Transactions
17
Insider / SCHWAB CHARLES CORP
Beatty Jonathan S
MD, Head of Advisor Services at SCHWAB CHARLES CORP
- Company
- SCHWAB CHARLES CORP
- Ticker
- SCHW
- First filing on record
- November 14, 2025
- Latest trade on record
- August 17, 2026
- SEC filings
- EDGAR ↗
Beatty Jonathan S, MD, Head of Advisor Services at SCHWAB CHARLES CORP, has disclosed 17 transactions in SCHW since November 14, 2025: 0 purchases (0 open-market buys) and 10 sales, worth about $2.3M at the reported prices. The latest was filed August 18, 2026, 1 day after the trade; 4 filings were late against the 2-business-day Form 4 deadline.
Open-market buys
0
Sales
10
Avg. disclosure lag
2.6d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Beatty Jonathan S made no purchases and 10 sales worth $1.9M, plus 7 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Beatty Jonathan S has traded 1 stock on record; the largest by dollars is SCHW.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
2 of 9 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| S | Open-market sale | 9 | 18,102 | $1.8M |
| M | Option exercise or conversion | 6 | 14,144 | $328K |
| A | Grant or award | 1 | 24,509 | — |
| F | Shares withheld for tax | 1 | 1,036 | $96K |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 11 | 0 | 8 · $1.4M |
| 2025 | 6 | 0 | 2 · $505K |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHW | Sell S | August 17, 2026 | August 18, 2026 | 1d | 1,000 | $111 | $111K | indirect | Form 4 ↗ | |
| SCHW | Sell S | July 21, 2026 | July 21, 2026 | 0d | 2,000 | $104 | $208K | 10b5-1 planindirect | Form 4 ↗ | |
| SCHW | Sell S | July 7, 2026 | July 8, 2026 | 1d | 2,000 | $102 | $204K | 10b5-1 planindirect | Form 4 ↗ | |
| SCHW | Sell S | July 6, 2026 | July 6, 2026 | 0d | 2,000 | $100 | $200K | 10b5-1 planindirect | Form 4 ↗ | |
| SCHW | Sell S | July 2, 2026 | July 6, 2026 | 4d | 2,000 | $97 | $194K | 10b5-1 planindirect | Form 4 ↗ | |
| SCHW | Sell F | July 1, 2026 | July 6, 2026 | 5d | 1,036 | $93 | $96K | late10b5-1 plan | Form 4 ↗ | |
| SCHW | Other A | March 2, 2026 | March 4, 2026 | 2d | 24,509 | — | — | derivative | Form 4 ↗ | |
| SCHW | Sell S | February 27, 2026 | March 3, 2026 | 4d | 2,030 | $95 | $193K | indirect | Form 4 ↗ | |
| SCHW | Option / conversion M | January 22, 2026 | January 23, 2026 | 1d | 2,000 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| SCHW | Sell S | January 22, 2026 | January 23, 2026 | 1d | 2,000 | $105 | $210K | 10b5-1 planindirect | Form 4 ↗ | |
| SCHW | Option / conversion M | January 22, 2026 | January 23, 2026 | 1d | 2,000 | $46 | $93K | 10b5-1 plan | Form 4 ↗ | |
| SCHW | Option / conversion M | December 23, 2025 | December 29, 2025 | 6d | 2,000 | — | — | late10b5-1 planderivative | Form 4 ↗ | |
| SCHW | Sell S | December 23, 2025 | December 29, 2025 | 6d | 2,000 | $102 | $204K | late10b5-1 planindirect | Form 4 ↗ | |
| SCHW | Option / conversion M | December 23, 2025 | December 29, 2025 | 6d | 2,000 | $46 | $93K | late10b5-1 plan | Form 4 ↗ | |
| SCHW | Option / conversion M | November 12, 2025 | November 14, 2025 | 2d | 3,072 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| SCHW | Sell S | November 12, 2025 | November 14, 2025 | 2d | 3,072 | $98 | $301K | 10b5-1 planindirect | Form 4 ↗ | |
| SCHW | Option / conversion M | November 12, 2025 | November 14, 2025 | 2d | 3,072 | $46 | $143K | 10b5-1 plan | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| August 18, 2026 | Form 4 | 0002028977-26-000017 | 1 | published | EDGAR ↗ |
| July 21, 2026 | Form 4 | 0002028977-26-000015 | 1 | published | EDGAR ↗ |
| July 8, 2026 | Form 4 | 0002028977-26-000013 | 1 | published | EDGAR ↗ |
| July 6, 2026 | Form 4 | 0002028977-26-000010 | 3 | published | EDGAR ↗ |
| March 4, 2026 | Form 4 | 0002028977-26-000007 | 1 | published | EDGAR ↗ |
| March 3, 2026 | Form 4 | 0002028977-26-000005 | 1 | published | EDGAR ↗ |
| January 23, 2026 | Form 4 | 0002028977-26-000003 | 3 | published | EDGAR ↗ |
| December 29, 2025 | Form 4 | 0002028977-25-000018 | 3 | published | EDGAR ↗ |
| November 14, 2025 | Form 4 | 0002028977-25-000015 | 3 | published | EDGAR ↗ |
Other insiders at SCHWAB CHARLES CORP
- Schwab Charles R. Co-Chairman 45 rows
- Bettinger Walter W Co-Chairman 28 rows
- Murtagh Nigel J Chief Risk Officer 22 rows
- Woolway Paul V MD, Chief Banking Officer 21 rows
- Craig Jonathan M. MD, Head of Investor Services 20 rows
- Brown Marianne Catherine Director 19 rows
- Ellis Stephen A Director 18 rows
- Schwab-Pomerantz Carolyn Director 17 rows
- Howard Dennis MD, Chief Tech, OPS & Data Off 13 rows
- Sarin Arun Director 12 rows
Everyone on file, with contracts and lobbying under the company's name: SCHWAB CHARLES CORP.
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Rule 10b5-1 trading plans The plan must be set up when the insider has no important non-public information.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 9 | 17 | November 14, 2025 | August 18, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.