Beatty Jonathan S
MD, Head of Advisor Services
CIK: 2028977
All Transactions
| Date | Company | Type | Shares | Price | Value | Actions |
|---|---|---|---|---|---|---|
| Feb 27, 2026 | SCHWAB CHARLES CORP (SCHW) | S | 2,030 | $95.30 | $193,453.72 | View Details Filing |
| Jan 22, 2026 | SCHWAB CHARLES CORP (SCHW) | S | 2,000 | $105.00 | $210,003.40 | View Details Filing |