Jonathan S. Beatty

Insider Reports History

Entity
Individual
Location
3000 Schwab Way, Westlake, TX
Signature
/s/ P. Blake Allen, Attorney-in-fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Jonathan S. Beatty:

Stock Role Class Num Shares Value Price $ Report Date Ownership
SCHWAB CHARLES CORP MD, Head of Advisor Services Common Stock 37K $1.64M $44.24 Nov 14, 2024 Direct
SCHWAB CHARLES CORP MD, Head of Advisor Services Common Stock 18.1K $1.48M $81.68 Nov 14, 2024 by Trust
SCHWAB CHARLES CORP MD, Head of Advisor Services Nonqualified Stock Option (right to buy) 5.96K Nov 14, 2024 Direct

Insider Reports Filed by Jonathan S. Beatty

Symbol Company Period Transactions Value $ Form Type Date Filed Role
SCHW SCHWAB CHARLES CORP Nov 14, 2024 3 -$101K 4 Nov 18, 2024 MD, Head of Advisor Services
SCHW SCHWAB CHARLES CORP Nov 11, 2024 3 -$81.9K 4 Nov 12, 2024 MD, Head of Advisor Services
SCHW SCHWAB CHARLES CORP Jul 11, 2024 3 -$24K 4 Jul 15, 2024 MD, Head of Advisor Services
SCHW SCHWAB CHARLES CORP Jul 1, 2024 1 $0 4 Jul 3, 2024 MD, Head of Advisor Services
SCHW SCHWAB CHARLES CORP Jun 29, 2024 0 $0 3 Jul 3, 2024 MD, Head of Advisor Services