| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
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| Insider | Role | Shares | Value | Buys | Sells |
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| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
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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 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% |