Beatty Jonathan S (CIK 0002028977)

Latest company ownership

SCHW - SCHWAB CHARLES CORP
Role: MD, Head of Advisor Services
Shares held
6,144
Last filed at
Aug 29, 2025
Confidence Score
37.8
2025Q4
Confidence Score History
2024Q3 2025Q4
SCHW-PJ - SCHWAB CHARLES CORP
Role: MD, Head of Advisor Services
Shares held
3,072
Last filed at
Nov 14, 2025
Confidence Score
12.5
2025Q4
Confidence Score History
2025Q4 2025Q4

Recent buy/sell transactions

Exec date Filing date Company Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Dec 23, 2025 Dec 29, 2025 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 26.3 -2,000 -14.36% ✓ $204K
Nov 12, 2025 Nov 14, 2025 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 12.5 -3,072 -20.49% ✓ $301.1K
Aug 27, 2025 Aug 29, 2025 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 7.5 -9,440 -28.36% ✓ $915.1K
Jul 1, 2025 Jul 2, 2025 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 22.5 -1,035 -1.74% ✗ $93.9K
May 30, 2025 Jun 2, 2025 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 22.5 -2,850 -4.56% ✗ $249.6K
May 8, 2025 May 9, 2025 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 17.5 -3,658 -16.84% ✓ $310.9K
Mar 1, 2025 Mar 4, 2025 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 22.5 -2,088 -3.24% ✗ $165K
Nov 25, 2024 Nov 27, 2024 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 25.0 -2,300 -11.29% ✓ $188.6K
Nov 14, 2024 Nov 18, 2024 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 25.0 -2,700 -13.00% ✓ $220.5K
Nov 11, 2024 Nov 12, 2024 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 25.0 -2,500 -12.15% ✓ $192.5K
Jul 11, 2024 Jul 15, 2024 SCHWAB CHARLES CORP MD, Head of Advisor Services Sell 37.5 -780 -4.14% ✓ $58.5K