SEC CIK 2028977
Beatty Jonathan S
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| SCHWview stock → | 10,738 | 2026-08-17 |
Position History — SCHW
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — SCHW
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-08-17 | Open-market sale | 1,000 | $111.33 | 10,738 |
| 2026-07-21 | Open-market sale | 2,000 | $104.21 | 11,738 |
| 2026-07-07 | Open-market sale | 2,000 | $102.01 | 13,738 |
| 2026-07-06 | Open-market sale | 2,000 | $100.01 | 15,738 |
| 2026-07-02 | Open-market sale | 2,000 | $97.03 | 17,738 |
| 2026-07-01 | Tax withholding | 1,036 | $92.72 | 32,459 |
| 2026-03-02 | Grant / award (derivative) | 24,509 | $0.00 | 24,509 |
| 2026-02-27 | Open-market sale | 2,030 | $95.30 | 19,738 |
| 2026-01-22 | Option exercise (derivative) | 2,000 | $0.00 | 0 |
| 2026-01-22 | Option exercise | 2,000 | $46.39 | 33,495 |
| 2026-01-22 | Open-market sale | 2,000 | $105.00 | 21,768 |
| 2025-12-23 | Option exercise (derivative) | 2,000 | $0.00 | 2,000 |
| 2025-12-23 | Open-market sale | 2,000 | $102.01 | 11,923 |
| 2025-12-23 | Option exercise | 2,000 | $46.39 | 43,340 |
| 2025-11-12 | Option exercise (derivative) | 3,072 | $0.00 | 4,000 |
| 2025-11-12 | Option exercise | 3,072 | $46.39 | 43,340 |
| 2025-11-12 | Open-market sale | 3,072 | $98.00 | 11,923 |
| 2025-08-28 | Option exercise (derivative) | 6,144 | $0.00 | 7,072 |
| 2025-08-28 | Option exercise | 6,144 | $46.39 | 43,340 |
| 2025-08-28 | Open-market sale | 6,144 | $96.81 | 11,923 |
| 2025-08-27 | Open-market sale | 3,296 | $97.18 | 11,923 |
| 2025-07-01 | Tax withholding | 1,035 | $90.74 | 43,340 |
| 2025-05-30 | Open-market sale | 2,850 | $87.57 | 15,219 |
| 2025-05-08 | Option exercise (derivative) | 3,658 | $0.00 | 0 |
| 2025-05-08 | Open-market sale | 3,658 | $85.00 | 18,069 |
| 2025-05-08 | Option exercise | 3,658 | $44.24 | 44,375 |
| 2025-03-03 | Grant / award (derivative) | 30,096 | $0.00 | 30,096 |
| 2025-03-01 | Tax withholding | 2,088 | $79.05 | 44,375 |
| 2025-03-01 | Option exercise | 9,482 | $0.00 | 46,463 |
| 2024-11-25 | Option exercise (derivative) | 2,300 | $0.00 | 3,658 |
| 2024-11-25 | Open-market sale | 2,300 | $82.01 | 18,069 |
| 2024-11-25 | Option exercise | 2,300 | $44.24 | 36,981 |
| 2024-11-14 | Option exercise (derivative) | 2,700 | $0.00 | 5,958 |
| 2024-11-14 | Open-market sale | 2,700 | $81.68 | 18,069 |
| 2024-11-14 | Option exercise | 2,700 | $44.24 | 36,981 |
| 2024-11-11 | Option exercise (derivative) | 2,500 | $0.00 | 8,658 |
| 2024-11-11 | Option exercise | 2,500 | $44.24 | 36,981 |
| 2024-11-11 | Open-market sale | 2,500 | $77.02 | 18,069 |
| 2024-07-11 | Option exercise (derivative) | 780 | $0.00 | 11,158 |
| 2024-07-11 | Open-market sale | 780 | $75.00 | 18,069 |
| 2024-07-11 | Option exercise | 780 | $44.24 | 36,981 |
| 2024-07-01 | Grant / award | 11,191 | $0.00 | 36,981 |
| 2024-06-29 | — | — | — | 25,790 |
| 2024-06-29 | — | — | — | 18,069 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.