Stephen T Mclin
CIK 1188403 · View on SEC EDGAR ↗
Insider
First SEC filing: May 18, 2004 · Latest: May 18, 2004
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 89 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
89 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| April 21, 2020 | SCHW | S | 11,082 | $35.61 | $394,630 | 157,109 Indirect | -6.59% | Disposed | 211.9% (price as of 2026-08-20) |
| Feb. 13, 2020 | SCHW | S | 5,364 | $47.29 | $253,664 | 157,109 Indirect | -3.30% | Disposed | 134.9% (price as of 2026-08-20) |
| Aug. 21, 2019 | SCHW | S | 5,093 | $37.56 | $191,293 | 154,288 Indirect | -3.20% | Disposed | 195.7% (price as of 2026-08-20) |
| May 16, 2019 | SCHW | S | 4,356 | $43.85 | $191,011 | 147,243 Indirect | -2.87% | Disposed | 153.3% (price as of 2026-08-20) |
| April 16, 2019 | SCHW | S | 4,000 | $45.59 | $182,360 | 147,243 Indirect | -2.64% | Disposed | 143.6% (price as of 2026-08-20) |
| Jan. 26, 2018 | SCHW | S | 5,435 | $53.93 | $293,110 | 164,675 Indirect | -3.19% | Disposed | 106.0% (price as of 2026-08-20) |
| Jan. 26, 2018 | SCHW | S | 5,742 | $54.05 | $310,355 | 158,933 Indirect | -3.49% | Disposed | 105.5% (price as of 2026-08-20) |
| Jan. 26, 2018 | SCHW | S | 7,486 | $53.93 | $403,720 | 151,447 Indirect | -4.71% | Disposed | 106.0% (price as of 2026-08-20) |
| April 25, 2017 | SCHW | S | 7,823 | $39.69 | $310,495 | 152,193 Indirect | -4.89% | Disposed | 179.9% (price as of 2026-08-20) |
| May 8, 2014 | SCHW | S | 5,244 | $26.43 | $138,599 | 131,375 Indirect | -3.84% | Disposed | 320.3% (price as of 2026-08-20) |
| May 3, 2013 | SCHW | S | 5,244 | $17.38 | $91,141 | 134,146 Indirect | -3.76% | Disposed | 539.1% (price as of 2026-08-20) |
Showing latest 100 of 190 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 |
|---|---|---|---|---|---|---|---|
| April 21, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (11,082) | $17.38 | May 17, 2020 | 11,082 | Disposed |
| April 1, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,770) | $32.96 | April 1, 2030 | 2,770 | Acquired |
| Feb. 13, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,364) | $18.62 | April 1, 2020 | 5,364 | Disposed |
| Jan. 2, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,861) | $48.23 | Jan. 2, 2030 | 2,861 | Acquired |
| Jan. 2, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,800) | $19.78 | Jan. 4, 2020 | 4,800 | Disposed |
| Oct. 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,464) | $37.76 | Oct. 1, 2029 | 3,464 | Acquired |
| Aug. 21, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,093) | $18.54 | Oct. 1, 2019 | 5,093 | Disposed |
| July 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,435) | $40.76 | July 1, 2029 | 3,435 | Acquired |
| June 4, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,299) | $17.23 | July 1, 2019 | 5,299 | Disposed |
| May 17, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,584) | $43.21 | May 17, 2029 | 8,584 | Acquired |
| May 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,356) | $18.00 | May 18, 2019 | 4,356 | Disposed |
| April 16, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,000) | $18.00 | May 18, 2019 | 4,000 | Disposed |
| April 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,964) | $44.13 | April 1, 2029 | 2,964 | Acquired |
| Jan. 2, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,726) | $41.58 | Jan. 2, 2029 | 2,726 | Acquired |
| Oct. 1, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,511) | $49.55 | Oct. 1, 2028 | 2,511 | Acquired |
| July 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,247) | $51.30 | July 2, 2028 | 2,247 | Acquired |
| May 17, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,139) | $59.32 | May 17, 2028 | 5,139 | Acquired |
| April 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,308) | $50.41 | April 2, 2028 | 2,308 | Acquired |
| Jan. 26, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,435) | $16.18 | Jan. 2, 2019 | 5,435 | Disposed |
| Jan. 26, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,742) | $15.47 | April 1, 2019 | 5,742 | Disposed |
| Jan. 26, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,486) | $22.39 | May 19, 2018 | 7,486 | Disposed |
| Jan. 2, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,402) | $51.44 | Jan. 2, 2028 | 2,402 | Acquired |
| Oct. 2, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,921) | $44.04 | Oct. 2, 2027 | 2,921 | Acquired |
| July 3, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,870) | $43.48 | July 3, 2027 | 2,870 | Acquired |
| May 18, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,165) | $38.33 | May 18, 2027 | 7,165 | Acquired |
| April 25, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,823) | $20.14 | May 21, 2017 | 7,823 | Disposed |
| April 3, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,826) | $40.57 | April 3, 2027 | 2,826 | Acquired |
| Jan. 3, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,032) | $40.20 | Jan. 3, 2027 | 3,032 | Acquired |
| Oct. 3, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,835) | $31.48 | Oct. 3, 2026 | 3,835 | Acquired |
| July 1, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,516) | $25.11 | July 1, 2026 | 4,516 | Acquired |
| May 19, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,866) | $28.96 | May 19, 2026 | 7,866 | Acquired |
| May 18, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,244) | $15.17 | May 22, 2016 | 5,244 | Disposed |
| April 1, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,798) | $28.38 | April 1, 2026 | 3,798 | Acquired |
| Jan. 4, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,844) | $31.98 | Jan. 4, 2026 | 3,844 | Acquired |
| Oct. 1, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,210) | $28.55 | Oct. 1, 2025 | 4,210 | Acquired |
| July 1, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,705) | $33.12 | July 1, 2025 | 3,705 | Acquired |
| May 15, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,548) | $31.21 | May 15, 2025 | 8,548 | Acquired |
| April 1, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,010) | $29.93 | April 1, 2025 | 4,010 | Acquired |
| March 26, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,244) | $11.04 | May 23, 2015 | 5,244 | Disposed |
| Jan. 2, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,994) | $30.22 | Jan. 2, 2025 | 3,994 | Acquired |
| Oct. 1, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,643) | $28.79 | Oct. 1, 2024 | 4,643 | Acquired |
| July 1, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,940) | $27.32 | July 1, 2024 | 4,940 | Acquired |
| May 19, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (10,511) | $25.01 | May 19, 2024 | 10,511 | Acquired |
| May 8, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,244) | $9.06 | May 17, 2014 | 5,244 | Disposed |
| April 1, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,895) | $27.45 | April 1, 2024 | 4,895 | Acquired |
| Jan. 2, 2014 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,079) | $25.82 | Jan. 2, 2024 | 5,079 | Acquired |
| Oct. 1, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (6,285) | $21.38 | Oct. 1, 2023 | 6,285 | Acquired |
| July 1, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (6,075) | $21.38 | July 1, 2023 | 6,075 | Acquired |
| May 20, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (14,345) | $19.21 | May 20, 2023 | 14,345 | Acquired |
| May 3, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,244) | $9.31 | May 15, 2013 | 5,244 | Disposed |
| April 1, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,085) | $17.38 | April 1, 2023 | 8,085 | Acquired |
| Jan. 2, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (9,182) | $15.08 | Jan. 2, 2023 | 9,182 | Acquired |
| Jan. 2, 2013 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,998) | $11.71 | Jan. 6, 2013 | 2,998 | Disposed |
| Sept. 13, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,976) | $8.56 | Oct. 1, 2012 | 3,976 | Disposed |
| June 29, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,942) | $10.49 | July 1, 2012 | 2,942 | Disposed |
| May 21, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (16,491) | $12.66 | May 21, 2022 | 16,491 | Acquired |
| May 15, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (12,907) | $11.62 | May 15, 2012 | 12,907 | Disposed |
| April 4, 2012 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,992) | $11.71 | April 9, 2012 | 2,992 | Disposed |
| Oct. 3, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,958) | $10.93 | Oct. 3, 2021 | 8,958 | Acquired |
| Sept. 23, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (13,111) | $9.72 | Sept. 24, 2011 | 13,111 | Disposed |
| July 1, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (6,085) | $16.72 | July 1, 2021 | 6,085 | Acquired |
| June 30, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,133) | $14.38 | July 6, 2010 | 2,133 | Disposed |
| May 19, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (11,344) | $17.62 | May 19, 2021 | 11,344 | Acquired |
| April 1, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,612) | $18.51 | April 1, 2021 | 5,612 | Acquired |
| March 25, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,517) | $14.58 | March 29, 2011 | 2,517 | Disposed |
| Jan. 3, 2011 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,730) | $17.50 | Jan. 3, 2021 | 5,730 | Acquired |
| Oct. 1, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (6,945) | $14.13 | Oct. 1, 2020 | 6,945 | Acquired |
| July 1, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (6,963) | $13.94 | July 1, 2020 | 6,963 | Acquired |
| May 17, 2010 | SCHW | Restricted Stock Units | Common Stock (4,817) | — | — | 4,817 | Acquired |
| May 17, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (11,082) | $17.38 | May 17, 2020 | 11,082 | Acquired |
| April 1, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,364) | $18.62 | April 1, 2020 | 5,364 | Acquired |
| Jan. 4, 2010 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,800) | $19.78 | Jan. 4, 2020 | 4,800 | Acquired |
| Oct. 1, 2009 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,093) | $18.54 | Oct. 1, 2019 | 5,093 | Acquired |
| July 1, 2009 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,299) | $17.23 | July 1, 2019 | 5,299 | Acquired |
| May 18, 2009 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,356) | $18.00 | May 18, 2019 | 8,356 | Acquired |
| April 1, 2009 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,742) | $15.47 | April 1, 2019 | 5,742 | Acquired |
| Jan. 2, 2009 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock (5,435) | $16.18 | Jan. 2, 2019 | 5,435 | Acquired |
| May 19, 2008 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock (7,486) | $22.39 | May 19, 2018 | 7,486 | Acquired |
| May 21, 2007 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock (7,459) | $21.12 | May 21, 2017 | 7,459 | Acquired |
| May 22, 2006 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock (5,000) | $15.91 | May 22, 2016 | 5,000 | Acquired |
| May 22, 2006 | SCHW | Non-Qualified Stock Option (right to buy) | Common Stock (5,000) | $15.91 | May 21, 2016 | 5,000 | Acquired |
| Aug. 1, 2005 | SCHW | Non-Qualified Stock Options (right to buy) | Common Stock (6,750) | $8.10 | May 15, 2008 | 6,750 | Disposed |
| Aug. 1, 2005 | SCHW | Non-Qualified Stock Options (right to buy) | Common Stock (10,125) | $5.31 | May 15, 2007 | 10,125 | Disposed |
| May 23, 2005 | SCHW | Non-Qualified Stock Options (right to buy) | Common Stock (5,000) | $11.58 | May 23, 2015 | 5,000 | Acquired |
| May 17, 2004 | SCHW | Non-Qualified Stock Options (right to buy) | Common Stock (5,000) | $9.50 | May 15, 2014 | 5,000 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).