| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
2 companies
Ellis Stephen A is a Director at SCHW-PJ, with reported holdings spanning 2 companies. Recent filings cover 2 purchases and 1 sale. Those positions are worth an estimated $845K at current prices.
Our model assigns Ellis Stephen A a below-average insider score of 49/100, based on 3 past trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of +9.4%.
Ellis Stephen A's largest disclosed position is in SCHW as Director, worth about $717K. Net of sales, the recent Form 4 record there shows accumulation of 26,394 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 19, 2024 | SCHW Schwab Charles Corp | Director | Sale+OE | 14,750 | $73.21 | $1,079,773.75 | -12.0% | -15.2% | +2.1% | |
| Mar 15, 2023 | SCHW Schwab Charles Corp | Director | Buy | 34,387 | $58.26 | $2,003,324.72 | +52.6% | -8.1% | +11.8% | |
| Mar 14, 2023 | SCHW Schwab Charles Corp | Director | Buy | 6,757 | $56.08 | $378,927.83 | +11.5% | -4.8% | +18.4% |