Beatty Jonathan S
CIK 2028977 · MD, Head of Advisor Services · last filed 2026-03-04
Beatty Jonathan S is a MD, Head of Advisor Services who has filed 15 SEC Form 4 insider transactions across 1 company since 2024. The most recent filing, for SCHWpJ, was dated Mar 4, 2026. Across all open-market trades the lifetime net is −$3.0M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $924.4K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$924.4K
1
15
-$3.04M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SCHWpJ | MD, Head of Advisor Services | 53,233 | $17.36 | $924.4K | -$3.04M | 15 | 2026-03-04 |
Recent Filings
15 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-03-04 | SCHWpJ | Grant (A) | — | $0 | EDGAR |
| 2026-03-03 | SCHWpJ | Sell (S) | −2,030 | -$193.5K | EDGAR |
| 2026-01-23 | SCHWpJ | Mixed | — | -$117.2K | EDGAR |
| 2025-12-29 | SCHWpJ | Mixed | — | -$111.2K | EDGAR |
| 2025-11-14 | SCHWpJ | Mixed | — | -$158.5K | EDGAR |
| 2025-08-29 | SCHWpJ | Mixed | −3,296 | -$630.1K | EDGAR |
| 2025-07-02 | SCHWpJ | Tax (F) | −1,035 | -$93.9K | EDGAR |
| 2025-06-02 | SCHWpJ | Sell (S) | −2,850 | -$249.6K | EDGAR |
| 2025-05-09 | SCHWpJ | Mixed | — | -$149.1K | EDGAR |
| 2025-03-04 | SCHWpJ | Mixed | +7,394 | -$165.0K | EDGAR |