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Beatty Jonathan S
MDHead of Advisor ServicesCIK 0002028977
Largest Purchase
No open-market purchases in the recent filings.
Profile
- Filings
- 9
- Buy transactions
- 0
- Sell transactions
- 10
- Companies
- 1
- Active
- 2025–2026
Beatty Jonathan S, MD, Head of Advisor Services, has filed 9 SEC reports (2025–2026), all concentrated in SCHWAB CHARLES CORP (SCHW), totaling $5.8M in disclosed volume. Weighing $0 bought versus $2.4M sold, the history is heavily weighted toward selling. Data is sourced from official SEC Form 3, 4, and 5 filings.
Associated Companies
Trading History
9 loaded
| Aug 18 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S | MD, Head of Advisor Services | Sell | $111.3K |
| Jul 21 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S | MD, Head of Advisor Services | Sell | $208.4K |
| Jul 8 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S | MD, Head of Advisor Services | Sell | $204.0K |
| Jul 6 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S | MD, Head of Advisor Services | Sell | $394.1K |
| Mar 4 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S | MD, Head of Advisor Services | Award | $2.3M |
| Mar 3 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S | MD, Head of Advisor Services | Sell | $193.5K |
| Jan 23 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S | MD, Head of Advisor Services | Sell | $210.0K |
| Dec 29 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S | MD, Head of Advisor Services | Sell | $204.0K |
| Aug 29 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S | MD, Head of Advisor Services | Sell | $915.1K |
9 filings