Jonathan S Beatty
Insider
First SEC filing: July 3, 2024 · Latest: July 3, 2024
Insider at
Insider transactions
0 buys (P)
9 sells (S)
Net: $-1,826,385
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| 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 | -13.1% (price as of 2026-10-02) |
| July 21, 2026 | SCHW | S 10b5-1 | 2,000 | $104.21 | $208,420 | 11,738 Indirect | -14.56% | Disposed | -7.2% (price as of 2026-10-02) |
| July 7, 2026 | SCHW | S 10b5-1 | 2,000 | $102.01 | $204,020 | 13,738 Indirect | -12.71% | Disposed | -5.2% (price as of 2026-10-02) |
| July 6, 2026 | SCHW | S 10b5-1 | 2,000 | $100.01 | $200,020 | 15,738 Indirect | -11.28% | Disposed | -3.3% (price as of 2026-10-02) |
| July 2, 2026 | SCHW | S 10b5-1 | 2,000 | $97.03 | $194,060 | 17,738 Indirect | -10.13% | Disposed | -0.3% (price as of 2026-10-02) |
| July 1, 2026 | SCHW | F | 1,036 | $92.72 | $96,058 | 32,459 Direct | -3.09% | Disposed | 4.3% (price as of 2026-10-02) |
| March 2, 2026 | SCHW | A | 24,509 | · | · | 24,509 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 27, 2026 | SCHW | S | 2,030 | $95.30 | $193,459 | 19,738 Indirect | -9.33% | Disposed | 1.5% (price as of 2026-10-02) |
| Jan. 22, 2026 | SCHW | M | 2,000 | $46.39 | $92,780 | 33,495 Direct | +6.35% | Acquired | 108.5% (price as of 2026-10-02) |
| Jan. 22, 2026 | SCHW | S 10b5-1 | 2,000 | $105.00 | $210,000 | 21,768 Indirect | -8.41% | Disposed | -7.9% (price as of 2026-10-02) |
| Jan. 22, 2026 | SCHW | M | 2,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Dec. 23, 2025 | SCHW | M | 2,000 | $46.39 | $92,780 | 43,340 Direct | +4.84% | Acquired | 108.5% (price as of 2026-10-02) |
| Dec. 23, 2025 | SCHW | S 10b5-1 | 2,000 | $102.01 | $204,020 | 11,923 Indirect | -14.36% | Disposed | -5.2% (price as of 2026-10-02) |
| Dec. 23, 2025 | SCHW | M | 2,000 | · | · | 2,000 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Nov. 12, 2025 | SCHW | M | 3,072 | $46.39 | $142,510 | 43,340 Direct | +7.63% | Acquired | 108.5% (price as of 2026-10-02) |
| Nov. 12, 2025 | SCHW | S 10b5-1 | 3,072 | $98.00 | $301,056 | 11,923 Indirect | -20.49% | Disposed | -1.3% (price as of 2026-10-02) |
| Nov. 12, 2025 | SCHW | M | 3,072 | · | · | 4,000 Direct | -43.44% | Disposed | (price as of 2026-10-02) |
| Aug. 28, 2025 | SCHW | M | 6,144 | $46.39 | $285,020 | 43,340 Direct | +16.52% | Acquired | 108.5% (price as of 2026-10-02) |
| Aug. 28, 2025 | SCHW | S 10b5-1 | 6,144 | $96.81 | $594,801 | 11,923 Indirect | -34.01% | Disposed | -0.1% (price as of 2026-10-02) |
| Aug. 28, 2025 | SCHW | M | 6,144 | · | · | 7,072 Direct | -46.49% | Disposed | (price as of 2026-10-02) |
| Aug. 27, 2025 | SCHW | S 10b5-1 | 3,296 | $97.18 | $320,305 | 11,923 Indirect | -21.66% | Disposed | -0.5% (price as of 2026-10-02) |
| July 1, 2025 | SCHW | F | 1,035 | $90.74 | $93,916 | 43,340 Direct | -2.33% | Disposed | 6.6% (price as of 2026-10-02) |
| May 30, 2025 | SCHW | S | 2,850 | $87.57 | $249,574 | 15,219 Indirect | -15.77% | Disposed | 10.4% (price as of 2026-10-02) |
| May 8, 2025 | SCHW | M | 3,658 | $44.24 | $161,830 | 44,375 Direct | +8.98% | Acquired | 118.6% (price as of 2026-10-02) |
| May 8, 2025 | SCHW | S 10b5-1 | 3,658 | $85.00 | $310,930 | 18,069 Indirect | -16.84% | Disposed | 13.8% (price as of 2026-10-02) |
| May 8, 2025 | SCHW | M | 3,658 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 3, 2025 | SCHW | A | 30,096 | · | · | 30,096 Direct | · | Acquired | (price as of 2026-10-02) |
| March 1, 2025 | SCHW | M | 9,482 | · | · | 46,463 Direct | +25.64% | Acquired | (price as of 2026-10-02) |
| March 1, 2025 | SCHW | F | 2,088 | $79.04 | $165,036 | 44,375 Direct | -4.49% | Disposed | 22.3% (price as of 2026-10-02) |
| Nov. 25, 2024 | SCHW | M | 2,300 | $44.24 | $101,752 | 36,981 Direct | +6.63% | Acquired | 118.6% (price as of 2026-10-02) |
| Nov. 25, 2024 | SCHW | S 10b5-1 | 2,300 | $82.01 | $188,623 | 18,069 Indirect | -11.29% | Disposed | 17.9% (price as of 2026-10-02) |
| Nov. 25, 2024 | SCHW | M | 2,300 | · | · | 3,658 Direct | -38.60% | Disposed | (price as of 2026-10-02) |
| Nov. 14, 2024 | SCHW | M | 2,700 | $44.24 | $119,448 | 36,981 Direct | +7.88% | Acquired | 118.6% (price as of 2026-10-02) |
| Nov. 14, 2024 | SCHW | S 10b5-1 | 2,700 | $81.68 | $220,536 | 18,069 Indirect | -13.00% | Disposed | 18.4% (price as of 2026-10-02) |
| Nov. 14, 2024 | SCHW | M | 2,700 | · | · | 5,958 Direct | -31.19% | Disposed | (price as of 2026-10-02) |
| Nov. 11, 2024 | SCHW | M | 2,500 | $44.24 | $110,600 | 36,981 Direct | +7.25% | Acquired | 118.6% (price as of 2026-10-02) |
| Nov. 11, 2024 | SCHW | S 10b5-1 | 2,500 | $77.02 | $192,550 | 18,069 Indirect | -12.15% | Disposed | 25.6% (price as of 2026-10-02) |
| Nov. 11, 2024 | SCHW | M | 2,500 | · | · | 8,658 Direct | -22.41% | Disposed | (price as of 2026-10-02) |
| July 11, 2024 | SCHW | M | 780 | $44.24 | $34,507 | 36,981 Direct | +2.15% | Acquired | 118.6% (price as of 2026-10-02) |
| July 11, 2024 | SCHW | S 10b5-1 | 780 | $75.00 | $58,500 | 18,069 Indirect | -4.14% | Disposed | 28.9% (price as of 2026-10-02) |
| July 11, 2024 | SCHW | M | 780 | · | · | 11,158 Direct | -6.53% | Disposed | (price as of 2026-10-02) |
| July 1, 2024 | SCHW | A | 11,191 | · | · | 36,981 Direct | +43.39% | Acquired | (price as of 2026-10-02) |
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.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 2, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $95.49 | March 2, 2036 | 24,509 | Acquired |
| Jan. 22, 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.39 | Nov. 1, 2028 | 2,000 | Disposed |
| Dec. 23, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.39 | Nov. 1, 2028 | 2,000 | Disposed |
| Nov. 12, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.39 | Nov. 1, 2028 | 3,072 | Disposed |
| Aug. 28, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46.39 | Nov. 1, 2028 | 6,144 | Disposed |
| May 8, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44.24 | Nov. 1, 2027 | 3,658 | Disposed |
| March 3, 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $78.12 | March 3, 2035 | 30,096 | Acquired |
| Nov. 25, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44.24 | Nov. 1, 2027 | 2,300 | Disposed |
| Nov. 14, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44.24 | Nov. 1, 2027 | 2,700 | Disposed |
| Nov. 11, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44.24 | Nov. 1, 2027 | 2,500 | Disposed |
| July 11, 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44.24 | Nov. 1, 2027 | 780 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 5 holdings
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) | 11,938 | Direct |
| July 3, 2024 | SCHW | Nonqualified Stock Option (right to buy) | 13,216 | Direct |
| July 3, 2024 | SCHW | Nonqualified Stock Option (right to buy) | 55 | Direct |