Jonathan S. Beatty

CIK: 0002028977

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)16 (53.3%)

Position reduction

Option Exercises (M)9 (30.0%)

Derivative conversions

Awards (A)2 (6.7%)

Compensation grants

Other (G, F, J, C, D, …)3 (10.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

SCHW

SCHWAB CHARLES CORP

Officer

Discretionary Trading P&L

Holdings

Transaction History (30 total)

SCHW
SCHWAB CHARLES CORP
Aug 17, 2026
Sale(S)
Indirect
1K shares at avg. $111.33$111K
SCHW
SCHWAB CHARLES CORP
Jul 21, 2026
Sale(S)
Indirect
2K shares at avg. $104.21$208K
SCHW
SCHWAB CHARLES CORP
Jul 7, 2026
Sale(S)
Indirect
2K shares at avg. $102.01$204K
SCHW
SCHWAB CHARLES CORP
Jul 6, 2026
Sale(S)
Indirect
2K shares at avg. $100.01$200K
SCHW
SCHWAB CHARLES CORP
Jul 2, 2026
Sale(S)
Indirect
2K shares at avg. $97.03$194K
SCHW
SCHWAB CHARLES CORP
Jul 1, 2026
Tax Payment(F)
Direct
1K shares at avg. $92.72$96K
SCHW
SCHWAB CHARLES CORP
Mar 2, 2026
Award(A)
Nonqualified Stock Option (right to buy)
Direct
24.5K shares-
SCHW
SCHWAB CHARLES CORP
Feb 27, 2026
Sale(S)
Indirect
2K shares at avg. $95.30$193K
SCHW
SCHWAB CHARLES CORP
Jan 22, 2026
Sale(S)
Indirect
2K shares at avg. $105.00$210K
SCHW
SCHWAB CHARLES CORP
Jan 22, 2026
Exercise(M)
Direct
2K shares at avg. $46.39$93K
SCHW
SCHWAB CHARLES CORP
Dec 23, 2025
Exercise(M)
Direct
2K shares at avg. $46.39$93K
SCHW
SCHWAB CHARLES CORP
Dec 23, 2025
Sale(S)
Indirect
2K shares at avg. $102.01$204K
SCHW
SCHWAB CHARLES CORP
Nov 12, 2025
Exercise(M)
Direct
3.1K shares at avg. $46.39$143K
SCHW
SCHWAB CHARLES CORP
Nov 12, 2025
Sale(S)
Indirect
3.1K shares at avg. $98.00$301K
SCHW
SCHWAB CHARLES CORP
Aug 28, 2025
Exercise(M)
Direct
6.1K shares at avg. $46.39$285K
SCHW
SCHWAB CHARLES CORP
Aug 28, 2025
Sale(S)
Indirect
6.1K shares at avg. $96.81$595K
SCHW
SCHWAB CHARLES CORP
Aug 27, 2025
Sale(S)
Indirect
3.3K shares at avg. $97.18$320K
SCHW
SCHWAB CHARLES CORP
Jul 1, 2025
Tax Payment(F)
Direct
1K shares at avg. $90.74$94K
SCHW
SCHWAB CHARLES CORP
May 30, 2025
Sale(S)
Indirect
2.9K shares at avg. $87.57$250K
SCHW
SCHWAB CHARLES CORP
May 8, 2025
Exercise(M)
Direct
3.7K shares at avg. $44.24$162K
SCHW
SCHWAB CHARLES CORP
May 8, 2025
Sale(S)
Indirect
3.7K shares at avg. $85.00$311K
SCHW
SCHWAB CHARLES CORP
Mar 3, 2025
Award(A)
Nonqualified Stock Option (right to buy)
Direct
30.1K shares-
SCHW
SCHWAB CHARLES CORP
Mar 1, 2025
Tax Payment(F)
Direct
2.1K shares at avg. $79.05$165K
SCHW
SCHWAB CHARLES CORP
Mar 1, 2025
Exercise(M)
Direct
9.5K shares-
SCHW
SCHWAB CHARLES CORP
Nov 25, 2024
Sale(S)
Indirect
2.3K shares at avg. $82.01$189K

		Type	Shares	Price		Ownership
Aug 17, 2026	SCHW SCHWAB CHARLES CORP	Sale(S)	1,000	$111.33	$111,330	Indirect
Jul 21, 2026	SCHW SCHWAB CHARLES CORP	Sale(S)	2,000	$104.21	$208,411	Indirect
Jul 7, 2026	SCHW SCHWAB CHARLES CORP	Sale(S)	2,000	$102.01	$204,018	Indirect
Jul 6, 2026	SCHW SCHWAB CHARLES CORP	Sale(S)	2,000	$100.01	$200,015	Indirect
Jul 2, 2026	SCHW SCHWAB CHARLES CORP	Sale(S)	2,000	$97.03	$194,059	Indirect
Jul 1, 2026	SCHW SCHWAB CHARLES CORP	Tax Payment(F)	1,036	$92.72	$96,063	Direct
Mar 2, 2026	SCHW SCHWAB CHARLES CORP	Award(A) Nonqualified Stock Option (right to buy)	24,509	-	-	Direct
Feb 27, 2026	SCHW SCHWAB CHARLES CORP	Sale(S)	2,030	$95.30	$193,454	Indirect
Jan 22, 2026	SCHW SCHWAB CHARLES CORP	Sale(S)	2,000	$105.00	$210,003	Indirect
Jan 22, 2026	SCHW SCHWAB CHARLES CORP	Exercise(M)	2,000	$46.39	$92,780	Direct
Dec 23, 2025	SCHW SCHWAB CHARLES CORP	Exercise(M)	2,000	$46.39	$92,780	Direct
Dec 23, 2025	SCHW SCHWAB CHARLES CORP	Sale(S)	2,000	$102.01	$204,022	Indirect
Nov 12, 2025	SCHW SCHWAB CHARLES CORP	Exercise(M)	3,072	$46.39	$142,510	Direct
Nov 12, 2025	SCHW SCHWAB CHARLES CORP	Sale(S)	3,072	$98.00	$301,056	Indirect
Aug 28, 2025	SCHW SCHWAB CHARLES CORP	Exercise(M)	6,144	$46.39	$285,020	Direct
Aug 28, 2025	SCHW SCHWAB CHARLES CORP	Sale(S)	6,144	$96.81	$594,809	Indirect
Aug 27, 2025	SCHW SCHWAB CHARLES CORP	Sale(S)	3,296	$97.18	$320,305	Indirect
Jul 1, 2025	SCHW SCHWAB CHARLES CORP	Tax Payment(F)	1,035	$90.74	$93,913	Direct
May 30, 2025	SCHW SCHWAB CHARLES CORP	Sale(S)	2,850	$87.57	$249,572	Indirect
May 8, 2025	SCHW SCHWAB CHARLES CORP	Exercise(M)	3,658	$44.24	$161,830	Direct
May 8, 2025	SCHW SCHWAB CHARLES CORP	Sale(S)	3,658	$85.00	$310,930	Indirect
Mar 3, 2025	SCHW SCHWAB CHARLES CORP	Award(A) Nonqualified Stock Option (right to buy)	30,096	-	-	Direct
Mar 1, 2025	SCHW SCHWAB CHARLES CORP	Tax Payment(F)	2,088	$79.05	$165,046	Direct
Mar 1, 2025	SCHW SCHWAB CHARLES CORP	Exercise(M)	9,482	-	-	Direct
Nov 25, 2024	SCHW SCHWAB CHARLES CORP	Sale(S)	2,300	$82.01	$188,623	Indirect

1-25 of 30 transactions

About Beatty Jonathan S

Beatty Jonathan S (SEC CIK 0002028977) files insider reports with the SEC as MD, Head of Advisor Services of SCHWAB CHARLES CORP (SCHW).

Signal8 holds 17 ownership filings by Beatty Jonathan S, all Form 4s, filed between Nov 12, 2024 and Aug 18, 2026. Those filings report 30 transactions, from Nov 11, 2024 to Aug 17, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Beatty Jonathan S's filings is in WESTLAKE, TX.

Recent filings by Beatty Jonathan S

Aug 17, 2026: Open-market sale of SCHW shares (Form 4, code S).
Jul 21, 2026: Open-market sale of SCHW shares (Form 4, code S).
Jul 7, 2026: Open-market sale of SCHW shares (Form 4, code S).
Jul 6, 2026: Open-market sale of SCHW shares (Form 4, code S).
Jul 2, 2026: Open-market sale of SCHW shares (Form 4, code S).

Other insiders filing for SCHWAB CHARLES CORP (SCHW)

Hathi Neesha, MD, Head Wealth Adv, Bnk, Tst
Schwab Charles R., Co-Chairman
Ruffel Charles A., Director
HERRINGER FRANK C, Director
Ellis Stephen A, Director
Brown Marianne Catherine, Director

How to read Form 4 transaction codes