13F Pro

SEC Form 4 reporting owner

Beatty Jonathan S

Beatty Jonathan S has filed 10 Form 4 transactions reported between December 23, 2025 and August 17, 2026, as MD, Head of Advisor Services of SCHWAB CHARLES CORP.

Name as filed: Beatty Jonathan S

Open-market buys, 24 mo
None
reported
Open-market sales, 24 mo
$1.1M
6 lines
Companies
1
with Form 4 filings
Latest transaction
Aug 17, 2026
transaction date

Roles and reported holdings

  • SCHWSCHWAB CHARLES CORP
    Dec 23, 2025 – Aug 17, 2026

    MD, Head of Advisor Services

    Held directly32,459 sh as of Jul 1, 2026 · Form 4
    Held indirectly (latest line)10,738 sh as of Aug 17, 2026 · Form 4

    24 months: $1.1M sold

Transaction history

All 10 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

DateCompanyTypeSharesValueFiling
Aug 17, 2026SCHWMD, Head of Advisor ServicesOpen-market saleCode S · indirect1,000$111K@ $111.33Form 4
Jul 21, 2026SCHWMD, Head of Advisor ServicesOpen-market saleCode S · indirect2,000$208K@ $104.21Form 4
Jul 7, 2026SCHWMD, Head of Advisor ServicesOpen-market saleCode S · indirect2,000$204K@ $102.01Form 4
Jul 6, 2026SCHWMD, Head of Advisor ServicesOpen-market saleCode S · indirect2,000$200K@ $100.01Form 4
Jul 2, 2026SCHWMD, Head of Advisor ServicesOpen-market saleCode S · indirect2,000$194K@ $97.03Form 4
Jul 1, 2026SCHWMD, Head of Advisor ServicesShares withheld for tax or exercise priceCode F · direct1,036$96K@ $92.72Form 4
Mar 2, 2026SCHWMD, Head of Advisor ServicesGrant or awardCode A · direct24,509—Form 4
Feb 27, 2026SCHWMD, Head of Advisor ServicesOpen-market saleCode S · indirect2,030$193K@ $95.30Form 4
Jan 22, 2026SCHWMD, Head of Advisor ServicesOption exerciseCode M · direct2,000$93K@ $46.39Form 4
Dec 23, 2025SCHWMD, Head of Advisor ServicesOption exerciseCode M · direct2,000$93K@ $46.39Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.