry 11 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,555 shares Expires 2012-02-27 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 21, 2011 Filed Apr 22, 2011 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 205,831 | $18.74 | $3,856,449.62 |
DisclosureSEC source: 0001225208-11-012160 · doc4.xml · nonDerivative · entry 6 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 241,624 F1 · price: This transaction was executed in multiple trades at prices ranging from $18.6675 to $18.825. 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 21, 2011 Filed Apr 22, 2011 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 6,555 | $12.50 | $81,929.63 |
DisclosureSEC source: 0001225208-11-012160 · doc4.xml · nonDerivative · entry 5 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 447,455 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 21, 2011 Filed Apr 22, 2011 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 19,666 | $12.50 | $245,801.40 |
DisclosureSEC source: 0001225208-11-012160 · doc4.xml · nonDerivative · entry 4 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 440,900 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 21, 2011 Filed Apr 22, 2011 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 25,593 | $9.72 | $248,879.13 |
DisclosureSEC source: 0001225208-11-012160 · doc4.xml · nonDerivative · entry 3 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 421,234 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 21, 2011 Filed Apr 22, 2011 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 78,667 | $9.26 | $728,244.02 |
DisclosureSEC source: 0001225208-11-012160 · doc4.xml · nonDerivative · entry 2 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 395,641 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 21, 2011 Filed Apr 22, 2011 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 127,965 | $14.32 | $1,832,433.21 |
DisclosureSEC source: 0001225208-11-012160 · doc4.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 316,974 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2011 Filed Mar 3, 2011 20:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 42,271 | $0.00 Strike: $18.66 | $0.00 |
DisclosureSEC source: 0001225208-11-008482 · doc4.xml · derivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,271 Underlying: Common Stock · 42,271 shares Expires 2021-03-01 F1 · derivative.exercise_date: The option was granted under the company's 2004 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 02, 2010 Filed Nov 4, 2010 18:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-024245 · doc4.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,289 Read SEC document |
| November 01, 2010 Filed Jan 25, 2011 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 44,192 | $0.00 Strike: $15.43 | $0.00 |
DisclosureSEC source: 0001225208-11-003670 · doc5.xml · derivative · entry 2 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,192 Underlying: Common Stock · 44,192 shares Expires 2020-11-01 F1 · kind: The option was granted under the company's 2004 Stock Incentive Plan and represents one-third of an option grant approved for the reporting person on March 1, 2010 to be granted in three equal parts on March 1, 2010, August 2, 2010 and November 1, 2010. The option grants on August 2, 2010 and November 1, 2010 were previously not reported on a Form 4. F2 · derivative.exercise_date: The option vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 02, 2010 Filed Jan 25, 2011 00:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 43,371 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003670 · doc5.xml · derivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,371 Underlying: Common Stock · 43,371 shares Expires 2020-08-02 F1 · kind: The option was granted under the company's 2004 Stock Incentive Plan and represents one-third of an option grant approved for the reporting person on March 1, 2010 to be granted in three equal parts on March 1, 2010, August 2, 2010 and November 1, 2010. The option grants on August 2, 2010 and November 1, 2010 were previously not reported on a Form 4. F2 · derivative.exercise_date: The option vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2010 Filed Mar 3, 2010 17:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 37,454 | $0.00 Strike: $18.25 | $0.00 |
DisclosureSEC source: 0001225208-10-006767 · doc4.xml · derivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,454 Underlying: Common Stock · 37,454 shares Expires 2020-03-01 F1 · derivative.exercise_date: The option was granted under the company's 2004 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| December 27, 2009 Filed Mar 2, 2009 23:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (Right to buy) · Derivative | 239,257 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001296424-09-000002 · edgar.xml · derivative · entry 6 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 239,257 shares Expires 2011-09-30 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, 2009 Filed Nov 23, 2009 17:51 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,929 | $18.40 | $53,878.96 |
DisclosureSEC source: 0001225208-09-022739 · doc4.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,538 Read SEC document |
| November 02, 2009 Filed Nov 4, 2009 19:59 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 105,422 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001225208-09-021609 · doc4.xml · derivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,422 Underlying: Common Stock · 105,422 shares Expires 2019-11-02 F1 · derivative.exercise_date: The option was granted under the company's 2004 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 27, 2009 Filed Mar 2, 2009 23:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001296424-09-000002 · edgar.xml · nonDerivative · entry 5 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust for Son Disclosed balance after: 8,805 F2 · balance_after: In addition to the shares reported in Table I, the reporting person also has an indirect beneficial ownership interest in 1,144 shares held by an ESOP. Read SEC document |
| February 27, 2009 Filed Mar 2, 2009 23:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001296424-09-000002 · edgar.xml · nonDerivative · entry 4 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust for Daughter Disclosed balance after: 8,805 Read SEC document |
| February 27, 2009 Filed Mar 2, 2009 23:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001296424-09-000002 · edgar.xml · nonDerivative · entry 3 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,535 Read SEC document |
| February 27, 2009 Filed Mar 2, 2009 23:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 196,256 | $12.95 | $2,542,103.97 |
DisclosureSEC source: 0001296424-09-000002 · edgar.xml · nonDerivative · entry 2 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,535 F1 · price: This transaction was executed in multiple trades at prices ranging from $12.78 to $13.13. The price reported above 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 |
| February 27, 2009 Filed Mar 2, 2009 23:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 239,257 | $8.76 | $2,095,891.32 |
DisclosureSEC source: 0001296424-09-000002 · edgar.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,791 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 27, 2009 Filed Mar 6, 2009 00:23 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (Right to buy) · Derivative | 239,257 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001296424-09-000003 · edgar.xml · derivative · entry 2 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 239,257 shares Expires 2011-09-30 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. F3 · date: Amended to correct transaction date. Read SEC document |
| February 27, 2009 Filed Mar 6, 2009 00:23 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 239,257 | $12.95 | $3,099,095.92 |
DisclosureSEC source: 0001296424-09-000003 · edgar.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,534 F1 · shares: Amended to correct number of shares sold. F2 · price: This transaction was executed in multiple trades at prices ranging from $12.78 to $13.13. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 17, 2008 Filed Nov 24, 2008 21:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,871 | $19.19 | $55,103.96 |
DisclosureSEC source: 0001296424-08-000008 · edgar.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,734 F1 · balance_after: The reporting person also has an indirect beneficial ownership interest in 5,705 shares held in a trust for her daughter, 5,705 shares held in a trust for her son, and 1,139.54 shares held by an ESOP. Read SEC document |
| November 17, 2008 Filed Nov 25, 2008 20:15 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 2,871 | $19.19 | $55,103.96 |
DisclosureSEC source: 0001296424-08-000009 · edgar.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,534 F1 · balance_after: The reporting person also has an indirect beneficial ownership interest in 6,805 shares held in a trust for her daughter, 6,805 shares held in a trust for her son, and 1,139.54 shares held by an ESOP. Read SEC document |
| November 03, 2008 Filed Nov 5, 2008 17:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (Right to buy) · Derivative | 112,677 | $0.00 Strike: $19.36 | $0.00 |
DisclosureSEC source: 0001296424-08-000007 · edgar.xml · derivative · entry 3 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,677 Underlying: Common Stock · 112,677 shares Expires 2018-11-03 F3 · derivative.exercise_date: The option vests 25% on each of the first, second, third, and fourth anniversary of the grant date and has a term of ten years. Read SEC document |
| November 03, 2008 Filed Nov 5, 2008 17:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 11,477 | $19.17 | $220,014.09 |
DisclosureSEC source: 0001296424-08-000007 · edgar.xml · nonDerivative · entry 2 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,605 F1 · shares: The restricted stock awards vest in increments of 25% on the first, second, third and fourth anniversary of the date of grant based on the company achieving a performance target related to pre-tax adjusted income divided by revenue and revenue growth for the one-year performance period ending on each September 30 preceding the vesting date. F2 · balance_after: The reporting person also had an indirect beneficial ownership interest in 5,705 shares held in a trust for her daughter, 5,705 shares held in a trust for her son, and 1,135 shares held by an ESOP. Read SEC document |
| November 01, 2008 Filed Nov 5, 2008 17:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,005 | $19.19 | $19,289.27 |
DisclosureSEC source: 0001296424-08-000007 · edgar.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,128 Read SEC document |
| August 06, 2008 Filed Aug 7, 2008 19:27 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 44,485 | $22.86 | $1,016,980.48 |
DisclosureSEC source: 0001296424-08-000005 · edgar.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,133 F1 · price: This transaction was executed in multiple trades at prices ranging from $22.745 to $23.03. The price reported above 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. F2 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 5,705 shares held in a trust for her daughter, 5,705 shares held in a trust for her son, and 1,133 shares held by an ESOP. Read SEC document |
| July 22, 2008 Filed Jul 24, 2008 15:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 37,515 | $22.14 | $830,563.34 |
DisclosureSEC source: 0001296424-08-000003 · edgar.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,618 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 5,705 shares held in a trust for her daughter, 5,705 shares held in a trust for her son, and 1,133 shares held by an ESOP. Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (Right to buy) · Derivative | 32,096 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · derivative · entry 32 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,096 shares Expires 2008-02-23 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 |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionIncentive Stock Option (Right to buy) · Derivative | 24,544 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · derivative · entry 31 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,544 shares Expires 2008-02-23 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 |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $20.20 | $8,080.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 30 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,733 F2 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 5,705 shares held in a trust for her daughter, 5,705 shares held in a trust for her son, and 1,129 shares held by an ESOP. Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $20.19 | $8,076.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 29 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,133 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $20.18 | $4,036.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 28 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,533 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 500 | $20.17 | $10,085.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 27 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,733 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $20.16 | $4,032.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 26 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,233 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $20.14 | $4,028.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 25 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,433 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 700 | $20.13 | $14,091.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 24 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,633 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $20.12 | $6,036.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 23 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,333 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 746 | $20.11 | $15,002.06 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 22 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,633 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $20.10 | $8,040.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 21 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,379 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 201 | $20.09 | $4,038.09 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 20 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,779 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $20.08 | $6,024.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 19 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,980 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 500 | $20.07 | $10,035.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 18 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,280 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $20.06 | $2,006.25 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 17 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,780 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 53 | $20.06 | $1,063.18 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 16 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,880 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 500 | $20.05 | $10,025.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 15 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,933 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $20.04 | $2,004.25 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 14 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,433 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $20.04 | $8,016.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 13 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,533 Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $20.03 | $6,009.00 |
DisclosureSEC source: 0001296424-08-000001 · edgar.xml · nonDerivative · entry 12 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,933 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.