M
$ Value
$61.9M
Shares
7,866
Price
$8K
Filed
Mar 25
Insider
Name
Ellis Stephen A
Title
—
CIK
0001561563
Roles
Director
Transaction Details
Transaction Date
2026-03-24
Code
M
Table
Derivative
Ownership
Direct
Equity Swap
No
Shares After
—
Footnotes
Reflects the contribution of shares received upon exercise of the option to a revocable trust. | The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. | The reported transaction constitutes a grant of stock options under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.
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 |
| 2025-10-01 | SCHW | A | — |
| 2025-09-23 | SCHW | M | $60K |
| 2025-09-23 | SCHW | M | $0 |
| 2025-07-01 | SCHW | A | — |
| 2025-06-24 | SCHW | M | $61K |
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 |