Jonathan S Beatty
Pengajuan SEC Pertama: 3 Juli 2024 · Terbaru: 3 Juli 2024
Orang Dalam di
Transaksi orang dalam
Perubahan harga vs kuotasi saat ini, disesuaikan split untuk aksi korporasi sejak pengajuan — tidak dibenchmark, tidak diannualisasi, tidak dibobot berdasarkan ukuran
| Tanggal | Ticker | Kode | Saham | Harga | Nilai | Dimiliki setelah | Δ milik | A/D | vs sekarang |
|---|---|---|---|---|---|---|---|---|---|
| 17 Agu 2026 | SCHW | S | 1.000 | $111,33 | $111.330 | 10.738 Tidak Langsung | -8,52% | Dilepas | -13,1% (harga per 2026-10-02) |
| 21 Juli 2026 | SCHW | S 10b5-1 | 2.000 | $104,21 | $208.420 | 11.738 Tidak Langsung | -14,56% | Dilepas | -7,2% (harga per 2026-10-02) |
| 7 Juli 2026 | SCHW | S 10b5-1 | 2.000 | $102,01 | $204.020 | 13.738 Tidak Langsung | -12,71% | Dilepas | -5,2% (harga per 2026-10-02) |
| 6 Juli 2026 | SCHW | S 10b5-1 | 2.000 | $100,01 | $200.020 | 15.738 Tidak Langsung | -11,28% | Dilepas | -3,3% (harga per 2026-10-02) |
| 2 Juli 2026 | SCHW | S 10b5-1 | 2.000 | $97,03 | $194.060 | 17.738 Tidak Langsung | -10,13% | Dilepas | -0,3% (harga per 2026-10-02) |
| 1 Juli 2026 | SCHW | F | 1.036 | $92,72 | $96.058 | 32.459 Langsung | -3,09% | Dilepas | 4,3% (harga per 2026-10-02) |
| 2 Maret 2026 | SCHW | A | 24.509 | · | · | 24.509 Langsung | · | Diakuisisi | (harga per 2026-10-02) |
| 27 Feb. 2026 | SCHW | S | 2.030 | $95,30 | $193.459 | 19.738 Tidak Langsung | -9,33% | Dilepas | 1,5% (harga per 2026-10-02) |
| 22 Jan. 2026 | SCHW | M | 2.000 | $46,39 | $92.780 | 33.495 Langsung | +6,35% | Diakuisisi | 108,5% (harga per 2026-10-02) |
| 22 Jan. 2026 | SCHW | S 10b5-1 | 2.000 | $105,00 | $210.000 | 21.768 Tidak Langsung | -8,41% | Dilepas | -7,9% (harga per 2026-10-02) |
| 22 Jan. 2026 | SCHW | M | 2.000 | · | · | 0 Langsung | -100,00% | Dilepas | (harga per 2026-10-02) |
| 23 Des. 2025 | SCHW | M | 2.000 | $46,39 | $92.780 | 43.340 Langsung | +4,84% | Diakuisisi | 108,5% (harga per 2026-10-02) |
| 23 Des. 2025 | SCHW | S 10b5-1 | 2.000 | $102,01 | $204.020 | 11.923 Tidak Langsung | -14,36% | Dilepas | -5,2% (harga per 2026-10-02) |
| 23 Des. 2025 | SCHW | M | 2.000 | · | · | 2.000 Langsung | -50,00% | Dilepas | (harga per 2026-10-02) |
| 12 Nov. 2025 | SCHW | M | 3.072 | $46,39 | $142.510 | 43.340 Langsung | +7,63% | Diakuisisi | 108,5% (harga per 2026-10-02) |
| 12 Nov. 2025 | SCHW | S 10b5-1 | 3.072 | $98,00 | $301.056 | 11.923 Tidak Langsung | -20,49% | Dilepas | -1,3% (harga per 2026-10-02) |
| 12 Nov. 2025 | SCHW | M | 3.072 | · | · | 4.000 Langsung | -43,44% | Dilepas | (harga per 2026-10-02) |
| 28 Agu 2025 | SCHW | M | 6.144 | $46,39 | $285.020 | 43.340 Langsung | +16,52% | Diakuisisi | 108,5% (harga per 2026-10-02) |
| 28 Agu 2025 | SCHW | S 10b5-1 | 6.144 | $96,81 | $594.801 | 11.923 Tidak Langsung | -34,01% | Dilepas | -0,1% (harga per 2026-10-02) |
| 28 Agu 2025 | SCHW | M | 6.144 | · | · | 7.072 Langsung | -46,49% | Dilepas | (harga per 2026-10-02) |
| 27 Agu 2025 | SCHW | S 10b5-1 | 3.296 | $97,18 | $320.305 | 11.923 Tidak Langsung | -21,66% | Dilepas | -0,5% (harga per 2026-10-02) |
| 1 Juli 2025 | SCHW | F | 1.035 | $90,74 | $93.916 | 43.340 Langsung | -2,33% | Dilepas | 6,6% (harga per 2026-10-02) |
| 30 Mei 2025 | SCHW | S | 2.850 | $87,57 | $249.574 | 15.219 Tidak Langsung | -15,77% | Dilepas | 10,4% (harga per 2026-10-02) |
| 8 Mei 2025 | SCHW | M | 3.658 | $44,24 | $161.830 | 44.375 Langsung | +8,98% | Diakuisisi | 118,6% (harga per 2026-10-02) |
| 8 Mei 2025 | SCHW | S 10b5-1 | 3.658 | $85,00 | $310.930 | 18.069 Tidak Langsung | -16,84% | Dilepas | 13,8% (harga per 2026-10-02) |
| 8 Mei 2025 | SCHW | M | 3.658 | · | · | 0 Langsung | -100,00% | Dilepas | (harga per 2026-10-02) |
| 3 Maret 2025 | SCHW | A | 30.096 | · | · | 30.096 Langsung | · | Diakuisisi | (harga per 2026-10-02) |
| 1 Maret 2025 | SCHW | M | 9.482 | · | · | 46.463 Langsung | +25,64% | Diakuisisi | (harga per 2026-10-02) |
| 1 Maret 2025 | SCHW | F | 2.088 | $79,04 | $165.036 | 44.375 Langsung | -4,49% | Dilepas | 22,3% (harga per 2026-10-02) |
| 25 Nov. 2024 | SCHW | M | 2.300 | $44,24 | $101.752 | 36.981 Langsung | +6,63% | Diakuisisi | 118,6% (harga per 2026-10-02) |
| 25 Nov. 2024 | SCHW | S 10b5-1 | 2.300 | $82,01 | $188.623 | 18.069 Tidak Langsung | -11,29% | Dilepas | 17,9% (harga per 2026-10-02) |
| 25 Nov. 2024 | SCHW | M | 2.300 | · | · | 3.658 Langsung | -38,60% | Dilepas | (harga per 2026-10-02) |
| 14 Nov. 2024 | SCHW | M | 2.700 | $44,24 | $119.448 | 36.981 Langsung | +7,88% | Diakuisisi | 118,6% (harga per 2026-10-02) |
| 14 Nov. 2024 | SCHW | S 10b5-1 | 2.700 | $81,68 | $220.536 | 18.069 Tidak Langsung | -13,00% | Dilepas | 18,4% (harga per 2026-10-02) |
| 14 Nov. 2024 | SCHW | M | 2.700 | · | · | 5.958 Langsung | -31,19% | Dilepas | (harga per 2026-10-02) |
| 11 Nov. 2024 | SCHW | M | 2.500 | $44,24 | $110.600 | 36.981 Langsung | +7,25% | Diakuisisi | 118,6% (harga per 2026-10-02) |
| 11 Nov. 2024 | SCHW | S 10b5-1 | 2.500 | $77,02 | $192.550 | 18.069 Tidak Langsung | -12,15% | Dilepas | 25,6% (harga per 2026-10-02) |
| 11 Nov. 2024 | SCHW | M | 2.500 | · | · | 8.658 Langsung | -22,41% | Dilepas | (harga per 2026-10-02) |
| 11 Juli 2024 | SCHW | M | 780 | $44,24 | $34.507 | 36.981 Langsung | +2,15% | Diakuisisi | 118,6% (harga per 2026-10-02) |
| 11 Juli 2024 | SCHW | S 10b5-1 | 780 | $75,00 | $58.500 | 18.069 Tidak Langsung | -4,14% | Dilepas | 28,9% (harga per 2026-10-02) |
| 11 Juli 2024 | SCHW | M | 780 | · | · | 11.158 Langsung | -6,53% | Dilepas | (harga per 2026-10-02) |
| 1 Juli 2024 | SCHW | A | 11.191 | · | · | 36.981 Langsung | +43,39% | Diakuisisi | (harga per 2026-10-02) |
P = Pembelian pasar terbuka · S = Penjualan · A = Hibah/penghargaan · B = Pelaksanaan opsi · G = Hadiah · F = Pemotongan pajak
Transaksi orang dalam bukan merupakan rekomendasi; penjualan sering kali didorong oleh alasan likuiditas atau pajak.
Kepemilikan Derivatif (Formulir 4 Tabel II) Opsi, RSU, dan sekuritas konversi yang dilaporkan pada Formulir 4 Tabel II.
| Tanggal | Ticker | Sekuritas | Underlying | Harga Pelaksanaan | Kedaluwarsa | Saham | A/D |
|---|---|---|---|---|---|---|---|
| 2 Maret 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $95,49 | 2 Maret 2036 | 24.509 | Diakuisisi |
| 22 Jan. 2026 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46,39 | 1 Nov. 2028 | 2.000 | Dilepas |
| 23 Des. 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46,39 | 1 Nov. 2028 | 2.000 | Dilepas |
| 12 Nov. 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46,39 | 1 Nov. 2028 | 3.072 | Dilepas |
| 28 Agu 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $46,39 | 1 Nov. 2028 | 6.144 | Dilepas |
| 8 Mei 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44,24 | 1 Nov. 2027 | 3.658 | Dilepas |
| 3 Maret 2025 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $78,12 | 3 Maret 2035 | 30.096 | Diakuisisi |
| 25 Nov. 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44,24 | 1 Nov. 2027 | 2.300 | Dilepas |
| 14 Nov. 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44,24 | 1 Nov. 2027 | 2.700 | Dilepas |
| 11 Nov. 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44,24 | 1 Nov. 2027 | 2.500 | Dilepas |
| 11 Juli 2024 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock | $44,24 | 1 Nov. 2027 | 780 | Dilepas |
Harga pelaksanaan/konversi kosong jika tidak berlaku (misalnya, RSU).
Kepemilikan Awal (Formulir 3) 5 saham
Sekuritas yang dipegang saat pertama kali menjadi orang dalam, sesuai Formulir 3 SEC.
| Tanggal | Ticker | Sekuritas | Saham | Kepemilikan |
|---|---|---|---|---|
| 3 Juli 2024 | SCHW | Common Stock | 25.790 | Langsung |
| 3 Juli 2024 | SCHW | Common Stock | 18.069 | Tidak Langsung |
| 3 Juli 2024 | SCHW | Nonqualified Stock Option (right to buy) | 11.938 | Langsung |
| 3 Juli 2024 | SCHW | Nonqualified Stock Option (right to buy) | 13.216 | Langsung |
| 3 Juli 2024 | SCHW | Nonqualified Stock Option (right to buy) | 55 | Langsung |