Transaction · 0002028977-26-000017

Beatty Jonathan S

Beatty Jonathan S, MD, HAS, reported an open-market or private sale at SCHWAB CHARLES CORP involving 1000.000000 shares for an estimated $111330.10. Reported holdings after the transaction were 10738.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

Open-market sellSEC transaction code SMD, HAS
SCHWSCHWAB CHARLES CORP
Trade date
Aug 17, 2026
Filing date
Aug 18, 2026
View on SEC Insider profile
Estimated value-$111kShares × reported price
Shares traded1.00k$111.33 per share
Holdings after10.7kIndirect · by Trust
% of reported position traded8.52%This security and ownership context
How reported position traded is calculated

Shares sold ÷ (holdings after + shares sold). Estimated position before: 11,738 shares.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

SCHW price since this filing

Daily closing prices, with the filing date and available return windows
SCHW · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -9.1%1w ago -3.3%1d ago -0.5%
Returns since7d +0.7%30d -6.3%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
Sell
Code S
Identifier
0002028977-26-000017
Common Stock
Transaction date
Aug 17, 2026
Filed Aug 18, 2026, 09:55 PM · 1d delay
Shares
1,000 sh
$111.33 per share
Estimated value
-$111k
Computed from shares × price
Holdings after
10,738 sh
Indirect · by Trust

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Cluster Selling
Filing-only score

+4 points

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

Neutral filing signal

This filing is broadly neutral on the filing-only scale. The Form 4 facts do not strongly tilt positive or negative.

How this score is calculated
  • timely_filing+4 points

    reporting_delay_days = 1

    Filing reported within two business days of the transaction.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

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

    This transaction was executed in multiple trades at prices ranging from $111.19 to $111.405. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to prov…

Original filing · 0002028977-26-000017
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