Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVANTAX, INC.BCOR · Entity 107910 | Director | May 28, 2019 | May 30, 2019 |
| SCHWAB CHARLES CORPSCH · Entity 1218 | EVP/President - Ind. Investor | September 07, 2005 | September 09, 2005 |
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.
AVANTAX, INC.
Report date May 28, 2019 · Filed May 30, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,456 |
Ending reported balance
After 2019-05-28 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-05-28 · Exercise / conversion · Acquired 5,438 · Balance 41,080 Row 2 · 2019-05-28 · Exercise / conversion · Acquired 1,877 · Balance 42,957 Row 3 · 2019-05-28 · Exercise / conversion · Acquired 625 · Balance 43,582 Row 4 · 2019-05-28 · Sale · Disposed 4,126 · Balance 39,456 F1: The price reported in Column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $32.20 to $32.27. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.55 · Expires 2024-03-01 | Direct | 2,719 |
Reported balance
After 2019-05-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-05-28 · Exercise / conversion · Disposed 5,438 · Balance 2,719 F2: The option vests according to the following schedule: one-third vested on March 1, 2018, an additional one-third vested on March 3, 2019, and the remaining one-third will vest on March 3, 2020, such that the option will be fully vested on March 3, 2020. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.55 · Expires 2024-03-01 | Direct | 0 |
Reported balance
After 2019-05-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-05-28 · Exercise / conversion · Disposed 1,877 · Balance 0 F3: The option vested and became fully exercisable on the earlier to occur of May 24, 2017, or the date of 2017 annual meeting of Blucora's stockholders. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.55 · Expires 2024-03-01 | Direct | 0 |
Reported balance
After 2019-05-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-05-28 · Exercise / conversion · Disposed 625 · Balance 0 F3: The option vested and became fully exercisable on the earlier to occur of May 24, 2017, or the date of 2017 annual meeting of Blucora's stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $32.20 to $32.27. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price.
F2: The option vests according to the following schedule: one-third vested on March 1, 2018, an additional one-third vested on March 3, 2019, and the remaining one-third will vest on March 3, 2020, such that the option will be fully vested on March 3, 2020.
F3: The option vested and became fully exercisable on the earlier to occur of May 24, 2017, or the date of 2017 annual meeting of Blucora's stockholders.
SCHWAB CHARLES CORP
Report date September 07, 2005 · Filed September 09, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.30 · Expires 2012-09-07 | Direct | 200,000 |
Reported balance
After 2005-09-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2005-09-07 · Grant · Acquired 200,000 · Balance 200,000 F1: 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. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.08 · Expires 2012-09-07 | Direct | 200,000 |
Reported balance
After 2005-09-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2005-09-07 · Grant · Acquired 200,000 · Balance 200,000 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WEBSTER FINANCIAL CORP
Report date August 20, 2026 · Filed August 21, 2026
Section 16 reporting ended · disclosed 2026-08-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-20 · Disposition to issuer · Disposed 32,511 · Balance 0 F1: Disposed of pursuant to the transaction agreement dated February 3, 2026 (the "Transaction Agreement"), by and among Banco Santander, S.A. ("Banco Santander"), Webster Financial Corporation ("Webster") and Webster Virginia Corporation ("Webster Virginia"). Pursuant to the terms of the Transaction Agreement, each share of Webster common stock issued and outstanding immediately prior to the effective time of the reincorporation merger between Webster and Webster Virginia was exchanged for the right to receive from Banco Santander 2.0548 Banco Santander American Depositary Shares and $48.75 in cash, without interest on August 20, 2026 (the "Closing Date"). The closing price of Webster common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $77.57. All fractional shares were paid in cash. F2: As a result of the transaction, the reporting person no longer beneficially owns, directly or indirectly, any shares of Webster's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the transaction agreement dated February 3, 2026 (the "Transaction Agreement"), by and among Banco Santander, S.A. ("Banco Santander"), Webster Financial Corporation ("Webster") and Webster Virginia Corporation ("Webster Virginia"). Pursuant to the terms of the Transaction Agreement, each share of Webster common stock issued and outstanding immediately prior to the effective time of the reincorporation merger between Webster and Webster Virginia was exchanged for the right to receive from Banco Santander 2.0548 Banco Santander American Depositary Shares and $48.75 in cash, without interest on August 20, 2026 (the "Closing Date"). The closing price of Webster common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $77.57. All fractional shares were paid in cash.
F2: As a result of the transaction, the reporting person no longer beneficially owns, directly or indirectly, any shares of Webster's common stock.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 21, 2026 12:24 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | Disposition to issuerCommon Stock | 32,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001185992-26-000004 · wk-form4_1787315044.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the transaction agreement dated February 3, 2026 (the "Transaction Agreement"), by and among Banco Santander, S.A. ("Banco Santander"), Webster Financial Corporation ("Webster") and Webster Virginia Corporation ("Webster Virginia"). Pursuant to the terms of the Transaction Agreement, each share of Webster common stock issued and outstanding immediately prior to the effective time of the reincorporation merger between Webster and Webster Virginia was exchanged for the right to receive from Banco Santander 2.0548 Banco Santander American Depositary Shares and $48.75 in cash, without interest on August 20, 2026 (the "Closing Date"). The closing price of Webster common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $77.57. All fractional shares were paid in cash. F2 · balance_after: As a result of the transaction, the reporting person no longer beneficially owns, directly or indirectly, any shares of Webster's common stock. Read SEC document |
| May 21, 2026 Filed May 22, 2026 20:08 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 1,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001185992-26-000002 · wk-form4_1779480489.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,511 F1 · shares: Reflects a grant of restricted stock made to the reporting person on May 21, 2026 that will vest on the one-year anniversary of the date of grant. The restricted stock also has a two-year holding period following the vesting period. Read SEC document |
| July 28, 2025 Filed Jul 29, 2025 20:16 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | SaleCommon Stock | 2,500 | $59.26 | $148,146.25 |
DisclosureSEC source: 0000801337-25-000081 · wk-form4_1753820183.xml · nonDerivative · entry 2 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,915 Read SEC document |
| July 28, 2025 Filed Jul 29, 2025 20:16 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | SaleCommon Stock | 14,323 | $59.18 | $847,705.32 |
DisclosureSEC source: 0000801337-25-000081 · wk-form4_1753820183.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,415 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.180 to $59.240, inclusive. The reporting person undertakes to provide Webster Financial Corporation, any security holder of Webster Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 21, 2025 Filed May 22, 2025 20:17 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 2,217 | $0.00 | $0.00 |
DisclosureSEC source: 0000801337-25-000034 · wk-form4_1747945030.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,738 F1 · shares: Reflects a grant of restricted stock made to the reporting person on May 21, 2025 that will vest on the one-year anniversary of the date of grant. The restricted stock also has a two-year holding period following the vesting period. Read SEC document |
| April 24, 2024 Filed Apr 25, 2024 20:15 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 2,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-013225 · rdgdoc.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,521 F1 · shares: Reflects a grant of restricted stock made to the reporting person on April 24, 2024 that will vest on the one-year anniversary of the date of grant. The restricted stock also has a two-year holding period following the vesting period. Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 22:57 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 2,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026139 · doc4.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,022 F1 · shares: Reflects a grant of restricted stock made to the reporting person on April 26, 2023 that will vest on the one-year anniversary of the date of grant. The restricted stock also has a two-year holding period following the vesting period. Read SEC document |
| April 28, 2022 Filed May 2, 2022 21:03 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 2,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-011280 · form4.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,134 Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 22:47 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | PurchaseCommon Stock | 2,500 | $53.43 | $133,572.50 |
DisclosureSEC source: 0001062993-22-007084 · form4.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,961 Read SEC document |
| April 23, 2021 Filed Apr 26, 2021 16:43 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 1,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001225385-21-000143 · edgar.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,461 Read SEC document |
| May 14, 2020 Filed May 14, 2020 20:52 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | PurchaseCommon Stock | 2,500 | $20.16 | $50,399.75 |
DisclosureSEC source: 0001225385-20-000125 · edgar.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,709 Read SEC document |
| April 30, 2020 Filed May 1, 2020 16:44 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | PurchaseCommon Stock | 2,500 | $28.57 | $71,415.50 |
DisclosureSEC source: 0001225385-20-000090 · edgar.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,209 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $28.53 to $28.58, inclusive. The reporting person undertakes to provide to Webster Financial Corporation ("Webster"), any security holder of Webster, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| April 24, 2020 Filed Apr 27, 2020 18:13 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | PurchaseCommon Stock | 5,000 | $23.60 | $118,013.00 |
DisclosureSEC source: 0001225385-20-000087 · edgar.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,709 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $23.535 to $23.61, inclusive. The reporting person undertakes to provide to Webster Financial Corporation ("Webster"), any security holder of Webster, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| April 23, 2020 Filed Apr 24, 2020 18:32 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 3,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001225385-20-000078 · edgar.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,709 Read SEC document |
| May 28, 2019 Filed May 30, 2019 16:20 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionStock Option (Right to Buy) · Derivative | 625 | $0.00 Strike: $16.55 | $0.00 |
DisclosureSEC source: 0001185992-19-000002 · wf-form4_155924760382934.xml · derivative · entry 7 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 625 shares Expires 2024-03-01 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. F3 · derivative.exercise_date: The option vested and became fully exercisable on the earlier to occur of May 24, 2017, or the date of 2017 annual meeting of Blucora's stockholders. Read SEC document |
| May 28, 2019 Filed May 30, 2019 16:20 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,877 | $0.00 Strike: $16.55 | $0.00 |
DisclosureSEC source: 0001185992-19-000002 · wf-form4_155924760382934.xml · derivative · entry 6 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,877 shares Expires 2024-03-01 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. F3 · derivative.exercise_date: The option vested and became fully exercisable on the earlier to occur of May 24, 2017, or the date of 2017 annual meeting of Blucora's stockholders. Read SEC document |
| May 28, 2019 Filed May 30, 2019 16:20 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,438 | $0.00 Strike: $16.55 | $0.00 |
DisclosureSEC source: 0001185992-19-000002 · wf-form4_155924760382934.xml · derivative · entry 5 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,719 Underlying: Common Stock · 5,438 shares Expires 2024-03-01 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. F2 · derivative.exercise_date: The option vests according to the following schedule: one-third vested on March 1, 2018, an additional one-third vested on March 3, 2019, and the remaining one-third will vest on March 3, 2020, such that the option will be fully vested on March 3, 2020. Read SEC document |
| May 28, 2019 Filed May 30, 2019 16:20 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 4,126 | $32.22 | $132,939.72 |
DisclosureSEC source: 0001185992-19-000002 · wf-form4_155924760382934.xml · nonDerivative · entry 4 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,456 F1 · price: The price reported in Column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $32.20 to $32.27. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price. Read SEC document |
| May 28, 2019 Filed May 30, 2019 16:20 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionCommon Stock | 625 | $16.55 | $10,343.75 |
DisclosureSEC source: 0001185992-19-000002 · wf-form4_155924760382934.xml · nonDerivative · entry 3 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,582 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 28, 2019 Filed May 30, 2019 16:20 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionCommon Stock | 1,877 | $16.55 | $31,064.35 |
DisclosureSEC source: 0001185992-19-000002 · wf-form4_155924760382934.xml · nonDerivative · entry 2 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,957 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 28, 2019 Filed May 30, 2019 16:20 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionCommon Stock | 5,438 | $16.55 | $89,998.90 |
DisclosureSEC source: 0001185992-19-000002 · wf-form4_155924760382934.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,080 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 23, 2019 Filed May 24, 2019 16:57 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 5,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001185992-19-000001 · wf-form4_155873146155866.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,642 F1 · shares: Reflects a grant of restricted stock units that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting after the grant date. Reporting person has deferred 100% of the RSU award. Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 21:20 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 1,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-002962 · marketforms-44801.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,735 Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 16:18 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 4,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001185992-18-000001 · wf-form4_152848909012414.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,082 F1 · shares: Reflects a grant of restricted stock units that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting after the grant date. Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 15:39 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 1,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003083 · marketforms-41804.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,272 Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:53 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 7,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001185992-17-000007 · wf-form4_149643676925920.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,037 F1 · shares: Reflects a grant of restricted stock units that will vest on the one-year anniversary of the date of grant. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 19:03 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 1,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000801337-17-000082 · edgar.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,169 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:17 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantStock Option (Right to Buy) · Derivative | 2,502 | $0.00 Strike: $16.55 | $0.00 |
DisclosureSEC source: 0001185992-17-000006 · wf-form4_148857941364273.xml · derivative · entry 3 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,502 Underlying: Common Stock · 2,502 shares Expires 2024-03-01 F2 · derivative.exercise_date: The option vests and becomes fully exercisable on the earlier to occur of May 24, 2017, or the date of the 2017 annual meeting of Blucora's stockholders. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:17 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantStock Option (Right to Buy) · Derivative | 8,157 | $0.00 Strike: $16.55 | $0.00 |
DisclosureSEC source: 0001185992-17-000006 · wf-form4_148857941364273.xml · derivative · entry 2 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,157 Underlying: Common Stock · 8,157 shares Expires 2024-03-01 F1 · derivative.exercise_date: The option vests annually over three years, such that one-third (1/3) of the total option vests on each of the following dates: March 1, 2018; March 1, 2019; and March 1, 2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:17 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 8,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001185992-17-000006 · wf-form4_148857941364273.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,290 Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 22:13 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | PurchaseCommon Stock | 4,000 | $40.11 | $160,440.00 |
DisclosureSEC source: 0000801337-16-000247 · edgar.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,888 Read SEC document |
| September 07, 2005 Filed Sep 9, 2005 18:29 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $17.08 | $0.00 |
DisclosureSEC source: 0000923738-05-000042 · edgar.xml · derivative · entry 2 ATWELL WILLIAM L · CIK 0001185992 · EVP/President - Ind. Investor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 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 18:29 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $15.30 | $0.00 |
DisclosureSEC source: 0000923738-05-000042 · edgar.xml · derivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · EVP/President - Ind. Investor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 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 |
| September 30, 2004 Filed Oct 4, 2004 16:24 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 273,723 | $0.00 Strike: $9.19 | $0.00 |
DisclosureSEC source: 0001185992-04-000003 · edgar.xml · derivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,723 Underlying: Common Stock · 273,723 shares Expires 2011-09-30 F1 · kind: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 40% on December 15, 2004, and 20% on each of December 15, 2005, 2006 and 2007. Read SEC document |
| July 22, 2003 Filed Jul 23, 2003 20:47 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 204,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001185992-03-000002 · edgar.xml · nonDerivative · entry 1 ATWELL WILLIAM L · CIK 0001185992 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,634 F1 · kind: The shares were granted under the Company's 1992 Stock Incentive Plan and/or 2001 Stock Incentive Plan and vest 25% on the third and fourth anniversary of the grant date and 50% on the fifth anniversary of the grant date. 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.