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Beatty Jonathan S
MDHead of Advisor ServicesCIK 0002028977
Largest Purchase
No open-market purchases in the recent filings.
Profile
- Filings
- 5
- Buy transactions
- 0
- Sell transactions
- 5
- Companies
- 1
- Active
- 2025–2026
Beatty Jonathan S, MD, Head of Advisor Services, has filed 5 reports across 1 company, totaling $4.8M in disclosed volume. Sales ($1.5M) outpace purchases ($0). Insider sales are common for diversification and should be read in context. All data sourced from SEC Form 3, 4, and 5 filings.
Associated Companies
Trading History
5 loaded
| Mar 4 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S | MD, Head of Advisor Services | Other | $0 |
| 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 |
5 filings