Key facts
- This page summarizes Stephen A. Ellis's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
- 2 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 25 Jun 2026, 19:35.
Stephen A. Ellis - 23 Jun 2026 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)
- Reporting relationship
- Director
- Issuer ticker
- SCHW
- Reported as of
- 23 Jun 2026
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 25 Jun 2026, 19:35:29 UTC
- Prior SEC filing
- 27 May 2026
- Next SEC filing
- 06 Jul 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ P. Blake Allen, Attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Stephen A. Ellis filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 25 Jun 2026.
Change
- Previous filing in this sequence was filed on 27 May 2026.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001561563
Primary reporting owner
Ellis Stephen A
- Relationship
- Director
- Address
- 3000 SCHWAB WAY, WESTLAKE
- Signature
- /s/ P. Blake Allen, Attorney-in-fact
- Signature date
- 25 Jun 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
SCHW
transaction
Common Stock
Options Exercise
- Transaction value
- Shares
- +2,258
- Change %
- +44%
- Price
- $25.11*
- Shares after
- 7,445
- Date
- 23 Jun 2026
- Ownership
- Direct
- Footnotes
- F1, F2
SCHW
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 101,993
- Date
- 23 Jun 2026
- Ownership
- by Trust
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
SCHW
transaction
Derivative
Nonqualified Stock Option (right to buy)
Options Exercise
- Transaction value
- Shares
- -2,258
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 23 Jun 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,258
- Exercise price
- $25.11
- Footnotes
- F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Reflects the contribution of shares received upon exercise of the option to a trust.
Footnote F2
Reflects shares transferred from being held directly to a trust.
Footnote F3
The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.