Deborah D Mcwhinney

CIK 1116722 · View on SEC EDGAR ↗

Insider

First SEC filing: Jan. 4, 2024 · Latest: Jan. 4, 2024

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 37 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

37 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Dec. 19, 2018 BWA P 1,421 $35.14 $49,934 2,642 Direct +116.38% Acquired 112.6% (price as of 2026-08-20)
Nov. 1, 2018 BWA P 1,215 $41.06 $49,888 1,215 Direct — Acquired 82.0% (price as of 2026-08-20)
Aug. 26, 2015 FLR P 2,352 $42.50 $99,960 3,425 Direct +219.20% Acquired 26.3% (price as of 2026-08-20)
April 27, 2007 SCHW S 1,121 $19.69 $22,072 17,120 Indirect -6.15% Disposed 464.1% (price as of 2026-08-20)
April 27, 2007 SCHW S 1,000 $19.68 $19,680 18,241 Indirect -5.20% Disposed 464.4% (price as of 2026-08-20)
July 27, 2006 SCHW S 17,450 $15.36 $268,032 15,952 Indirect -52.24% Disposed 623.1% (price as of 2026-08-20)
July 26, 2006 SCHW S 2,500 $14.98 $37,450 33,402 Indirect -6.96% Disposed 641.5% (price as of 2026-08-20)
Feb. 27, 2006 SCHW S 4,621 $16.70 $77,171 0 Indirect -100.00% Disposed 565.1% (price as of 2026-08-20)
Aug. 3, 2005 SCHW S 610 $13.77 $8,400 2,590 Indirect -19.06% Disposed 706.6% (price as of 2026-08-20)
Aug. 3, 2005 SCHW S 4,300 $13.76 $59,168 3,200 Indirect -57.33% Disposed 707.2% (price as of 2026-08-20)
April 21, 2005 SCHW S 6,100 $10.00 $61,000 3,750 Indirect -61.93% Disposed 1010.8% (price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Jan. 2, 2024 SPGI Phantom Stock Units Common Stock (411) — — 411 Acquired
Jan. 3, 2023 SPGI Phantom Stock Units Common Stock (442) — — 442 Acquired
Feb. 28, 2022 SPGI Restricted Stock Units [F3] Common Stock (477) $0.00 — 477 Acquired
May 1, 2015 FLR Restricted Stock Units Common Stock (715) — May 1, 2015 715 Disposed
May 1, 2014 FLR Restricted Stock Units Common Stock (715) — May 1, 2015 715 Acquired
Oct. 30, 2006 SCHW Non-Qualified Stock Option (Right to Buy) Common Stock (112,613) — Oct. 30, 2013 112,613 Acquired
Oct. 30, 2006 SCHW Non-Qualified Stock Option (Right to Buy) Common Stock (112,613) — Oct. 30, 2013 112,613 Acquired
Sept. 7, 2005 SCHW Non-Qualified Stock Option (Right to Buy) Common Stock (200,000) — Sept. 7, 2012 200,000 Acquired
Sept. 7, 2005 SCHW Non-Qualified Stock Option (Right to Buy) Common Stock (200,000) — Sept. 7, 2012 200,000 Acquired
Sept. 30, 2004 SCHW Non-Qualified Stock Option (Right to Buy) Common Stock (228,103) $9.19 Sept. 30, 2011 228,103 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 12 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
July 7, 2004 SCHW Common Stock 34,803 Direct
July 7, 2004 SCHW Incentive Stock Options→ Common Stock (19,136) 19,136 Direct
July 7, 2004 SCHW Non-Qualified Stock Options→ Common Stock (30,864) 30,864 Direct
July 7, 2004 SCHW Non-Qualified Stock Options→ Common Stock (4,000) 4,000 Direct
July 7, 2004 SCHW Non-Qualified Stock Options→ Common Stock (35,000) 35,000 Direct
July 7, 2004 SCHW Non-Qualified Stock Options→ Common Stock (32,000) 32,000 Direct
July 7, 2004 SCHW Non-Qualified Stock Options→ Common Stock (13,400) 13,400 Direct
July 7, 2004 SCHW Non-Qualified Stock Options→ Common Stock (7,500) 7,500 Direct
July 7, 2004 SCHW Incentive Stock Options→ Common Stock (2,500) 2,500 Direct
July 7, 2004 SCHW Incentive Stock Options→ Common Stock (3,750) 3,750 Direct
July 7, 2004 SCHW Non-Qualified Stock Options→ Common Stock (11,250) 11,250 Direct
July 7, 2004 SCHW Non-Qualified Stock Options→ Common Stock (22,500) 22,500 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

SCHW

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2007 $348,526 — — — $5,053,750 — $3,532,937 $9,453,960
2005 $500,000 $848,750 — — — — — —

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.