SEC CIK 1561563
Ellis Stephen A
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| SCHWview stock → | 7,445 | 2026-09-23 |
Position History — SCHW
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — SCHW
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-10-01 | Grant / award (derivative) | 369 | — | 13,683.75 |
| 2026-09-23 | Option exercise (derivative) | 1,918 | $0.00 | 0 |
| 2026-09-23 | Option exercise | 1,918 | $31.48 | 7,445 |
| 2026-07-01 | Grant / award (derivative) | 379 | — | 13,276.46 |
| 2026-06-23 | Option exercise (derivative) | 2,258 | $0.00 | 0 |
| 2026-06-23 | Option exercise | 2,258 | $25.11 | 7,445 |
| 2026-05-26 | Grant / award (derivative) | 3,977 | $0.00 | 3,977 |
| 2026-05-26 | Grant / award | 1,602 | $0.00 | 8,262 |
| 2026-04-01 | Grant / award (derivative) | 393 | — | 12,851.98 |
| 2026-03-24 | Option exercise (derivative) | 1,899 | $1899.00 | 0 |
| 2026-03-24 | Option exercise | 7,866 | $28.96 | 6,660 |
| 2026-02-26 | Open-market sale | 10,725 | $96.57 | 87,562.53 |
| 2026-01-02 | Grant / award (derivative) | 357 | — | 12,417.76 |
| 2025-12-16 | Option exercise (derivative) | 1,922 | $0.00 | 0 |
| 2025-12-16 | Option exercise | 1,922 | $31.98 | 6,660 |
| 2025-10-01 | Grant / award (derivative) | 366 | — | 12,025.42 |
| 2025-09-23 | Option exercise (derivative) | 2,105 | $0.00 | 0 |
| 2025-09-23 | Option exercise | 2,105 | $28.55 | 6,660 |
| 2025-07-01 | Grant / award (derivative) | 371 | — | 11,626.64 |
| 2025-06-24 | Option exercise (derivative) | 1,853 | $0.00 | 0 |
| 2025-06-24 | Option exercise | 1,853 | $33.12 | 6,660 |
| 2025-05-27 | Grant / award (derivative) | 3,646 | $0.00 | 3,646 |
| 2025-05-27 | Grant / award | 1,462 | $0.00 | 9,039.11 |
| 2025-04-01 | Grant / award (derivative) | 435 | — | 11,220.87 |
| 2025-01-02 | Grant / award (derivative) | 458 | — | 10,748.9 |
| 2024-12-18 | Option exercise (derivative) | 8,548 | $0.00 | 0 |
| 2024-12-18 | Option exercise | 8,548 | $31.21 | 7,301 |
| 2024-11-14 | Gift | 35,316 | $0.00 | 75,962.26 |
| 2024-10-01 | Grant / award (derivative) | 2,145 | — | 2,145 |
| 2024-07-01 | Grant / award (derivative) | 1,836 | — | 3,672 |
| 2024-05-28 | Grant / award (derivative) | 4,496 | $0.00 | 4,496 |
| 2024-05-28 | Grant / award | 1,809 | $0.00 | 9,204 |
| 2024-04-19 | Option exercise (derivative) | 2,185 | $0.00 | 0 |
| 2024-04-19 | Open-market sale | 14,750 | $73.21 | 108,574.26 |
| 2024-04-19 | Option exercise | 10,511 | $25.01 | 7,395 |
| 2024-04-01 | Grant / award (derivative) | 1,520 | — | 1,520 |
| 2024-03-26 | Option exercise (derivative) | 2,165 | $0.00 | 0 |
| 2024-03-26 | Option exercise | 2,165 | $27.45 | 7,395 |
| 2024-03-26 | Grant / award | 2,165 | $0.00 | 108,574.26 |
| 2024-01-02 | Grant / award (derivative) | 1,839 | — | 1,839 |
| 2023-12-15 | Option exercise (derivative) | 2,247 | $0.00 | 0 |
| 2023-12-15 | Option exercise | 2,247 | $25.82 | 7,395 |
| 2023-10-02 | Grant / award (derivative) | 2,181 | — | 2,181 |
| 2023-07-03 | Grant / award (derivative) | 2,077 | — | 2,077 |
| 2023-05-22 | Grant / award (derivative) | 5,464 | $0.00 | 5,464 |
| 2023-05-22 | Grant / award | 2,496 | $0.00 | 7,395 |
| 2023-04-03 | Grant / award (derivative) | 2,110 | — | 2,110 |
| 2023-03-15 | Open-market buy | 34,387 | $58.26 | 99,801 |
| 2023-03-14 | Open-market buy | 6,757 | $56.08 | 65,414 |
| 2023-01-03 | Grant / award (derivative) | 1,453 | — | 1,453 |
| 2022-11-10 | Option exercise (derivative) | 2,685 | $0.00 | 0 |
| 2022-11-10 | Option exercise | 2,685 | $13.67 | 4,899 |
| 2022-10-03 | Grant / award (derivative) | 1,579 | — | 1,579 |
| 2022-07-01 | Grant / award (derivative) | 1,902 | — | 1,902 |
| 2022-05-19 | Grant / award (derivative) | 4,703 | $0.00 | 4,703 |
| 2022-05-19 | Grant / award | 2,054 | $0.00 | 4,899 |
| 2022-04-01 | Grant / award (derivative) | 1,489 | — | 1,489 |
| 2022-01-03 | Grant / award (derivative) | 1,547 | — | 1,547 |
| 2021-10-01 | Grant / award (derivative) | 1,740 | — | 1,740 |
| 2021-07-01 | Grant / award (derivative) | 1,843 | — | 1,843 |
| 2021-05-17 | Grant / award (derivative) | 4,390 | $0.00 | 4,390 |
| 2021-05-17 | Grant / award | 1,529 | $0.00 | 4,997 |
| 2021-04-01 | Grant / award (derivative) | 1,782 | — | 1,782 |
| 2021-01-04 | Grant / award (derivative) | 2,242 | — | 2,242 |
| 2020-10-01 | Grant / award (derivative) | 415 | — | 9,332.61 |
| 2020-07-01 | Grant / award (derivative) | 474 | — | 8,917.61 |
| 2020-05-14 | Grant / award (derivative) | 6,655 | $0.00 | 6,655 |
| 2020-05-14 | Grant / award | 3,396 | $0.00 | 7,167 |
| 2020-04-01 | Grant / award (derivative) | 475 | — | 8,443.61 |
| 2020-01-02 | Grant / award (derivative) | 324 | — | 7,968.61 |
| 2019-10-01 | Grant / award (derivative) | 1,883 | — | 1,883 |
| 2019-07-01 | Grant / award (derivative) | 1,867 | — | 1,867 |
| 2019-05-17 | Grant / award (derivative) | 8,584 | $0.00 | 8,584 |
| 2019-05-17 | Grant / award | 1,841 | $0.00 | 5,772 |
| 2019-04-01 | Grant / award (derivative) | 1,611 | — | 1,611 |
| 2019-01-02 | Grant / award (derivative) | 1,482 | — | 1,482 |
| 2018-10-01 | Grant / award (derivative) | 2,511 | $0.00 | 2,511 |
| 2018-07-02 | Grant / award (derivative) | 2,247 | $0.00 | 2,247 |
| 2018-05-17 | Grant / award (derivative) | 5,139 | $0.00 | 5,139 |
| 2018-05-17 | Grant / award | 1,351 | $0.00 | 6,105 |
| 2018-04-02 | Grant / award (derivative) | 2,308 | $0.00 | 2,308 |
| 2018-01-02 | Grant / award (derivative) | 2,402 | $0.00 | 2,402 |
| 2017-10-02 | Grant / award (derivative) | 355 | $0.00 | 7,644.61 |
| 2017-07-03 | Grant / award (derivative) | 360 | $0.00 | 7,289.61 |
| 2017-05-18 | Grant / award (derivative) | 7,165 | $0.00 | 7,165 |
| 2017-05-18 | Grant / award | 1,831 | $0.00 | 6,767 |
| 2017-04-03 | Grant / award (derivative) | 386 | $0.00 | 6,929.61 |
| 2017-01-03 | Grant / award (derivative) | 389 | $0.00 | 6,543.61 |
| 2016-10-03 | Grant / award (derivative) | 1,918 | $0.00 | 1,918 |
| 2016-07-01 | Grant / award (derivative) | 2,258 | $0.00 | 2,258 |
| 2016-05-19 | Grant / award (derivative) | 7,866 | $0.00 | 7,866 |
| 2016-05-19 | Grant / award | 2,412 | $0.00 | 7,314 |
| 2016-04-01 | Grant / award (derivative) | 1,899 | $0.00 | 1,899 |
| 2016-01-04 | Grant / award (derivative) | 1,922 | $0.00 | 1,922 |
| 2015-10-01 | Grant / award (derivative) | 2,105 | $0.00 | 2,105 |
| 2015-07-01 | Grant / award (derivative) | 1,853 | $0.00 | 1,853 |
| 2015-05-15 | Grant / award (derivative) | 8,548 | $0.00 | 8,548 |
| 2015-05-15 | Grant / award | 2,227 | $0.00 | 32,112 |
| 2015-04-01 | Grant / award (derivative) | 2,005 | $0.00 | 2,005 |
| 2015-01-02 | Grant / award (derivative) | 1,997 | $0.00 | 1,997 |
| 2014-10-01 | Grant / award (derivative) | 2,054 | $0.00 | 2,054 |
| 2014-07-01 | Grant / award (derivative) | 2,185 | $0.00 | 2,185 |
| 2014-05-19 | Grant / award (derivative) | 10,511 | $0.00 | 10,511 |
| 2014-05-19 | Grant / award | 2,819 | $0.00 | 29,885 |
| 2014-04-01 | Grant / award (derivative) | 2,165 | $0.00 | 2,165 |
| 2014-01-02 | Grant / award (derivative) | 2,247 | $0.00 | 2,247 |
| 2013-10-01 | Grant / award (derivative) | 1,287 | $0.00 | 6,010.84 |
| 2013-07-25 | Open-market buy | 11,000 | $22.00 | 27,066 |
| 2013-07-18 | Open-market buy | 11,665 | $21.45 | 16,066 |
| 2013-07-01 | Grant / award (derivative) | 1,287 | $0.00 | 4,710.61 |
| 2013-05-20 | Grant / award (derivative) | 14,345 | $0.00 | 14,345 |
| 2013-05-20 | Grant / award | 3,642 | $0.00 | 4,401 |
| 2013-04-01 | Grant / award (derivative) | 1,583 | $0.00 | 3,413.57 |
| 2013-01-02 | Grant / award (derivative) | 2,871 | $0.00 | 2,871 |
| 2013-01-02 | Grant / award (derivative) | 1,824 | $0.00 | 1,824 |
| 2012-12-12 | Grant / award (derivative) | 2,685 | $0.00 | 2,685 |
| 2012-12-12 | Grant / award | 759 | $0.00 | 759 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.