Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | May 18, 2009 | May 20, 2009 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SCHWAB CHARLES CORP
Report date May 18, 2009 · Filed May 20, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,398 |
Reported balance
After 2009-05-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2009-05-18 · Grant · Acquired 3,559 · Balance 10,398 F1: 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: The reporting person also has an indirect beneficial ownership interest in 3,606,096 shares held in trust. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.00 · Expires 2019-05-18 | Direct | 8,356 |
Reported balance
After 2009-05-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2009-05-18 · Grant · Acquired 8,356 · Balance 8,356 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: The reporting person also has an indirect beneficial ownership interest in 3,606,096 shares held in trust.
F3: 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.
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 |
|---|---|---|---|---|---|---|
| May 18, 2009 Filed May 20, 2009 15:35 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: 0000902189-09-000002 · edgar.xml · derivative · entry 2 FISHER DONALD G · CIK 0000902189 · 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 15:35 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,559 | $0.00 | $0.00 |
DisclosureSEC source: 0000902189-09-000002 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,398 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 3,606,096 shares held in trust. Read SEC document |
| July 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,955 | $0.00 Strike: $20.14 | $0.00 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · derivative · entry 16 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,955 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 |
| July 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,622 | $0.00 Strike: $15.17 | $0.00 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · derivative · entry 15 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,622 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 |
| July 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $11.04 | $0.00 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · derivative · entry 14 FISHER DONALD G · CIK 0000902189 · 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 |
| July 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $9.06 | $0.00 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · derivative · entry 13 FISHER DONALD G · CIK 0000902189 · 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 |
| July 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,244 | $0.00 Strike: $9.31 | $0.00 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · derivative · entry 12 FISHER DONALD G · CIK 0000902189 · 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 |
| July 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 12,907 | $0.00 Strike: $11.62 | $0.00 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · derivative · entry 11 FISHER DONALD G · CIK 0000902189 · 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 |
| July 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 13,111 | $0.00 Strike: $9.72 | $0.00 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · derivative · entry 10 FISHER DONALD G · CIK 0000902189 · 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 |
| July 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,028 | $0.00 Strike: $18.69 | $0.00 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · derivative · entry 9 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,028 shares Expires 2011-05-15 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 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 1,955 | $20.14 | $39,364.71 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 8 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,591,730 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 21,205 shares of company common stock. Read SEC document |
| May 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 2,622 | $15.17 | $39,771.28 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 7 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,589,775 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 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $11.04 | $57,894.28 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 6 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,587,153 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 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $9.06 | $47,495.43 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 5 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,581,909 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 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,244 | $9.31 | $48,845.24 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 4 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,576,665 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 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 12,907 | $11.62 | $150,001.28 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 3 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,571,421 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 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 13,111 | $9.72 | $127,497.92 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 2 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,558,514 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 29, 2008 Filed Jul 31, 2008 16:01 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 8,028 | $18.69 | $150,012.81 |
DisclosureSEC source: 0000902189-08-000004 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,545,403 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, 2008 Filed May 21, 2008 15:48 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: 0000902189-08-000002 · edgar.xml · derivative · entry 2 FISHER DONALD G · CIK 0000902189 · 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 15:48 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,757 | $0.00 | $0.00 |
DisclosureSEC source: 0000902189-08-000002 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,205 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 3,537,375 shares held in trust. Read SEC document |
| May 21, 2007 Filed May 23, 2007 19:38 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: 0000902189-07-000002 · edgar.xml · derivative · entry 2 FISHER DONALD G · CIK 0000902189 · 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 19:38 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,967 | $0.00 | $0.00 |
DisclosureSEC source: 0000902189-07-000002 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,448 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 3,537,375 shares held in trust. Read SEC document |
| May 22, 2006 Filed May 24, 2006 18:41 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: 0000902189-06-000007 · edgar.xml · derivative · entry 2 FISHER DONALD G · CIK 0000902189 · 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 18:41 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $16.17 | $60,023.04 |
DisclosureSEC source: 0000902189-06-000007 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,481 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 3,537,375 shares held in trust. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 17:23 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001188402-06-000010 · edgar.xml · derivative · entry 2 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-05-22 F3 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 17:23 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001188402-06-000010 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,481 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F2 · balance_after: The reporting person also has an indirect beneficial ownership interest in 3,537,375 shares held in trust. Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,300 | $16.43 | $103,509.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 29 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,313 F1 · balance_after: The reporting person also has an indirect beneficial ownership interest in 3,537,375 shares held in trust. Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,699 | $16.42 | $77,157.58 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 28 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,613 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,230 | $16.41 | $53,004.30 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 27 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,312 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,465 | $16.40 | $56,826.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 26 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,542 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,400 | $16.39 | $39,336.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 25 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,007 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,194 | $16.38 | $85,077.72 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 24 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,407 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,400 | $16.37 | $170,248.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 23 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,601 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,536 | $16.36 | $156,008.96 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 22 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,001 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,400 | $16.35 | $120,990.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 21 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,537 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 19,200 | $16.34 | $313,728.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 20 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,937 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 9,000 | $16.33 | $146,970.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 19 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,137 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 12,900 | $16.32 | $210,528.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 18 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,137 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,700 | $16.31 | $60,347.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 17 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,037 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,800 | $16.30 | $29,340.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 16 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,737 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 36,700 | $16.29 | $597,843.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 15 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,537 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 20,815 | $16.28 | $338,868.20 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 14 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,237 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 13,305 | $16.27 | $216,472.35 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 13 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,052 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 23,572 | $16.26 | $383,280.72 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 12 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,357 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,700 | $16.25 | $108,875.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 11 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,929 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 23,927 | $16.24 | $388,574.48 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 10 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,629 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 29,900 | $16.23 | $485,277.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 9 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,556 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 17,600 | $16.22 | $285,472.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 8 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,456 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 150 | $16.21 | $2,431.50 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 7 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,056 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,200 | $16.20 | $19,440.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 6 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,206 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.