Insider · CIK 0002028977

Beatty Jonathan S

Reports to the SEC for 1 company · WESTLAKE, TX

sec.gov

Transactions

Companies

Filings

CIK

0002028977

Forms 4 and 5

Insider transactions

42 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-08-17	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−1,000 sh	$111.33	−$111K	10,738
2026-07-21	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,000 sh	$104.21	−$208K	11,738
2026-07-07	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,000 sh	$102.01	−$204K	13,738
2026-07-06	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,000 sh	$100.01	−$200K	15,738
2026-07-02	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,000 sh	$97.03	−$194K	17,738
2026-07-01	SCHWSCHWAB CHARLES CORPF Tax Payment	MD, Head of Advisor Services	FTax Payment	−1,036 sh	$92.72	−$96.1K	32,459
2026-03-02	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	MD, Head of Advisor Services	AAward	+24.5K sh	—	—	24,509
2026-02-27	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,030 sh	$95.30	−$193K	19,738
2026-01-22	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	+2,000 sh	$46.39	+$92.8K	33,495
2026-01-22	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,000 sh	$105.00	−$210K	21,768
2026-01-22	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	−2,000 sh	—	—	0
2025-12-23	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	+2,000 sh	$46.39	+$92.8K	43,340
2025-12-23	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,000 sh	$102.01	−$204K	11,923
2025-12-23	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	−2,000 sh	—	—	2,000
2025-11-12	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	+3,072 sh	$46.39	+$143K	43,340
2025-11-12	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−3,072 sh	$98.00	−$301K	11,923
2025-11-12	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	−3,072 sh	—	—	4,000
2025-08-28	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	+6,144 sh	$46.39	+$285K	43,340
2025-08-28	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−6,144 sh	$96.81	−$595K	11,923
2025-08-28	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	−6,144 sh	—	—	7,072
2025-08-27	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−3,296 sh	$97.18	−$320K	11,923
2025-07-01	SCHWSCHWAB CHARLES CORPF Tax Payment	MD, Head of Advisor Services	FTax Payment	−1,035 sh	$90.74	−$93.9K	43,340
2025-05-30	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,850 sh	$87.57	−$250K	15,219
2025-05-08	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	+3,658 sh	$44.24	+$162K	44,375
2025-05-08	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−3,658 sh	$85.00	−$311K	18,069
2025-05-08	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	−3,658 sh	—	—	0
2025-03-03	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)A Award	MD, Head of Advisor Services	AAward	+30.1K sh	—	—	30,096
2025-03-01	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	+9,482 sh	—	—	46,463
2025-03-01	SCHWSCHWAB CHARLES CORPF Tax Payment	MD, Head of Advisor Services	FTax Payment	−2,088 sh	$79.05	−$165K	44,375
2024-11-25	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	+2,300 sh	$44.24	+$102K	36,981
2024-11-25	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,300 sh	$82.01	−$189K	18,069
2024-11-25	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	−2,300 sh	—	—	3,658
2024-11-14	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	+2,700 sh	$44.24	+$119K	36,981
2024-11-14	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,700 sh	$81.68	−$221K	18,069
2024-11-14	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	−2,700 sh	—	—	5,958
2024-11-11	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	+2,500 sh	$44.24	+$111K	36,981
2024-11-11	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−2,500 sh	$77.02	−$193K	18,069
2024-11-11	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	−2,500 sh	—	—	8,658
2024-07-11	SCHWSCHWAB CHARLES CORPM Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	+780 sh	$44.24	+$34.5K	36,981
2024-07-11	SCHWSCHWAB CHARLES CORPS Sale	MD, Head of Advisor Services	SSale	−780 sh	$75.00	−$58.5K	18,069
2024-07-11	SCHWSCHWAB CHARLES CORP · Nonqualified Stock Option (right to buy)M Exercise/Conversion	MD, Head of Advisor Services	MExercise/Conversion	−780 sh	—	—	11,158
2024-07-01	SCHWSCHWAB CHARLES CORPA Award	MD, Head of Advisor Services	AAward	+11.2K sh	—	—	36,981

Recent filings

Accepted (ET)
Aug 184
Beatty Jonathan S0002028977-26-000017
SEC(opens sec.gov)
Jul 214
Beatty Jonathan S0002028977-26-000015
SEC(opens sec.gov)
Jul 84
Beatty Jonathan S0002028977-26-000013
SEC(opens sec.gov)
Jul 64
Beatty Jonathan S0002028977-26-000010
SEC(opens sec.gov)
Mar 44
Beatty Jonathan S0002028977-26-000007
SEC(opens sec.gov)
Mar 34
Beatty Jonathan S0002028977-26-000005
SEC(opens sec.gov)
Jan 234
Beatty Jonathan S0002028977-26-000003
SEC(opens sec.gov)
Dec 294
Beatty Jonathan S0002028977-25-000018
SEC(opens sec.gov)
Nov 144
Beatty Jonathan S0002028977-25-000015
SEC(opens sec.gov)
Aug 294
Beatty Jonathan S0002028977-25-000013
SEC(opens sec.gov)

Companies

SCHWAB CHARLES CORPMD, Head of Advisor ServicesSCHW

Address

3000 SCHWAB WAY

WESTLAKE, TX, 76262