Reporting owner · CIK 0002028977
Beatty Jonathan S
Visual SEC Form 4 history across 1 companies, 4 transactions and 2 filings.
MD, HASMD, Head of Advisor ServicesSCHWAB CHARLES CORP
Open-market mix
0%buys
Open-market buy performance
90-day forward return on this insider's open-market purchases
Forward return is not available yet
We compute this from each buy's stock performance 90 days after the transaction. The price history is still being populated for this insider's their open-market buys, so the average and median will appear here once the daily price refresh has covered the relevant trading days.
Monthly open-market activity
Reported purchase and sale transaction counts
Buys Sells
Net value flow
Buys minus sells
Mar 25
$0
Aug 26
−$111.3K
Transaction texture
Ownership and ticket size
Average P/S size$111.3K
Median P/S size$111.3K
Direct3
Indirect1
Aug 17, 2026sale
Filing-only signals
Deterministic matches in this insider's history
Latest Form 4 facts
Quick context from source filings
Latest buy
No open-market insider purchase is available.
Associated companies
Visual map of known reporting history
| Ticker | Insider | Role | Type | Shares | Value | Code | Signals | 90d return | Filed | Trans date |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHW | Beatty Jonathan S | MDHAS | sale | 1.00k | -$11.1M | S | −3.0% | 08/18 | 08/17 | |
| SCHW | Beatty Jonathan S | MDHAS | grant | 30.0k | $0 | A | — | 03/05/2025 | 03/03/2025 | |
| SCHW | Beatty Jonathan S | MDHAS | withholding | 2.08k | -$16.5M | F | — | 03/05/2025 | 03/01/2025 | |
| SCHW | Beatty Jonathan S | MDHAS | exercise | 9.48k | $0 | M | — | 03/05/2025 | 03/01/2025 |
Beatty Jonathan S Insider Activity FAQ
SEC Form 4 context
Who is Beatty Jonathan S?
Beatty Jonathan S is a reporting owner in SEC Form 4 filings with reporting owner CIK 0002028977.
Which companies has Beatty Jonathan S reported transactions for?
SCHWAB CHARLES CORP
When was Beatty Jonathan S's latest insider buy?
No open-market insider purchase is available for this period.
When was Beatty Jonathan S's latest insider sale?
sale at SCHWAB CHARLES CORP on Aug 17, 2026 valued at $111,330.
Where can I see the original SEC filings?
Each transaction row links directly to the source SEC filing so the reported Form 4 details can be reviewed.
Are performance metrics included?
This version does not calculate win rates, forward returns, benchmark-adjusted returns, or high-conviction scores.