Insider · CIK 0001561563

Ellis Stephen A

Reports to the SEC for 2 companies · WESTLAKE, TX

sec.gov

Transactions

Companies

Filings

CIK

0001561563

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-10-01	SCHWSCHWAB CHARLES CORP · Restricted Stock UnitsA Award	Director	AAward	+369 sh	—	—	13,683.75
2026-09-23	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−1,918 sh	—	—	0
2026-09-23	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+1,918 sh	$31.48	+$60.4K	7,445
2026-07-01	SCHWSCHWAB CHARLES CORP · Restricted Stock UnitsA Award	Director	AAward	+379 sh	—	—	13,276.46
2026-06-23	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,258 sh	$25.11	+$56.7K	7,445
2026-06-23	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−2,258 sh	—	—	0
2026-05-26	SCHWSCHWAB CHARLES CORPA Award	Director	AAward	+1,602 sh	—	—	8,262
2026-05-26	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	Director	AAward	+3,977 sh	—	—	3,977
2026-04-01	SCHWSCHWAB CHARLES CORP · Restricted Stock UnitsA Award	Director	AAward	+393 sh	—	—	12,851.98
2026-03-24	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+1,899 sh	$28.38	+$53.9K	6,660
2026-03-24	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+7,866 sh	$28.96	+$228K	6,660
2026-03-24	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−1,899 sh	$1899.00	−$3.61M	0
2026-03-24	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−7,866 sh	$7866.00	−$61.9M	0
2026-02-26	SCHWSCHWAB CHARLES CORPS Sale	Director	SSale	−10.7K sh	$96.57	−$1.04M	87,562.53
2026-01-02	SCHWSCHWAB CHARLES CORP · Restricted Stock UnitsA Award	Director	AAward	+357 sh	—	—	12,417.76
2025-12-16	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−1,922 sh	—	—	0
2025-12-16	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+1,922 sh	$31.98	+$61.5K	6,660
2025-10-01	SCHWSCHWAB CHARLES CORP · Restricted Stock UnitsA Award	Director	AAward	+366 sh	—	—	12,025.42
2025-09-23	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−2,105 sh	—	—	0
2025-09-23	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,105 sh	$28.55	+$60.1K	6,660
2025-07-01	SCHWSCHWAB CHARLES CORP · Restricted Stock UnitsA Award	Director	AAward	+371 sh	—	—	11,626.64
2025-06-24	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−1,853 sh	—	—	0
2025-06-24	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+1,853 sh	$33.12	+$61.4K	6,660
2025-05-27	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	Director	AAward	+3,646 sh	—	—	3,646
2025-05-27	SCHWSCHWAB CHARLES CORPA Award	Director	AAward	+1,462 sh	—	—	9,039.112
2025-04-01	SCHWSCHWAB CHARLES CORP · Restricted Stock UnitsA Award	Director	AAward	+435 sh	—	—	11,220.87
2025-01-02	SCHWSCHWAB CHARLES CORP · Restricted Stock UnitsA Award	Director	AAward	+458 sh	—	—	10,748.9
2024-12-18	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−8,548 sh	—	—	0
2024-12-18	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−2,005 sh	—	—	0
2024-12-18	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−1,997 sh	—	—	0
2024-12-18	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+8,548 sh	$31.21	+$267K	7,301
2024-12-18	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,005 sh	$29.93	+$60K	7,301
2024-12-18	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+1,997 sh	$30.22	+$60.3K	7,301
2024-11-14	SCHWSCHWAB CHARLES CORPG Gift	Director	GGift	−35.3K sh	—	—	75,962.263
2024-10-01	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	Director	AAward	+2,145 sh	—	—	2,145
2024-07-01	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	Director	AAward	+1,836 sh	—	—	3,672
2024-05-28	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	Director	AAward	+4,496 sh	—	—	4,496
2024-05-28	SCHWSCHWAB CHARLES CORPA Award	Director	AAward	+1,809 sh	—	—	9,204
2024-04-19	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,185 sh	$27.32	+$59.7K	7,395
2024-04-19	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+10.5K sh	$25.01	+$263K	7,395
2024-04-19	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−2,054 sh	—	—	0
2024-04-19	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−2,185 sh	—	—	0
2024-04-19	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−10.5K sh	—	—	0
2024-04-19	SCHWSCHWAB CHARLES CORPS Sale	Director	SSale	−14.8K sh	$73.20	−$1.08M	108,574.259
2024-04-19	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,054 sh	$28.79	+$59.1K	7,395
2024-04-01	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	Director	AAward	+1,520 sh	—	—	1,520
2024-03-26	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	Director	MExercise/Conversion	−2,165 sh	—	—	0
2024-03-26	SCHWSCHWAB CHARLES CORPA Award	Director	AAward	+2,165 sh	—	—	108,574.259
2024-03-26	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,165 sh	$27.45	+$59.4K	7,395
2024-01-02	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	Director	AAward	+1,839 sh	—	—	1,839

Recent filings

Accepted (ET)
Oct 54
Ellis Stephen A0001561563-26-000025
SEC(opens sec.gov)
Sep 254
Ellis Stephen A0001561563-26-000023
SEC(opens sec.gov)
Jul 64
Ellis Stephen A0001561563-26-000019
SEC(opens sec.gov)
Jun 254
Ellis Stephen A0001561563-26-000017
SEC(opens sec.gov)
May 274
Ellis Stephen A0001561563-26-000013
SEC(opens sec.gov)
Apr 24
Ellis Stephen A0001561563-26-000010
SEC(opens sec.gov)
Mar 254
Ellis Stephen A0001561563-26-000008
SEC(opens sec.gov)
Mar 34
Ellis Stephen A0001561563-26-000005
SEC(opens sec.gov)
Jan 64
Ellis Stephen A0001561563-26-000003
SEC(opens sec.gov)
Dec 184
Ellis Stephen A0001561563-25-000019
SEC(opens sec.gov)
Oct 34
Ellis Stephen A0001561563-25-000017
SEC(opens sec.gov)
Sep 264
Ellis Stephen A0001561563-25-000015
SEC(opens sec.gov)

Companies

Address

3000 SCHWAB WAY

WESTLAKE, TX, 76262