Reporting owner · CIK 0001561563
Ellis Stephen A
Visual SEC Form 4 history across 1 companies, 7 transactions and 5 filings.
DIRSCHWAB CHARLES CORP
Open-market mix
—buys
Latest insider transactions
Form 4 filings from available history. Click any column to sort; click it again to flip the order.
| ID | Ticker | Insider | Role | Type | Shares | Value | Code | Filed | Trans date |
|---|---|---|---|---|---|---|---|---|---|
| #229906 | SCHW | Ellis Stephen A | DIR | exercise | 1.91k | $0 | M | 09/25 | 09/23 |
| #229905 | SCHW | Ellis Stephen A | DIR | exercise | 1.91k | $6.03M | M | 09/25 | 09/23 |
| #87033 | SCHW | Ellis Stephen A | DIR | grant | 3.97k | $0 | A | 05/28 | 05/26 |
| #87032 | SCHW | Ellis Stephen A | DIR | grant | 1.60k | $0 | A | 05/28 | 05/26 |
| #107204 | SCHW | Ellis Stephen A | DIR | grant | 357 | — | A | 01/06 | 01/02 |
| #23373 | SCHW | Ellis Stephen A | DIR | grant | 458 | — | A | 01/07/2025 | 01/02/2025 |
| #195457 | SCHW | Ellis Stephen A | DIR | grant | 1.83k | — | A | 01/04/2024 | 01/02/2024 |
Latest Form 4 facts
Quick context from source filings
Latest transaction
No latest transaction fact is available.
Latest buy
No open-market insider purchase is available.
Latest sale
No open-market insider sale is available.
Open-market buy performance
90-day forward return on this insider's open-market purchases
Forward return is not available yet
We compute this from each buy's stock performance 90 days after the transaction. The price history is still being populated for this insider's their open-market buys, so the average and median will appear here once the daily price refresh has covered the relevant trading days.
Disclosed ownership
How reported shareholdings evolved
Non-derivative shares held after reported transactions—not stock prices or a complete portfolio.
2 observations · May 26, 2026 – Sep 23, 2026. Window ends at the latest available report, not today.
Selected observation · Sep 23, 20267,445 shares reported
Inspect transaction View exact observations and source transactions
| Transaction date | Shares held after | Filed | Source |
|---|---|---|---|
| May 26, 2026 | 8,262 | May 28, 2026 | View transaction |
| Sep 23, 2026 | 7,445 | Sep 25, 2026 | View transaction |
Securities and direct/indirect ownership contexts are kept separate and never summed. Joint filings may associate the same disclosed row with multiple owners. Unknown values are omitted, not treated as zero. Lines connect observations for readability; they do not establish holdings between filings, cost basis, or current ownership. Amendments and stock splits require reviewing the source.
Monthly open-market activity
Reported purchase and sale transaction counts
Buys Sells
No open-market purchases or sales in this history.
Net value flow
Buys minus sells
Jan 24
$0
Jan 25
$0
Jan 26
$0
May 26
$0
Sep 26
$0
Transaction texture
Ownership and ticket size
Average P/S size—
Median P/S size—
Direct7
Indirect0
Sep 23, 2026exercise
Filing-only signals
Deterministic matches in this insider's history
Associated companies
Visual map of known reporting history
Ellis Stephen A Insider Activity FAQ
SEC Form 4 context
Who is Ellis Stephen A?
Ellis Stephen A is a reporting owner in SEC Form 4 filings with reporting owner CIK 0001561563.
Which companies has Ellis Stephen A reported transactions for?
SCHWAB CHARLES CORP
When was Ellis Stephen A's latest insider buy?
No open-market insider purchase is available for this period.
When was Ellis Stephen A's latest insider sale?
No open-market insider sale is available for this period.
Where can I see the original SEC filings?
Each transaction row links directly to the source SEC filing so the reported Form 4 details can be reviewed.
Are performance metrics included?
This version does not calculate win rates, forward returns, benchmark-adjusted returns, or high-conviction scores.