Summary
Updated Aug 31, 2026
Jonathan S. Beatty is MD, Head of Advisor Services of SCHWAB CHARLES CORP (SCHW). 13 SEC Form 4 filings on record going back to 2024, most recently on 18 August 2026. Most recent open-market trade: sold $111K of SCHW on 18 August 2026. Lifetime open-market sales: $3.14M.
Recent Transactions
20Every recent SEC Form 4 transaction Jonathan S. Beatty has reported, most recent first.
Trading Pattern
InsiderAlpha's records for Jonathan S. Beatty go back to 2024: 13 primary Form 4 filings, an average of 4.3 per year. 20 recorded transactions carry a Rule 10b5-1 flag, meaning they were pre-scheduled under a written trading plan rather than discretionary.
Other Insiders Active in the Same Stocks
Insiders who reported open-market trades in the last 12 months at the companies Jonathan S. Beatty files at. Multiple unrelated insiders buying the same stock within a short window, cluster buying, has historically been one of the strongest Form 4 signals.
- Charles R. Schwab - $185.84M of SCHW open-market activity in the last 12 months
- Walter W. Bettinger - $83.59M of SCHW open-market activity in the last 12 months
- Carolyn Schwab-Pomerantz - $17.77M of SCHW open-market activity in the last 12 months
- Jonathan M. Craig - $13.85M of SCHW open-market activity in the last 12 months
- Nigel J. Murtagh - $11.53M of SCHW open-market activity in the last 12 months
- Dennis Howard - $6.79M of SCHW open-market activity in the last 12 months
More Notable Insiders
Other corporate insiders with significant SEC Form 4 track records on InsiderAlpha:
Frequently Asked Questions
Who is Jonathan S. Beatty?
Jonathan S. Beatty is a corporate insider, tracked as MD, Head of Advisor Services of SCHWAB CHARLES CORP (SCHW). InsiderAlpha holds 13 primary Form 4 filings for them, the earliest from 2024, updated as new SEC EDGAR filings are processed.
How many SEC Form 4 filings has Jonathan S. Beatty submitted recently?
4 primary Form 4 filings in the last 90 days, covering 1 company.
Has Jonathan S. Beatty been buying or selling stock?
Recorded transactions: 0 open-market purchases and 13 open-market sales ($3.14M) across all tracked filings.
Where can I see all of Jonathan S. Beatty's SEC filings?
All Form 4 filings, transaction values, and 10b5-1 plan flags are listed on this page and updated in real time as new SEC EDGAR filings are processed.
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