Jonathan S. Beatty

Insider Reports History

Location
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 43.3K $2.01M $46.39 12 Nov 2025 Direct
SCHWAB CHARLES CORP MD, Head of Advisor Services Common Stock 11.9K $1.17M $98.00 12 Nov 2025 by Trust
SCHWAB CHARLES CORP MD, Head of Advisor Services Nonqualified Stock Option (right to buy) 4K 12 Nov 2025 Direct

Insider Reports Filed by Jonathan S. Beatty

Symbol Company Period Transactions Value $ Form Type Role Filing Time
SCHW SCHWAB CHARLES CORP 12 Nov 2025 3 -$159K 4 MD, Head of Advisor Services 14 Nov 2025, 19:05
SCHW SCHWAB CHARLES CORP 27 Aug 2025 4 -$630K 4 MD, Head of Advisor Services 29 Aug 2025, 18:24
SCHW SCHWAB CHARLES CORP 01 Jul 2025 1 -$93.9K 4 MD, Head of Advisor Services 02 Jul 2025, 19:56
SCHW SCHWAB CHARLES CORP 30 May 2025 1 -$250K 4 MD, Head of Advisor Services 02 Jun 2025, 16:48
SCHW SCHWAB CHARLES CORP 08 May 2025 3 -$149K 4 MD, Head of Advisor Services 09 May 2025, 16:02
SCHW SCHWAB CHARLES CORP 01 Mar 2025 3 -$165K 4 MD, Head of Advisor Services 04 Mar 2025, 21:14
SCHW SCHWAB CHARLES CORP 25 Nov 2024 3 -$86.9K 4 MD, Head of Advisor Services 27 Nov 2024, 18:22
SCHW SCHWAB CHARLES CORP 14 Nov 2024 3 -$101K 4 MD, Head of Advisor Services 18 Nov 2024, 16:15
SCHW SCHWAB CHARLES CORP 11 Nov 2024 3 -$81.9K 4 MD, Head of Advisor Services 12 Nov 2024, 18:46
SCHW SCHWAB CHARLES CORP 11 Jul 2024 3 -$24K 4 MD, Head of Advisor Services 15 Jul 2024, 16:48
SCHW SCHWAB CHARLES CORP 01 Jul 2024 1 $0 4 MD, Head of Advisor Services 03 Jul 2024, 14:48
SCHW SCHWAB CHARLES CORP 29 Jun 2024 0 $0 3 MD, Head of Advisor Services 03 Jul 2024, 14:10