Beatty Jonathan S
CIK 2028977 · MD, Head of Advisor Services · last filed 2026-03-04
"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.
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Disclosed Exposure
$924.4K
Companies
1
Total Filings
15
Lifetime Open-Market Net
-$3.04M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| 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 · Page 2 of 2
15 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-11-27 | SCHWpJ | Mixed | — | -$86.9K | EDGAR |
| 2024-11-18 | SCHWpJ | Mixed | — | -$101.1K | EDGAR |
| 2024-11-12 | SCHWpJ | Mixed | — | -$81.9K | EDGAR |
| 2024-07-15 | SCHWpJ | Mixed | — | -$24.0K | EDGAR |
| 2024-07-03 | SCHWpJ | Grant (A) | +11,191 | $0 | EDGAR |
Showing 11–15 of 15
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Page 2 of 2
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.