Beatty Jonathan S

Track

Insider profile

Performance

Overall performance
2.7
Performance over holding periods
2.7
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 71% 68% 82%
Transactions
4 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Beatty Jonathan S's trades of Charles Schwab Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
79.84
Quantity 19,314 +28.7%
Value US$202,238
Transaction date
Planned sale
Price
146.44
Quantity 67,932 -21.1%
Value US$4,142,295
Transaction date
Planned sale
Price
322.69
Quantity 36,363 +1.6%
Value US$652,853
Transaction date
Planned sale
Price
100.01
Quantity 2,000 -11.3%
Value US$200,015
Transaction date
Planned sale
Price
97.03
Quantity 2,000 -10.1%
Value US$194,059
Transaction date
Proposed sale
Price
100.76
Quantity 8,000
Value US$806,059
Transaction date
Proposed sale
Price
95.30
Quantity 2,030
Value US$193,454
Transaction date
Planned sale
Price
105.00
Quantity 2,000 -8.4%
Value US$210,003
Transaction date
Planned sale
Price
102.01
Quantity 2,000 -14.4%
Value US$204,022
Transaction date
Proposed sale
Price
103.51
Quantity 4,000
Value US$414,020
Transaction date
Planned sale
Price
98.00
Quantity 3,072 -20.5%
Value US$301,056
Transaction date
Planned sale
Price
96.81
Quantity 6,144 -34.0%
Value US$594,809
Transaction date
Proposed sale
Price
99.11
Quantity 13,216
Value US$1,309,865
Transaction date
Sale
Price
97.18
Quantity 3,296 -21.7%
Value US$320,305
Transaction date
Proposed sale
Price
97.18
Quantity 3,296
Value US$320,305
Transaction date
Sale
Price
87.57
Quantity 2,850 -15.8%
Value US$249,572
Transaction date
Proposed sale
Price
87.57
Quantity 2,850
Value US$249,572
Transaction date
Planned sale
Price
85.00
Quantity 3,658 -16.8%
Value US$310,930
Transaction date
Proposed sale
Price
85.00
Quantity 3,658
Value US$310,930
Transaction date
Planned sale
Price
82.01
Quantity 2,300 -11.3%
Value US$188,623
Transaction date
Planned sale
Price
81.68
Quantity 2,700 -13.0%
Value US$220,546
Transaction date
Proposed sale
Price
81.42
Quantity 11,158
Value US$908,469
Transaction date
Planned sale
Price
77.02
Quantity 2,500 -12.2%
Value US$192,540
Transaction date
Planned sale
Price
75.00
Quantity 780 -4.1%
Value US$58,502
Transaction date
Proposed sale
Price
75.00
Quantity 780
Value US$58,502
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-18 2026-08-17
S Sale
19,314 +28.7%
79.84
US$202,238 		19,314 +28.7% 79.84 US$202,238
2026-07-21 2026-07-21
PlS Planned sale
67,932 -21.1%
146.44
US$4,142,295 		67,932 -21.1% 146.44 US$4,142,295
2026-07-08 2026-07-07
PlS Planned sale
36,363 +1.6%
322.69
US$652,853 		36,363 +1.6% 322.69 US$652,853
2026-07-06 2026-07-06
PlS Planned sale
2,000 -11.3%
100.01
US$200,015 		2,000 -11.3% 100.01 US$200,015
2026-07-06 2026-07-02
PlS Planned sale
2,000 -10.1%
97.03
US$194,059 		2,000 -10.1% 97.03 US$194,059
2026-07-02 2026-07-02
PrS Proposed sale
8,000
100.76
US$806,059 		8,000 100.76 US$806,059
2026-03-03 2026-02-27
S Sale
2,030 -9.3%
95.30
US$193,454 		2,030 -9.3% 95.30 US$193,454
2026-02-27 2026-02-27
PrS Proposed sale
2,030
95.30
US$193,454 		2,030 95.30 US$193,454
2026-01-23 2026-01-22
PlS Planned sale
2,000 -8.4%
105.00
US$210,003 		2,000 -8.4% 105.00 US$210,003
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