Beatty Jonathan S Insider Trades

Insider Trading History

Track insider trading activity for Beatty Jonathan S. See latest buy and sell transactions across all companies.

Holdings

Company
Holding Value
Last Transaction
Sale/Purchase
Amount
Price
Current Price

Insider Trades History

Company
Holding Value
Last Transaction
Sale/Purchase
Amount
Price
Current Price
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $2.28M 24,509 shares
Last Trade
Mar 02, 2026 Purchase (Award)Shares received as a grant, bonus, or other company award rather than an open-market purchase.
$2.34M 24,509 shares
$95.49
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $1.84M 19,738 shares
Last Trade
Feb 27, 2026 Sale (Open Market)Shares sold on the open market or in a private sale.
$193k 2,030 shares
$95.30
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $2.03M 21,768 shares
Last Trade
Jan 22, 2026 Sale (Open Market)Shares sold on the open market or in a private sale.
$210k 2,000 shares
$105.00
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $0 0 shares
Last Trade
Jan 22, 2026 Sale (Option Exercise)Shares acquired or sold by exercising stock options or converting another derivative security.
$208k 2,000 shares
$104.05
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $3.12M 33,495 shares
Last Trade
Jan 22, 2026 Purchase (Option Exercise)Shares acquired or sold by exercising stock options or converting another derivative security.
$208k 2,000 shares
$104.05
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $186k 2,000 shares
Last Trade
Dec 23, 2025 Sale (Option Exercise)Shares acquired or sold by exercising stock options or converting another derivative security.
$202k 2,000 shares
$101.18
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $4.04M 43,340 shares
Last Trade
Dec 23, 2025 Purchase (Option Exercise)Shares acquired or sold by exercising stock options or converting another derivative security.
$202k 2,000 shares
$101.18
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $1.11M 11,923 shares
Last Trade
Dec 23, 2025 Sale (Open Market)Shares sold on the open market or in a private sale.
$204k 2,000 shares
$102.01
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $1.11M 11,923 shares
Last Trade
Nov 12, 2025 Sale (Open Market)Shares sold on the open market or in a private sale.
$301k 3,072 shares
$98.00
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $373k 4,000 shares
Last Trade
Nov 12, 2025 Sale (Option Exercise)Shares acquired or sold by exercising stock options or converting another derivative security.
$300k 3,072 shares
$97.72
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $4.04M 43,340 shares
Last Trade
Nov 12, 2025 Purchase (Option Exercise)Shares acquired or sold by exercising stock options or converting another derivative security.
$300k 3,072 shares
$97.72
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $659k 7,072 shares
Last Trade
Aug 28, 2025 Sale (Option Exercise)Shares acquired or sold by exercising stock options or converting another derivative security.
$597k 6,144 shares
$97.09
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $1.11M 11,923 shares
Last Trade
Aug 28, 2025 Sale (Open Market)Shares sold on the open market or in a private sale.
$595k 6,144 shares
$96.81
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $4.04M 43,340 shares
Last Trade
Aug 28, 2025 Purchase (Option Exercise)Shares acquired or sold by exercising stock options or converting another derivative security.
$597k 6,144 shares
$97.09
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $1.11M 11,923 shares
Last Trade
Aug 27, 2025 Sale (Open Market)Shares sold on the open market or in a private sale.
$320k 3,296 shares
$97.18
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $4.04M 43,340 shares
Last Trade
Jul 01, 2025 Sale (In-Kind)Shares used to pay exercise costs or tax withholding, or another in-kind transfer tied to compensation.
$93.9k 1,035 shares
$90.74
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $1.42M 15,219 shares
Last Trade
May 30, 2025 Sale (Open Market)Shares sold on the open market or in a private sale.
$250k 2,850 shares
$87.57
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $4.13M 44,375 shares
Last Trade
May 08, 2025 Purchase (Option Exercise)Shares acquired or sold by exercising stock options or converting another derivative security.
$309k 3,658 shares
$84.37
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $1.68M 18,069 shares
Last Trade
May 08, 2025 Sale (Open Market)Shares sold on the open market or in a private sale.
$311k 3,658 shares
$85.00
$93.17
Charles Schwab
Charles Schwab SCHW
Md, Head Of Advisor Services
Holding Value $0 0 shares
Last Trade
May 08, 2025 Sale (Option Exercise)Shares acquired or sold by exercising stock options or converting another derivative security.
$309k 3,658 shares
$84.37
$93.17

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