| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
MD, Head Of Advisor Services
3 companies
Beatty Jonathan S is a MD, Head Of Advisor Services at SCHW-PD, with reported holdings spanning 3 companies. Recent filings cover 0 purchases and 12 sales. Those positions are worth an estimated $2.0M at current prices.
Our model assigns Beatty Jonathan S a middling insider score of 51/100, based on 10 past trades. Over a 12-month horizon, 16.7% of those trades were profitable, with an average 12-month return of -12.8%.
Beatty Jonathan S's largest disclosed position is in SCHW as MD, Head Of Advisor Services, worth about $1.3M. The recent filings there lean toward selling, a net 29,300 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 21, 2026 | SCHW-PJ The Charles Schwab Corporation | MD, Head Of Advisor Services | Sell | 2,000 | $104.21 | $208,411.00 | -14.6% | - | - | |
| 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% |