Beatty Jonathan S

Track

Insider profile

Performance

Overall performance
2.3
Performance over holding periods
2.3
30 days 90 days 120 days
Average return -0% 8.2% 15.1%
Success rate 67% 68% 82%
Transactions
3 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Beatty Jonathan S's trades of Charles Schwab Corp's stock


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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-03-03 2026-02-27
S Sale
31,911 +5.1%
388.20
US$793,696 		31,911 +5.1% 388.20 US$793,696
2026-02-27 2026-02-27
PrS Proposed sale
49,205
173.87
US$2,532,104 		49,205 173.87 US$2,532,104
2026-01-23 2026-01-22
PlS Planned sale
36,988 +28.4%
245.03
US$1,162,871 		36,988 +28.4% 245.03 US$1,162,871
2025-12-29 2025-12-23
PlS Planned sale
2,000 -14.4%
102.01
US$204,022 		2,000 -14.4% 102.01 US$204,022
2025-12-23 2025-12-23
PrS Proposed sale
4,000
103.51
US$414,020 		4,000 103.51 US$414,020
2025-11-14 2025-11-12
PlS Planned sale
3,072 -20.5%
98.00
US$301,056 		3,072 -20.5% 98.00 US$301,056
2025-08-29 2025-08-28
PlS Planned sale
6,144 -34.0%
96.81
US$594,809 		6,144 -34.0% 96.81 US$594,809
2025-08-28 2025-08-28
PrS Proposed sale
13,216
99.11
US$1,309,865 		13,216 99.11 US$1,309,865
2025-08-29 2025-08-27
S Sale
3,296 -21.7%
97.18
US$320,305 		3,296 -21.7% 97.18 US$320,305
2025-08-27 2025-08-27
PrS Proposed sale
3,296
97.18
US$320,305 		3,296 97.18 US$320,305
2025-06-02 2025-05-30
S Sale
2,850 -15.8%
87.57
US$249,572 		2,850 -15.8% 87.57 US$249,572
2025-05-30 2025-05-30
PrS Proposed sale
2,850
87.57
US$249,572 		2,850 87.57 US$249,572
2025-05-09 2025-05-08
PlS Planned sale
3,658 -16.8%
85.00
US$310,930 		3,658 -16.8% 85.00 US$310,930
2025-05-08 2025-05-08
PrS Proposed sale
3,658
85.00
US$310,930 		3,658 85.00 US$310,930
2024-11-27 2024-11-25
PlS Planned sale
2,300 -11.3%
82.01
US$188,623 		2,300 -11.3% 82.01 US$188,623
2024-11-18 2024-11-14
PlS Planned sale
2,700 -13.0%
81.68
US$220,546 		2,700 -13.0% 81.68 US$220,546
2024-11-12 2024-11-11
PrS Proposed sale
11,158
81.42
US$908,469 		11,158 81.42 US$908,469
2024-11-12 2024-11-11
PlS Planned sale
2,500 -12.2%
77.02
US$192,540 		2,500 -12.2% 77.02 US$192,540
2024-07-15 2024-07-11
PlS Planned sale
780 -4.1%
75.00
US$58,502 		780 -4.1% 75.00 US$58,502
2024-07-11 2024-07-11
PrS Proposed sale
780
75.00
US$58,502 		780 75.00 US$58,502