Beatty Jonathan S
MD, Head Of Advisor Services
2 companies
Insider Signal Score
51
AverageTrades Analyzed
10
12M Win Rate
16.7%
Avg 3M Return
-0.1%
Avg 12M Return
-12.8%
Beatty Jonathan S is a MD, Head Of Advisor Services at SCHWAB CHARLES CORP with holdings across 2 companies. Recent SEC Form 4 filings include 0 buys and 11 sells.
Estimated insider holdings value: $4.7M based on current market prices.
Holdings by Company
Transaction History
Showing 10 filings
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 22, 2026 | SCHW-PD Schwab Charles Corp | MD, Head Of Advisor Services | Sale+OE | 2,000 | $105.00 | $210,003.40 | -8.4% | - | - | |
| Dec 23, 2025 | SCHW Schwab Charles Corp | MD, Head Of Advisor Services | Sale+OE | 2,000 | $102.01 | $204,021.60 | -14.4% | -5.8% | - | |
| Nov 12, 2025 | SCHW Schwab Charles Corp | MD, Head Of Advisor Services | Sale+OE | 3,072 | $98.00 | $301,056.00 | -20.5% | +1.6% | - | |
| Aug 28, 2025 | SCHW Schwab Charles Corp | MD, Head Of Advisor Services | Sale+OE | 9,440 | $96.94 | $915,113.91 | -28.4% | -5.4% | - | |
| May 30, 2025 | SCHW Schwab Charles Corp | MD, Head Of Advisor Services | Sell | 2,850 | $87.57 | $249,572.22 | -15.8% | +9.9% | -1.1% | |
| May 8, 2025 | SCHW Schwab Charles Corp | MD, Head Of Advisor Services | Sale+OE | 3,658 | $85.00 | $310,930.00 | -16.8% | +14.6% | +5.0% | |
| Nov 25, 2024 | SCHW Schwab Charles Corp | MD, Head Of Advisor Services | Sale+OE | 2,300 | $82.01 | $188,623.23 | -11.3% | -2.0% | +11.0% | |
| Nov 14, 2024 | SCHW Schwab Charles Corp | MD, Head Of Advisor Services | Sale+OE | 2,700 | $81.68 | $220,545.72 | -13.0% | +2.6% | +17.7% | |
| Nov 11, 2024 | SCHW Schwab Charles Corp | MD, Head Of Advisor Services | Sale+OE | 2,500 | $77.02 | $192,539.75 | -12.2% | +4.3% | +23.5% | |
| Jul 11, 2024 | SCHW Schwab Charles Corp | MD, Head Of Advisor Services | Sale+OE | 780 | $75.00 | $58,502.03 | -4.1% | -12.3% | +20.9% |