Ellis Stephen A
SEC CIK 1561563 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| SCHW | Charles Schwab Corporation | Dir | 7,445 | $2.38M | $2.12M | 21 | 2022-05-19 | 2026-06-23 |
Most active insiders at SCHW, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Schwab Charles R. | Co-COB, Dir | — | $185.84M |
| 2 | Bettinger Walter W | Co-COB, Dir | — | $91.84M |
| 3 | Schwab-Pomerantz Carolyn | Dir | — | $15.45M |
| 4 | Craig Jonathan M. | MD, Head of Retail Investing | — | $13.85M |
| 5 | Murtagh Nigel J | CRO | — | $11.53M |
| 6 | Howard Dennis | MD, Chief Tech, OPS, Data Off | — | $6.79M |
| 7 | Woolway Paul V | MD, Chief Banking Off | — | $3.96M |
| 8 | Wurster Richard A | Pres, CEO, Dir | $1.85M | — |
| 9 | Beatty Jonathan S | MD, Head of Advisor Services | — | $1.83M |
| 10 | Morgan Peter J. III | GC | — | $1.50M |
| 12 | Ellis Stephen A | Dir | — | $1.04M |
Transactions 21
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-06-25 19:35 | 2026-06-23 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | M - OptEx | $25.11 | +2,258 | 7,445 | +44% | +$56.7K |
| D | 2026-05-27 20:37 | 2026-05-26 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | A - Grant | $0.00 | +1,602 | 8,262 | +24% | $0 |
| DM | 2026-03-25 | 2026-03-24 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | M - OptEx | $28.85 | +9,765 | 6,660 | New | +$281.7K |
| I | 2026-03-03 | 2026-02-26 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | S - Sale | $96.57 | -10.7K | 87.6K | -11% | -$1.04M |
| D | 2025-12-18 | 2025-12-16 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | M - OptEx | $31.98 | +1,922 | 6,660 | +41% | +$61.5K |
| D | 2025-09-26 | 2025-09-23 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | M - OptEx | $28.55 | +2,105 | 6,660 | +46% | +$60.1K |
| D | 2025-06-26 | 2025-06-24 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | M - OptEx | $33.12 | +1,853 | 6,660 | +39% | +$61.4K |
| D | 2025-05-29 | 2025-05-27 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | A - Grant | $0.00 | +1,462 | 9,039 | +19% | $0 |
| DM | 2024-12-19 | 2024-12-18 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | M - OptEx | $30.85 | +12.6K | 7,301 | New | +$387.1K |
| I | 2024-11-18 | 2024-11-14 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | G - Gift | $0.00 | -35.3K | 76.0K | -32% | $0 |
| D | 2024-05-30 | 2024-05-28 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | A - Grant | $0.00 | +1,809 | 9,204 | +24% | $0 |
| DM | 2024-04-23 | 2024-04-19 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | M - OptEx | $25.88 | +14.8K | 7,395 | New | +$381.7K |
| DI | 2024-04-23 | 2024-04-19 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | S - Sale+OE | $73.21 | -14.8K | 108.6K | -12% | -$1.08M |
| DI | 2024-03-28 | 2024-03-26 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | A - Grant | $0.00 | +2,165 | 108.6K | +2% | $0 |
| D | 2024-03-28 | 2024-03-26 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | M - OptEx | $27.45 | +2,165 | 7,395 | +41% | +$59.4K |
| D | 2023-12-19 | 2023-12-15 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | M - OptEx | $25.82 | +2,247 | 7,395 | +44% | +$58.0K |
| D | 2023-05-24 | 2023-05-22 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | A - Grant | $0.00 | +2,496 | 7,395 | +51% | $0 |
| I | 2023-03-15 | 2023-03-15 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | P - Purchase | $58.26 | +34.4K | 99.8K | +53% | +$2.00M |
| I | 2023-03-14 | 2023-03-14 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | P - Purchase | $56.08 | +6,757 | 65.4K | +12% | +$378.9K |
| DM | 2022-11-14 | 2022-11-10 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | M - OptEx | $18.34 | +17.0K | 4,899 | New | +$312.3K |
| D | 2022-05-23 | 2022-05-19 | SCHW | Charles Schwab Corporation | Ellis Stephen A | Dir | A - Grant | $0.00 | +2,054 | 4,899 | +72% | $0 |
Purchase Sale Sale after option exercise All abbreviations