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 |
|---|---|---|---|---|---|---|
| February 25, 2005 Filed Feb 28, 2005 18:53 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 37 | $10.57 | $391.09 |
DisclosureSEC source: 0001311775-05-000003 · edgar.xml · nonDerivative · entry 1 Hier-King Jan · CIK 0001311775 · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,516 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.