Beatty Jonathan S — SEC Form 4 filings
SEC reporting owner CIK 2028977. 19 Form 4 filings on record with FilingPulse; latest filed 2026-08-18.
Transaction summary — filings shown
Covers all 19 filings on record, filed 2024-07-03 to 2026-08-18. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 17 legs across 15 filings — 42,330 shares, $3,962,195 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 25.
- Largest priced transaction: sale of 6,144 shares @ $96.81 ($594,809) in SCHWAB CHARLES CORP, filed 2025-08-29.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| SCHWAB CHARLES CORP (SCHW) | MD, Head of Advisor Services | 19 | — | 17 legs · 42,330 sh · $3,962,195 | 25 |
Form 4 filings — Beatty Jonathan S
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-18 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 1,000 @ $111.33 | EDGAR |
| 2026-07-21 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 2,000 @ $104.21 | EDGAR |
| 2026-07-08 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 2,000 @ $102.01 | EDGAR |
| 2026-07-06 | 4 | SCHWAB CHARLES CORP (SCHW) | Tax withholding (F): 1,036 @ $92.72 · Sale (S): 2,000 @ $97.03 · Sale (S): 2,000 @ $100.01 | EDGAR |
| 2026-03-04 | 4 | SCHWAB CHARLES CORP (SCHW) | Grant/award (A): 24,509 (derivative) @ $0 | EDGAR |
| 2026-03-03 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 2,030 @ $95.30 | EDGAR |
| 2026-01-23 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 2,000 @ $46.39 · Sale (S): 2,000 @ $105.00 · Option exercise (M): 2,000 (derivative) @ $0 | EDGAR |
| 2025-12-29 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 2,000 @ $46.39 · Sale (S): 2,000 @ $102.01 · Option exercise (M): 2,000 (derivative) @ $0 | EDGAR |
| 2025-11-14 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 3,072 @ $46.39 · Sale (S): 3,072 @ $98 · Option exercise (M): 3,072 (derivative) @ $0 | EDGAR |
| 2025-08-29 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 3,296 @ $97.18 · Option exercise (M): 6,144 @ $46.39 · Sale (S): 6,144 @ $96.81 · Option exercise (M): 6,144 (derivative) @ $0 | EDGAR |
| 2025-07-02 | 4 | SCHWAB CHARLES CORP (SCHW) | Tax withholding (F): 1,035 @ $90.74 | EDGAR |
| 2025-06-02 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 2,850 @ $87.57 | EDGAR |
| 2025-05-09 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 3,658 @ $44.24 · Sale (S): 3,658 @ $85 · Option exercise (M): 3,658 (derivative) @ $0 | EDGAR |
| 2025-03-04 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 9,482 @ $0 · Tax withholding (F): 2,088 @ $79.05 · Grant/award (A): 30,096 (derivative) @ $0 | EDGAR |
| 2024-11-27 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 2,300 @ $44.24 · Sale (S): 2,300 @ $82.01 · Option exercise (M): 2,300 (derivative) @ $0 | EDGAR |
| 2024-11-18 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 2,700 @ $44.24 · Sale (S): 2,700 @ $81.68 · Option exercise (M): 2,700 (derivative) @ $0 | EDGAR |
| 2024-11-12 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 2,500 @ $44.24 · Sale (S): 2,500 @ $77.02 · Option exercise (M): 2,500 (derivative) @ $0 | EDGAR |
| 2024-07-15 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 780 @ $44.24 · Sale (S): 780 @ $75.00 · Option exercise (M): 780 (derivative) @ $0 | EDGAR |
| 2024-07-03 | 4 | SCHWAB CHARLES CORP (SCHW) | Grant/award (A): 11,191 @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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