Stephen A Ellis
CIK 1561563 · last filed 2026-05-27
"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.
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Disclosed Exposure
$2.91M
Companies
4
Total Filings
83
Lifetime Open-Market Net
$758.9K
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| 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 · Page 7 of 9
83 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2017-01-05 | SCHWpD | Grant (A) | — | $0 | EDGAR |
| 2016-10-05 | SCHWpD | Grant (A) | — | $0 | EDGAR |
| 2016-07-06 | SCHWpD | Grant (A) | — | $0 | EDGAR |
| 2016-05-23 | SCHWpD | Grant (A) | +2,412 | $0 | EDGAR |
| 2016-04-05 | SCHWpD | Grant (A) | — | $0 | EDGAR |
| 2016-01-06 | SCHWAB CHARLES CORP (SCHWpC) Delisted | Grant (A) | — | $0 | EDGAR |
| 2015-10-05 | SCHWAB CHARLES CORP (SCHWpC) Delisted | Grant (A) | — | $0 | EDGAR |
| 2015-07-06 | SCHWAB CHARLES CORP (SCHWpB) Delisted | Grant (A) | — | $0 | EDGAR |
| 2015-05-19 | SCHWAB CHARLES CORP (SCHWpB) Delisted | Grant (A) | +2,227 | $0 | EDGAR |
| 2015-04-03 | SCHWAB CHARLES CORP (SCHWpB) Delisted | Grant (A) | — | $0 | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.