Jonathan S. Beatty's Insider Trades & SAST Disclosures
Jonathan S. Beatty's most recent trade in Charles Schwab Corp. was a trade of 30,096 Nonqualified Stock Option (right to buy) done . Disclosure was reported to the exchange on March 1, 2025.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2025 | 30,096 | 30,096 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Mar 2025 | 9,482 | 46,463 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.05 per share. | 01 Mar 2025 | 2,088 | 44,375 (0%) | 0% | 79.0 | 165,046 | Common Stock |
| Charles Schwab Corp. | Jonathan Beatty S. | MD, Head of Advisor Services | 25 Nov 2024 | 2,300 | 36,981 (0%) | 0% | 44.2 | 101,752 | Common Stock | |
| Charles Schwab Corp. | Jonathan Beatty S. | MD, Head of Advisor Services | 25 Nov 2024 | 2,300 | 3,658 | - | - | Nonqualified Stock Option (right to buy) | ||
| Charles Schwab Corp. | S. Jonathan Beatty | MD, Head of Advisor Services | 25 Nov 2024 | 2,300 | 18,069 (0%) | 0% | 82.0 | 188,623 | Common Stock | |
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | 14 Nov 2024 | 2,700 | 36,981 (0%) | 0% | 44.2 | 119,448 | Common Stock | |
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | 14 Nov 2024 | 2,700 | 5,958 | - | - | Nonqualified Stock Option (right to buy) | ||
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | 14 Nov 2024 | 2,700 | 18,069 (0%) | 0% | 81.7 | 220,546 | Common Stock | |
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | 11 Nov 2024 | 2,500 | 18,069 (0%) | 0% | 77.0 | 192,540 | Common Stock | |
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | 11 Nov 2024 | 2,500 | 8,658 | - | - | Nonqualified Stock Option (right to buy) | ||
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | 11 Nov 2024 | 2,500 | 36,981 (0%) | 0% | 44.2 | 110,600 | Common Stock | |
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | 11 Jul 2024 | 780 | 11,158 | - | - | Nonqualified Stock Option (right to buy) | ||
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | 11 Jul 2024 | 780 | 18,069 (0%) | 0% | 75.0 | 58,502 | Common Stock | |
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | 11 Jul 2024 | 780 | 36,981 (0%) | 0% | 44.2 | 34,507 | Common Stock | |
| Charles Schwab Corp. | Jonathan S. Beatty | MD, Head of Advisor Services | 01 Jul 2024 | 11,191 | 36,981 (0%) | 0% | 0 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges