Beatty Jonathan S
SEC insider (Form 3/4/5 filer). CIK 0002028977. MD, Head of Advisor Services at SCHWAB CHARLES CORP (SCHW). 30 reported Form 4/5 transactions since Sep 2024; latest on Aug 17, 2026. Located in WESTLAKE, TX.
Companies Beatty Jonathan S has filed insider reports for
- SCHWAB CHARLES CORP (SCHW): Officer, MD, Head of Advisor Services
Beatty Jonathan S
CIK: 0002028977
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
SCHWAB CHARLES CORP
Discretionary Trading P&L
Holdings
Transaction History (30 total)
- Aug 17, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect1K shares at avg. $111.33$111K - Jul 21, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect2K shares at avg. $104.21$208K - Jul 7, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect2K shares at avg. $102.01$204K - Jul 6, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect2K shares at avg. $100.01$200K - Jul 2, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect2K shares at avg. $97.03$194K - Jul 1, 2026SCHW
SCHWAB CHARLES CORP
Tax PaymentDirect1K shares at avg. $92.72$96K - Mar 2, 2026SCHW
SCHWAB CHARLES CORP
AwardDirectNonqualified Stock Option (right to buy)
24.5K shares- - Feb 27, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect2K shares at avg. $95.30$193K - Jan 22, 2026SCHW
SCHWAB CHARLES CORP
SaleIndirect2K shares at avg. $105.00$210K - Jan 22, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect2K shares at avg. $46.39$93K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 17, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 1,000 | $111.33 | $111,330 | Indirect |
| Jul 21, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 2,000 | $104.21 | $208,411 | Indirect |
| Jul 7, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 2,000 | $102.01 | $204,018 | Indirect |
| Jul 6, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 2,000 | $100.01 | $200,015 | Indirect |
| Jul 2, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 2,000 | $97.03 | $194,059 | Indirect |
| Jul 1, 2026 | SCHW SCHWAB CHARLES CORP | Tax Payment | 1,036 | $92.72 | $96,063 | Direct |
| Mar 2, 2026 | SCHW SCHWAB CHARLES CORP | Award Nonqualified Stock Option (right to buy) | 24,509 | - | - | Direct |
| Feb 27, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 2,030 | $95.30 | $193,454 | Indirect |
| Jan 22, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 2,000 | $105.00 | $210,003 | Indirect |
| Jan 22, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 2,000 | $46.39 | $92,780 | Direct |
1-10 of 30 transactions