Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everest Consolidator Acquisition CorpMNTN · Entity 87917 | Director | November 23, 2021 | November 24, 2021 |
| SCHWAB CHARLES CORPSCHW · Entity 1218 | EVP and CEO - U.S. Trust | October 30, 2006 | November 01, 2006 |
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.
Everest Consolidator Acquisition Corp
Report date November 23, 2021 · Filed November 24, 2021
This filing explicitly reported no securities owned.
SCHWAB CHARLES CORP
Report date October 30, 2006 · Filed November 01, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 203,545 |
Reported balance
After 2006-10-30 transaction · row 1
1 source rowRow 1 · 2006-10-30 · Grant · Acquired 30,684 · Balance 203,545 F1: 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. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.19 · Expires 2013-10-30 | Direct | 99,099 |
Reported balance
After 2006-10-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2006-10-30 · Grant · Acquired 99,099 · Balance 99,099 F2: Each option vests 25% on each of the first, second, third, and fourth anniversary of the grant date and has a term of seven years. 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). |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Each option vests 25% on each of the first, second, third, and fourth anniversary of the grant date and has a term of seven years. 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).
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 |
|---|---|---|---|---|---|---|
| October 30, 2006 Filed Nov 1, 2006 22:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 99,099 | $0.00 Strike: $19.19 | $0.00 |
DisclosureSEC source: 0001328055-06-000002 · edgar.xml · derivative · entry 2 Scaturro Peter K · CIK 0001328055 · EVP and CEO - U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,099 Underlying: Common Stock · 99,099 shares Expires 2013-10-30 F2 · derivative.exercise_price: Each option vests 25% on each of the first, second, third, and fourth anniversary of the grant date and has a term of seven years. 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). Read SEC document |
| October 30, 2006 Filed Nov 1, 2006 22:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 30,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001328055-06-000002 · edgar.xml · nonDerivative · entry 1 Scaturro Peter K · CIK 0001328055 · EVP and CEO - U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,545 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. Read SEC document |
| September 07, 2005 Filed Sep 9, 2005 17:04 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: 0000923738-05-000040 · edgar.xml · derivative · entry 2 Scaturro Peter K · CIK 0001328055 · EVP and CEO - U.S. Trust 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 17:04 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: 0000923738-05-000040 · edgar.xml · derivative · entry 1 Scaturro Peter K · CIK 0001328055 · EVP and CEO - U.S. Trust 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 |
| May 19, 2005 Filed May 23, 2005 16:25 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 500,000 | $0.00 Strike: $11.58 | $0.00 |
DisclosureSEC source: 0001328055-05-000004 · edgar.xml · derivative · entry 2 Scaturro Peter K · CIK 0001328055 · EVP and CEO - U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 500,000 shares Expires 2012-05-19 F2 · shares: The options were granted under the 2004 Stock Incentive Plan and vest 50% on each of the third and fourth anniversary of the grant date. Read SEC document |
| May 19, 2005 Filed May 23, 2005 16:25 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 172,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001328055-05-000004 · edgar.xml · nonDerivative · entry 1 Scaturro Peter K · CIK 0001328055 · EVP and CEO - U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,861 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and will fully vest on the fifth anniversary of the grant date. However, if certain performance goals are met or exceeded, the shares will fully vest on March 15, 2008. 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.