Follow the people · Insider
Jonathan S. Beatty
Jonathan S. Beatty files insider transactions with the SEC as a md, head of advisor services of Schwab Charles (SCHW). We hold 7 disclosed purchases and sales filed since 3 July 2024, 5 of them in the last 90 days.
- Files forSCHW
- Disclosed buys and sells7 in all, 5 in the last 90 days
- Last disclosure18 August 2026
Positions held
1 post we hold — a term names its own dates; a run of filings only says when they filed- Filed 1 July 2024 — 17 August 2026MD, Head of Advisor Services · Schwab Charles (SCHW)47 Form 4 lines · source: SEC Form 4
Everything they disclosed
47 entries, newest first — one per disclosure report, one per Form 4 line- ▼ sold on the open market 1,000 shares of Schwab CharlesSEC Form 418 August 2026Common Stock · traded 17 August 2026 · filed 18 August 2026
- ▼ sold on the open market 2,000 shares of Schwab CharlesSEC Form 421 July 2026Common Stock · traded 21 July 2026 · filed 21 July 2026
- ▼ sold on the open market 2,000 shares of Schwab CharlesSEC Form 48 July 2026Common Stock · traded 7 July 2026 · filed 8 July 2026
- had shares withheld for tax on 1,036 shares of Schwab CharlesSEC Form 46 July 2026Common Stock · traded 1 July 2026 · filed 6 July 2026
- ▼ sold on the open market 2,000 shares of Schwab CharlesSEC Form 46 July 2026Common Stock · traded 2 July 2026 · filed 6 July 2026
- ▼ sold on the open market 2,000 shares of Schwab CharlesSEC Form 46 July 2026Common Stock · traded 6 July 2026 · filed 6 July 2026
- was granted 24,509 shares of Schwab Charles (a derivative holding)SEC Form 44 March 2026Nonqualified Stock Option (right to buy) · traded 2 March 2026 · filed 4 March 2026
- was granted 24,509 shares of Schwab Charles (a derivative holding)SEC Form 44 March 2026Nonqualified Stock Option (right to buy) · traded 2 March 2026 · filed 4 March 2026
- ▼ sold on the open market 2,030 shares of Schwab CharlesSEC Form 43 March 2026Common Stock · traded 27 February 2026 · filed 3 March 2026
- ▼ sold on the open market 2,030 shares of Schwab CharlesSEC Form 43 March 2026Common Stock · traded 27 February 2026 · filed 3 March 2026
- exercised options over 2,000 shares of Schwab CharlesSEC Form 423 January 2026Common Stock · traded 22 January 2026 · filed 23 January 2026
- ▼ sold on the open market 2,000 shares of Schwab CharlesSEC Form 423 January 2026Common Stock · traded 22 January 2026 · filed 23 January 2026
- exercised options over 2,000 shares of Schwab Charles (a derivative holding)SEC Form 423 January 2026Nonqualified Stock Option (right to buy) · traded 22 January 2026 · filed 23 January 2026
- exercised options over 2,000 shares of Schwab Charles (a derivative holding)SEC Form 423 January 2026Nonqualified Stock Option (right to buy) · traded 22 January 2026 · filed 23 January 2026
- exercised options over 2,000 shares of Schwab CharlesSEC Form 423 January 2026Common Stock · traded 22 January 2026 · filed 23 January 2026
- ▼ sold on the open market 2,000 shares of Schwab CharlesSEC Form 423 January 2026Common Stock · traded 22 January 2026 · filed 23 January 2026
- exercised options over 2,000 shares of Schwab Charles (a derivative holding)SEC Form 429 December 2025Nonqualified Stock Option (right to buy) · traded 23 December 2025 · filed 29 December 2025
- exercised options over 2,000 shares of Schwab CharlesSEC Form 429 December 2025Common Stock · traded 23 December 2025 · filed 29 December 2025
- ▼ sold on the open market 2,000 shares of Schwab CharlesSEC Form 429 December 2025Common Stock · traded 23 December 2025 · filed 29 December 2025
- exercised options over 3,072 shares of Schwab Charles (a derivative holding)SEC Form 414 November 2025Nonqualified Stock Option (right to buy) · traded 12 November 2025 · filed 14 November 2025
- exercised options over 3,072 shares of Schwab CharlesSEC Form 414 November 2025Common Stock · traded 12 November 2025 · filed 14 November 2025
- ▼ sold on the open market 3,072 shares of Schwab CharlesSEC Form 414 November 2025Common Stock · traded 12 November 2025 · filed 14 November 2025
- exercised options over 6,144 shares of Schwab Charles (a derivative holding)SEC Form 429 August 2025Nonqualified Stock Option (right to buy) · traded 28 August 2025 · filed 29 August 2025
- ▼ sold on the open market 3,296 shares of Schwab CharlesSEC Form 429 August 2025Common Stock · traded 27 August 2025 · filed 29 August 2025
- exercised options over 6,144 shares of Schwab CharlesSEC Form 429 August 2025Common Stock · traded 28 August 2025 · filed 29 August 2025
- ▼ sold on the open market 6,144 shares of Schwab CharlesSEC Form 429 August 2025Common Stock · traded 28 August 2025 · filed 29 August 2025
- had shares withheld for tax on 1,035 shares of Schwab CharlesSEC Form 42 July 2025Common Stock · traded 1 July 2025 · filed 2 July 2025
- ▼ sold on the open market 2,850 shares of Schwab CharlesSEC Form 42 June 2025Common Stock · traded 30 May 2025 · filed 2 June 2025
- exercised options over 3,658 shares of Schwab Charles (a derivative holding)SEC Form 49 May 2025Nonqualified Stock Option (right to buy) · traded 8 May 2025 · filed 9 May 2025
- exercised options over 3,658 shares of Schwab CharlesSEC Form 49 May 2025Common Stock · traded 8 May 2025 · filed 9 May 2025
- ▼ sold on the open market 3,658 shares of Schwab CharlesSEC Form 49 May 2025Common Stock · traded 8 May 2025 · filed 9 May 2025
- was granted 30,096 shares of Schwab Charles (a derivative holding)SEC Form 44 March 2025Nonqualified Stock Option (right to buy) · traded 3 March 2025 · filed 4 March 2025
- exercised options over 9,482 shares of Schwab CharlesSEC Form 44 March 2025Common Stock · traded 1 March 2025 · filed 4 March 2025
- had shares withheld for tax on 2,088 shares of Schwab CharlesSEC Form 44 March 2025Common Stock · traded 1 March 2025 · filed 4 March 2025
- exercised options over 2,300 shares of Schwab Charles (a derivative holding)SEC Form 427 November 2024Nonqualified Stock Option (right to buy) · traded 25 November 2024 · filed 27 November 2024
- exercised options over 2,300 shares of Schwab CharlesSEC Form 427 November 2024Common Stock · traded 25 November 2024 · filed 27 November 2024
- ▼ sold on the open market 2,300 shares of Schwab CharlesSEC Form 427 November 2024Common Stock · traded 25 November 2024 · filed 27 November 2024
- exercised options over 2,700 shares of Schwab Charles (a derivative holding)SEC Form 418 November 2024Nonqualified Stock Option (right to buy) · traded 14 November 2024 · filed 18 November 2024
- exercised options over 2,700 shares of Schwab CharlesSEC Form 418 November 2024Common Stock · traded 14 November 2024 · filed 18 November 2024
- ▼ sold on the open market 2,700 shares of Schwab CharlesSEC Form 418 November 2024Common Stock · traded 14 November 2024 · filed 18 November 2024
- exercised options over 2,500 shares of Schwab Charles (a derivative holding)SEC Form 412 November 2024Nonqualified Stock Option (right to buy) · traded 11 November 2024 · filed 12 November 2024
- exercised options over 2,500 shares of Schwab CharlesSEC Form 412 November 2024Common Stock · traded 11 November 2024 · filed 12 November 2024
- ▼ sold on the open market 2,500 shares of Schwab CharlesSEC Form 412 November 2024Common Stock · traded 11 November 2024 · filed 12 November 2024
- exercised options over 780 shares of Schwab Charles (a derivative holding)SEC Form 415 July 2024Nonqualified Stock Option (right to buy) · traded 11 July 2024 · filed 15 July 2024
- exercised options over 780 shares of Schwab CharlesSEC Form 415 July 2024Common Stock · traded 11 July 2024 · filed 15 July 2024
- ▼ sold on the open market 780 shares of Schwab CharlesSEC Form 415 July 2024Common Stock · traded 11 July 2024 · filed 15 July 2024
- was granted 11,191 shares of Schwab CharlesSEC Form 43 July 2024Common Stock · traded 1 July 2024 · filed 3 July 2024
Positions come from the unitedstates/congress-legislators roster, the Office of Government Ethics and the SEC’s Form 4 index. Every disclosed line names its own source and links the document the government published; we print what the filing says and never a price we did not read from it. Headlines and links come from the GDELT Global Knowledge Graph — the story stays with the publisher. The portrait, where we have one, is the public-domain Congressional Bioguide photograph.