Stephen A. Ellis's Insider Trades & SAST Disclosures
Stephen A. Ellis's most recent trade in Charles Schwab Corp. was a trade of 458 Restricted Stock Units done . Disclosure was reported to the exchange on Jan. 2, 2025.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jan 2025 | 458 | 10,748 | - | - | Restricted Stock Units | |
| Charles Schwab Corp. | A. Ellis Stephen | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 31.21 per share. | 18 Dec 2024 | 8,548 | 7,301 (0%) | 0% | 31.2 | 266,783 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Dec 2024 | 8,548 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | A. Ellis Stephen | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 29.93 per share. | 18 Dec 2024 | 2,005 | 7,301 (0%) | 0% | 29.9 | 60,010 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Dec 2024 | 2,005 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Ellis Stephen A. | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.22 per share. | 18 Dec 2024 | 1,997 | 7,301 (0%) | 0% | 30.2 | 60,349 | Common Stock |
| Charles Schwab Corp. | Ellis Stephen A. | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Dec 2024 | 1,997 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 14 Nov 2024 | 35,316 | 75,962 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2024 | 2,145 | 2,145 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2024 | 1,836 | 3,672 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 May 2024 | 4,496 | 4,496 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 May 2024 | 1,809 | 9,204 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Sale of securities on an exchange or to another person at price $ 73.21 per share. | 19 Apr 2024 | 14,750 | 108,574 (0%) | 0% | 73.2 | 1,079,774 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.01 per share. | 19 Apr 2024 | 10,511 | 7,395 (0%) | 0% | 25.0 | 262,880 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 19 Apr 2024 | 10,511 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 19 Apr 2024 | 2,185 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 27.32 per share. | 19 Apr 2024 | 2,185 | 7,395 (0%) | 0% | 27.3 | 59,694 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.79 per share. | 19 Apr 2024 | 2,054 | 7,395 (0%) | 0% | 28.8 | 59,135 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 19 Apr 2024 | 2,054 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 1,520 | 1,520 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Mar 2024 | 2,165 | 108,574 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 26 Mar 2024 | 2,165 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 27.45 per share. | 26 Mar 2024 | 2,165 | 7,395 (0%) | 0% | 27.4 | 59,429 | Common Stock |
| Charles Schwab Corp. | Stephen Ellis A. | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jan 2024 | 1,839 | 1,839 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Ellis A. Stephen | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Dec 2023 | 2,247 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Ellis Stephen A. | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.82 per share. | 15 Dec 2023 | 2,247 | 7,395 (0%) | 0% | 25.8 | 58,018 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Oct 2023 | 2,181 | 2,181 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jul 2023 | 2,077 | 2,077 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 7,395 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Apr 2023 | 2,110 | 2,110 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Purchase of securities on an exchange or from another person at price $ 58.26 per share. | 15 Mar 2023 | 34,387 | 99,801 (0%) | 0% | 58.3 | 2,003,325 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Purchase of securities on an exchange or from another person at price $ 56.08 per share. | 14 Mar 2023 | 6,757 | 65,414 (0%) | 0% | 56.1 | 378,928 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jan 2023 | 1,453 | 1,453 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 19.21 per share. | 10 Nov 2022 | 14,345 | 4,899 (0%) | 0% | 19.2 | 275,567 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Nov 2022 | 14,345 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Nov 2022 | 2,685 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.67 per share. | 10 Nov 2022 | 2,685 | 4,899 (0%) | 0% | 13.7 | 36,704 | Common Stock |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Oct 2022 | 1,579 | 1,579 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2022 | 1,902 | 1,902 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 May 2022 | 4,703 | 4,703 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 May 2022 | 2,054 | 4,899 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2022 | 1,489 | 1,489 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jan 2022 | 1,547 | 1,547 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2021 | 1,740 | 1,740 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2021 | 1,843 | 1,843 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 May 2021 | 4,390 | 4,390 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 May 2021 | 1,529 | 4,997 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2021 | 1,782 | 1,782 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Jan 2021 | 2,242 | 2,242 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2020 | 415 | 9,332 | - | - | Restricted Stock Units | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2020 | 474 | 8,917 | - | - | Restricted Stock Units | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 14 May 2020 | 6,655 | 6,655 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 14 May 2020 | 3,396 | 7,167 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2020 | 475 | 8,443 | - | - | Restricted Stock Units |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges