Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHWAB CHARLES CORPSCHW · Entity 1218 | EVP - Human Resources | February 25, 2007 | February 27, 2007 |
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 February 25, 2007 · Filed February 27, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,553 |
Reported balance
After 2007-02-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2007-02-25 · Tax withholding · Disposed 1,475 · Balance 27,553 F1: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 78,263 shares held in trust and 6,904 shares held by an ESOP. |
Filing footnotes · ownership attribution and instrument terms
F1: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 78,263 shares held in trust and 6,904 shares held by an ESOP.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
XO GROUP INC.
Report date December 21, 2018 · Filed December 21, 2018
Section 16 reporting ended · disclosed 2018-12-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock AwardsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-12-21 transaction · row 1
1 source rowRow 1 · 2018-12-21 · Disposition to issuer · Disposed 7,500 · Balance 0 F1: At the Effective Time, each compensatory award in respect of a Share subject to vesting, repurchase or other lapse restriction (each, a "Company RSA Award") that was outstanding immediately prior to the Effective Time vested on a prorated basis based on completed service between the grant date and the date of the Effective Time. Each Share underlying the Company RSA Award that vested in accordance with the immediately preceding sentence was cancelled in exchange for the Merger Consideration and each Share underlying the Company RSA Award that did not vest in accordance with the immediately preceding sentence was cancelled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: At the Effective Time, each compensatory award in respect of a Share subject to vesting, repurchase or other lapse restriction (each, a "Company RSA Award") that was outstanding immediately prior to the Effective Time vested on a prorated basis based on completed service between the grant date and the date of the Effective Time. Each Share underlying the Company RSA Award that vested in accordance with the immediately preceding sentence was cancelled in exchange for the Merger Consideration and each Share underlying the Company RSA Award that did not vest in accordance with the immediately preceding sentence was cancelled for no consideration.
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 |
|---|---|---|---|---|---|---|
| December 21, 2018 Filed Dec 21, 2018 21:04 UTC | XO GROUP INC. XOXO · Entity 161605 | Disposition to issuerRestricted Stock Awards | 7,500 | $35.00 | $262,500.00 |
DisclosureSEC source: 0001144204-18-066134 · tv509759_4.xml · nonDerivative · entry 1 Hier-King Jan · CIK 0001311775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: At the Effective Time, each compensatory award in respect of a Share subject to vesting, repurchase or other lapse restriction (each, a "Company RSA Award") that was outstanding immediately prior to the Effective Time vested on a prorated basis based on completed service between the grant date and the date of the Effective Time. Each Share underlying the Company RSA Award that vested in accordance with the immediately preceding sentence was cancelled in exchange for the Merger Consideration and each Share underlying the Company RSA Award that did not vest in accordance with the immediately preceding sentence was cancelled for no consideration. F1 · price: At the Effective Time, each compensatory award in respect of a Share subject to vesting, repurchase or other lapse restriction (each, a "Company RSA Award") that was outstanding immediately prior to the Effective Time vested on a prorated basis based on completed service between the grant date and the date of the Effective Time. Each Share underlying the Company RSA Award that vested in accordance with the immediately preceding sentence was cancelled in exchange for the Merger Consideration and each Share underlying the Company RSA Award that did not vest in accordance with the immediately preceding sentence was cancelled for no consideration. Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 09:05 UTC | XO GROUP INC. XOXO · Entity 161605 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-032173 · tv495590_form4.xml · nonDerivative · entry 1 Hier-King Jan · CIK 0001311775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 F1 · price: Restricted stock award granted upon reporting person's appointment to the Company's Board of Directors, one third (1/3) of which vests annually commencing on June 1, 2019. Read SEC document |
| February 25, 2007 Filed Feb 27, 2007 21:23 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Tax withholdingCommon Stock | 1,475 | $18.96 | $27,967.33 |
DisclosureSEC source: 0001311775-07-000002 · edgar.xml · nonDerivative · entry 1 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,553 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 78,263 shares held in trust and 6,904 shares held by an ESOP. Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 25,314 | $0.00 Strike: $6.88 | $0.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · derivative · entry 10 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,314 shares Expires 2007-02-26 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 |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 25,314 | $0.00 Strike: $5.80 | $0.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · derivative · entry 9 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,314 shares Expires 2007-02-26 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 |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 15,300 | $18.64 | $285,192.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 8 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 78,263 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 29,028 shares and an indirect beneficial ownership interest in 6,904 shares held by an ESOP. Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,100 | $18.63 | $95,013.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 7 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 93,563 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 5,800 | $18.62 | $107,996.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 6 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 98,663 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 2,200 | $18.61 | $40,942.00 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 5 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 104,463 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 3,797 | $18.60 | $70,624.20 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 4 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 106,663 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 18,431 | $18.59 | $342,632.29 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 3 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 110,460 Read SEC document |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 25,314 | $6.88 | $174,150.19 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 2 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 128,891 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 |
| January 26, 2007 Filed Jan 26, 2007 20:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 25,314 | $5.80 | $146,727.54 |
DisclosureSEC source: 0001311775-07-000001 · edgar.xml · nonDerivative · entry 1 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 103,577 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 30, 2006 Filed Nov 1, 2006 22:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 63,063 | $0.00 Strike: $19.19 | $0.00 |
DisclosureSEC source: 0001311775-06-000002 · edgar.xml · derivative · entry 2 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,063 Underlying: Common Stock · 63,063 shares Expires 2013-10-30 F3 · derivative.exercise_price: Shares under the option have an exercise price of $19.186, which is 106% of the closing price of the company's common stock on the date of grant ($18.10). F4 · 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 seven years. Read SEC document |
| October 30, 2006 Filed Nov 1, 2006 22:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 19,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001311775-06-000002 · edgar.xml · nonDerivative · entry 1 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,982 F1 · shares: The award vests in increments of 25% on November 1, 2007, 2008, 2009, and 2010 based on the company achieving a performance target related to return on equity for the one-year performance period ending on the day immediately prior to each vesting date. F2 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 77,263 shares held in trust and 6,801 shares held by an ESOP. Read SEC document |
| September 07, 2005 Filed Sep 9, 2005 16:57 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $17.08 | $0.00 |
DisclosureSEC source: 0000923738-05-000037 · edgar.xml · derivative · entry 2 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2012-09-07 F2 · derivative.exercise_price: The options were granted under the Company's 2004 Stock Incentive Plan and are fully exercisable as of the grant date. The exercise price is 125% of the closing price of the Company's common stock on the grant date. Read SEC document |
| September 07, 2005 Filed Sep 9, 2005 16:57 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $15.30 | $0.00 |
DisclosureSEC source: 0000923738-05-000037 · edgar.xml · derivative · entry 1 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2012-09-07 F1 · derivative.exercise_price: The options were granted under the Company's 2004 Stock Incentive Plan and are fully exercisable as of the grant date. The exercise price is 112% of the closing price of the Company's common stock on the grant date. Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 27,000 | $0.00 Strike: $3.35 | $0.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · derivative · entry 13 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,000 shares Expires 2005-12-07 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 |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 27,000 | $0.00 Strike: $3.35 | $0.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · derivative · entry 12 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,000 shares Expires 2005-12-07 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 |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 400 | $13.79 | $5,516.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 11 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 72,138 F1 · balance_after: As of the date of this report, the reporting person also had a direct beneficial ownership interest in 15,464 shares and an indirect beneficial ownership interest in 6,765 shares held by an ESOP. Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 3,100 | $13.78 | $42,718.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 10 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 72,538 Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 7,400 | $13.77 | $101,898.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 9 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 75,638 Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 7,600 | $13.76 | $104,576.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 8 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 83,038 Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 4,700 | $13.75 | $64,625.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 7 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 90,638 Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 4,100 | $13.74 | $56,334.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 6 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 95,338 Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 15,600 | $13.73 | $214,188.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 5 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 99,438 Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 4,200 | $13.72 | $57,624.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 4 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 115,038 Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 6,900 | $13.71 | $94,599.00 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 3 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 119,238 Read SEC document |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 27,000 | $3.35 | $90,501.30 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 2 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 126,138 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 |
| August 03, 2005 Filed Aug 4, 2005 18:39 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 27,000 | $3.35 | $90,501.30 |
DisclosureSEC source: 0001311775-05-000005 · edgar.xml · nonDerivative · entry 1 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 99,138 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 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 74 | $10.79 | $798.46 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 21 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,427 F1 · balance_after: As of the date of this report, the reporting person also had an indirect beneficial ownership interest in 72,138 shares held in trust and 6,755 shares held by an ESOP. Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 74 | $10.78 | $797.72 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 20 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,501 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 223 | $10.77 | $2,401.71 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 19 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,575 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 111 | $10.76 | $1,194.36 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 18 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,798 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 148 | $10.75 | $1,591.00 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 17 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,909 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 148 | $10.74 | $1,589.52 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 16 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,057 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 260 | $10.73 | $2,789.80 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 15 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,205 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 232 | $10.72 | $2,487.04 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 14 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,465 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 111 | $10.70 | $1,187.70 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 13 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,997 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 111 | $10.69 | $1,186.59 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 12 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,808 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 111 | $10.68 | $1,185.48 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 11 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,919 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 297 | $10.67 | $3,168.99 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 10 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,030 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 297 | $10.66 | $3,166.02 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 9 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,327 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 408 | $10.65 | $4,345.20 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 8 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,724 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 408 | $10.64 | $4,341.12 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 7 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,032 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 371 | $10.63 | $3,943.73 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 6 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,440 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 185 | $10.62 | $1,964.70 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 5 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,811 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 223 | $10.61 | $2,366.03 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 4 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,996 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 223 | $10.60 | $2,363.80 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 3 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,219 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 74 | $10.58 | $782.92 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 2 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,442 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.