Paula A Sneed
Insider
First SEC filing: Oct. 26, 2023 · Latest: Oct. 26, 2023
Insider at
Insider transactions
0 buys (P)
1 sells (S)
Net: $-563,930
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Aug. 7, 2026 | SCHW | S | 5,263 | $107.15 | $563,930 | 91,711 Indirect | -5.43% | Disposed | -9.8% (price as of 2026-10-02) |
| May 26, 2026 | SCHW | A | 3,977 | · | · | 3,977 Direct | · | Acquired | (price as of 2026-10-02) |
| May 26, 2026 | SCHW | A | 1,602 | · | · | 9,675 Direct | +19.84% | Acquired | (price as of 2026-10-02) |
| Nov. 13, 2025 | SCHW | G | 8,680 | · | · | 96,974 Indirect | -8.22% | Disposed | (price as of 2026-10-02) |
| May 27, 2025 | SCHW | S | 8,647 | $88.06 | $761,455 | 105,654 Indirect | -7.57% | Disposed | 9.8% (price as of 2026-10-02) |
| May 27, 2025 | SCHW | A | 3,646 | · | · | 3,646 Direct | · | Acquired | (price as of 2026-10-02) |
| May 27, 2025 | SCHW | A | 1,462 | · | · | 8,073 Direct | +22.11% | Acquired | (price as of 2026-10-02) |
| May 28, 2024 | SCHW | A | 4,496 | · | · | 4,496 Direct | · | Acquired | (price as of 2026-10-02) |
| May 28, 2024 | SCHW | A | 1,809 | · | · | 6,611 Direct | +37.67% | Acquired | (price as of 2026-10-02) |
| Oct. 24, 2023 | SCHW | S | 6,918 | $49.98 | $345,762 | 112,398 Indirect | -5.80% | Disposed | 93.5% (price as of 2026-10-02) |
| May 22, 2023 | SCHW | A | 5,464 | · | · | 5,464 Direct | · | Acquired | (price as of 2026-10-02) |
| May 22, 2023 | SCHW | A | 2,496 | · | · | 7,395 Direct | +50.95% | Acquired | (price as of 2026-10-02) |
| Feb. 6, 2023 | SCHW | M | 8,584 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Feb. 6, 2023 | SCHW | M | 5,139 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Feb. 6, 2023 | SCHW | M | 7,165 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Feb. 6, 2023 | SCHW | S | 20,888 | $80.00 | $1,671,040 | 116,723 Indirect | -15.18% | Disposed | 20.9% (price as of 2026-10-02) |
| Feb. 6, 2023 | SCHW | G | 20,888 | · | · | 137,611 Indirect | +17.90% | Acquired | (price as of 2026-10-02) |
| Feb. 6, 2023 | SCHW | G | 20,888 | · | · | 4,899 Direct | -81.00% | Disposed | (price as of 2026-10-02) |
| Feb. 6, 2023 | SCHW | M | 8,584 | $43.21 | $370,915 | 25,787 Direct | +49.90% | Acquired | 123.8% (price as of 2026-10-02) |
| Feb. 6, 2023 | SCHW | M | 5,139 | $59.32 | $304,845 | 17,203 Direct | +42.60% | Acquired | 63.0% (price as of 2026-10-02) |
| Feb. 6, 2023 | SCHW | M | 7,165 | $39.33 | $281,799 | 12,064 Direct | +146.25% | Acquired | 145.9% (price as of 2026-10-02) |
| May 19, 2022 | SCHW | A | 2,054 | · | · | 4,899 Direct | +72.20% | Acquired | (price as of 2026-10-02) |
| May 19, 2022 | SCHW | A | 4,703 | · | · | 4,703 Direct | · | Acquired | (price as of 2026-10-02) |
| Aug. 23, 2021 | SCHW | M | 10,511 | $25.01 | $262,880 | 125,082 Indirect | +9.17% | Acquired | 286.6% (price as of 2026-10-02) |
| Aug. 23, 2021 | SCHW | M | 8,548 | $31.21 | $266,783 | 133,630 Indirect | +6.83% | Acquired | 209.8% (price as of 2026-10-02) |
| Aug. 23, 2021 | SCHW | M | 7,866 | $28.96 | $227,799 | 141,496 Indirect | +5.89% | Acquired | 233.9% (price as of 2026-10-02) |
| Aug. 23, 2021 | SCHW | S | 26,925 | $72.48 | $1,951,524 | 114,571 Indirect | -19.03% | Disposed | 33.4% (price as of 2026-10-02) |
| Aug. 23, 2021 | SCHW | M | 8,548 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 23, 2021 | SCHW | M | 10,511 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 23, 2021 | SCHW | M | 7,866 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 17, 2021 | SCHW | A | 1,529 | · | · | 4,997 Direct | +44.09% | Acquired | (price as of 2026-10-02) |
| May 17, 2021 | SCHW | A | 4,390 | · | · | 4,390 Direct | · | Acquired | (price as of 2026-10-02) |
| Nov. 23, 2020 | SCHW | M | 14,345 | $19.21 | $275,567 | 118,382 Indirect | +13.79% | Acquired | 403.4% (price as of 2026-10-02) |
| Nov. 23, 2020 | SCHW | F | 5,796 | $47.54 | $275,542 | 112,586 Indirect | -4.90% | Disposed | 103.4% (price as of 2026-10-02) |
| Nov. 23, 2020 | SCHW | M | 14,345 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 14, 2020 | SCHW | A | 3,396 | · | · | 7,167 Direct | +90.06% | Acquired | (price as of 2026-10-02) |
| May 14, 2020 | SCHW | A | 6,655 | · | · | 6,655 Direct | · | Acquired | (price as of 2026-10-02) |
| Nov. 11, 2019 | TEL | A | 994 | · | · | 37,327 Direct | +2.74% | Acquired | (price as of 2026-10-02) |
| Nov. 11, 2019 | TEL | F | 249 | $93.63 | $23,314 | 37,078 Direct | -0.67% | Disposed | 135.4% (price as of 2026-10-02) |
| May 17, 2019 | SCHW | A | 1,841 | · | · | 5,772 Direct | +46.83% | Acquired | (price as of 2026-10-02) |
| May 17, 2019 | SCHW | A | 8,584 | · | · | 8,584 Direct | · | Acquired | (price as of 2026-10-02) |
| Nov. 12, 2018 | TEL | A | 2,381 | · | · | 36,929 Direct | +6.89% | Acquired | (price as of 2026-10-02) |
| Nov. 12, 2018 | TEL | F | 596 | $76.66 | $45,689 | 36,333 Direct | -1.61% | Disposed | 187.5% (price as of 2026-10-02) |
| May 17, 2018 | SCHW | A | 1,351 | · | · | 6,105 Direct | +28.42% | Acquired | (price as of 2026-10-02) |
| May 17, 2018 | SCHW | A | 5,139 | · | · | 5,139 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 27, 2018 | SCHW | S | 12,040 | $54.91 | $661,116 | 97,679 Indirect | -10.97% | Disposed | 76.1% (price as of 2026-10-02) |
| Jan. 29, 2018 | SCHW | M | 16,491 | $12.66 | $208,776 | 98,363 Indirect | +20.14% | Acquired | 663.8% (price as of 2026-10-02) |
| Jan. 29, 2018 | SCHW | M | 11,344 | $17.62 | $199,881 | 109,707 Indirect | +11.53% | Acquired | 448.8% (price as of 2026-10-02) |
| Jan. 29, 2018 | SCHW | M | 11,082 | $17.38 | $192,605 | 120,789 Indirect | +10.10% | Acquired | 456.4% (price as of 2026-10-02) |
| Jan. 29, 2018 | SCHW | F | 3,546 | $54.31 | $192,583 | 117,243 Indirect | -2.94% | Disposed | 78.1% (price as of 2026-10-02) |
| Jan. 29, 2018 | SCHW | F | 3,680 | $54.31 | $199,861 | 113,563 Indirect | -3.14% | Disposed | 78.1% (price as of 2026-10-02) |
| Jan. 29, 2018 | SCHW | F | 3,844 | $54.31 | $208,768 | 109,719 Indirect | -3.38% | Disposed | 78.1% (price as of 2026-10-02) |
| Jan. 29, 2018 | SCHW | M | 11,082 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 29, 2018 | SCHW | M | 11,344 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 29, 2018 | SCHW | M | 16,491 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Dec. 13, 2017 | TEL | M | 15,871 | · | · | 40,833 Direct | +63.58% | Acquired | (price as of 2026-10-02) |
| Dec. 13, 2017 | TEL | F | 6,285 | $95.65 | $601,160 | 34,548 Direct | -15.39% | Disposed | 130.4% (price as of 2026-10-02) |
| Dec. 13, 2017 | TEL | M | 15,871 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Dec. 8, 2017 | TEL | A | 66 | · | · | 15,871 Direct | +0.42% | Acquired | (price as of 2026-10-02) |
| Nov. 13, 2017 | TEL | A | 2,048 | · | · | 25,474 Direct | +8.74% | Acquired | (price as of 2026-10-02) |
| Nov. 13, 2017 | TEL | F | 512 | $93.36 | $47,800 | 24,962 Direct | -2.01% | Disposed | 136.0% (price as of 2026-10-02) |
| Sept. 8, 2017 | TEL | A | 80 | · | · | 15,805 Direct | +0.51% | Acquired | (price as of 2026-10-02) |
| June 13, 2017 | SCHW | M | 8,356 | $18.00 | $150,408 | 85,443 Indirect | +10.84% | Acquired | 437.2% (price as of 2026-10-02) |
| June 13, 2017 | SCHW | F | 3,571 | $42.12 | $150,411 | 81,872 Indirect | -4.18% | Disposed | 129.6% (price as of 2026-10-02) |
| June 13, 2017 | SCHW | M | 8,356 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| June 9, 2017 | TEL | A | 78 | · | · | 15,725 Direct | +0.50% | Acquired | (price as of 2026-10-02) |
| May 18, 2017 | SCHW | A | 1,831 | · | · | 6,767 Direct | +37.09% | Acquired | (price as of 2026-10-02) |
| May 18, 2017 | SCHW | A | 7,165 | · | · | 7,165 Direct | · | Acquired | (price as of 2026-10-02) |
| March 10, 2017 | TEL | A | 77 | · | · | 15,647 Direct | +0.49% | Acquired | (price as of 2026-10-02) |
| Feb. 23, 2017 | SCHW | M | 7,823 | $20.14 | $157,555 | 74,916 Indirect | +11.66% | Acquired | 380.1% (price as of 2026-10-02) |
| Feb. 23, 2017 | SCHW | M | 7,486 | $22.39 | $167,612 | 82,402 Indirect | +9.99% | Acquired | 331.9% (price as of 2026-10-02) |
| Feb. 23, 2017 | SCHW | F | 3,820 | $41.22 | $157,460 | 78,582 Indirect | -4.64% | Disposed | 134.6% (price as of 2026-10-02) |
| Feb. 23, 2017 | SCHW | F | 4,065 | $41.22 | $167,559 | 74,517 Indirect | -5.17% | Disposed | 134.6% (price as of 2026-10-02) |
| Feb. 23, 2017 | SCHW | M | 7,486 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Feb. 23, 2017 | SCHW | M | 7,823 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Dec. 9, 2016 | TEL | A | 81 | · | · | 15,570 Direct | +0.52% | Acquired | (price as of 2026-10-02) |
| Nov. 14, 2016 | TEL | F | 732 | $66.74 | $48,854 | 23,426 Direct | -3.03% | Disposed | 230.2% (price as of 2026-10-02) |
| Nov. 14, 2016 | TEL | A | 2,927 | · | · | 24,158 Direct | +13.79% | Acquired | (price as of 2026-10-02) |
| Sept. 9, 2016 | TEL | A | 94 | · | · | 15,489 Direct | +0.61% | Acquired | (price as of 2026-10-02) |
| June 10, 2016 | TEL | A | 92 | · | · | 15,395 Direct | +0.60% | Acquired | (price as of 2026-10-02) |
| May 19, 2016 | SCHW | A | 7,866 | · | · | 7,866 Direct | · | Acquired | (price as of 2026-10-02) |
| May 19, 2016 | SCHW | A | 2,412 | · | · | 8,019 Direct | +43.02% | Acquired | (price as of 2026-10-02) |
| March 30, 2016 | SCHW | M | 5,244 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 30, 2016 | SCHW | F | 2,821 | $28.19 | $79,524 | 64,011 Indirect | -4.22% | Disposed | 243.0% (price as of 2026-10-02) |
| March 30, 2016 | SCHW | M | 5,244 | $15.17 | $79,551 | 66,832 Indirect | +8.51% | Acquired | 537.4% (price as of 2026-10-02) |
| March 11, 2016 | TEL | A | 83 | · | · | 15,303 Direct | +0.55% | Acquired | (price as of 2026-10-02) |
| Dec. 11, 2015 | TEL | A | 80 | · | · | 15,220 Direct | +0.53% | Acquired | (price as of 2026-10-02) |
| Nov. 9, 2015 | TEL | F | 627 | $65.95 | $41,351 | 21,231 Direct | -2.87% | Disposed | 234.1% (price as of 2026-10-02) |
| Nov. 9, 2015 | TEL | A | 2,507 | · | · | 21,858 Direct | +12.96% | Acquired | (price as of 2026-10-02) |
| Sept. 11, 2015 | TEL | A | 82 | · | · | 15,140 Direct | +0.54% | Acquired | (price as of 2026-10-02) |
| June 12, 2015 | TEL | A | 72 | · | · | 15,058 Direct | +0.48% | Acquired | (price as of 2026-10-02) |
| May 15, 2015 | SCHW | A | 8,548 | · | · | 8,548 Direct | · | Acquired | (price as of 2026-10-02) |
| May 15, 2015 | SCHW | A | 2,227 | · | · | 13,688 Direct | +19.43% | Acquired | (price as of 2026-10-02) |
| May 5, 2015 | SCHW | M | 5,244 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 5, 2015 | SCHW | F | 1,836 | $31.52 | $57,871 | 11,461 Direct | -13.81% | Disposed | 206.8% (price as of 2026-10-02) |
| May 5, 2015 | SCHW | M | 5,244 | $11.04 | $57,894 | 13,297 Direct | +65.12% | Acquired | 775.9% (price as of 2026-10-02) |
| March 13, 2015 | TEL | A | 61 | · | · | 14,986 Direct | +0.41% | Acquired | (price as of 2026-10-02) |
| Dec. 12, 2014 | TEL | A | 70 | · | · | 14,925 Direct | +0.47% | Acquired | (price as of 2026-10-02) |
| Nov. 10, 2014 | TEL | F | 703 | $61.50 | $43,234 | 19,351 Direct | -3.51% | Disposed | 258.3% (price as of 2026-10-02) |
| Nov. 10, 2014 | TEL | A | 2,810 | · | · | 20,054 Direct | +16.30% | Acquired | (price as of 2026-10-02) |
Showing latest 100 of 202 transactions
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 |
|---|---|---|---|---|---|---|---|
| May 26, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $89.40 | May 26, 2036 | 3,977 | Acquired |
| May 27, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $88.63 | May 27, 2035 | 3,646 | Acquired |
| May 28, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $70.79 | May 28, 2034 | 4,496 | Acquired |
| May 22, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $51.97 | May 22, 2033 | 5,464 | Acquired |
| Feb. 6, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $43.21 | May 17, 2029 | 8,584 | Disposed |
| Feb. 6, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $59.32 | May 17, 2028 | 5,139 | Disposed |
| Feb. 6, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $39.33 | May 18, 2027 | 7,165 | Disposed |
| May 19, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $62.66 | May 19, 2032 | 4,703 | Acquired |
| Aug. 23, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $31.21 | May 15, 2025 | 8,548 | Disposed |
| Aug. 23, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $25.01 | May 19, 2024 | 10,511 | Disposed |
| Aug. 23, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.96 | May 19, 2026 | 7,866 | Disposed |
| May 17, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $73.00 | May 17, 2031 | 4,390 | Acquired |
| Nov. 23, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $19.21 | May 20, 2023 | 14,345 | Disposed |
| May 14, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $33.40 | May 14, 2030 | 6,655 | Acquired |
| May 17, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $43.21 | May 17, 2029 | 8,584 | Acquired |
| May 17, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $59.32 | May 17, 2028 | 5,139 | Acquired |
| Jan. 29, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.38 | May 17, 2020 | 11,082 | Disposed |
| Jan. 29, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.62 | May 19, 2021 | 11,344 | Disposed |
| Jan. 29, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.66 | May 21, 2022 | 16,491 | Disposed |
| Dec. 13, 2017 | TEL | Deferred Stock Units | Common Shares | · | · | 15,871 | Disposed |
| Dec. 8, 2017 | TEL | Deferred Stock Units | Common Shares | · | · | 66 | Acquired |
| Sept. 8, 2017 | TEL | Deferred Stock Units | Common Shares | · | · | 80 | Acquired |
| June 13, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.00 | May 18, 2019 | 8,356 | Disposed |
| June 9, 2017 | TEL | Deferred Stock Units | Common Shares | · | · | 78 | Acquired |
| May 18, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $38.33 | May 18, 2027 | 7,165 | Acquired |
| March 10, 2017 | TEL | Deferred Stock Units | Common Shares | · | · | 77 | Acquired |
| Feb. 23, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $22.39 | May 19, 2018 | 7,486 | Disposed |
| Feb. 23, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $20.14 | May 21, 2017 | 7,823 | Disposed |
| Dec. 9, 2016 | TEL | Deferred Stock Units | Common Shares | · | · | 81 | Acquired |
| Sept. 9, 2016 | TEL | Deferred Stock Units | Common Shares | · | · | 94 | Acquired |
| June 10, 2016 | TEL | Deferred Stock Units | Common Shares | · | · | 92 | Acquired |
| May 19, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $28.96 | May 19, 2026 | 7,866 | Acquired |
| March 30, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $15.17 | May 22, 2016 | 5,244 | Disposed |
| March 11, 2016 | TEL | Deferred Stock Units | Common Shares | · | · | 83 | Acquired |
| Dec. 11, 2015 | TEL | Deferred Stock Units | Common Shares | · | · | 80 | Acquired |
| Sept. 11, 2015 | TEL | Deferred Stock Units | Common Shares | · | · | 82 | Acquired |
| June 12, 2015 | TEL | Deferred Stock Units | Common Shares | · | · | 72 | Acquired |
| May 15, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $31.21 | May 15, 2025 | 8,548 | Acquired |
| May 5, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $11.04 | May 23, 2015 | 5,244 | Disposed |
| March 13, 2015 | TEL | Deferred Stock Units | Common Shares | · | · | 61 | Acquired |
| Dec. 12, 2014 | TEL | Deferred Stock Units | Common Shares | · | · | 70 | Acquired |
| Sept. 12, 2014 | TEL | Deferred Stock Units | Common Shares | · | · | 67 | Acquired |
| June 13, 2014 | TEL | Deferred Stock Units | Common Shares | · | · | 70 | Acquired |
| May 19, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $25.01 | May 19, 2024 | 10,511 | Acquired |
| March 14, 2014 | TEL | Deferred Stock Units | Common Shares | · | · | 64 | Acquired |
| Dec. 13, 2013 | TEL | Deferred Stock Units | Common Shares | · | · | 70 | Acquired |
| Sept. 13, 2013 | TEL | Deferred Stock Units | Common Shares | · | · | 68 | Acquired |
| June 14, 2013 | TEL | Deferred Stock Units | Common Shares | · | · | 79 | Acquired |
| May 20, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $19.21 | May 20, 2023 | 14,345 | Acquired |
| April 26, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $9.06 | May 17, 2014 | 5,244 | Disposed |
| April 26, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $9.31 | May 15, 2013 | 5,244 | Disposed |
| March 15, 2013 | TEL | Deferred Stock Units | Common Shares | · | · | 73 | Acquired |
| Dec. 14, 2012 | TEL | Deferred Stock Units | Common Shares | · | · | 82 | Acquired |
| Sept. 14, 2012 | TEL | Deferred Stock Units | Common Shares | · | · | 81 | Acquired |
| June 15, 2012 | TEL | Deferred Stock Units | Common Shares | · | · | 91 | Acquired |
| May 21, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.66 | May 21, 2022 | 16,491 | Acquired |
| April 12, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $11.62 | May 15, 2012 | 12,907 | Disposed |
| April 12, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $12.43 | April 17, 2012 | 10,489 | Disposed |
| March 15, 2012 | TEL | Deferred Stock Units | Common Shares | · | · | 68 | Acquired |
| Dec. 15, 2011 | TEL | Deferred Stock Units | Common Shares | · | · | 83 | Acquired |
| Sept. 15, 2011 | TEL | Deferred Stock Units | Common Shares | · | · | 84 | Acquired |
| June 15, 2011 | TEL | Deferred Stock Units | Common Shares | · | · | 72 | Acquired |
| May 19, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.62 | May 19, 2021 | 11,344 | Acquired |
| March 16, 2011 | TEL | Deferred Stock Units | Common Shares | · | · | 68 | Acquired |
| Dec. 15, 2010 | TEL | Deferred Stock Units | Common Shares | · | · | 63 | Acquired |
| Sept. 15, 2010 | TEL | Deferred Stock Units | Common Shares | · | · | 79 | Acquired |
| June 16, 2010 | TEL | Deferred Stock Units | Common Shares | · | · | 75 | Acquired |
| May 17, 2010 | SCHW | Restricted Stock Units | Common Stock | · | · | 3,649 | Acquired |
| May 17, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $17.38 | May 17, 2020 | 11,082 | Acquired |
| March 17, 2010 | TEL | Deferred Stock Units | Common Shares | · | · | 79 | Acquired |
| Dec. 23, 2009 | TEL | Deferred Stock Units | Common Shares | · | · | 88 | Acquired |
| Sept. 21, 2009 | TEL | Deferred Stock Units | Common Shares | · | · | 91 | Acquired |
| May 18, 2009 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $18.00 | May 18, 2019 | 8,356 | Acquired |
| Dec. 26, 2008 | TEL | Deferred Stock Units | Common Shares | · | · | 984 | Acquired |
| Nov. 18, 2008 | TEL | Deferred Stock Units | Common Shares | · | · | 5,670 | Acquired |
| Oct. 1, 2008 | SCHW | Restricted Stock Units | Common Stock | $24.37 | · | 872 | Acquired |
| Sept. 26, 2008 | TEL | Deferred Stock Units | Common Shares | · | · | 547 | Acquired |
| July 1, 2008 | SCHW | Restricted Stock Units | Common Stock | $20.88 | · | 1,018 | Acquired |
| June 27, 2008 | TEL | Deferred Stock Units | Common Shares | · | · | 416 | Acquired |
| May 19, 2008 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock | $22.39 | May 19, 2018 | 7,486 | Acquired |
| April 1, 2008 | SCHW | Restricted Stock Units | Common Stock | $19.90 | · | 1,068 | Acquired |
| March 28, 2008 | TEL | Deferred Stock Units | Common Shares | · | · | 443 | Acquired |
| Jan. 2, 2008 | SCHW | Restricted Stock Units | Common Stock | $24.58 | · | 865 | Acquired |
| Oct. 1, 2007 | SCHW | Restricted Stock Units | Common Stock | $22.41 | · | 949 | Acquired |
| July 2, 2007 | SCHW | Restricted Stock Units [F3] | Common Stock | $22.00 | · | 966 | Acquired |
| July 2, 2007 | TEL | Deferred Stock Units | Common Shares | · | · | 4,800 | Acquired |
| July 2, 2007 | SCHW | Restricted Stock Units | Common Stock | $22.00 | · | 966 | Acquired |
| May 21, 2007 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock | $21.12 | May 21, 2017 | 7,459 | Acquired |
| April 2, 2007 | SCHW | Restricted Stock Units | Common Stock | $18.55 | · | 1,618 | Acquired |
| Jan. 3, 2007 | SCHW | Restricted Stock Units | Common Stock | $19.76 | · | 1,362 | Acquired |
| Oct. 2, 2006 | SCHW | Restricted Stock Units | Common Stock | $17.68 | · | 922 | Acquired |
| July 3, 2006 | SCHW | Restricted Stock Units | Common Stock | $16.20 | · | 1,180 | Acquired |
| May 22, 2006 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock | $15.91 | May 22, 2016 | 5,000 | Acquired |
| May 22, 2006 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock | $15.91 | May 21, 2016 | 5,000 | Acquired |
| April 3, 2006 | SCHW | Restricted Stock Units | Common Stock | $17.41 | · | 1,299 | Acquired |
| Jan. 3, 2006 | SCHW | Restricted Stock Units | Common Stock | $14.96 | · | 1,444 | Acquired |
| Oct. 3, 2005 | SCHW | Restricted Stock Units | Common Stock | $14.44 | · | 1,143 | Acquired |
| July 1, 2005 | SCHW | Restricted Stock Units | Common Stock | $11.33 | · | 1,775 | Acquired |
| May 23, 2005 | SCHW | Non-Qualified Stock Options (right to buy) | Common Stock | $11.58 | May 23, 2015 | 5,000 | Acquired |
| April 1, 2005 | SCHW | Restricted Stock Units | Common Stock | $10.45 | · | 2,283 | Acquired |
Showing latest 100 of 108 transactions
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.