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
Filing timeAug 18
Trade dateAug 17, 2026
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
$111.68
Pre-filing
1mo ago -9.1%1w ago -3.3%1d ago -0.5%
Returns since
7d +0.7%30d -3.0%90d -3.0%180d -3.0%1y -3.0%

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 2026-08-18Filed 16 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
Sell
Code S
Identifier
0002028977-26-000017
Common Stock
Transaction date
Aug 17, 2026
Filed Aug 18, 2026, 09:55 PM · 1d delay
Shares
1.00k sh
$11.1k per share
Estimated value
-$11.1M
Computed from shares × price
Holdings after
10.7k sh
Indirect · by Trust

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Cluster Selling
+4score
Filing-only score

+4

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.

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
Related transactions

0 other filings

Same reporting owner
Recent company activity

0 recent txs

SCHW