Terri R Kallsen
CIK 1627137 · Lihat di SEC EDGAR ↗
Orang Dalam
Pengajuan SEC Pertama: 12 Jan. 2015 · Terbaru: 12 Jan. 2015
Di halaman ini
- Orang Dalam di Perusahaan di mana orang ini adalah orang dalam yang melaporkan.
- Transaksi orang dalam Setiap saham yang dibeli atau dijual orang ini, dari pengajuan Formulir 4.
- Derivatif Opsi dan kepemilikan derivatif lainnya yang dilaporkan oleh orang ini.
- Kepemilikan Awal Kepemilikan yang dimiliki orang ini saat pertama kali mulai melaporkan.
- Kompensasi Gaji eksekutif yang diungkapkan dalam pernyataan proksi perusahaan.
Orang Dalam di
Transaksi orang dalam
0 beli (P)
0 jual (S)
Bersih:
$0
+ 67 transaksi non-pasar di bawah
12 bulan terakhir, berdasarkan transaksi yang ditunjukkan di bawah ini
Perubahan harga vs kuotasi saat ini, disesuaikan split untuk aksi korporasi sejak pengajuan — tidak dibenchmark, tidak diannualisasi, tidak dibobot berdasarkan ukuran
67 pengajuan lain disembunyikan
| Tanggal | Ticker | Kode | Saham | Harga | Nilai | Dimiliki setelah | Δ milik | A/D | vs sekarang |
|---|---|---|---|---|---|---|---|---|---|
| 6 Maret 2019 | SCHW | S 10b5-1 | 16.346 | $45,93 | $750.772 | 0 Tidak Langsung | -100,00% | Dilepas | 142,1% (harga per 2026-08-21) |
| 4 Maret 2019 | SCHW | S 10b5-1 | 18.803 | $46,84 | $880.733 | 16.346 Tidak Langsung | -53,50% | Dilepas | 137,4% (harga per 2026-08-21) |
| 1 Maret 2019 | SCHW | S 10b5-1 | 22.482 | $46,66 | $1.049.010 | 16.346 Tidak Langsung | -57,90% | Dilepas | 138,3% (harga per 2026-08-21) |
| 3 Des. 2018 | SCHW | S 10b5-1 | 860 | $46,06 | $39.612 | 4.053 Tidak Langsung | -17,50% | Dilepas | 141,4% (harga per 2026-08-21) |
| 3 Des. 2018 | SCHW | S 10b5-1 | 4.053 | $46,10 | $186.843 | 0 Tidak Langsung | -100,00% | Dilepas | 141,2% (harga per 2026-08-21) |
| 24 April 2018 | SCHW | S | 17.482 | $55,89 | $977.069 | 18.803 Tidak Langsung | -48,18% | Dilepas | 99,0% (harga per 2026-08-21) |
| 24 April 2018 | SCHW | S | 18.803 | $55,89 | $1.050.900 | 0 Tidak Langsung | -100,00% | Dilepas | 99,0% (harga per 2026-08-21) |
| 7 Maret 2018 | SCHW | S 10b5-1 | 9.156 | $54,00 | $494.424 | 0 Tidak Langsung | -100,00% | Dilepas | 105,9% (harga per 2026-08-21) |
| 1 Maret 2018 | SCHW | S 10b5-1 | 5.000 | $52,94 | $264.700 | 0 Tidak Langsung | -100,00% | Dilepas | 110,0% (harga per 2026-08-21) |
| 7 Feb. 2018 | SCHW | S 10b5-1 | 2.026 | $51,94 | $105.230 | 0 Tidak Langsung | -100,00% | Dilepas | 114,1% (harga per 2026-08-21) |
| 3 Jan. 2018 | SCHW | S 10b5-1 | 2.026 | $51,30 | $103.934 | 0 Tidak Langsung | -100,00% | Dilepas | 116,8% (harga per 2026-08-21) |
| 6 Des. 2017 | SCHW | S 10b5-1 | 1.982 | $50,55 | $100.190 | 0 Tidak Langsung | -100,00% | Dilepas | 120,0% (harga per 2026-08-21) |
| 8 Nov. 2017 | SCHW | S 10b5-1 | 815 | $43,97 | $35.836 | 0 Tidak Langsung | -100,00% | Dilepas | 152,9% (harga per 2026-08-21) |
| 6 Nov. 2017 | SCHW | S 10b5-1 | 861 | $44,64 | $38.435 | 0 Tidak Langsung | -100,00% | Dilepas | 149,1% (harga per 2026-08-21) |
| 2 Nov. 2017 | SCHW | S 10b5-1 | 1.981 | $44,18 | $87.521 | 0 Tidak Langsung | -100,00% | Dilepas | 151,7% (harga per 2026-08-21) |
| 6 Okt. 2017 | SCHW | S 10b5-1 | 4.267 | $46,02 | $196.367 | 0 Tidak Langsung | -100,00% | Dilepas | 141,6% (harga per 2026-08-21) |
| 4 Okt. 2017 | SCHW | S 10b5-1 | 1.000 | $44,36 | $44.360 | 0 Tidak Langsung | -100,00% | Dilepas | 150,7% (harga per 2026-08-21) |
| 6 Sep. 2017 | SCHW | S 10b5-1 | 1.000 | $38,99 | $38.990 | 0 Tidak Langsung | -100,00% | Dilepas | 185,2% (harga per 2026-08-21) |
| 2 Agu 2017 | SCHW | S 10b5-1 | 2.000 | $43,07 | $86.140 | 0 Tidak Langsung | -100,00% | Dilepas | 158,2% (harga per 2026-08-21) |
| 3 Juli 2017 | SCHW | S 10b5-1 | 10.536 | $43,15 | $454.628 | 0 Tidak Langsung | -100,00% | Dilepas | 157,7% (harga per 2026-08-21) |
| 19 April 2017 | SCHW | S | 2.456 | $38,42 | $94.360 | 155 Tidak Langsung | -94,06% | Dilepas | 189,4% (harga per 2026-08-21) |
| 19 April 2017 | SCHW | S | 2.184 | $38,42 | $83.909 | 22.482 Tidak Langsung | -8,85% | Dilepas | 189,4% (harga per 2026-08-21) |
| 19 April 2017 | SCHW | S | 22.482 | $38,35 | $862.185 | 0 Tidak Langsung | -100,00% | Dilepas | 189,9% (harga per 2026-08-21) |
| 14 Nov. 2016 | SCHW | S | 18.802 | $36,94 | $694.546 | 0 Tidak Langsung | -100,00% | Dilepas | 201,0% (harga per 2026-08-21) |
| 14 Nov. 2016 | SCHW | S | 8.105 | $36,94 | $299.399 | 18.802 Tidak Langsung | -30,12% | Dilepas | 201,0% (harga per 2026-08-21) |
| 14 Nov. 2016 | SCHW | S | 4.026 | $36,94 | $148.720 | 26.907 Tidak Langsung | -13,02% | Dilepas | 201,0% (harga per 2026-08-21) |
| 7 Nov. 2016 | SCHW | S | 815 | $32,10 | $26.162 | 5.212 Langsung | -13,52% | Dilepas | 246,4% (harga per 2026-08-21) |
| 3 Nov. 2016 | SCHW | S | 5.200 | $31,33 | $162.916 | 0 Tidak Langsung | -100,00% | Dilepas | 254,9% (harga per 2026-08-21) |
| 3 Nov. 2016 | SCHW | S | 2.494 | $31,32 | $78.112 | 6.027 Langsung | -29,27% | Dilepas | 255,0% (harga per 2026-08-21) |
| 22 Juli 2016 | SCHW | S | 3.532 | $27,99 | $98.861 | 10.928 Langsung | -24,43% | Dilepas | 297,3% (harga per 2026-08-21) |
| 22 Juli 2016 | SCHW | S | 3.362 | $28,03 | $94.237 | 14.460 Langsung | -18,86% | Dilepas | 296,7% (harga per 2026-08-21) |
| 4 Nov. 2015 | SCHW | S | 11.900 | $31,58 | $375.802 | 12.662 Langsung | -48,45% | Dilepas | 252,1% (harga per 2026-08-21) |
| 4 Nov. 2015 | SCHW | S | 3.569 | $31,55 | $112.602 | 24.562 Langsung | -12,69% | Dilepas | 252,4% (harga per 2026-08-21) |
Menampilkan 100 dari 101 transaksi terakhir
P = Pembelian pasar terbuka · S = Penjualan · A = Hibah/penghargaan · B = Pelaksanaan opsi · G = Hadiah · F = Pemotongan pajak
Transaksi orang dalam bukan merupakan rekomendasi; penjualan sering kali didorong oleh alasan likuiditas atau pajak.
Kepemilikan Derivatif (Formulir 4 Tabel II)
Opsi, RSU, dan sekuritas konversi yang dilaporkan pada Formulir 4 Tabel II.
| Tanggal | Ticker | Sekuritas | Underlying | Harga Pelaksanaan | Kedaluwarsa | Saham | A/D |
|---|---|---|---|---|---|---|---|
| 4 Maret 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (18.803) | $30,17 | 2 Maret 2025 | 18.803 | Dilepas |
| 1 Maret 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (22.482) | $26,39 | 1 Maret 2026 | 22.482 | Dilepas |
| 1 Maret 2019 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (66.856) | $46,81 | 1 Maret 2029 | 66.856 | Diakuisisi |
| 3 Des. 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4.053) | $28,44 | 3 Nov. 2024 | 4.053 | Dilepas |
| 24 April 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (17.482) | $26,39 | 1 Maret 2026 | 17.482 | Dilepas |
| 24 April 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (18.803) | $30,17 | 2 Maret 2025 | 18.803 | Dilepas |
| 1 Maret 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (52.415) | $52,05 | 1 Maret 2028 | 52.415 | Diakuisisi |
| 1 Maret 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5.000) | $26,39 | 1 Maret 2026 | 5.000 | Dilepas |
| 7 Feb. 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2.026) | $28,44 | 3 Nov. 2024 | 2.026 | Dilepas |
| 3 Jan. 2018 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2.026) | $28,44 | 3 Nov. 2024 | 2.026 | Dilepas |
| 6 Des. 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (1.982) | $23,12 | 1 Nov. 2023 | 1.982 | Dilepas |
| 2 Nov. 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (1.981) | $23,12 | 1 Nov. 2023 | 1.981 | Dilepas |
| 6 Okt. 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4.267) | $30,17 | 2 Maret 2025 | 4.267 | Dilepas |
| 4 Okt. 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (1.000) | $30,17 | 2 Maret 2025 | 1.000 | Dilepas |
| 6 Sep. 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (1.000) | $30,17 | 2 Maret 2025 | 1.000 | Dilepas |
| 2 Agu 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2.000) | $30,17 | 2 Maret 2025 | 2.000 | Dilepas |
| 3 Juli 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (10.536) | $30,17 | 2 Maret 2025 | 10.536 | Dilepas |
| 19 April 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (22.482) | $26,39 | 1 Maret 2026 | 22.482 | Dilepas |
| 1 Maret 2017 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (57.340) | $42,99 | 1 Maret 2027 | 57.340 | Diakuisisi |
| 14 Nov. 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (8.105) | $28,44 | 3 Nov. 2024 | 8.105 | Dilepas |
| 14 Nov. 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4.026) | $23,12 | 1 Nov. 2023 | 4.026 | Dilepas |
| 14 Nov. 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (18.802) | $30,17 | 2 Maret 2025 | 18.802 | Dilepas |
| 3 Nov. 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (5.200) | $13,64 | 1 Nov. 2022 | 5.200 | Dilepas |
| 22 Juli 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3.362) | $12,10 | 1 Juni 2022 | 3.362 | Dilepas |
| 1 Maret 2016 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (89.929) | $26,39 | 1 Maret 2026 | 89.929 | Diakuisisi |
| 4 Nov. 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3.900) | $23,12 | 1 Nov. 2023 | 3.900 | Dilepas |
| 4 Nov. 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4.800) | $13,64 | 1 Nov. 2022 | 4.800 | Dilepas |
| 4 Nov. 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3.200) | $12,10 | 1 Juni 2022 | 3.200 | Dilepas |
| 2 Maret 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (75.211) | $30,17 | 2 Maret 2025 | 75.211 | Diakuisisi |
| 2 Maret 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (75.211) | $30,17 | 2 Maret 2025 | 75.211 | Diakuisisi |
| 2 Maret 2015 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (75.211) | $30,17 | 2 Maret 2025 | 75.211 | Diakuisisi |
Harga pelaksanaan/konversi kosong jika tidak berlaku (misalnya, RSU).
Kepemilikan Awal (Formulir 3) 9 saham
Sekuritas yang dipegang saat pertama kali menjadi orang dalam, sesuai Formulir 3 SEC.
| Tanggal | Ticker | Sekuritas | Saham | Kepemilikan |
|---|---|---|---|---|
| 12 Jan. 2015 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Langsung |
| 12 Jan. 2015 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Langsung |
| 12 Jan. 2015 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock | — | Langsung |
| 17 Des. 2014 | SCHW | Common Stock | 18.706 | Langsung |
| 17 Des. 2014 | SCHW | Common Stock | 2.456 | Tidak Langsung |
| 17 Des. 2014 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (9.843) | 9.843 | Langsung |
| 17 Des. 2014 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (15.000) | 15.000 | Langsung |
| 17 Des. 2014 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (15.851) | 15.851 | Langsung |
| 17 Des. 2014 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (16.210) | 16.210 | Langsung |
Kompensasi (DEF 14A)
Dicocokkan berdasarkan nama dari pernyataan proksi (DEF 14A) — verifikasi terhadap pengajuan.
SCHW
President – Investor Services| Tahun fiskal | Gaji | Bonus | Penghargaan saham | Penghargaan opsi | Insentif non-ekuitas | Perubahan Pensiun | Lainnya | Total |
|---|---|---|---|---|---|---|---|---|
| 2018 | $545.833 | — | — | — | $1.066.012 | — | $15.247 | $3.277.092 |
| 2015 | $450.000 | — | — | — | $668.520 | — | $603.876 | $2.972.396 |
Angka-angka dari Tabel Kompensasi Ringkasan dalam pernyataan proksi perusahaan (DEF 14A). Kompensasi bukan merupakan rekomendasi.