SCHW: Ellis Stephen A discloses securities transactions
By AlphaYouPublished Form 4
Ellis Stephen A
Reporting filer
Ellis Stephen A reported Grant or award in SCHWAB CHARLES CORP: 369 units of Restricted Stock Units (derivative), dated 2026-10-01. The full Form 4 contains 1 transaction entry.
- Disclosed
- Oct 5, 2026
Reported details
1 entry| Security | Owner | Date | Code | Action | Quantity | Price | Following holdings | Reporting delay | Filed terms and references |
|---|---|---|---|---|---|---|---|---|---|
| Restricted Stock Units (derivative) | Ellis Stephen A | 2026-10-01 | A | Grant or award | 369 | Not stated (see footnotes) | 13,683.75 | 4 days | Filed terms
|
Restricted Stock Units (derivative)
- Owner
- Ellis Stephen A
- Date
- 2026-10-01
- Code
- A
- Action
- Grant or award
- Quantity
- 369
- Price
- Not stated (see footnotes)
- Following holdings
- 13,683.75
- Reporting delay
- 4 days
- Filed terms and references
Filed terms
- security Title: Restricted Stock Units
- id: F1
- transaction Date: 2026-10-01
- transaction Form Type: 4
- transaction Code: A
- equity Swap Involved: 0
- transaction Shares: 369
- id: F2
- id: F4
- transaction Acquired Disposed Code: A
- id: F3
- id: F3
- underlying Security Title: Common Stock
- underlying Security Shares: 369
- shares Owned Following Transaction: 13683.75
- id: F5
- direct Or Indirect Ownership: D
Purchases, sales, grants and option exercises are different transactions. The reported code identifies the action; it does not establish a motive.
Filing context
- Quantities and prices are shown in the units filed. No trade value is inferred from their product.
- Ellis Stephen A: Director.
- F1: Each restricted stock unit ("RSU") represents a right to receive one share of company stock.
- F2: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.
- F3: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.
- F4: The RSUs were received in lieu of cash compensation otherwise payable as director fees.
- F5: Includes 38.29 RSUs acquired through dividend reinvestment.
Original sources
Prepared automatically from public filing data. Report a correction.