Beatty Jonathan S
SEC CIK 2028977 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| SCHW | Charles Schwab Corporation | MD, Head of Advisor Services | 10.7K | — | $3.96M | 29 | 2024-07-01 | 2026-08-17 |
Most active insiders at SCHW, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Schwab Charles R. | Co-COB, Dir | — | $185.84M |
| 2 | Bettinger Walter W | Co-COB, Dir | — | $91.84M |
| 3 | Schwab-Pomerantz Carolyn | Dir | — | $15.45M |
| 4 | Craig Jonathan M. | MD, Head of Retail Investing | — | $13.85M |
| 5 | Murtagh Nigel J | CRO | — | $11.53M |
| 6 | Howard Dennis | MD, Chief Tech, OPS, Data Off | — | $6.79M |
| 7 | Woolway Paul V | MD, Chief Banking Off | — | $3.96M |
| 8 | Wurster Richard A | Pres, CEO, Dir | $1.85M | — |
| 9 | Beatty Jonathan S | MD, Head of Advisor Services | — | $1.83M |
| 10 | Morgan Peter J. III | GC | — | $1.50M |
Transactions 29
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| I | 2026-08-18 17:55 | 2026-08-17 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale | $111.33 | -1,000 | 10.7K | -9% | -$111.3K |
| TI | 2026-07-21 18:54 | 2026-07-21 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale | $104.21 | -2,000 | 11.7K | -15% | -$208.4K |
| TI | 2026-07-08 17:06 | 2026-07-07 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale | $102.01 | -2,000 | 13.7K | -13% | -$204.0K |
| T | 2026-07-06 18:33 | 2026-07-01 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | F - Tax | $92.72 | -1,036 | 32.5K | -3% | -$96.1K |
| MTI | 2026-07-06 18:33 | 2026-07-02+ | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale | $98.52 | -4,000 | 15.7K | -20% | -$394.1K |
| I | 2026-03-03 | 2026-02-27 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale | $95.30 | -2,030 | 19.7K | -9% | -$193.5K |
| DI | 2026-01-23 | 2026-01-22 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale+OE | $105.00 | -2,000 | 21.8K | -8% | -$210.0K |
| D | 2026-01-23 | 2026-01-22 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $46.39 | +2,000 | 33.5K | +6% | +$92.8K |
| D | 2025-12-29 | 2025-12-23 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $46.39 | +2,000 | 43.3K | +5% | +$92.8K |
| DI | 2025-12-29 | 2025-12-23 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale+OE | $102.01 | -2,000 | 11.9K | -14% | -$204.0K |
| DI | 2025-11-14 | 2025-11-12 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale+OE | $98.00 | -3,072 | 11.9K | -20% | -$301.1K |
| D | 2025-11-14 | 2025-11-12 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $46.39 | +3,072 | 43.3K | +8% | +$142.5K |
| DMI | 2025-08-29 | 2025-08-27+ | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale+OE | $96.94 | -9,440 | 11.9K | -44% | -$915.1K |
| D | 2025-08-29 | 2025-08-28 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $46.39 | +6,144 | 43.3K | +17% | +$285.0K |
| 2025-07-02 | 2025-07-01 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | F - Tax | $90.74 | -1,035 | 43.3K | -2% | -$93.9K | |
| I | 2025-06-02 | 2025-05-30 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale | $87.57 | -2,850 | 15.2K | -16% | -$249.6K |
| D | 2025-05-09 | 2025-05-08 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $44.24 | +3,658 | 44.4K | +9% | +$161.8K |
| DI | 2025-05-09 | 2025-05-08 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale+OE | $85.00 | -3,658 | 18.1K | -17% | -$310.9K |
| D | 2025-03-04 | 2025-03-01 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $0.00 | +9,482 | 46.5K | +26% | $0 |
| D | 2025-03-04 | 2025-03-01 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | F - Tax | $79.05 | -2,088 | 44.4K | -4% | -$165.1K |
| D | 2024-11-27 | 2024-11-25 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $44.24 | +2,300 | 37.0K | +7% | +$101.8K |
| DI | 2024-11-27 | 2024-11-25 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale+OE | $82.01 | -2,300 | 18.1K | -11% | -$188.6K |
| D | 2024-11-18 | 2024-11-14 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $44.24 | +2,700 | 37.0K | +8% | +$119.4K |
| DI | 2024-11-18 | 2024-11-14 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale+OE | $81.68 | -2,700 | 18.1K | -13% | -$220.5K |
| DI | 2024-11-12 | 2024-11-11 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale+OE | $77.02 | -2,500 | 18.1K | -12% | -$192.6K |
| D | 2024-11-12 | 2024-11-11 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $44.24 | +2,500 | 37.0K | +7% | +$110.6K |
| D | 2024-07-15 | 2024-07-11 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | M - OptEx | $44.24 | +780 | 37.0K | +2% | +$34.5K |
| DI | 2024-07-15 | 2024-07-11 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale+OE | $75.00 | -780 | 18.1K | -4% | -$58.5K |
| 2024-07-03 | 2024-07-01 | SCHW | Charles Schwab Corporation | Beatty Jonathan S | MD, Head of Advisor Services | A - Grant | $0.00 | +11.2K | 37.0K | +43% | $0 |
Purchase Sale Sale after option exercise All abbreviations