Jonathan S Beatty sold $915k of SCHW
MD, Head of Advisor Services at SCHWAB CHARLES CORP. 9,440 shares at an average of $96.94, traded Aug 27, 2025, filed Aug 29, 2025.
Score components
- +15RoleOfficer
- +24Trade size$915k at market
- +20Share of holdings soldSold 62% 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 0002028977-25-000013, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Aug 27, 2025 | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -3,296 | $97.18 | $320k | 11,923 | Aug 29, 2025 |
| Aug 28, 2025 | MOption exercise Common Stock10b5-1 | +6,144 | $46.39 | $285k | 43,340 | Aug 29, 2025 |
| Aug 28, 2025 | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -6,144 | $96.81 | $595k | 11,923 | Aug 29, 2025 |
| Aug 28, 2025 | MOption exercise Nonqualified Stock Option (right to buy)derivative10b5-1 | -6,144 | $0.00 | $0 | 7,072 | Aug 29, 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% | |
| 55Moderate | SCHWAB CHARLES CORP | Jonathan M. Craig MD, Head of Investor Services | $1.4M 14,481 shares | -100% | |
| 44Moderate | SCHWAB CHARLES CORP | Dennis Howard MD, Chief Tech, OPS & Data Off | $956k 10,108 shares | -49% | |
| 42Moderate | SCHWAB CHARLES CORP | Jonathan S Beatty MD, Head of Advisor Services | $193k 2,030 shares | -9% | |
| 60Notable | SCHWAB CHARLES CORP | Stephen A Ellis director | $1.0M 10,725 shares | -11% | |
| 40Moderate | SCHWAB CHARLES CORP | Dennis Howard MD, Chief Tech, OPS & Data Off | $2.7M 27,903 shares | -73% | |
| 43Moderate | SCHWAB CHARLES CORP | Walter W Bettinger Co-Chairman | $7.0M 67,514 shares | -11% | |
| 33Weak | SCHWAB CHARLES CORP | Christopher Dodds V director | $1.2M 11,825 shares | -3% | |
| 55Moderate | SCHWAB CHARLES CORP | Walter W Bettinger Co-Chairman | $27M 257,410 shares | -37% |
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.