Beatty Jonathan S

Insider

MD, Head of Advisor Services

Trades at: SCHW

30D 90D 1Y

Net shares · 365d

-18.5K

0 buy · 18.5K sell

Net value · 365d

-$1.8M

$0 in · $1.8M out

Sentiment · 365d

Net selling

0% buying · 100% selling

Open-market trades · 365d

0 buy · 18.5K sell

Trading track record · all companies

Running net of open-market buys − sells across every company. Tap the line or a marker for details. ▲ buy · ▼ sell.

Transactions · 365d

Open-market Buys Sells All types

SCHW Sell·S
Feb 27, 26

MD, Head of Advisor Services

$193.5K

2.0K sh · $95.30

Own -9%
SCHW Sell·S
Jan 22, 26

MD, Head of Advisor Services · 10b5-1

$210.0K

2.0K sh · $105.00

Own -8%
SCHW Sell·S
Dec 23, 25

MD, Head of Advisor Services · 10b5-1

$204.0K

2.0K sh · $102.01

Own -14%
SCHW Sell·S
Nov 12, 25

MD, Head of Advisor Services · 10b5-1

$301.1K

3.1K sh · $98.00

Own -20%
SCHW Sell·S
Aug 28, 25

MD, Head of Advisor Services · 10b5-1

$915.1K

9.4K sh · $96.94 avg · 2 lots

Own -44%

Date▾	Ticker	Role	Type	Shares	Own Δ	Price	Value
Feb 27, 2026	SCHW	MD, Head of Advisor Services	Sell S	2.0K	-9%	$95.30	$193.5K
Jan 22, 2026	SCHW	MD, Head of Advisor Services	Sell S	2.0K	-8%	$105.00	$210.0K
Dec 23, 2025	SCHW	MD, Head of Advisor Services	Sell S	2.0K	-14%	$102.01	$204.0K
Nov 12, 2025	SCHW	MD, Head of Advisor Services	Sell S	3.1K	-20%	$98.00	$301.1K
Aug 28, 2025	SCHW	MD, Head of Advisor Services	Sell S	9.4K2 lots	-44%	$96.94 avg	$915.1K

Buy Sell Non-market (grant · exercise · gift)

About Beatty Jonathan S

This profile aggregates every SEC Form 4 insider transaction reported by Beatty Jonathan S across all companies they trade. Open-market purchases (code P) and sales (code S) are the highest-signal, discretionary trades; grants (A), option exercises (M) and gifts (G) reflect compensation rather than conviction and carry no market price. Figures cover the selected period and update as new filings are ingested.