William L Atwell — SEC Insider Profile, Roles & Companies

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 45 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

45 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Aug. 20, 2026	WBS	D	32,511	·	·	0 Direct	-100.00%	Disposed
May 21, 2026	WBS	A	1,596	·	·	32,511 Direct	+5.16%	Acquired
July 28, 2025	WBS	S	2,500	$59.26	$148,150	30,915 Direct	-7.48%	Disposed
July 28, 2025	WBS	S	14,323	$59.18	$847,635	33,415 Direct	-30.00%	Disposed
May 21, 2025	WBS	A	2,217	·	·	47,738 Direct	+4.87%	Acquired
April 24, 2024	WBS	A	2,499	·	·	45,521 Direct	+5.81%	Acquired
April 26, 2023	WBS	A	2,888	·	·	43,022 Direct	+7.20%	Acquired
April 28, 2022	WBS	A	2,173	·	·	40,134 Direct	+5.72%	Acquired
March 7, 2022	WBS	P	2,500	$53.43	$133,575	37,961 Direct	+7.05%	Acquired
April 23, 2021	WBS	A	1,752	·	·	35,461 Direct	+5.20%	Acquired
May 14, 2020	WBS	P	2,500	$20.16	$50,400	33,709 Direct	+8.01%	Acquired
April 24, 2020	WBS	P	5,000	$23.60	$118,000	28,709 Direct	+21.09%	Acquired
April 23, 2020	WBS	A	3,974	·	·	23,709 Direct	+20.14%	Acquired
April 25, 2019	WBS	A	1,463	·	·	19,735 Direct	+8.01%	Acquired
April 26, 2018	WBS	A	1,103	·	·	18,272 Direct	+6.42%	Acquired
April 27, 2017	WBS	A	1,281	·	·	17,169 Direct	+8.06%	Acquired
Oct. 31, 2016	WBS	P	4,000	$40.11	$160,440	15,888 Direct	+33.65%	Acquired
April 28, 2016	WBS	A	1,710	·	·	11,888 Direct	+16.80%	Acquired
April 23, 2015	WBS	A	1,666	·	·	10,178 Direct	+19.57%	Acquired
July 28, 2014	WBS	A	1,512	·	·	8,512 Direct	+21.60%	Acquired
March 5, 2012	701221	M	9,576	·	·	0 Direct	-100.00%	Disposed
March 5, 2012	701221	M	9,094	·	·	0 Direct	-100.00%	Disposed
March 5, 2012	701221	M	7,510	·	·	7,511 Direct	-50.00%	Disposed
March 5, 2012	701221	M	7,824	·	·	15,641 Direct	-33.34%	Disposed
March 5, 2012	701221	S	24,203	$44.34	$1,073,161	96,032 Direct	-20.13%	Disposed
March 5, 2012	701221	M	7,510	$34.65	$260,222	120,235 Direct	+6.66%	Acquired
March 5, 2012	701221	M	7,824	$42.19	$330,095	112,725 Direct	+7.46%	Acquired
March 5, 2012	701221	M	9,094	$14.02	$127,498	104,901 Direct	+9.49%	Acquired
March 5, 2012	701221	M	9,576	$17.85	$170,932	95,807 Direct	+11.11%	Acquired
Feb. 28, 2012	701221	A	21,444	·	·	21,444 Direct	·	Acquired
Nov. 3, 2011	701221	F	6,097	$42.38	$258,391	86,231 Direct	-6.60%	Disposed
March 4, 2011	701221	M	9,094	$14.02	$127,498	84,815 Direct	+12.01%	Acquired
March 4, 2011	701221	M	7,513	$34.65	$260,325	92,328 Direct	+8.86%	Acquired
March 4, 2011	701221	M	7,513	·	·	15,021 Direct	-33.34%	Disposed
March 4, 2011	701221	M	9,094	·	·	9,094 Direct	-50.00%	Disposed
March 1, 2011	701221	A	23,465	·	·	23,465 Direct	·	Acquired
Nov. 3, 2010	701221	M	9,577	·	·	9,576 Direct	-50.00%	Disposed
Nov. 3, 2010	701221	S	6,603	$36.36	$240,085	75,721 Direct	-8.02%	Disposed
Nov. 3, 2010	701221	M	9,577	$17.85	$170,949	82,324 Direct	+13.16%	Acquired
March 4, 2010	701221	M	9,098	·	·	18,188 Direct	-33.34%	Disposed
March 4, 2010	701221	S	5,337	$34.12	$182,098	72,747 Direct	-6.83%	Disposed
March 4, 2010	701221	M	9,098	$14.02	$127,554	78,084 Direct	+13.19%	Acquired
March 3, 2010	701221	A	22,534	·	·	22,534 Direct	·	Acquired
Nov. 10, 2009	701221	M	9,577	·	·	19,153 Direct	-33.33%	Disposed
Nov. 10, 2009	701221	S	6,752	$30.80	$207,962	68,986 Direct	-8.91%	Disposed
Nov. 10, 2009	701221	M	9,577	$17.85	$170,949	75,738 Direct	+14.48%	Acquired
Aug. 3, 2009	701221	A	45,496	·	·	66,161 Direct	+220.16%	Acquired
April 21, 2009	701221	F	1,101	$20.14	$22,174	20,665 Direct	-5.06%	Disposed
April 21, 2009	701221	A	3,284	$20.14	$66,140	21,766 Direct	+17.77%	Acquired
March 4, 2009	701221	A	27,286	·	·	27,286 Direct	·	Acquired
Nov. 3, 2008	701221	A	28,730	·	·	28,730 Direct	·	Acquired
Nov. 3, 2008	701221	A	14,006	·	·	18,482 Direct	+312.91%	Acquired
Sept. 7, 2005	SCHW	A	200,000	·	·	200,000 Direct	·	Acquired	(price as of 2026-10-05)
Sept. 7, 2005	SCHW	A	200,000	·	·	200,000 Direct	·	Acquired	(price as of 2026-10-05)
Sept. 30, 2004	SCHW	A	273,723	·	·	273,723 Direct	·	Acquired	(price as of 2026-10-05)

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 5, 2012	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (9,576)	$17.85	Nov. 3, 2018	9,576	Disposed
March 5, 2012	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (9,094)	$14.02	March 4, 2019	9,094	Disposed
March 5, 2012	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (7,510)	$34.65	March 3, 2020	7,510	Disposed
March 5, 2012	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (7,824)	$42.19	March 1, 2021	7,824	Disposed
Feb. 28, 2012	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (21,444)	$44.42	Feb. 28, 2022	21,444	Acquired
March 4, 2011	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (7,513)	$34.65	March 3, 2020	7,513	Disposed
March 4, 2011	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (9,094)	$14.02	March 4, 2019	9,094	Disposed
March 1, 2011	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (23,465)	$42.19	March 1, 2021	23,465	Acquired
Nov. 3, 2010	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (9,577)	$17.85	Nov. 3, 2018	9,577	Disposed
March 4, 2010	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (9,098)	$14.02	March 4, 2019	9,098	Disposed
March 3, 2010	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (22,534)	$34.65	March 3, 2020	22,534	Acquired
Nov. 10, 2009	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (9,577)	$17.85	Nov. 3, 2018	9,577	Disposed
March 4, 2009	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (27,286)	$14.02	March 4, 2019	27,286	Acquired
Nov. 3, 2008	701221	Employee Stock Option (Right to Buy)	Common Stock, $.25 Par Value (28,730)	$17.85	Nov. 3, 2018	28,730	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 (273,723)	$9.19	Sept. 30, 2011	273,723	Acquired

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

Initial ownership (Form 3) 1 holding

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

Date	Ticker	Security	Shares	Ownership
July 28, 2014	WBS	Common Stock	7,000	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
2005	$655,837	$1,280,895	·	·	·	·	·	·
2003	$560,833,512,000,398,144	$4,129,292,500,000	·	·	·	·	·	·

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