M
10b5-1 Plan
$ Value
$0
Shares
3,072
Price
$0
Filed
Nov 14
Insider
Name
Beatty Jonathan S
Title
MD, Head of Advisor Services
CIK
0002028977
Roles
Officer
Transaction Details
Transaction Date
2025-11-12
Code
M
Table
Derivative
Ownership
Direct
Equity Swap
No
Shares After
4,000
Footnotes
Reflects the contribution of 3,072 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 May 28, 2025. | 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 |