BEATTY JONATHAN S

PrivateCIK: 2028977
Location

WESTLAKE, TX

Senior insider sale

MD, Head of Advisor Services at SCHWAB CHARLES CORP — senior position signals high conviction

$917.5K

9K shares

What this filing means

BEATTY JONATHAN S plans to sell 9K shares of SCHWAB CHARLES CORP valued at approximately $917.5K. 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.

InsiderBEATTY JONATHAN SCIK 2028977
→
IssuerSCHWAB CHARLES CORPCIK 316709
Officer· MD, Head of Advisor Services
Since Mar 2026
9K
Shares to sell
$917.5K
Approx. market value
1K
Acquired (3 months)
1
Planned
4 completed
Securities Acquired — Last 3 Months1
Sort

RSU / AWARD

NA

7/1/2025
1K
Total acquired1K
Planned & Completed Dispositions5
Sort

Completed

—Completed

Units to sell

2K

Market value

$208.4K

7/21/2026
—Completed

Units to sell

2K

Market value

$204.0K

7/7/2026
—Completed

Units to sell

2K

Market value

$200.0K

7/6/2026
—Completed

Units to sell

2K

Market value

$194.1K

7/2/2026

Planned — Approximate Date

NYSEPlanned

Units to sell

1K

Market value

$111.0K

8/17/2026
Total

Units

9K

Value

$917.5K

BEATTY JONATHAN S — Planned Insider Sale (Form 144) | Finecho