Beatty Jonathan S 4

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.