JB
Insider
Jonathan S Beatty
MD, Head of Advisor ServicesJonathan S Beatty (MD, Head of Advisor Services) filed 8 Form 4 reports in the trailing twelve months (0 purchases, 8 sales, 1 filed past the two-business-day deadline), most often in The Charles Schwab Corporation (SCHW). The largest single filing was $394K of SCHW (4,000 sh across 2 lots, as filed), executed Jul 2.
Add to watchlistReturn, ttmiAverage return per filing, trailing twelve months
–
no purchases on file
Delay-adjustediThe same average, entered at disclosure dates
–
returns measure stock purchases only
Filings, ttm
8
0 buys · 8 sells · 1 late
Median delay
–
execution → disclosure
Volume, ttmiDollar value disclosed in the trailing twelve months
$1.8M
shares × price, as filed
Last traded
Aug 17
Filed Aug 18
Median ADV $1.1B across their filed names
Open performance→Volume by month
Buys $0
Sells $3.9M
Shares × price, as filed · by filing month · past 24 months
Sectors filed on
Financial Services
8 filings
Sector per market data · by filing · past 12 months
Most traded names
SCHWRecent filings
SCHWSALE
The Charles Schwab Corporation
View filing →
$111K1,000 sh × $111.33
Exec Aug 17
Filed Aug 18 · 5:55 PM ET SCHWSALE The Charles Schwab Corporation View filing → $208K
2,000 sh × $104.21
Exec Jul 21
Filed Jul 21 · 6:54 PM ET SCHWSALE The Charles Schwab Corporation View filing → $204K
2,000 sh × $102.01
Exec Jul 7
Filed Jul 8 · 5:06 PM ET SCHWSALE The Charles Schwab Corporation View filing → $394K
4,000 sh across 2 lots
Exec Jul 2
Filed Jul 6 · 6:33 PM ET SCHWSALE The Charles Schwab Corporation View filing → $193K
2,030 sh × $95.30
Exec Feb 27
Filed Mar 3 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation View filing → $210K
2,000 sh × $105.00
Exec Jan 22
Filed Jan 23 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation View filing → $204K
2,000 sh × $102.01
Exec Dec 23 2025
Filed Dec 29 2025 · 5:30 PM ET † SCHWSALE The Charles Schwab Corporation View filing → $301K
3,072 sh × $98.00
Exec Nov 12 2025
Filed Nov 14 2025 · 5:30 PM ET More filings →