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Stephen Ellis Insider Profile

11 Followers
Stephen Ellis, Director at Charles Schwab, holds 115.97K shares in Charles Schwab (Ticker: SCHW). Most recently, Stephen Ellis Bought $14,750 shares of Charles Schwab on Apr 23, 2024 for an estimated value of 381.71K.
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Stephen Ellis

Stephen Ellis
Charles Schwab (SCHW)
Director

Ranked #34,076 out of 98,624 Corporate Insiders

Profitable Transactions

71%
5 out of 7 Profitable Transactions

Average Return

+2.70%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$9M
100.00%
A breakdown of Stephen Ellis's holdings

Insider Roles

Charles Schwab
(SCHW)
Director
Roles that Stephen Ellis holds in companies

Most Profitable Insider Trade

Stock:
Charles Schwab
(SCHW)
Rating:Informative Buy
Date:Mar 14, 2023 - Mar 14, 2024
Return:+19.50%
The most profitable trade made by Stephen Ellis

Stephen Ellis's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Charles Schwab
Apr 23, 2024
Director
Informative Buy
381.71K
$8.70M
Success Rate for
SCHW
5 out of 7 profitable transactions on
SCHW
71%
Average Return for
SCHW
Average return per transaction on
SCHW
+2.77%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
May 22, 2013
Uninformative Buy
$0.00
-
$0.00
Jul 29, 2013
Informative Buy
$242.00K
-
$22.00
Jul 18, 2013
Informative Buy
$250.10K
-
$21.44
Dec 14, 2012
Uninformative Buy
$0.00
-
$0.00
May 21, 2014
Uninformative Buy
$0.00
-
$0.00
List of latest transactions for each holding click on a transaction to see Stephen Ellis's performance on stock

Stephen Ellis insider profile FAQ

What is the percentage of profitable transactions made by Stephen Ellis?
The percentage of profitable transactions made by Stephen Ellis is 71%.
    What is the average return per transaction made by Stephen Ellis?
    The average return per transaction made by Stephen Ellis is 2.70%.
      What stocks does Stephen Ellis hold?
      Stephen Ellis holds: SCHW stocks.
        What was Stephen Ellis’s latest transaction?
        Stephen Ellis latest transaction was an Informative Buy of $381.71K.
          What was Stephen Ellis's most profitable transaction?
          Stephen Ellis’s most profitable transaction was an Informative Buy of SCHW stock on March 14, 2023. The return on the trade was 19.50%.
            What is Stephen Ellis's role in Charles Schwab?
            Stephen Ellis's role in Charles Schwab is Director.
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