Insider Trading — QuoTrend

Beatty Jonathan S – Insider Transactions

Ticker	Owner	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Jul 21 '26	Sale	104.21	2,000	208,411	11,738	Jul 21
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Jul 07 '26	Sale	102.01	2,000	204,018	13,738	Jul 08
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Jul 06 '26	Sale	100.01	2,000	200,015	15,738	Jul 06
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Jul 02 '26	Sale	97.03	2,000	194,059	17,738	Jul 06
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Feb 27 '26	Sale	95.30	2,030	193,454	19,738	Mar 03
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Jan 22 '26	Sale	105.00	2,000	210,003	21,768	Jan 23
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Jan 22 '26	Option Exercise	46.39	2,000	92,780	33,495	Jan 23
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Dec 23 '25	Option Exercise	46.39	2,000	92,780	43,340	Dec 29
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Dec 23 '25	Sale	102.01	2,000	204,022	11,923	Dec 29
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Nov 12 '25	Option Exercise	46.39	3,072	142,510	43,340	Nov 14
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Nov 12 '25	Sale	98.00	3,072	301,056	11,923	Nov 14
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Aug 28 '25	Option Exercise	46.39	6,144	285,020	43,340	Aug 29
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Aug 28 '25	Sale	96.81	6,144	594,809	11,923	Aug 29
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Aug 27 '25	Sale	97.18	3,296	320,305	11,923	Aug 29
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	May 30 '25	Sale	87.57	2,850	249,572	15,219	Jun 02
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	May 08 '25	Option Exercise	44.24	3,658	161,830	44,375	May 09
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	May 08 '25	Sale	85.00	3,658	310,930	18,069	May 09
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Mar 01 '25	Option Exercise	0.00	9,482	0	46,463	Mar 04
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Nov 25 '24	Sale	82.01	2,300	188,623	18,069	Nov 27
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Nov 25 '24	Option Exercise	44.24	2,300	101,752	36,981	Nov 27
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Nov 14 '24	Option Exercise	44.24	2,700	119,448	36,981	Nov 18
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Nov 14 '24	Sale	81.68	2,700	220,546	18,069	Nov 18
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Nov 11 '24	Option Exercise	44.24	2,500	110,600	36,981	Nov 12
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Nov 11 '24	Sale	77.02	2,500	192,540	18,069	Nov 12
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Jul 11 '24	Option Exercise	44.24	780	34,507	36,981	Jul 15
SCHW	Beatty Jonathan S	MD, Head of Advisor Services	Jul 11 '24	Sale	75.00	780	58,502	18,069	Jul 15

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Beatty Jonathan S – Insider Transactions