Senior insider sale
MD, Head of Advisor Services at SCHWAB CHARLES CORP — senior position signals high conviction
$607.5K
6.03K shares
What this filing means
BEATTY JONATHAN S plans to sell 6.03K shares of SCHWAB CHARLES CORP valued at approximately $607.5K. Form 144 is a notice of intent to sell restricted or control securities — not a mandatory transaction. This filing provides advance warning of potential selling pressure.
Filed: 2/27/2026ACC: 0001949846-26-000116
Officer· MD, Head of Advisor Services
Since Mar 2026
6.03K
Shares to sell
$607.5K
Approx. market value
2.03K
Acquired (3 months)
1
Planned
2 completed
Securities Acquired — Last 3 Months1
RSU ACQUIRED ON: 3/1/24 & 11/2/24
NA
3/1/2024
2.03KTotal acquired2.03K
| Acquisition Date | Type | Amount Acquired | Gift |
|---|---|---|---|
3/1/2024 | RSU ACQUIRED ON: 3/1/24 & 11/2/24 NA | 2.03K | — |
| Total | 2.03K | ||
Planned & Completed Dispositions3
Completed
—Completed
Units to sell
2K
Market value
$210.0K
1/22/2026
—Completed
Units to sell
2K
Market value
$204.0K
12/23/2025
Planned — Approximate Date
NYSEPlanned
Units to sell
2.03K
Market value
$193.5K
2/27/2026
Total
Units
6.03K
Value
$607.5K
| Date | Units to Sell | Approx. Market Value | Exchange | Status |
|---|---|---|---|---|
| Completed | ||||
1/22/2026 | 2K | $210.0K | — | Completed |
12/23/2025 | 2K | $204.0K | — | Completed |
| Planned — Approximate Date | ||||
2/27/2026 | 2.03K | $193.5K | NYSE | Planned |
| Total | 6.03K | $607.5K | ||