$ Value
—
Shares
371
Price
—
Filed
Jul 3
Insider
Name
Ellis Stephen A
Title
—
CIK
0001561563
Roles
Transaction Details
Transaction Date
2025-07-01
Code
A
Table
Derivative
Ownership
Direct
Equity Swap
No
Shares After
11,627
Footnotes
Each restricted stock unit ("RSU") represents a right to receive one share of company stock. | The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. | The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. | The RSUs were received in lieu of cash compensation otherwise payable as director fees. | Includes 34.77 RSUs acquired through dividend reinvestment.
Filing Info
Ellis Stephen A's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-04-01 | SCHW | A | — |
| 2026-03-24 | SCHW | M | $54K |
| 2026-03-24 | SCHW | M | $228K |
| 2026-03-24 | SCHW | M | $3.6M |
| 2026-03-24 | SCHW | M | $61.9M |
| 2025-12-16 | SCHW | M | $61K |
| 2025-12-16 | SCHW | M | $0 |
| 2025-10-01 | SCHW | A | — |
| 2025-09-23 | SCHW | M | $60K |
| 2025-09-23 | SCHW | M | $0 |
Other Insiders at SCHW (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| HERRINGER FRANK C | — | — | 2026-04-01 |
| Ellis Stephen A | — | — | 2026-04-01 |
|
Murtagh Nigel J
Chief Risk Officer
|
— | $4.1M | 2026-04-14 |
|
Craig Jonathan M.
MD, Head of Retail Investing
|
— | $2.2M | 2026-04-14 |
| Ruffel Charles A. | — | — | 2026-04-01 |
| Brown Marianne Catherine | — | — | 2026-04-01 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $1.6M | 2026-04-15 |