▼ SELL
10b5-1 Plan
$ Value
$311K
Shares
3,658
Price
$85
Filed
May 9
Insider
Name
Beatty Jonathan S
Title
MD, Head of Advisor Services
CIK
0002028977
Roles
Officer
Transaction Details
Transaction Date
2025-05-08
Code
S
Table
Non-Derivative
Ownership
Indirect
Equity Swap
No
Shares After
18,069
Footnotes
Reflects the contribution of 3,658 shares received upon exercise of the option to a trust. | The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2024. | The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.
Filing Info
Beatty Jonathan S's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2025-12-23 | SCHW | M | $93K |
| 2025-12-23 | SCHW | ▼ | $204K |
| 2025-12-23 | SCHW | M | $0 |
| 2025-11-12 | SCHW | M | $143K |
| 2025-11-12 | SCHW | ▼ | $301K |
| 2025-11-12 | SCHW | M | $0 |
| 2025-08-28 | SCHW | M | $285K |
| 2025-08-28 | SCHW | ▼ | $595K |
| 2025-08-28 | SCHW | M | $0 |
| 2025-08-27 | SCHW | ▼ | $320K |
Other Insiders at SCHW (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| HERRINGER FRANK C | — | — | 2026-04-01 |
| Ellis Stephen A | — | — | 2026-04-01 |
|
Murtagh Nigel J
Chief Risk Officer
|
— | $4.1M | 2026-04-14 |
|
Craig Jonathan M.
MD, Head of Retail Investing
|
— | $2.2M | 2026-04-14 |
| Ruffel Charles A. | — | — | 2026-04-01 |
| Brown Marianne Catherine | — | — | 2026-04-01 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $1.6M | 2026-04-15 |