SEC CIK 1627137
Kallsen Terri R
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| SCHWview stock → | 0 | 2019-03-06 |
Position History — SCHW
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — SCHW
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2019-03-06 | Open-market sale | 16,346 | $45.93 | 0 |
| 2019-03-04 | Option exercise (derivative) | 18,803 | $0.00 | 0 |
| 2019-03-04 | Option exercise | 18,803 | $30.17 | 35,149 |
| 2019-03-04 | Open-market sale | 18,803 | $46.84 | 16,346 |
| 2019-03-01 | Option exercise (derivative) | 22,482 | $0.00 | 22,483 |
| 2019-03-01 | Grant / award (derivative) | 66,856 | $0.00 | 66,856 |
| 2019-03-01 | Open-market sale | 22,482 | $46.66 | 16,346 |
| 2019-03-01 | Option exercise | 16,346 | $46.77 | 38,828 |
| 2019-03-01 | Option exercise | 22,482 | $26.39 | 22,482 |
| 2018-12-03 | Option exercise (derivative) | 4,053 | $0.00 | 0 |
| 2018-12-03 | Open-market sale | 860 | $46.06 | 4,053 |
| 2018-12-03 | Open-market sale | 4,053 | $46.10 | 0 |
| 2018-12-03 | Option exercise | 4,053 | $28.44 | 4,913 |
| 2018-11-05 | Tax withholding | 846 | $46.95 | 860 |
| 2018-04-24 | Option exercise (derivative) | 18,803 | $0.00 | 18,803 |
| 2018-04-24 | Option exercise (derivative) | 17,482 | $0.00 | 44,965 |
| 2018-04-24 | Open-market sale | 17,482 | $55.89 | 18,803 |
| 2018-04-24 | Option exercise | 17,482 | $26.39 | 36,285 |
| 2018-04-24 | Option exercise | 18,803 | $30.17 | 18,803 |
| 2018-04-24 | Open-market sale | 18,803 | $55.89 | 0 |
| 2018-03-07 | Open-market sale | 9,156 | $54.00 | 0 |
| 2018-03-02 | Option exercise | 9,156 | $51.62 | 9,156 |
| 2018-03-01 | Option exercise (derivative) | 5,000 | $0.00 | 62,447 |
| 2018-03-01 | Open-market sale | 5,000 | $52.94 | 0 |
| 2018-03-01 | Option exercise | 5,000 | $26.39 | 5,000 |
| 2018-03-01 | Grant / award (derivative) | 52,415 | $0.00 | 52,415 |
| 2018-02-07 | Option exercise (derivative) | 2,026 | $0.00 | 4,053 |
| 2018-02-07 | Option exercise | 2,026 | $28.44 | 2,026 |
| 2018-02-07 | Open-market sale | 2,026 | $51.94 | 0 |
| 2018-01-03 | Option exercise (derivative) | 2,026 | $0.00 | 6,079 |
| 2018-01-03 | Open-market sale | 2,026 | $51.30 | 0 |
| 2018-01-03 | Option exercise | 2,026 | $28.44 | 2,026 |
| 2017-12-06 | Option exercise (derivative) | 1,982 | $0.00 | 0 |
| 2017-12-06 | Open-market sale | 1,982 | $50.55 | 0 |
| 2017-12-06 | Option exercise | 1,982 | $23.12 | 1,982 |
| 2017-11-08 | Open-market sale | 815 | $43.97 | 0 |
| 2017-11-06 | Open-market sale | 861 | $44.64 | 0 |
| 2017-11-03 | Tax withholding | 890 | $44.69 | 3,382 |
| 2017-11-02 | Option exercise (derivative) | 1,981 | $0.00 | 1,982 |
| 2017-11-02 | Open-market sale | 1,981 | $44.18 | 0 |
| 2017-11-02 | Option exercise | 1,981 | $23.12 | 1,981 |
| 2017-11-01 | Tax withholding | 940 | $44.76 | 4,272 |
| 2017-10-06 | Option exercise (derivative) | 4,267 | $0.00 | 37,606 |
| 2017-10-06 | Option exercise | 4,267 | $30.17 | 4,267 |
| 2017-10-06 | Open-market sale | 4,267 | $46.02 | 0 |
| 2017-10-04 | Option exercise (derivative) | 1,000 | $0.00 | 41,873 |
| 2017-10-04 | Option exercise | 1,000 | $30.17 | 1,000 |
| 2017-10-04 | Open-market sale | 1,000 | $44.36 | 0 |
| 2017-09-06 | Option exercise (derivative) | 1,000 | $0.00 | 42,873 |
| 2017-09-06 | Option exercise | 1,000 | $30.17 | 1,000 |
| 2017-09-06 | Open-market sale | 1,000 | $38.99 | 0 |
| 2017-08-02 | Option exercise (derivative) | 2,000 | $0.00 | 43,873 |
| 2017-08-02 | Open-market sale | 2,000 | $43.07 | 0 |
| 2017-08-02 | Option exercise | 2,000 | $30.17 | 2,000 |
| 2017-07-03 | Option exercise (derivative) | 10,536 | $0.00 | 45,873 |
| 2017-07-03 | Option exercise | 10,536 | $30.17 | 10,536 |
| 2017-07-03 | Open-market sale | 10,536 | $43.15 | 0 |
| 2017-04-19 | Option exercise (derivative) | 22,482 | $0.00 | 67,447 |
| 2017-04-19 | Open-market sale | 2,184 | $38.42 | 22,482 |
| 2017-04-19 | Open-market sale | 2,456 | $38.42 | 155 |
| 2017-04-19 | Open-market sale | 22,482 | $38.35 | 0 |
| 2017-04-19 | Option exercise | 22,482 | $26.39 | 24,666 |
| 2017-03-02 | Option exercise | 2,184 | $42.51 | 2,184 |
| 2017-03-01 | Grant / award (derivative) | 57,340 | $0.00 | 57,340 |
| 2016-11-14 | Option exercise (derivative) | 18,802 | $0.00 | 56,409 |
| 2016-11-14 | Option exercise (derivative) | 8,105 | $0.00 | 8,105 |
| 2016-11-14 | Option exercise (derivative) | 4,026 | $0.00 | 3,963 |
| 2016-11-14 | Option exercise | 18,802 | $30.17 | 18,802 |
| 2016-11-14 | Option exercise | 8,105 | $28.44 | 26,907 |
| 2016-11-14 | Option exercise | 4,026 | $23.12 | 30,933 |
| 2016-11-14 | Open-market sale | 4,026 | $36.94 | 26,907 |
| 2016-11-14 | Open-market sale | 8,105 | $36.94 | 18,802 |
| 2016-11-14 | Open-market sale | 18,802 | $36.94 | 0 |
| 2016-11-07 | Open-market sale | 815 | $32.10 | 5,212 |
| 2016-11-03 | Option exercise (derivative) | 5,200 | $0.00 | 0 |
| 2016-11-03 | Open-market sale | 2,494 | $31.32 | 6,027 |
| 2016-11-03 | Option exercise | 5,200 | $13.64 | 5,200 |
| 2016-11-03 | Open-market sale | 5,200 | $31.33 | 0 |
| 2016-11-03 | Tax withholding | 891 | $31.22 | 8,521 |
| 2016-11-01 | Tax withholding | 1,516 | $31.72 | 9,412 |
| 2016-07-22 | Option exercise (derivative) | 3,362 | $0.00 | 0 |
| 2016-07-22 | Open-market sale | 3,362 | $28.03 | 14,460 |
| 2016-07-22 | Open-market sale | 3,532 | $27.99 | 10,928 |
| 2016-07-22 | Option exercise | 3,362 | $12.10 | 17,822 |
| 2016-06-01 | Tax withholding | 387 | $30.45 | 14,460 |
| 2016-03-02 | Option exercise | 2,185 | $26.54 | 14,847 |
| 2016-03-01 | Grant / award (derivative) | 89,929 | $0.00 | 89,929 |
| 2015-11-04 | Option exercise (derivative) | 4,800 | $0.00 | 5,200 |
| 2015-11-04 | Option exercise (derivative) | 3,900 | $0.00 | 7,989 |
| 2015-11-04 | Option exercise (derivative) | 3,200 | $0.00 | 3,362 |
| 2015-11-04 | Option exercise | 4,800 | $13.64 | 21,031 |
| 2015-11-04 | Option exercise | 3,900 | $23.12 | 24,931 |
| 2015-11-04 | Option exercise | 3,200 | $12.10 | 28,131 |
| 2015-11-04 | Open-market sale | 3,569 | $31.55 | 24,562 |
| 2015-11-04 | Open-market sale | 11,900 | $31.58 | 12,662 |
| 2015-11-03 | Tax withholding | 640 | $31.45 | 16,231 |
| 2015-11-02 | Tax withholding | 1,506 | $30.98 | 16,871 |
| 2015-06-01 | Tax withholding | 329 | $0.00 | 18,377 |
| 2015-03-02 | Grant / award (derivative) | 75,211 | $0.00 | 75,211 |
| 2015-03-02 | Grant / award (derivative) | 75,211 | $0.00 | 75,211 |
| 2015-03-02 | Grant / award (derivative) | 75,211 | $0.00 | 75,211 |
| 2014-12-11 | — | — | — | 18,706 |
| 2014-12-11 | — | — | — | 2,456 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.