Transaction · 0002028977-25-000002

Beatty Jonathan S

Beatty Jonathan S, MD, HAS, reported a transaction classified as exercise at SCHWAB CHARLES CORP involving 9482.000000 shares for an estimated $0.00. Reported holdings after the transaction were 46463.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

exerciseSEC transaction code MMD, HAS
SCHWSCHWAB CHARLES CORP
Filing timeMar 05
Trade dateMar 01, 2025
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
Pre-filing
1mo ago1w ago1d ago
Returns since
7d30d90d180d1y

SCHW price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
SCHW since 2025-03-05Filed 547 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
exercise
Code M
Identifier
0002028977-25-000002
Common Stock
Transaction date
Mar 01, 2025
Filed Mar 05, 2025, 02:14 AM · 4d delay
Shares
9.48k sh
$0 per share
Estimated value
$0
Computed from shares × price
Holdings after
46.4k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Direct Ownership
+6score
Filing-only score

+6

Compact filing score computed from stored Form 4 facts. Version v1.

Positive filing signal

This filing has a modest positive filing-only score. Treat it as a useful flag for review, not as a buy signal.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

MD, Head of Advisor Services

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. F1

    Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person.

  2. F2

    The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.

Original filing · 0002028977-25-000002
Related transactions

0 other filings

Same reporting owner
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0 recent txs

SCHW