Stephen A Ellis
CIK 1561563 · last filed 2026-05-27
Stephen A Ellis is a corporate insider who has filed 83 SEC Form 4 insider transactions across 4 companies since 2012. The most recent filing, for SCHWpJ, was dated May 27, 2026. Across all open-market trades the lifetime net is +$758.9K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $2.9M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$2.91M
4
83
$758.9K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SCHWpJ | Director | 107,179 | $17.43 | $1.87M | $266.8K | 40 | 2026-05-27 |
| SCHWpD | Director | 42,943 | $24.31 | $1.04M | $0 | 25 | 2021-01-06 |
| SCHWAB CHARLES CORP (SCHWpC) Delisted | Director | — | $25.01 | — | $0 | 2 | 2016-01-06 |
| SCHWAB CHARLES CORP (SCHWpB) Delisted | Director | 32,112 | — | — | $492.2K | 16 | 2015-07-06 |
Recent Filings
83 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-27 | SCHWpJ | Grant (A) | +1,602 | $0 | EDGAR |
| 2026-04-02 | SCHWpJ | Grant (A) | — | $0 | EDGAR |
| 2026-03-25 | SCHWpJ | Exer (M) | +9,765 | $281.7K | EDGAR |
| 2026-03-03 | SCHWpJ | Sell (S) | −10,725 | -$1.04M | EDGAR |
| 2026-01-06 | SCHWpJ | Grant (A) | — | $0 | EDGAR |
| 2025-12-18 | SCHWpJ | Exer (M) | +1,922 | $61.5K | EDGAR |
| 2025-10-03 | SCHWpJ | Grant (A) | — | $0 | EDGAR |
| 2025-09-26 | SCHWpJ | Exer (M) | +2,105 | $60.1K | EDGAR |
| 2025-07-03 | SCHWpJ | Grant (A) | — | $0 | EDGAR |
| 2025-06-26 | SCHWpJ | Exer (M) | +1,853 | $61.4K | EDGAR |