Jonathan S Beatty

Insider

First SEC filing: July 3, 2024 · Latest: July 3, 2024

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Insider at

0 buys (P) 5 sells (S) Net: $-917,850 + 1 non-open-market transaction below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

1 other filing hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Aug. 17, 2026	SCHW	S	1,000	$111.33	$111,330	10,738 Indirect	-8.52%	Disposed	-0.2% (price as of 2026-08-20)
July 21, 2026	SCHW	S 10b5-1	2,000	$104.21	$208,420	11,738 Indirect	-14.56%	Disposed	6.6% (price as of 2026-08-20)
July 7, 2026	SCHW	S 10b5-1	2,000	$102.01	$204,020	13,738 Indirect	-12.71%	Disposed	8.9% (price as of 2026-08-20)
July 6, 2026	SCHW	S 10b5-1	2,000	$100.01	$200,020	15,738 Indirect	-11.28%	Disposed	11.1% (price as of 2026-08-20)
July 2, 2026	SCHW	S 10b5-1	2,000	$97.03	$194,060	17,738 Indirect	-10.13%	Disposed	14.5% (price as of 2026-08-20)
July 1, 2026	SCHW	F	1,036	$92.72	$96,058	32,459 Direct	-3.09%	Disposed	19.8% (price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
July 3, 2024	SCHW	Common Stock	25,790	Direct
July 3, 2024	SCHW	Common Stock	18,069	Indirect
July 3, 2024	SCHW	Nonqualified Stock Option (right to buy)→ Common Stock (11,938)	11,938	Direct
July 3, 2024	SCHW	Nonqualified Stock Option (right to buy)→ Common Stock (13,216)	13,216	Direct
July 3, 2024	SCHW	Nonqualified Stock Option (right to buy)→ Common Stock (55)	55	Direct