Schwab Charles Corp (NYSE: SCHW) exec sells 2,000 shares under plan
Rhea-AI Filing Summary
Jonathan S. Beatty, MD and Head of Advisor Services at Schwab Charles Corp, reported the sale of 2,000 shares of common stock held indirectly through a trust on July 21, 2026 at a $104.2055 weighted average price, pursuant to a Rule 10b5-1 trading plan adopted on February 27, 2026.
After this transaction, the trust holds 11,738 shares, while Beatty also reports 32,459 shares held directly. The sale was executed in multiple trades at prices between $104.12 and $104.405 per share.
Positive
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Negative
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Insider Trade Summary 10b5-1
Net Seller: 2,000 shares
Net Sell
2 txns
Insider
Beatty Jonathan S
Role
MD, Head of Advisor Services
Sold
2,000 shs ($208K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1, F2 | 2,000 | $104.2055 | $208K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 11,738 shares (Indirect, by Trust);
Common Stock — 32,459 shares (Direct)
Footnotes (2)
- F1. These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026.
- F2. This transaction was executed in multiple trades at prices ranging from $104.12 to $104.405. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Key Figures
Shares sold: 2,000 shares
Weighted average sale price: $104.2055 per share
Sale price range: $104.12-$104.405 per share
+3 more
6 metrics
Shares sold
2,000 shares
Common Stock sold on July 21, 2026 by trust associated with Jonathan S. Beatty
Weighted average sale price
$104.2055 per share
Weighted average price for the 2,000 shares sold on July 21, 2026
Sale price range
$104.12-$104.405 per share
Multiple trades executed within this range for the reported sale
Indirect holdings after sale
11,738 shares
Common Stock held by trust after the July 21, 2026 transaction
Direct holdings
32,459 shares
Common Stock held directly by Jonathan S. Beatty as of July 21, 2026
Net shares sold
2,000 shares
Net change in Beatty’s reported SCHW holdings in this Form 4
Key Terms
Rule 10b5-1 trading plan, weighted average sale price, multiple trades
3 terms
Rule 10b5-1 trading plan financial
"These sales were effected pursuant to a Rule 10b5-1 trading plan adopted"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
weighted average sale price financial
"The price reported reflects the weighted average sale price"
multiple trades financial
"This transaction was executed in multiple trades at prices ranging"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did SCHW executive Jonathan S. Beatty report?
Jonathan S. Beatty of SCHW reported selling 2,000 shares of Schwab Charles Corp common stock on July 21, 2026. The shares were held indirectly through a trust and sold at a $104.2055 weighted average price under a pre-established Rule 10b5-1 trading plan.
Was Jonathan S. Beatty’s SCHW stock sale under a Rule 10b5-1 plan?
Yes. The sale of 2,000 SCHW shares was effected under a Rule 10b5-1 trading plan adopted by Jonathan S. Beatty on February 27, 2026. Such plans pre-schedule trades, reducing the informational content of transaction timing.
What is Jonathan S. Beatty’s role at SCHW mentioned in this filing?
Jonathan S. Beatty is identified as MD, Head of Advisor Services at Schwab Charles Corp (SCHW). His Form 4 reports both the 2,000-share sale from a trust and his resulting direct and indirect SCHW common stock holdings.