13F Pro

SEC Form 4 reporting owner

Ellis Stephen A

Ellis Stephen A has filed 11 Form 4 transactions reported between December 16, 2025 and September 23, 2026, as Director of SCHWAB CHARLES CORP.

Name as filed: Ellis Stephen A

Open-market buys, 24 mo
None
reported
Open-market sales, 24 mo
$1.0M
1 lines
Companies
1
with Form 4 filings
Latest transaction
Sep 23, 2026
transaction date

Roles and reported holdings

  • SCHWSCHWAB CHARLES CORP
    Dec 16, 2025 – Sep 23, 2026

    Director

    Held indirectly (latest line)87,563 sh as of Feb 26, 2026 · Form 4

    24 months: $1.0M sold

Transaction history

All 11 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

DateCompanyTypeSharesValueFiling
Sep 23, 2026SCHWDirectorOption exerciseCode M · direct1,918$60K@ $31.48Form 4
Jul 1, 2026SCHWDirectorGrant or awardCode A · direct379—Form 4
Jun 23, 2026SCHWDirectorOption exerciseCode M · direct2,258$57K@ $25.11Form 4
May 26, 2026SCHWDirectorGrant or awardCode A · direct3,977—Form 4
May 26, 2026SCHWDirectorGrant or awardCode A · direct1,602—Form 4
Apr 1, 2026SCHWDirectorGrant or awardCode A · direct393—Form 4
Mar 24, 2026SCHWDirectorOption exerciseCode M · direct7,866$228K@ $28.96Form 4
Mar 24, 2026SCHWDirectorOption exerciseCode M · direct1,899$54K@ $28.38Form 4
Feb 26, 2026SCHWDirectorOpen-market saleCode S · indirect10,725$1.0M@ $96.57Form 4
Jan 2, 2026SCHWDirectorGrant or awardCode A · direct357—Form 4
Dec 16, 2025SCHWDirectorOption exerciseCode M · direct1,922$61K@ $31.98Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.