Jonathan S Beatty sold $311k of SCHW
MD, Head of Advisor Services at SCHWAB CHARLES CORP. 3,658 shares at an average of $85.00, traded May 8, 2025, filed May 9, 2025.
Score components
- +15RoleOfficer
- +14Trade size$311k at market
- +5Share of holdings soldSold 17% of holdings
- +15Cluster10 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 0002028977-25-000004, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| May 8, 2025 | MOption exercise Common Stock10b5-1 | +3,658 | $44.24 | $162k | 44,375 | May 9, 2025 |
| May 8, 2025 | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -3,658 | $85.00 | $311k | 18,069 | May 9, 2025 |
| May 8, 2025 | MOption exercise Nonqualified Stock Option (right to buy)derivative10b5-1 | -3,658 | $0.00 | $0 | 0 | May 9, 2025 |
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% | |
| 35Weak | SCHWAB CHARLES CORP | Carolyn Schwab-Pomerantz director | $2.3M 24,000 shares | -2% | |
| 24Weak | SCHWAB CHARLES CORP | Paul Woolway V MD, Chief Banking Officer | $305k 3,205 shares | -8% | |
| 39Weak | SCHWAB CHARLES CORP | Jonathan S Beatty MD, Head of Advisor Services | $915k 9,440 shares | -62% | |
| 60Notable | SCHWAB CHARLES CORP | Peter J. Morgan III General Counsel | $4.9M 50,016 shares | -100% | |
| 60Notable | SCHWAB CHARLES CORP | Charles R. Schwab Co-Chairman | $26M 273,000 shares | -0% | |
| 55Moderate | SCHWAB CHARLES CORP | Carolyn Schwab-Pomerantz director | $1.3M 13,542 shares | -1% | |
| 60Notable | SCHWAB CHARLES CORP | Charles R. Schwab Co-Chairman | $15M 155,874 shares | -0% | |
| 35Weak | SCHWAB CHARLES CORP | Carolyn Schwab-Pomerantz director | $2.3M 24,000 shares | -2% |
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.