Jonathan S Beatty sold $189k of SCHW
MD, Head of Advisor Services at SCHWAB CHARLES CORP. 2,300 shares at an average of $82.01, traded Nov 25, 2024, filed Nov 27, 2024.
Score components
- +15RoleOfficer
- +12Trade size$189k at market
- +5Share of holdings soldSold 11% 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 0002028977-24-000013, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 25, 2024 | MOption exercise Common Stock10b5-1 | +2,300 | $44.24 | $102k | 36,981 | Nov 27, 2024 |
| Nov 25, 2024 | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -2,300 | $82.01 | $189k | 18,069 | Nov 27, 2024 |
| Nov 25, 2024 | MOption exercise Nonqualified Stock Option (right to buy)derivative10b5-1 | -2,300 | $0.00 | $0 | 3,658 | Nov 27, 2024 |
Related signals
Other insiders at SCHWAB CHARLES CORP and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 8Weak | SCHWAB CHARLES CORP | Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | $489k 5,000 shares | -46% | |
| 5Weak | SCHWAB CHARLES CORP | Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | $346k 3,177 shares | -36% | |
| 48Moderate | SCHWAB CHARLES CORP | Jonathan S Beatty MD, Head of Advisor Services | $250k 2,850 shares | -16% | |
| 60Notable | SCHWAB CHARLES CORP | Jonathan M. Craig MD, Head of Investor Services | $4.2M 47,500 shares | -100% | |
| 65Notable | SCHWAB CHARLES CORP | Walter W Bettinger Co-Chairman | $17M 191,523 shares | -20% | |
| 14Weak | SCHWAB CHARLES CORP | Jonathan S Beatty MD, Head of Advisor Services | $311k 3,658 shares | -17% | |
| 37Weak | SCHWAB CHARLES CORP | Jonathan M. Craig MD, Head of Investor Services | $784k 9,559 shares | -100% | |
| 21Weak | SCHWAB CHARLES CORP | Frank C Herringer director | $267k 3,592 shares | -2% | |
| 40Moderate | SCHWAB CHARLES CORP | Jonathan M. Craig MD, Head of Investor Services | $1.8M 23,258 shares | -100% | |
| 25Weak | SCHWAB CHARLES CORP | Jonathan M. Craig MD, Head of Investor Services | $2.3M 28,668 shares | -55% |
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.