Insider Trading History of Beatty Jonathan S

The following table details the insider trading activities (stock purchases, stock sales, and stock option exercises) of Beatty Jonathan S since 2024. This trader's CIK number is 2028977. At the time of last reporting, Beatty Jonathan S was the MD, Head of Advisor Services of Schwab Charles Corp. (stock ticker symbol SCHW). Also see all insider trading activities at Schwab Charles Corp.


Yearly summary of insider trading at Schwab Charles Corp (SCHW) by Beatty Jonathan S

Insider Buying Insider Sales Option Exercises
Year Symbol Shares Value Shares Value Shares Value
2025 SCHW 0 $0 15,948 $1,475,612 9,802 $446,849
2024 SCHW 0 $0 5,580 $439,665 5,580 $246,859


Insider trading of Schwab Charles Corp (SCHW) by Beatty Jonathan S

Trade Date Symbol Trade Type Shares Price ($) Value ($)
2025-08-28 SCHW Option Ex 6,144 46.39 285,020
2025-08-27 SCHW Sale 3,296 97.18 320,305
2025-08-28 SCHW Sale 6,144 96.81 594,806
2025-05-30 SCHW Sale 2,850 87.57 249,571
2025-05-08 SCHW Option Ex 3,658 44.24 161,829
2025-05-08 SCHW Sale 3,658 85.00 310,930
2024-11-25 SCHW Option Ex 2,300 44.24 101,752
2024-11-25 SCHW Sale 2,300 82.01 188,623
2024-11-11 SCHW Sale 2,500 77.02 192,540
2024-11-11 SCHW Option Ex 2,500 44.24 110,600
2024-07-11 SCHW Option Ex 780 44.24 34,507
2024-07-11 SCHW Sale 780 75.00 58,502

Insider trading activities including stock purchases, stock sales, and option exercises listed in the above table cannot be completely guaranteed as to their accuracy. For more information regarding the trades made by Beatty Jonathan S (MD, Head of Advisor Services of Schwab Charles Corp at the time of this reporting) see the Securities and Exchange Commission (SEC) website.



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