Jonathan S Beatty Schwab Charles Corp (SCHW) insider trading activity

SCHW Quotes by TradingView

Jonathan S Beatty is MD, Head of Advisor Services of SCHWAB CHARLES CORP. Currently has a direct ownership of 36,981 shares of SCHW, which is worth approximately $2.75 Million. The most recent transaction as insider was on Nov 25, 2024, when has been sold 2,300 shares (Common Stock) at a price of $44.24 per share, resulting in proceeds of $101,752. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 37K
0% 3M change
n/a 12M change
Total Value Held $2.75 Million

Jonathan S Beatty Transaction History

Date Transaction Value Shares Traded Shares Held Form
Nov 25 2024
BUY
Exercise of conversion of derivative security
$101,752 $44.24 p/Share
2,300 Added 5.86%
36,981 Common Stock
Nov 14 2024
BUY
Exercise of conversion of derivative security
$119,448 $44.24 p/Share
2,700 Added 6.8%
36,981 Common Stock
Nov 11 2024
BUY
Exercise of conversion of derivative security
$110,600 $44.24 p/Share
2,500 Added 6.33%
36,981 Common Stock
Jul 11 2024
BUY
Exercise of conversion of derivative security
$34,507 $44.24 p/Share
780 Added 2.07%
36,981 Common Stock
Jul 01 2024
BUY
Grant, award, or other acquisition
-
11,191 Added 23.23%
36,981 Common Stock
JSB

Jonathan S Beatty

MD, Head of Advisor Services
Westlake, TX

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