Stephen A Ellis - Net Worth and Insider Trading
Stephen A Ellis Net Worth
The estimated net worth of Stephen A Ellis is at least $8 Million dollars as of 2024-11-08. Stephen A Ellis is the Director of Charles Schwab Corp and owns about 115,969 shares of Charles Schwab Corp (SCHW) stock worth over $8 Million. Details can be seen in Stephen A Ellis's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Stephen A Ellis has not made any transactions after 2024-04-19 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Stephen A Ellis
Stephen A Ellis Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stephen A Ellis owns 2 companies in total, including Charles Schwab Corp (SCHW) , and e.l.f. Beauty Inc (ELF) .
Click here to see the complete history of Stephen A Ellis’s form 4 insider trades.
Insider Ownership Summary of Stephen A Ellis
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SCHW | Charles Schwab Corp | 2024-04-19 | director |
| ELF | e.l.f. Beauty Inc | 2019-03-14 | director |
Stephen A Ellis Latest Holdings Summary
Stephen A Ellis currently owns a total of 1 stock. Stephen A Ellis owns 115,969 shares of Charles Schwab Corp (SCHW) as of April 19, 2024, with a value of $8 Million.
Latest Holdings of Stephen A Ellis
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SCHW | Charles Schwab Corp | 2024-04-19 | 115,969 | 73.17 | 8,485,452 |
Holding Weightings of Stephen A Ellis
Stephen A Ellis Form 4 Trading Tracker
According to the SEC Form 4 filings, Stephen A Ellis has made a total of 3 transactions in Charles Schwab Corp (SCHW) over the past 5 years, including 2 buys and 1 sells. The most-recent trade in Charles Schwab Corp is the sale of 14,750 shares on April 19, 2024, which brought Stephen A Ellis around $1 Million.
Insider Trading History of Stephen A Ellis
- 1
Stephen A Ellis Trading Performance
GuruFocus tracks the stock performance after each of Stephen A Ellis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen A Ellis is 1.41%. GuruFocus also compares Stephen A Ellis's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen A Ellis within 3 months outperforms 2 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Stephen A Ellis's insider trading performs compared to the benchmark.
Performance of Stephen A Ellis
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -7.02 | | | | | |
| Relative Return to S&P 500(%) | -9.1 | | | | | |
Stephen A Ellis Ownership Network
Ownership Network List of Stephen A Ellis
Ownership Network Relation of Stephen A Ellis
Stephen A Ellis Owned Company Details
What does Charles Schwab Corp do?
Who are the key executives at Charles Schwab Corp?
Stephen A Ellis is the director of Charles Schwab Corp. Other key executives at Charles Schwab Corp include director & Co-Chairman Charles R. Schwab , President Richard A Wurster , and EVP/COO - Individual Investor Walter W Bettinger .
Charles Schwab Corp (SCHW) Insider Trades Summary
Over the past 18 months, Stephen A Ellis made no insider transaction in Charles Schwab Corp (SCHW). Other recent insider transactions involving Charles Schwab Corp (SCHW) include a net sale of 186,351 shares made by Carolyn Schwab-pomerantz , a net sale of 1,041,545 shares made by Charles R. Schwab , and a net sale of 45,483 shares made by Peter B. Crawford .
In summary, during the past 3 months, insiders sold 139,690 shares of Charles Schwab Corp (SCHW) in total and bought 0 shares, with a net sale of 139,690 shares. During the past 18 months, 1,623,021 shares of Charles Schwab Corp (SCHW) were sold and 35,833 shares were bought by its insiders, resulting in a net sale of 1,587,188 shares.
Charles Schwab Corp (SCHW)'s detailed insider trading history can be found in Insider Trading Tracker table.
Charles Schwab Corp Insider Transactions
Stephen A Ellis Mailing Address
Above is the net worth, insider trading, and ownership report for Stephen A Ellis. You might contact Stephen A Ellis via mailing address: C/o The Charles Schwab Corporation, 211 Main Street, San Francisco Ca 94105.
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