Terri R Kallsen
CIK 1627137 · View on SEC EDGAR ↗
Insider
First SEC filing: Jan. 12, 2015 · Latest: Jan. 12, 2015
On this page
- Insider at Companies where this person is a reporting insider.
- Insider transactions Every share this person bought or sold, from Form 4 filings.
- Derivatives Options and other derivative holdings reported by this person.
- Initial holdings The stakes this person held when they first started reporting.
- Compensation Executive pay disclosed in company proxy statements.
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 67 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
67 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 6, 2019 | SCHW | S 10b5-1 | 16,346 | $45.93 | $750,772 | 0 Indirect | -100.00% | Disposed | 142.1% (price as of 2026-08-21) |
| March 4, 2019 | SCHW | S 10b5-1 | 18,803 | $46.84 | $880,733 | 16,346 Indirect | -53.50% | Disposed | 137.4% (price as of 2026-08-21) |
| March 1, 2019 | SCHW | S 10b5-1 | 22,482 | $46.66 | $1,049,010 | 16,346 Indirect | -57.90% | Disposed | 138.3% (price as of 2026-08-21) |
| Dec. 3, 2018 | SCHW | S 10b5-1 | 860 | $46.06 | $39,612 | 4,053 Indirect | -17.50% | Disposed | 141.4% (price as of 2026-08-21) |
| Dec. 3, 2018 | SCHW | S 10b5-1 | 4,053 | $46.10 | $186,843 | 0 Indirect | -100.00% | Disposed | 141.2% (price as of 2026-08-21) |
| April 24, 2018 | SCHW | S | 17,482 | $55.89 | $977,069 | 18,803 Indirect | -48.18% | Disposed | 99.0% (price as of 2026-08-21) |
| April 24, 2018 | SCHW | S | 18,803 | $55.89 | $1,050,900 | 0 Indirect | -100.00% | Disposed | 99.0% (price as of 2026-08-21) |
| March 7, 2018 | SCHW | S 10b5-1 | 9,156 | $54.00 | $494,424 | 0 Indirect | -100.00% | Disposed | 105.9% (price as of 2026-08-21) |
| March 1, 2018 | SCHW | S 10b5-1 | 5,000 | $52.94 | $264,700 | 0 Indirect | -100.00% | Disposed | 110.0% (price as of 2026-08-21) |
| Feb. 7, 2018 | SCHW | S 10b5-1 | 2,026 | $51.94 | $105,230 | 0 Indirect | -100.00% | Disposed | 114.1% (price as of 2026-08-21) |
| Jan. 3, 2018 | SCHW | S 10b5-1 | 2,026 | $51.30 | $103,934 | 0 Indirect | -100.00% | Disposed | 116.8% (price as of 2026-08-21) |
| Dec. 6, 2017 | SCHW | S 10b5-1 | 1,982 | $50.55 | $100,190 | 0 Indirect | -100.00% | Disposed | 120.0% (price as of 2026-08-21) |
| Nov. 8, 2017 | SCHW | S 10b5-1 | 815 | $43.97 | $35,836 | 0 Indirect | -100.00% | Disposed | 152.9% (price as of 2026-08-21) |
| Nov. 6, 2017 | SCHW | S 10b5-1 | 861 | $44.64 | $38,435 | 0 Indirect | -100.00% | Disposed | 149.1% (price as of 2026-08-21) |
| Nov. 2, 2017 | SCHW | S 10b5-1 | 1,981 | $44.18 | $87,521 | 0 Indirect | -100.00% | Disposed | 151.7% (price as of 2026-08-21) |
| Oct. 6, 2017 | SCHW | S 10b5-1 | 4,267 | $46.02 | $196,367 | 0 Indirect | -100.00% | Disposed | 141.6% (price as of 2026-08-21) |
| Oct. 4, 2017 | SCHW | S 10b5-1 | 1,000 | $44.36 | $44,360 | 0 Indirect | -100.00% | Disposed | 150.7% (price as of 2026-08-21) |
| Sept. 6, 2017 | SCHW | S 10b5-1 | 1,000 | $38.99 | $38,990 | 0 Indirect | -100.00% | Disposed | 185.2% (price as of 2026-08-21) |
| Aug. 2, 2017 | SCHW | S 10b5-1 | 2,000 | $43.07 | $86,140 | 0 Indirect | -100.00% | Disposed | 158.2% (price as of 2026-08-21) |
| July 3, 2017 | SCHW | S 10b5-1 | 10,536 | $43.15 | $454,628 | 0 Indirect | -100.00% | Disposed | 157.7% (price as of 2026-08-21) |
| April 19, 2017 | SCHW | S | 2,456 | $38.42 | $94,360 | 155 Indirect | -94.06% | Disposed | 189.4% (price as of 2026-08-21) |
| April 19, 2017 | SCHW | S | 2,184 | $38.42 | $83,909 | 22,482 Indirect | -8.85% | Disposed | 189.4% (price as of 2026-08-21) |
| April 19, 2017 | SCHW | S | 22,482 | $38.35 | $862,185 | 0 Indirect | -100.00% | Disposed | 189.9% (price as of 2026-08-21) |
| Nov. 14, 2016 | SCHW | S | 18,802 | $36.94 | $694,546 | 0 Indirect | -100.00% | Disposed | 201.0% (price as of 2026-08-21) |
| Nov. 14, 2016 | SCHW | S | 8,105 | $36.94 | $299,399 | 18,802 Indirect | -30.12% | Disposed | 201.0% (price as of 2026-08-21) |
| Nov. 14, 2016 | SCHW | S | 4,026 | $36.94 | $148,720 | 26,907 Indirect | -13.02% | Disposed | 201.0% (price as of 2026-08-21) |
| Nov. 7, 2016 | SCHW | S | 815 | $32.10 | $26,162 | 5,212 Direct | -13.52% | Disposed | 246.4% (price as of 2026-08-21) |
| Nov. 3, 2016 | SCHW | S | 5,200 | $31.33 | $162,916 | 0 Indirect | -100.00% | Disposed | 254.9% (price as of 2026-08-21) |
| Nov. 3, 2016 | SCHW | S | 2,494 | $31.32 | $78,112 | 6,027 Direct | -29.27% | Disposed | 255.0% (price as of 2026-08-21) |
| July 22, 2016 | SCHW | S | 3,532 | $27.99 | $98,861 | 10,928 Direct | -24.43% | Disposed | 297.3% (price as of 2026-08-21) |
| July 22, 2016 | SCHW | S | 3,362 | $28.03 | $94,237 | 14,460 Direct | -18.86% | Disposed | 296.7% (price as of 2026-08-21) |
| Nov. 4, 2015 | SCHW | S | 11,900 | $31.58 | $375,802 | 12,662 Direct | -48.45% | Disposed | 252.1% (price as of 2026-08-21) |
| Nov. 4, 2015 | SCHW | S | 3,569 | $31.55 | $112,602 | 24,562 Direct | -12.69% | Disposed | 252.4% (price as of 2026-08-21) |
Showing latest 100 of 101 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 |
|---|---|---|---|---|---|---|---|
| March 4, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (18,803) | $30.17 | March 2, 2025 | 18,803 | Disposed |
| March 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (22,482) | $26.39 | March 1, 2026 | 22,482 | Disposed |
| March 1, 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (66,856) | $46.81 | March 1, 2029 | 66,856 | Acquired |
| Dec. 3, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,053) | $28.44 | Nov. 3, 2024 | 4,053 | Disposed |
| April 24, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (17,482) | $26.39 | March 1, 2026 | 17,482 | Disposed |
| April 24, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (18,803) | $30.17 | March 2, 2025 | 18,803 | Disposed |
| March 1, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (52,415) | $52.05 | March 1, 2028 | 52,415 | Acquired |
| March 1, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,000) | $26.39 | March 1, 2026 | 5,000 | Disposed |
| Feb. 7, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,026) | $28.44 | Nov. 3, 2024 | 2,026 | Disposed |
| Jan. 3, 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,026) | $28.44 | Nov. 3, 2024 | 2,026 | Disposed |
| Dec. 6, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (1,982) | $23.12 | Nov. 1, 2023 | 1,982 | Disposed |
| Nov. 2, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (1,981) | $23.12 | Nov. 1, 2023 | 1,981 | Disposed |
| Oct. 6, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,267) | $30.17 | March 2, 2025 | 4,267 | Disposed |
| Oct. 4, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (1,000) | $30.17 | March 2, 2025 | 1,000 | Disposed |
| Sept. 6, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (1,000) | $30.17 | March 2, 2025 | 1,000 | Disposed |
| Aug. 2, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,000) | $30.17 | March 2, 2025 | 2,000 | Disposed |
| July 3, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (10,536) | $30.17 | March 2, 2025 | 10,536 | Disposed |
| April 19, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (22,482) | $26.39 | March 1, 2026 | 22,482 | Disposed |
| March 1, 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (57,340) | $42.99 | March 1, 2027 | 57,340 | Acquired |
| Nov. 14, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8,105) | $28.44 | Nov. 3, 2024 | 8,105 | Disposed |
| Nov. 14, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,026) | $23.12 | Nov. 1, 2023 | 4,026 | Disposed |
| Nov. 14, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (18,802) | $30.17 | March 2, 2025 | 18,802 | Disposed |
| Nov. 3, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5,200) | $13.64 | Nov. 1, 2022 | 5,200 | Disposed |
| July 22, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,362) | $12.10 | June 1, 2022 | 3,362 | Disposed |
| March 1, 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (89,929) | $26.39 | March 1, 2026 | 89,929 | Acquired |
| Nov. 4, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,900) | $23.12 | Nov. 1, 2023 | 3,900 | Disposed |
| Nov. 4, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,800) | $13.64 | Nov. 1, 2022 | 4,800 | Disposed |
| Nov. 4, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,200) | $12.10 | June 1, 2022 | 3,200 | Disposed |
| March 2, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (75,211) | $30.17 | March 2, 2025 | 75,211 | Acquired |
| March 2, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (75,211) | $30.17 | March 2, 2025 | 75,211 | Acquired |
| March 2, 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (75,211) | $30.17 | March 2, 2025 | 75,211 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 9 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Jan. 12, 2015 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Direct |
| Jan. 12, 2015 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Direct |
| Jan. 12, 2015 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Direct |
| Dec. 17, 2014 | SCHW | Common Stock | 18,706 | Direct |
| Dec. 17, 2014 | SCHW | Common Stock | 2,456 | Indirect |
| Dec. 17, 2014 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (9,843) | 9,843 | Direct |
| Dec. 17, 2014 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (15,000) | 15,000 | Direct |
| Dec. 17, 2014 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (15,851) | 15,851 | Direct |
| Dec. 17, 2014 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (16,210) | 16,210 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
SCHW
President – Investor Services| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2018 | $545,833 | — | — | — | $1,066,012 | — | $15,247 | $3,277,092 |
| 2015 | $450,000 | — | — | — | $668,520 | — | $603,876 | $2,972,396 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.