Beatty Jonathan S
Officer · SCHW
As of 2026-09-16, Beatty Jonathan S has 29 Form 4 transactions on record across 1 company — 17 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Pattern in the record: open-market sales filed in August in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.
Reconstructed holdings
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-17 | SCHW | Sale | 1,000 @ $111.33 | $111K | −8.5% of holding | 10,738 | Form 4 |
| 2026-07-21 | SCHW | Sale | 2,000 @ $104.21 | $208K | −14.6% of holding | 11,738 | Form 4 |
| 2026-07-07 | SCHW | Sale | 2,000 @ $102.01 | $204K | −12.7% of holding | 13,738 | Form 4 |
| 2026-07-06 | SCHW | Sale | 2,000 @ $100.01 | $200K | −11.3% of holding | 15,738 | Form 4 |
| 2026-07-02 | SCHW | Sale | 2,000 @ $97.03 | $194K | −10.1% of holding | 17,738 | Form 4 |
| 2026-02-27 | SCHW | Sale | 2,030 @ $95.30 | $193K | −9.3% of holding | 19,738 | Form 4 |
| 2026-01-22 | SCHW | Sale | 2,000 @ $105.00 | $210K | −8.4% of holding | 21,768 | Form 4 |
| 2025-12-23 | SCHW | Sale | 2,000 @ $102.01 | $204K | −14.4% of holding | 11,923 | Form 4 |
| 2025-11-12 | SCHW | Sale | 3,072 @ $98.00 | $301K | −20.5% of holding | 11,923 | Form 4 |
| 2025-08-28 | SCHW | Sale | 6,144 @ $96.81 | $595K | −34.0% of holding | 11,923 | Form 4 |
| 2025-08-27 | SCHW | Sale | 3,296 @ $97.18 | $320K | −21.7% of holding | 11,923 | Form 4 |
| 2025-05-30 | SCHW | Sale | 2,850 @ $87.57 | $250K | −15.8% of holding | 15,219 | Form 4 |
| 2025-05-08 | SCHW | Sale | 3,658 @ $85.00 | $311K | −16.8% of holding | 18,069 | Form 4 |
16 award / exercise / gift records — not counted as purchases
| Date | Company | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|
| 2026-07-01 | SCHW | Withheld for tax | 1,036 | 32,459 | Form 4 |
| 2026-03-02 | SCHW | Award / grant | 24,509 | 24,509 | Form 4 |
| 2026-01-22 | SCHW | Option exercise | 2,000 | 33,495 | Form 4 |
| 2026-01-22 | SCHW | Option exercise | 2,000 | 0 | Form 4 |
| 2025-12-23 | SCHW | Option exercise | 2,000 | 43,340 | Form 4 |
| 2025-12-23 | SCHW | Option exercise | 2,000 | 2,000 | Form 4 |
| 2025-11-12 | SCHW | Option exercise | 3,072 | 43,340 | Form 4 |
| 2025-11-12 | SCHW | Option exercise | 3,072 | 4,000 | Form 4 |
| 2025-08-28 | SCHW | Option exercise | 6,144 | 43,340 | Form 4 |
| 2025-08-28 | SCHW | Option exercise | 6,144 | 7,072 | Form 4 |
| 2025-07-01 | SCHW | Withheld for tax | 1,035 | 43,340 | Form 4 |
| 2025-05-08 | SCHW | Option exercise | 3,658 | 44,375 | Form 4 |
| 2025-05-08 | SCHW | Option exercise | 3,658 | 0 | Form 4 |
| 2025-03-03 | SCHW | Award / grant | 30,096 | 30,096 | Form 4 |
| 2025-03-01 | SCHW | Withheld for tax | 2,088 | 44,375 | Form 4 |
| 2025-03-01 | SCHW | Option exercise | 9,482 | 46,463 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.