Stephen A Ellis - Net Worth and Insider Trading
Stephen A Ellis Net Worth
The estimated net worth of Stephen A Ellis is at least $9 Million dollars as of 2024-04-27. Stephen A Ellis is the Director of Charles Schwab Corp and owns about 115,969 shares of Charles Schwab Corp (SCHW) stock worth over $9 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 assumption that Stephen A Ellis has not made any transactions after 2024-04-19 and currently still holds the listed stock(s).
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 $9 Million.
Latest Holdings of Stephen A Ellis
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SCHW | Charles Schwab Corp | 2024-04-19 | 115,969 | 74.99 | 8,696,515 |
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
20.75%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -7.02 | 1.41 | 10.34 | 20.75 | 26.2 | 8.16 |
| Relative Return to S&P 500(%) | -9.1 | -6.76 | -0.68 | -3.46 | 14.62 | -0.49 |
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 CFO Peter B. Crawford , director & Co-Chairman Charles R. Schwab , and General Counsel Morgan Peter J. Iii .
Charles Schwab Corp (SCHW) Insider Trades Summary
Over the past 18 months, Stephen A Ellis made 3 insider transaction in Charles Schwab Corp (SCHW) with a net purchase of 26,394. Other recent insider transactions involving Charles Schwab Corp (SCHW) include a net sale of 1,743,559 shares made by Charles R. Schwab , a net sale of 40,483 shares made by Peter B. Crawford , and a net sale of 91,180 shares made by Carolyn Schwab-pomerantz .
In summary, during the past 3 months, insiders sold 582,597 shares of Charles Schwab Corp (SCHW) in total and bought 0 shares, with a net sale of 582,597 shares. During the past 18 months, 2,308,495 shares of Charles Schwab Corp (SCHW) were sold and 136,677 shares were bought by its insiders, resulting in a net sale of 2,171,818 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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