Beatty Jonathan S
MD, Head of Advisor Services
Beatty Jonathan S has filed 9 SEC Form 4 filings (52 transaction rows) across 1 company, with disclosures dating back to 2025. 8 of those filings fall inside the rolling window. Most recent filing: Aug 18, 2026.
On the most recent filing, Beatty Jonathan S is listed as MD, Head of Advisor Services at SCHWAB CHARLES CORP. Inside the rolling window, Beatty Jonathan S reported no open-market purchases and 9 open-market sales totaling $1.8M in SCHW. The largest disclosed transaction in the window is a sale of 3,072 SCHW shares on Nov 12, 2025, worth $301K.
Companies traded
Other insiders at SCHW
Insider Buying
$0
reported purchases (SEC code P)
Insider Selling
$1.8M
reported sales (SEC code S)
Companies
1
in the rolling window
| Source | |||||||
|---|---|---|---|---|---|---|---|
| SCHW | MD, Head of Advisor Services | Sale | 1,000 | $111K | Aug 18 | SEC ↗ | |
| SCHW | MD, Head of Advisor Services | Sale | 2,000 | $208K | Jul 21 | SEC ↗ | |
| SCHW | MD, Head of Advisor Services | Sale | 2,000 | $204K | Jul 8 | SEC ↗ | |
| SCHW | MD, Head of Advisor Services | Sale | 2,000 | $194K | Jul 6 | SEC ↗ | |
| SCHW | MD, Head of Advisor Services | Sale | 2,000 | $200K | Jul 6 | SEC ↗ | |
| SCHW | MD, Head of Advisor Services | Sale | 2,030 | $193K | Mar 3 | SEC ↗ | |
| SCHW | MD, Head of Advisor Services | Sale | 2,000 | $210K | Jan 23 | SEC ↗ | |
| SCHW | MD, Head of Advisor Services | Sale | 2,000 | $204K | Dec 29 | SEC ↗ | |
| SCHW | MD, Head of Advisor Services | Sale | 3,072 | $301K | Nov 14 | SEC ↗ |
Earlier trades
Open-market purchases and sales filed before the rolling 365-day window, kept from the original Form 4 filings.
Frequently asked questions
How many SEC Form 4 filings has Beatty Jonathan S made?
Beatty Jonathan S has filed 9 SEC Form 4 filings (52 transaction rows) across 1 company since 2025.
Which companies does Beatty Jonathan S trade?
Beatty Jonathan S has filed SEC Form 4 disclosures for 1 company, including SCHW.
When was Beatty Jonathan S's most recent SEC Form 4 filing?
Beatty Jonathan S's most recent SEC Form 4 filing on Tracefour is dated Aug 18, 2026.
What is Beatty Jonathan S's job title?
On the most recent SEC Form 4 filings tracked by Tracefour, Beatty Jonathan S is listed as MD, Head of Advisor Services.
What is Beatty Jonathan S's total buy and sell value in the current window?
Inside the rolling retention window, Beatty Jonathan S bought $0 and sold $1.8M based on SEC Form 4 filings.
What was Beatty Jonathan S's largest disclosed transaction?
The largest disclosed transaction in the current window is a sale of 3,072 SCHW shares on 2025-11-12, worth $301K, per SEC Form 4 filings.