sellWeak cluster of 510b5-1 plan
Beatty Jonathan S sold $221k of SCHW
MD, Head of Advisor Services at SCHWAB CHARLES CORP. 2,700 shares at an average of $81.68, traded Nov 14, 2024, filed Nov 18, 2024.
Warning score
12Value
$221k
2,700 shares
Holdings after
18,069
-13% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet
Score components
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.
Rows in this filing
Every transaction in Form 4 0002028977-24-000011, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 14, 2024 | MOption exercise Common Stock10b5-1 | +2,700 | $44.24 | $119k | 36,981 | Nov 18, 2024 |
| Nov 14, 2024 | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -2,700 | $81.68 | $221k | 18,069 | Nov 18, 2024 |
| Nov 14, 2024 | MOption exercise Nonqualified Stock Option (right to buy)derivative10b5-1 | -2,700 | $0.00 | $0 | 5,958 | Nov 18, 2024 |
Related signals
Other insiders at SCHWAB CHARLES CORP and this insider’s other filings.
| Score | Side | Company | Insider | Value | Shares | Filed |
|---|---|---|---|---|---|---|
| 40Moderate | sell10b5-1 | SCHW SCHWAB CHARLES CORP | Craig Jonathan M. MD, Head of Investor Services | $1.8M | 23,258 | |
| 25Weak | sell10b5-1 | SCHW SCHWAB CHARLES CORP | Craig Jonathan M. MD, Head of Investor Services | $2.3M | 28,668 | |
| 40Moderate | sell | SCHW SCHWAB CHARLES CORP | Bettinger Walter W Co-Chairman | $38M | 464,629 | |
| 16Weak | sell10b5-1 | SCHW SCHWAB CHARLES CORP | Schwab-Pomerantz Carolyn director | $714k | 9,000 | |
| 12Weak | sell 510b5-1 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S MD, Head of Advisor Services | $189k | 2,300 | |
| 60Notable | sell 5 | SCHW SCHWAB CHARLES CORP | Murtagh Nigel J Chief Risk Officer | $1.0M | 12,739 | |
| 37Weak | sell 5 | SCHW SCHWAB CHARLES CORP | DODDS CHRISTOPHER V director | $756k | 9,284 | |
| 31Weak | sell 510b5-1 | SCHW SCHWAB CHARLES CORP | Schwab-Pomerantz Carolyn director | $720k | 9,000 | |
| 48Moderate | sell 5 | SCHW SCHWAB CHARLES CORP | Ruffel Charles A. director | $236k | 2,998 | |
| 12Weak | sell 510b5-1 | SCHW SCHWAB CHARLES CORP | Beatty Jonathan S MD, Head of Advisor Services | $193k | 2,500 |
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.