Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GILEAD SCIENCES, INC.GILD · Entity 405 | Director | July 22, 2005 | August 10, 2005 |
| SCHWAB CHARLES CORPSCH · Entity 1218 | Director Emeritus | January 19, 2005 | January 21, 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.
GILEAD SCIENCES, INC.
Report date July 22, 2005 · Filed August 10, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 55,000 |
Reported balance
After 2005-07-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2005-07-22 · Gift · Disposed 25,000 · Balance 55,000 F1: Shares gifted from the Shultz 1989 Family Trust to his donor advised fund. F2: The shares were previously incorrectly reported on Form 3 filed 1/10/96 as being directly held by reporting person. Shares are indirectly held by the Shultz 1989 Family Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares gifted from the Shultz 1989 Family Trust to his donor advised fund.
F2: The shares were previously incorrectly reported on Form 3 filed 1/10/96 as being directly held by reporting person. Shares are indirectly held by the Shultz 1989 Family Trust.
SCHWAB CHARLES CORP
Report date January 19, 2005 · Filed January 21, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 139,150 |
Reported balance
After 2005-01-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2005-01-19 · Sale · Disposed 2,600 · Balance 139,150 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 129,550 |
Reported balance
After 2005-01-19 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2005-01-19 · Sale · Disposed 9,600 · Balance 129,550 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 114,050 |
Reported balance
After 2005-01-19 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2005-01-19 · Sale · Disposed 15,500 · Balance 114,050 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 98,850 |
Reported balance
After 2005-01-19 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2005-01-19 · Sale · Disposed 15,200 · Balance 98,850 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 97,250 |
Reported balance
After 2005-01-19 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2005-01-19 · Sale · Disposed 1,600 · Balance 97,250 F1: As of the date of this report, the reporting person also has a direct beneficial ownership interest in 10,525 shares of company stock. |
Filing footnotes · ownership attribution and instrument terms
F1: As of the date of this report, the reporting person also has a direct beneficial ownership interest in 10,525 shares of company 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 |
|---|---|---|---|---|---|---|
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 809 | $39.24 | $31,745.16 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 14 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,758 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 300 | $39.23 | $11,769.00 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 13 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,567 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 1,100 | $39.22 | $43,142.00 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 12 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,867 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 800 | $39.21 | $31,368.00 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 11 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,967 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 1,500 | $39.19 | $58,785.00 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 10 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,767 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 2,711 | $39.18 | $106,216.98 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 9 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,267 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 3,437 | $39.17 | $134,627.29 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 8 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,978 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 8,370 | $39.16 | $327,769.20 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 7 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,415 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 7,876 | $39.15 | $308,345.40 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 6 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,785 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 2,679 | $39.14 | $104,856.06 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 5 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,661 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 5,705 | $39.13 | $223,236.65 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 4 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,340 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 6,000 | $39.12 | $234,720.00 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 3 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,045 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 10,935 | $39.11 | $427,667.85 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 2 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,045 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:35 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 12,500 | $39.10 | $488,750.00 |
DisclosureSEC source: 0001179110-05-009198 · edgar.xml · nonDerivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,980 F1 · kind: The sale transactions reported in this Form 4 are made pursuant to a Rule 10b5-1 trading plan established by Dr. Shultz on April 29, 2005. F2 · balance_after: This report on Form 4 is the second of three to report insider transactions executed on May 4, 2005. Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:46 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 1,873 | $39.57 | $74,114.61 |
DisclosureSEC source: 0001179110-05-009199 · edgar.xml · nonDerivative · entry 9 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:46 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 642 | $39.53 | $25,378.26 |
DisclosureSEC source: 0001179110-05-009199 · edgar.xml · nonDerivative · entry 8 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,873 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:46 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 300 | $39.52 | $11,856.00 |
DisclosureSEC source: 0001179110-05-009199 · edgar.xml · nonDerivative · entry 7 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,515 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:46 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 4,213 | $39.51 | $166,455.63 |
DisclosureSEC source: 0001179110-05-009199 · edgar.xml · nonDerivative · entry 6 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,815 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:46 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 800 | $39.50 | $31,600.00 |
DisclosureSEC source: 0001179110-05-009199 · edgar.xml · nonDerivative · entry 5 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,028 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:46 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 900 | $39.49 | $35,541.00 |
DisclosureSEC source: 0001179110-05-009199 · edgar.xml · nonDerivative · entry 4 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,828 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:46 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 2,300 | $39.46 | $90,758.00 |
DisclosureSEC source: 0001179110-05-009199 · edgar.xml · nonDerivative · entry 3 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,728 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:46 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 4,550 | $39.45 | $179,497.50 |
DisclosureSEC source: 0001179110-05-009199 · edgar.xml · nonDerivative · entry 2 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,028 Read SEC document |
| May 04, 2005 Filed May 6, 2005 22:46 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | SaleCommon Stock | 2,582 | $39.44 | $101,834.08 |
DisclosureSEC source: 0001179110-05-009199 · edgar.xml · nonDerivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,578 F1 · kind: The sale transactions in this report are made pursuant to a Rule 10b5-1 trading plan established by Dr. Shultz on April 29, 2005. F2 · balance_after: This report on Form 4 is the third of three to report insider transactions that were executed on May 4, 2005. Read SEC document |
| January 19, 2005 Filed Jan 21, 2005 17:05 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 1,600 | $11.35 | $18,160.00 |
DisclosureSEC source: 0001188406-05-000004 · edgar.xml · nonDerivative · entry 5 SHULTZ GEORGE P · CIK 0001188406 · Director Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 97,250 F1 · balance_after: As of the date of this report, the reporting person also has a direct beneficial ownership interest in 10,525 shares of company stock. Read SEC document |
| January 19, 2005 Filed Jan 21, 2005 17:05 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 15,200 | $11.34 | $172,368.00 |
DisclosureSEC source: 0001188406-05-000004 · edgar.xml · nonDerivative · entry 4 SHULTZ GEORGE P · CIK 0001188406 · Director Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 98,850 Read SEC document |
| January 19, 2005 Filed Jan 21, 2005 17:05 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 15,500 | $11.33 | $175,615.00 |
DisclosureSEC source: 0001188406-05-000004 · edgar.xml · nonDerivative · entry 3 SHULTZ GEORGE P · CIK 0001188406 · Director Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 114,050 Read SEC document |
| January 19, 2005 Filed Jan 21, 2005 17:05 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 9,600 | $11.32 | $108,672.00 |
DisclosureSEC source: 0001188406-05-000004 · edgar.xml · nonDerivative · entry 2 SHULTZ GEORGE P · CIK 0001188406 · Director Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 129,550 Read SEC document |
| January 19, 2005 Filed Jan 21, 2005 17:05 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | SaleCommon Stock | 2,600 | $11.31 | $29,406.00 |
DisclosureSEC source: 0001188406-05-000004 · edgar.xml · nonDerivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 139,150 Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 18:10 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 694.68 | $11.66 Strike: $11.66 | $8,099.97 |
DisclosureSEC source: 0001188406-05-000002 · edgar.xml · derivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director Emeritus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694.68 Underlying: Common Stock · 694.68 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The right-to-acquire shares are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| December 27, 2004 Filed Dec 27, 2004 17:57 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,750 | $0.00 Strike: $8.10 | $0.00 |
DisclosureSEC source: 0001188406-04-000006 · edgar.xml · derivative · entry 4 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,750 shares Expires 2008-05-15 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 |
| December 27, 2004 Filed Dec 27, 2004 17:57 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 67,500 | $0.00 Strike: $6.78 | $0.00 |
DisclosureSEC source: 0001188406-04-000006 · edgar.xml · derivative · entry 3 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 67,500 shares Expires 2007-07-16 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 |
| December 27, 2004 Filed Dec 27, 2004 17:57 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 6,750 | $8.10 | $54,675.00 |
DisclosureSEC source: 0001188406-04-000006 · edgar.xml · nonDerivative · entry 2 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 141,750 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. F1 · balance_after: The reporting person also has a direct beneficial ownership interest in 10,525 shares. Read SEC document |
| December 27, 2004 Filed Dec 27, 2004 17:57 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | Exercise / conversionCommon Stock | 67,500 | $6.78 | $457,650.00 |
DisclosureSEC source: 0001188406-04-000006 · edgar.xml · nonDerivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 135,000 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 01, 2004 Filed Oct 4, 2004 21:28 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 2,456.62 | $9.22 Strike: $9.22 | $22,650.04 |
DisclosureSEC source: 0001193024-04-000009 · edgar.xml · derivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,456.62 Underlying: Common Stock · 2,456.62 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The right-to-acquire shares are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 23:17 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 1,900.96 | $9.39 Strike: $9.39 | $17,850.01 |
DisclosureSEC source: 0000923738-04-000045 · edgar.xml · derivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900.96 Underlying: Common Stock · 1,900.96 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The right-to-acquire shares are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| July 01, 2004 Filed Jul 6, 2004 20:19 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | GrantPhantom Stock · Derivative | 522.39 | $67.00 Strike: $67.00 | $35,000.13 |
DisclosureSEC source: 0001179110-04-014350 · edgar.xml · derivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522.39 Underlying: Common Stock · 522.39 shares Expires not disclosed F1 · derivative.exercise_date: The shares of phantom stock are fully vested and, at the election of the reporting person, become payable in common stock over three years upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: The shares of phantom stock are fully vested and, at the election of the reporting person, become payable in common stock over three years upon the reporting person's termination of service as a director. Read SEC document |
| May 25, 2004 Filed May 27, 2004 23:21 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 24,000 | $0.00 Strike: $62.80 | $0.00 |
DisclosureSEC source: 0001179110-04-011737 · edgar.xml · derivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 Underlying: Common Stock · 24,000 shares Expires 2014-05-25 F1 · derivative.exercise_date: Options vest 100% on date of grant. Read SEC document |
| May 17, 2004 Filed May 18, 2004 18:06 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: 0000923738-04-000032 · edgar.xml · derivative · entry 2 SHULTZ GEORGE P · CIK 0001188406 · 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 18:06 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-04-000032 · edgar.xml · nonDerivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,525 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 67,500 shares held in trust. Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 19:22 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 1,956.89 | $11.83 Strike: $11.83 | $23,150.01 |
DisclosureSEC source: 0001188406-04-000004 · edgar.xml · derivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,956.89 Underlying: Common Stock · 1,956.89 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The right-to-acquire shares are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| January 05, 2004 Filed Jan 7, 2004 21:18 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 1,946.06 | $12.05 Strike: $12.05 | $23,450.02 |
DisclosureSEC source: 0001188406-04-000002 · edgar.xml · derivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,946.06 Underlying: Common Stock · 1,946.06 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The right-to-acquire shares are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| October 07, 2003 Filed Oct 8, 2003 18:08 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 1,132.43 | $13.29 Strike: $13.29 | $15,049.99 |
DisclosureSEC source: 0001188406-03-000006 · edgar.xml · derivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,132.43 Underlying: Common Stock · 1,132.43 shares Expires not disclosed F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The right-to-acquire shares are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| July 08, 2003 Filed Jul 10, 2003 17:38 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantRight to Acquire Actual Shares · Derivative | 1,930.95 | $11.73 Strike: $11.73 | $22,650.04 |
DisclosureSEC source: 0001188406-03-000004 · edgar.xml · derivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,930.95 Underlying: Common Stock · 1,930.95 shares Expires 1988-08-08 F1 · shares: The right-to-acquire shares were received pursuant to the Directors' Deferred Compensation Plan (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The right-to-acquire shares are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. Read SEC document |
| May 15, 2003 Filed May 19, 2003 17:15 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: 0001188406-03-000003 · edgar.xml · derivative · entry 2 SHULTZ GEORGE P · CIK 0001188406 · 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 17:15 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 5,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001188406-03-000003 · edgar.xml · nonDerivative · entry 1 SHULTZ GEORGE P · CIK 0001188406 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,283 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 67,500 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.