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 |
|---|---|---|---|---|---|---|
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 24,800 | $16.19 | $401,512.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 5 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,406 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,600 | $16.18 | $74,428.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 4 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,206 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,600 | $16.17 | $74,382.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 3 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,806 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,300 | $16.16 | $21,008.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 2 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,406 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:30 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,200 | $16.14 | $100,068.00 |
DisclosureSEC source: 0000902189-06-000004 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,706 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 400 | $16.60 | $6,640.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 17 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,769 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 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,500 | $16.59 | $24,885.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 16 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,169 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,300 | $16.58 | $21,554.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 15 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,669 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 300 | $16.57 | $4,971.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 14 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,969 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,000 | $16.56 | $16,560.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 13 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,269 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,400 | $16.55 | $105,920.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 12 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,269 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,600 | $16.54 | $26,464.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 11 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,669 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,100 | $16.53 | $67,773.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 10 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,269 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,100 | $16.52 | $51,212.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 9 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,369 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 100 | $16.51 | $1,651.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 8 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,469 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,600 | $16.50 | $75,900.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 7 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,569 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,400 | $16.49 | $39,576.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 6 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,169 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 14,200 | $16.48 | $234,016.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 5 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,569 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 4,400 | $16.47 | $72,468.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 4 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,769 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,400 | $16.46 | $88,884.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 3 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,169 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,200 | $16.45 | $134,890.00 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 2 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,569 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 13,544 | $16.44 | $222,663.36 |
DisclosureSEC source: 0000902189-06-000005 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,769 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 1,400 | $16.64 | $23,296.00 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 15 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,906 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 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,400 | $16.63 | $39,912.00 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 14 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,306 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,192 | $16.62 | $169,391.04 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 13 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,706 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 13,448 | $16.61 | $223,371.28 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 12 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,898 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,700 | $16.60 | $61,420.00 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 11 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,346 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 40,347 | $16.59 | $669,356.73 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 10 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,046 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 45,600 | $16.58 | $756,048.00 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 9 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,393 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,956 | $16.57 | $48,980.92 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 8 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,993 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 7,297 | $16.56 | $120,838.32 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 7 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,949 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 6,800 | $16.55 | $112,540.00 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 6 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,246 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 8,792 | $16.54 | $145,419.68 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 5 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 533,046 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 25,141 | $16.53 | $415,580.73 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 4 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541,838 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 17,000 | $16.52 | $280,840.00 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 3 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 566,979 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 20,929 | $16.51 | $345,537.79 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 2 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583,979 Read SEC document |
| February 27, 2006 Filed Feb 28, 2006 00:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 43,998 | $16.50 | $725,967.00 |
DisclosureSEC source: 0000902189-06-000002 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,908 Read SEC document |
| May 23, 2005 Filed May 24, 2005 18:43 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: 0000902189-05-000002 · 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 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 18:43 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,195 | $0.00 | $0.00 |
DisclosureSEC source: 0000902189-05-000002 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648,906 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 17, 2004 Filed May 18, 2004 17:20 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: 0000923738-04-000029 · 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 2014-05-17 F2 · 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 17:20 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-04-000029 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643,711 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. F3 · balance_after: The reporting person also has an indirect beneficial ownership interest in 3,537,375 shares held in trust. Read SEC document |
| May 15, 2003 Filed May 19, 2003 16:38 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: 0000902189-03-000001 · 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 2013-05-15 F2 · 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 16:38 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,283 | $0.00 | $0.00 |
DisclosureSEC source: 0000902189-03-000001 · edgar.xml · nonDerivative · entry 1 FISHER DONALD G · CIK 0000902189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,469 F1 · 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. F3 · balance_after: The reporting person also has an indirect beneficial ownership interest in 3,537,375 shares 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.