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 →
$915K9,440 sh across 2 lots
Exec Aug 27 2025
Filed Aug 29 2025 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation View filing → $250K
2,850 sh × $87.57
Exec May 30 2025
Filed Jun 2 2025 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation View filing → $311K
3,658 sh × $85.00
Exec May 8 2025
Filed May 9 2025 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation View filing → $189K
2,300 sh × $82.01
Exec Nov 25 2024
Filed Nov 27 2024 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation View filing → $221K
2,700 sh × $81.68
Exec Nov 14 2024
Filed Nov 18 2024 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation View filing → $193K
2,500 sh × $77.02
Exec Nov 11 2024
Filed Nov 12 2024 · 5:30 PM ET