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Insider · CIK 0001561563

Stephen A Ellis

director

Files at SCHW (SCHWAB CHARLES CORP). First filing Mar 3, 2026, latest Mar 3, 2026.

In brief

Stephen A Ellis files SEC Form 4 as director at SCHW (SCHWAB CHARLES CORP). Since Mar 3, 2026, Stephen A Ellis has reported 0 open-market buys worth $0 and 1 open-market sell worth $1.0M, the latest filed on Mar 3, 2026.

A track record needs three past buys with six months of prices behind them; Stephen A Ellis has 0, so none is measured yet.

The newest scored trade: sold $1.0M of SCHW on Feb 26, 2026, filed Mar 3, 2026, scored 60 (notable). In the last 12 months: 0 buys worth $0 and 1 sell worth $1.0M.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 1
$0 bought, $1.0M sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

SCHW: SCHWAB CHARLES CORP

SCHWOct 9, 2026 · close 96.70

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
60Notable
SCHWsell 6
SCHWAB CHARLES CORP
$1.0M
10,725 shares
-11%+43% from low-9% from high

Planned sales

Form 144 notices this insider filed before selling restricted or control stock, newest first.

FiledCompanySharesValueSale datePast 3 months
Feb 26, 2026 SCHW
SCHWAB CHARLES CORP
10,725
0.00% of outstanding
$1.0MFeb 26, 2026none
Apr 19, 2024 SCHW
SCHWAB CHARLES CORP
14,750
0.00% of outstanding
$1.1MApr 19, 2024none

Transactions

Every row this insider has filed, 40 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Oct 1, 2026SCHW
SCHWAB CHARLES CORP
AGrant or award
Restricted Stock Unitsderivative
+369--13,6849 d ago
Sep 23, 2026SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+1,918$31.48$60k7,44519 d ago
Sep 23, 2026SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-1,918$0.00$0019 d ago
Jul 1, 2026SCHW
SCHWAB CHARLES CORP
AGrant or award
Restricted Stock Unitsderivative
+379--13,276Jul 6, 2026
Jun 23, 2026SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+2,258$25.11$57k7,445Jun 25, 2026
Jun 23, 2026SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-2,258$0.00$00Jun 25, 2026
May 26, 2026SCHW
SCHWAB CHARLES CORP
AGrant or award
Common Stock
+1,602$0.00$08,262May 27, 2026
May 26, 2026SCHW
SCHWAB CHARLES CORP
AGrant or award
Nonqualified Stock Option (right to buy)derivative
+3,977$0.00$03,977May 27, 2026
Apr 1, 2026SCHW
SCHWAB CHARLES CORP
AGrant or award
Restricted Stock Unitsderivative
+393--12,852Apr 2, 2026
Mar 24, 2026SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+1,899$28.38$54k6,660Mar 25, 2026
Mar 24, 2026SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+7,866$28.96$228k6,660Mar 25, 2026
Mar 24, 2026SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-1,899$1,899.00$3.6M0Mar 25, 2026
Mar 24, 2026SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-7,866$7,866.00$62M0Mar 25, 2026
Feb 26, 2026SCHW
SCHWAB CHARLES CORP
SOpen-market sale
Common Stockindirect: by Trust
-10,725$96.57$1.0M87,563Mar 3, 2026
Jan 2, 2026SCHW
SCHWAB CHARLES CORP
AGrant or award
Restricted Stock Unitsderivative
+357--12,418Jan 6, 2026
Dec 16, 2025SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+1,922$31.98$61k6,660Dec 18, 2025
Dec 16, 2025SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-1,922$0.00$00Dec 18, 2025
Oct 1, 2025SCHW
SCHWAB CHARLES CORP
AGrant or award
Restricted Stock Unitsderivative
+366--12,025Oct 3, 2025
Sep 23, 2025SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+2,105$28.55$60k6,660Sep 26, 2025
Sep 23, 2025SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-2,105$0.00$00Sep 26, 2025
Jul 1, 2025SCHW
SCHWAB CHARLES CORP
AGrant or award
Restricted Stock Unitsderivative
+371--11,627Jul 3, 2025
Jun 24, 2025SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+1,853$33.12$61k6,660Jun 26, 2025
Jun 24, 2025SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-1,853$0.00$00Jun 26, 2025
May 27, 2025SCHW
SCHWAB CHARLES CORP
AGrant or award
Common Stock
+1,462$0.00$09,039May 29, 2025
May 27, 2025SCHW
SCHWAB CHARLES CORP
AGrant or award
Nonqualified Stock Option (right to buy)derivative
+3,646$0.00$03,646May 29, 2025
Apr 1, 2025SCHW
SCHWAB CHARLES CORP
AGrant or award
Restricted Stock Unitsderivative
+435--11,221Apr 3, 2025
Jan 2, 2025SCHW
SCHWAB CHARLES CORP
AGrant or award
Restricted Stock Unitsderivative
+458--10,749Jan 6, 2025
Dec 18, 2024SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+1,997$30.22$60k7,301Dec 19, 2024
Dec 18, 2024SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+2,005$29.93$60k7,301Dec 19, 2024
Dec 18, 2024SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+8,548$31.21$267k7,301Dec 19, 2024
Dec 18, 2024SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-1,997$0.00$00Dec 19, 2024
Dec 18, 2024SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-2,005$0.00$00Dec 19, 2024
Dec 18, 2024SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-8,548$0.00$00Dec 19, 2024
Nov 14, 2024SCHW
SCHWAB CHARLES CORP
GGift
Common Stockindirect: by Trust
-35,316$0.00$075,962Nov 18, 2024
Mar 26, 2024SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+2,165$27.45$59k7,395Mar 28, 2024
Mar 26, 2024SCHW
SCHWAB CHARLES CORP
AGrant or award
Common Stockindirect: by Trust
+2,165$0.00$0108,574Mar 28, 2024
Mar 26, 2024SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-2,165$0.00$00Mar 28, 2024
Jan 2, 2024SCHW
SCHWAB CHARLES CORP
AGrant or award
Nonqualified Stock Option (right to buy)derivative
+1,839--1,839Jan 4, 2024
Dec 15, 2023SCHW
SCHWAB CHARLES CORP
MOption exercise
Common Stock
+2,247$25.82$58k7,395Dec 19, 2023
Dec 15, 2023SCHW
SCHWAB CHARLES CORP
MOption exercise
Nonqualified Stock Option (right to buy)derivative
-2,247$0.00$00Dec 19, 2023

Questions about Stephen A Ellis

Answered from the filings on this page, as of the latest one.

Is Stephen A Ellis buying or selling?

In the last 12 months Stephen A Ellis reported 0 open-market buys worth $0 and 1 open-market sell worth $1.0M on SEC Form 4; the latest was sold $1.0M of SCHW on Feb 26, 2026. Grants, option exercises and tax withholding are not counted.

How did Stephen A Ellis's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Stephen A Ellis has 0.

Where does Stephen A Ellis file Form 4?

Stephen A Ellis has filed Form 4 at SCHW (SCHWAB CHARLES CORP). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Stephen A Ellis: insider trades and track record | InsiderTell