Jonathan S Beatty sold $193k of SCHW
MD, Head of Advisor Services at SCHWAB CHARLES CORP. 2,500 shares at an average of $77.02, traded Nov 11, 2024, filed Nov 12, 2024.
Score components
- +15RoleOfficer
- +12Trade size$193k at market
- +5Share of holdings soldSold 12% of holdings
- +15Cluster5 insiders selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0002028977-24-000009, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 11, 2024 | MOption exercise Common Stock10b5-1 | +2,500 | $44.24 | $111k | 36,981 | Nov 12, 2024 |
| Nov 11, 2024 | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -2,500 | $77.02 | $193k | 18,069 | Nov 12, 2024 |
| Nov 11, 2024 | MOption exercise Nonqualified Stock Option (right to buy)derivative10b5-1 | -2,500 | $0.00 | $0 | 8,658 | Nov 12, 2024 |
Related signals
Other insiders at SCHWAB CHARLES CORP and this insider’s other filings.
| Score | Side | Company | Insider | Value | Shares | Filed |
|---|---|---|---|---|---|---|
| 5Weak | sell10b5-1 | SCHW SCHWAB CHARLES CORP | Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | $346k | 3,177 | |
| 40Moderate | sell10b5-1 | SCHW SCHWAB CHARLES CORP | Jonathan M. Craig MD, Head of Investor Services | $1.8M | 23,258 | |
| 25Weak | sell10b5-1 | SCHW SCHWAB CHARLES CORP | Jonathan M. Craig MD, Head of Investor Services | $2.3M | 28,668 | |
| 40Moderate | sell | SCHW SCHWAB CHARLES CORP | Walter W Bettinger Co-Chairman | $38M | 464,629 | |
| 16Weak | sell10b5-1 | SCHW SCHWAB CHARLES CORP | Carolyn Schwab-Pomerantz director | $714k | 9,000 | |
| 12Weak | sell 510b5-1 | SCHW SCHWAB CHARLES CORP | Jonathan S Beatty MD, Head of Advisor Services | $189k | 2,300 | |
| 60Notable | sell 5 | SCHW SCHWAB CHARLES CORP | Nigel J Murtagh Chief Risk Officer | $1.0M | 12,739 | |
| 37Weak | sell 5 | SCHW SCHWAB CHARLES CORP | Christopher Dodds V director | $756k | 9,284 | |
| 31Weak | sell 510b5-1 | SCHW SCHWAB CHARLES CORP | Carolyn Schwab-Pomerantz director | $720k | 9,000 | |
| 12Weak | sell 510b5-1 | SCHW SCHWAB CHARLES CORP | Jonathan S Beatty MD, Head of Advisor Services | $221k | 2,700 |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.