Beatty Jonathan S 4
4 · SCHWAB CHARLES CORP · Filed Jul 8, 2026
Research Summary
AI-generated summary of this filing
Schwab (SCHW) Head of Advisor Services Jonathan Beatty Sells 2,000 Shares
What Happened Jonathan S. Beatty, MD and Head of Advisor Services at Charles Schwab (SCHW), sold 2,000 shares in an open-market transaction on July 7, 2026. The shares were sold at a weighted average price of $102.01, generating gross proceeds of approximately $204,018. This was a sale (not a purchase or option exercise).
Key Details
- Transaction date: 2026-07-07 (Form filed 2026-07-08; filing appears timely)
- Price: multiple trades at $102.00 to $102.025; reported weighted average $102.01
- Shares sold: 2,000; Proceeds: ~$204,018
- Shares owned after transaction: Not disclosed in this Form 4
- Footnotes: Transaction executed pursuant to a Rule 10b5-1 trading plan adopted Feb 27, 2026. Reporter notes multiple trades and offers to provide per-trade details upon request.
Context This was an open-market sale under a pre-established 10b5-1 plan, which typically schedules trades in advance and is commonly used by insiders to avoid timing-based conflicts. Sales do not necessarily indicate a change in view about the company; they may reflect routine liquidity needs or diversification.
Insider Transaction Report
- Sale
Common Stock
[F1][F2]2026-07-07$102.01/sh−2,000$204,018→ 13,738 total(indirect: By Trust)
- 32,459
Common Stock
Footnotes (2)
- [F1]These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026.
- [F2]This transaction was executed in multiple trades at prices ranging from $102.00 to $102.025. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.