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 |
|---|---|---|---|---|---|---|
| July 24, 2006 Filed Jul 25, 2006 15:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $14.77 | $4,431.00 |
DisclosureSEC source: 0001296424-06-000006 · edgar.xml · nonDerivative · entry 7 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,795 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 600 | $14.76 | $8,856.00 |
DisclosureSEC source: 0001296424-06-000006 · edgar.xml · nonDerivative · entry 6 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,095 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $14.75 | $2,950.00 |
DisclosureSEC source: 0001296424-06-000006 · edgar.xml · nonDerivative · entry 5 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,695 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $14.72 | $1,472.00 |
DisclosureSEC source: 0001296424-06-000006 · edgar.xml · nonDerivative · entry 4 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,895 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $14.71 | $4,413.00 |
DisclosureSEC source: 0001296424-06-000006 · edgar.xml · nonDerivative · entry 3 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,995 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $14.69 | $1,469.00 |
DisclosureSEC source: 0001296424-06-000006 · edgar.xml · nonDerivative · entry 2 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,295 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:16 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $14.65 | $1,465.00 |
DisclosureSEC source: 0001296424-06-000006 · edgar.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,395 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerCommon Stock | 100 | $15.11 | $1,511.00 |
DisclosureSEC source: 0001296424-06-000007 · edgar.xml · nonDerivative · entry 10 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,495 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 3,225 shares held in a trust for her daughter, 3,225 shares held in a trust for her son, and 1,065 shares held by an ESOP. Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerCommon Stock | 100 | $15.10 | $1,510.00 |
DisclosureSEC source: 0001296424-06-000007 · edgar.xml · nonDerivative · entry 9 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,595 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerCommon Stock | 100 | $15.09 | $1,509.00 |
DisclosureSEC source: 0001296424-06-000007 · edgar.xml · nonDerivative · entry 8 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,695 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerCommon Stock | 100 | $15.07 | $1,507.00 |
DisclosureSEC source: 0001296424-06-000007 · edgar.xml · nonDerivative · entry 7 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,795 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerCommon Stock | 200 | $15.06 | $3,012.00 |
DisclosureSEC source: 0001296424-06-000007 · edgar.xml · nonDerivative · entry 6 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,895 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerCommon Stock | 100 | $15.05 | $1,505.00 |
DisclosureSEC source: 0001296424-06-000007 · edgar.xml · nonDerivative · entry 5 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,095 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerCommon Stock | 175 | $15.04 | $2,632.00 |
DisclosureSEC source: 0001296424-06-000007 · edgar.xml · nonDerivative · entry 4 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,195 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerCommon Stock | 500 | $15.03 | $7,515.00 |
DisclosureSEC source: 0001296424-06-000007 · edgar.xml · nonDerivative · entry 3 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,370 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerCommon Stock | 100 | $15.02 | $1,502.00 |
DisclosureSEC source: 0001296424-06-000007 · edgar.xml · nonDerivative · entry 2 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,870 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 15:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Disposition to issuerCommon Stock | 100 | $15.01 | $1,501.00 |
DisclosureSEC source: 0001296424-06-000007 · edgar.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,970 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $4.33 | $0.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · derivative · entry 29 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2006-12-11 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 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $4.33 | $0.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · derivative · entry 28 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2006-12-11 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 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 394 | $16.81 | $6,623.14 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 27 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,495 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 3,225 shares held in a trust for her daughter, 3,225 shares held in a trust for her son, and 1,062 shares held by an ESOP. Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $16.79 | $5,037.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 26 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,889 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $16.77 | $3,354.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 25 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,189 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,900 | $16.76 | $48,604.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 24 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,389 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 900 | $16.74 | $15,066.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 23 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,289 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $16.73 | $5,019.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 22 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,189 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,000 | $16.72 | $16,720.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 21 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,489 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,442 | $16.71 | $24,095.82 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 20 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,489 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,900 | $16.70 | $65,130.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 19 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,931 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,100 | $16.69 | $18,359.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 18 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,831 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,982 | $16.68 | $33,059.76 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 17 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,931 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,700 | $16.67 | $28,339.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 16 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,913 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,737 | $16.66 | $62,258.42 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 15 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,613 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,900 | $16.65 | $64,935.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 14 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,350 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,500 | $16.64 | $74,880.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 13 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,250 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,132 | $16.63 | $52,085.16 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 12 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,750 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,000 | $16.62 | $33,240.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 11 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,882 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,000 | $16.61 | $49,830.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 10 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,882 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,064 | $16.60 | $34,262.40 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 9 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,882 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,600 | $16.59 | $43,134.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 8 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,946 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 800 | $16.58 | $13,264.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 7 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,546 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,649 | $16.57 | $60,463.93 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 6 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,346 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,900 | $16.56 | $64,584.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 5 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,995 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $16.55 | $6,620.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 4 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,895 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 200 | $16.49 | $3,298.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 3 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,295 Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 50,000 | $4.33 | $216,500.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 2 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,495 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 31, 2006 Filed Jun 2, 2006 18:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 25,000 | $4.33 | $108,250.00 |
DisclosureSEC source: 0001296424-06-000004 · edgar.xml · nonDerivative · entry 1 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,495 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, 2006 Filed Mar 1, 2006 22:12 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 54 | $16.30 | $880.20 |
DisclosureSEC source: 0001296424-06-000002 · edgar.xml · nonDerivative · entry 29 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,495 F2 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 3,225 shares held in a trust for her daughter, 3,225 shares held in a trust for her son, and 1,062 shares held by an ESOP. Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 22:12 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 135 | $16.34 | $2,205.90 |
DisclosureSEC source: 0001296424-06-000002 · edgar.xml · nonDerivative · entry 28 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,549 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 22:12 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 54 | $16.38 | $884.52 |
DisclosureSEC source: 0001296424-06-000002 · edgar.xml · nonDerivative · entry 27 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,684 Read SEC document |
| February 27, 2006 Filed Mar 1, 2006 22:12 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 190 | $16.44 | $3,123.60 |
DisclosureSEC source: 0001296424-06-000002 · edgar.xml · nonDerivative · entry 26 Dwyer Carrie E · CIK 0001296424 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,738 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.