Beatty Jonathan S

CIK 00020289771 companyWESTLAKE, TX

SEC Profile

Transactions

Companies

Filings

CIK

0002028977

Recent Transactions

37 trades

Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2026-07-07$102.01/sh−2,000→ 13,738 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2026-07-06$100.01/sh−2,000→ 15,738 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2026-07-02$97.03/sh−2,000→ 17,738 total
Tax Payment
SCHWAB CHARLES CORP$SCHW
Common Stock
2026-07-01$92.72/sh−1,036→ 32,459 total
Award
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2026-03-02+24,509→ 24,509 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2026-02-27$95.30/sh−2,030→ 19,738 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2026-01-22$105.00/sh−2,000→ 21,768 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2026-01-22−2,000→ 0 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2026-01-22$46.39/sh+2,000→ 33,495 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-11-12$98.00/sh−3,072→ 11,923 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2025-11-12−3,072→ 4,000 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-11-12$46.39/sh+3,072→ 43,340 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-08-28$46.39/sh+6,144→ 43,340 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-08-28$96.81/sh−6,144→ 11,923 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2025-08-28−6,144→ 7,072 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-08-27$97.18/sh−3,296→ 11,923 total
Tax Payment
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-07-01$90.74/sh−1,035→ 43,340 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-05-30$87.57/sh−2,850→ 15,219 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2025-05-08−3,658→ 0 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-05-08$44.24/sh+3,658→ 44,375 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-05-08$85.00/sh−3,658→ 18,069 total
Award
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2025-03-03+30,096→ 30,096 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-03-01+9,482→ 46,463 total
Tax Payment
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-03-01$79.05/sh−2,088→ 44,375 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-11-25$82.01/sh−2,300→ 18,069 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-11-25$44.24/sh+2,300→ 36,981 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2024-11-25−2,300→ 3,658 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-11-14$44.24/sh+2,700→ 36,981 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2024-11-14−2,700→ 5,958 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-11-14$81.68/sh−2,700→ 18,069 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-11-11$44.24/sh+2,500→ 36,981 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-11-11$77.02/sh−2,500→ 18,069 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2024-11-11−2,500→ 8,658 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-07-11$44.24/sh+780→ 36,981 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-07-11$75.00/sh−780→ 18,069 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2024-07-11−780→ 11,158 total
Award
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-07-01+11,191→ 36,981 total

Companies

SCHWAB CHARLES CORP
MD, Head of Advisor Services
$SCHW

Recent Filings

Address

3000 SCHWAB WAY

WESTLAKE, TX, 76262

View on SEC.gov