Insider · CIK 0001627137

Kallsen Terri R

Reports to the SEC for 1 company · SAN FRANCISCO, CA

sec.gov

Transactions

Companies

Filings

CIK

0001627137

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2019-03-06	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−16.3K sh	$45.93	−$751K	0
2019-03-04	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+18.8K sh	$30.17	+$567K	35,149
2019-03-04	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−18.8K sh	$46.84	−$881K	16,346
2019-03-04	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−18.8K sh	—	—	0
2019-03-01	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+22.5K sh	$26.39	+$593K	22,482
2019-03-01	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+16.3K sh	$46.77	+$765K	38,828
2019-03-01	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−22.5K sh	$46.66	−$1.05M	16,346
2019-03-01	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−22.5K sh	—	—	22,483
2019-03-01	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	EVP - Investor Services	AAward	+66.9K sh	—	—	66,856
2018-12-03	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+4,053 sh	$28.44	+$115K	4,913
2018-12-03	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−860 sh	$46.06	−$39.6K	4,053
2018-12-03	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−4,053 sh	$46.10	−$187K	0
2018-12-03	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−4,053 sh	—	—	0
2018-11-05	SCHWSCHWAB CHARLES CORPF Tax Payment	EVP - Investor Services	FTax Payment	−846 sh	$46.95	−$39.7K	860
2018-04-24	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+18.8K sh	$30.17	+$567K	18,803
2018-04-24	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+17.5K sh	$26.39	+$461K	36,285
2018-04-24	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−17.5K sh	$55.89	−$977K	18,803
2018-04-24	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−18.8K sh	$55.89	−$1.05M	0
2018-04-24	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−17.5K sh	—	—	44,965
2018-04-24	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−18.8K sh	—	—	18,803
2018-03-07	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−9,156 sh	$54.00	−$494K	0
2018-03-02	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+9,156 sh	$51.62	+$473K	9,156
2018-03-01	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+5,000 sh	$26.39	+$132K	5,000
2018-03-01	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−5,000 sh	$52.94	−$265K	0
2018-03-01	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−5,000 sh	—	—	62,447
2018-03-01	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	EVP - Investor Services	AAward	+52.4K sh	—	—	52,415
2018-02-07	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+2,026 sh	$28.44	+$57.6K	2,026
2018-02-07	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−2,026 sh	$51.94	−$105K	0
2018-02-07	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−2,026 sh	—	—	4,053
2018-01-03	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+2,026 sh	$28.44	+$57.6K	2,026
2018-01-03	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−2,026 sh	$51.30	−$104K	0
2018-01-03	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−2,026 sh	—	—	6,079
2017-12-06	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+1,982 sh	$23.12	+$45.8K	1,982
2017-12-06	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−1,982 sh	$50.55	−$100K	0
2017-12-06	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−1,982 sh	—	—	0
2017-11-08	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−815 sh	$43.97	−$35.8K	0
2017-11-06	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−861 sh	$44.64	−$38.4K	0
2017-11-03	SCHWSCHWAB CHARLES CORPF Tax Payment	EVP - Investor Services	FTax Payment	−890 sh	$44.69	−$39.8K	3,382
2017-11-02	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+1,981 sh	$23.12	+$45.8K	1,981
2017-11-02	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−1,981 sh	$44.18	−$87.5K	0
2017-11-02	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−1,981 sh	—	—	1,982
2017-11-01	SCHWSCHWAB CHARLES CORPF Tax Payment	EVP - Investor Services	FTax Payment	−940 sh	$44.76	−$42.1K	4,272
2017-10-06	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+4,267 sh	$30.17	+$129K	4,267
2017-10-06	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−4,267 sh	$46.02	−$196K	0
2017-10-06	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−4,267 sh	—	—	37,606
2017-10-04	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+1,000 sh	$30.17	+$30.2K	1,000
2017-10-04	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−1,000 sh	$44.36	−$44.4K	0
2017-10-04	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	−1,000 sh	—	—	41,873
2017-09-06	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	EVP - Investor Services	MExercise/Conversion	+1,000 sh	$30.17	+$30.2K	1,000
2017-09-06	SCHWSCHWAB CHARLES CORPS Sale	EVP - Investor Services	SSale	−1,000 sh	$38.99	−$39K	0

Recent filings

Accepted (ET)
Mar 74
Kallsen Terri R0001225208-19-004919
SEC(opens sec.gov)
Mar 54
Kallsen Terri R0001225208-19-004580
SEC(opens sec.gov)
Dec 44
Kallsen Terri R0001225208-18-016234
SEC(opens sec.gov)
Nov 74
Kallsen Terri R0001225208-18-015293
SEC(opens sec.gov)
Apr 244
Kallsen Terri R0001225208-18-008015
SEC(opens sec.gov)

Companies

SCHWAB CHARLES CORPEVP - Investor ServicesSCHW

Address

211 MAIN STREET

SAN FRANCISCO, CA, 94105