Ellis Stephen A
SEC insider (Form 3/4/5 filer). CIK 0001561563. Director at SCHWAB CHARLES CORP (SCHW). 23 reported Form 4/5 transactions since Sep 2024; latest on Oct 1, 2026. Located in WESTLAKE, TX.
Companies Ellis Stephen A has filed insider reports for
- SCHWAB CHARLES CORP (SCHW): Director
Ellis Stephen A
CIK: 0001561563
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
SCHWAB CHARLES CORP
Discretionary Trading P&L
Holdings
Transaction History (23 total)
- Oct 1, 2026SCHW
SCHWAB CHARLES CORP
AwardDirectRestricted Stock Units
369 shares- - Sep 23, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect1.9K shares at avg. $31.48$60K - Jul 1, 2026SCHW
SCHWAB CHARLES CORP
AwardDirectRestricted Stock Units
379 shares- - Jun 23, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect2.3K shares at avg. $25.11$57K - May 26, 2026SCHW
SCHWAB CHARLES CORP
AwardDirect1.6K shares- - Apr 1, 2026SCHW
SCHWAB CHARLES CORP
AwardDirectRestricted Stock Units
393 shares- - Mar 24, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect7.9K shares at avg. $28.96$228K - Mar 24, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect1.9K shares at avg. $28.38$54K - Feb 26, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect10.7K shares at avg. $96.57$1.0M - Jan 2, 2026SCHW
SCHWAB CHARLES CORP
AwardDirectRestricted Stock Units
357 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Oct 1, 2026 | SCHW SCHWAB CHARLES CORP | Award Restricted Stock Units | 369 | - | - | Direct |
| Sep 23, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 1,918 | $31.48 | $60,379 | Direct |
| Jul 1, 2026 | SCHW SCHWAB CHARLES CORP | Award Restricted Stock Units | 379 | - | - | Direct |
| Jun 23, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 2,258 | $25.11 | $56,698 | Direct |
| May 26, 2026 | SCHW SCHWAB CHARLES CORP | Award | 1,602 | - | $0 | Direct |
| Apr 1, 2026 | SCHW SCHWAB CHARLES CORP | Award Restricted Stock Units | 393 | - | - | Direct |
| Mar 24, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 7,866 | $28.96 | $227,799 | Direct |
| Mar 24, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 1,899 | $28.38 | $53,894 | Direct |
| Feb 26, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 10,725 | $96.57 | $1,035,694 | Indirect |
| Jan 2, 2026 | SCHW SCHWAB CHARLES CORP | Award Restricted Stock Units | 357 | - | - | Direct |
1-10 of 23 transactions