Beatty Jonathan S Insider Trading Activity

Corporate InsiderMD, Head of Advisor Services · CIK 2028977

Total trades

$2.1M

Total volume

Feb 27, 2026

Last activity

SCHW

SCHWAB CHARLES CORP

Beatty Jonathan S has been net-selling over the last 12 months with 0 purchases and 6 sales across 1 company.

SCHW is the most-traded position with 6 trades. The largest single transaction was a sale of SCHW for $595K on Aug 28, 2025.

Performance Scorecard

Forward stock performance after each transaction by Beatty Jonathan S. Buy returns measure price movement after open-market purchases; sell-avoided measures the loss avoided after open-market sales. Success rate counts trades where the insider's direction was right.

PERIOD	AVG BUY RETURN	AVG SELL AVOIDED	SUCCESS RATE	TRADES
30 days	—	+1.6%	57%	7
90 days	—	+4.2%	71%	7
120 days	—	+1.7%	50%	6

Performance based on stock price movement after each transaction date. Past results do not predict future returns. Not financial advice.

Price & Trades

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SCHW · SCHWAB CHARLES CORP

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Recent Trades

DATE	TICKER	TYPE	SHARES	PRICE	VALUE	ROLE
Feb 27, 2026	SCHW	Sell	2,030	$95.30	$193K	MD, Head of Advisor Services
Jan 22, 2026	SCHW	Sell	2,000	$105.00	$210K	MD, Head of Advisor Services
Dec 23, 2025	SCHW	Sell	2,000	$102.01	$204K	MD, Head of Advisor Services
Nov 12, 2025	SCHW	Sell	3,072	$98.00	$301K	MD, Head of Advisor Services
Aug 28, 2025	SCHW	Sell	6,144	$96.81	$595K	MD, Head of Advisor Services
Aug 27, 2025	SCHW	Sell	3,296	$97.18	$320K	MD, Head of Advisor Services
May 30, 2025	SCHW	Sell	2,850	$87.57	$250K	MD, Head of Advisor Services