Beatty Jonathan S
CIK 2028977
Transactions on file
17
Tickers traded
Recent activity
| Filed | Txn date | Issuer | Roles | Code | Shares | Value | % since Filing | Filing |
|---|---|---|---|---|---|---|---|---|
| 2026-08-18 | 2026-08-17 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Sale | 1,000 | $111.3K | -17.9% | open → |
| 2026-07-21 | 2026-07-21 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Sale | 2,000 | $208.4K | -12.3% | open → |
| 2026-07-08 | 2026-07-07 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Sale | 2,000 | $204.0K | -10.4% | open → |
| 2026-07-06 | 2026-07-06 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Sale | 2,000 | $200.0K | -8.6% | open → |
| 2026-07-06 | 2026-07-02 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Sale | 2,000 | $194.1K | -5.8% | open → |
| 2026-07-06 | 2026-07-01 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Tax | 1,036 | $96.1K | -1.4% | open → |
| 2025-03-04 | 2025-03-01 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Tax | 2,088 | $165.1K | +15.7% | open → |
| 2025-03-04 | 2025-03-01 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Exer. | 9,482 | $0.00 | — | open → |
| 2025-05-09 | 2025-05-08 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Sale | 3,658 | $310.9K | +7.6% | open → |
| 2025-05-09 | 2025-05-08 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Exer. | 3,658 | $161.8K | +106.7% | open → |
| 2025-06-02 | 2025-05-30 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Sale | 2,850 | $249.6K | +4.4% | open → |
| 2025-11-14 | 2025-11-12 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Sale | 3,072 | $301.1K | -6.7% | open → |
| 2025-11-14 | 2025-11-12 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Exer. | 3,072 | $142.5K | +97.1% | open → |
| 2025-07-02 | 2025-07-01 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Tax | 1,035 | $93.9K | +0.8% | open → |
| 2025-08-29 | 2025-08-28 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Exer. | 6,144 | $285.0K | +97.1% | open → |
| 2025-08-29 | 2025-08-27 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Sale | 3,296 | $320.3K | -5.9% | open → |
| 2025-08-29 | 2025-08-28 | SCHW SCHWAB CHARLES CORP | Officer MD, Head of Advisor Services | Sale | 6,144 | $594.8K | -5.5% | open → |
