Beatty Jonathan S - Insider Transactions
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| Ticker | Owner | Relationship | Date | Transaction | Cost  |
#Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|---|
 SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Aug 17 '26 | Sale | 111.33 | 1,000 | 111,330 | 10,738 | Aug 18 05:55 PM |
| SSCHW | Beatty Jonathan S | Officer | Aug 17 '26 | Proposed Sale | 111.00 | 1,000 | 111,000 | Aug 17 10:04 AM | |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Jul 21 '26 | Sale | 104.21 | 2,000 | 208,411 | 11,738 | Jul 21 06:54 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Jul 07 '26 | Sale | 102.01 | 2,000 | 204,018 | 13,738 | Jul 08 05:06 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Jul 02 '26 | Sale | 97.03 | 2,000 | 194,059 | 17,738 | Jul 06 06:33 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Jul 06 '26 | Sale | 100.01 | 2,000 | 200,015 | 15,738 | Jul 06 06:33 PM |
| SSCHW | Beatty Jonathan S | Officer | Jul 02 '26 | Proposed Sale | 100.76 | 8,000 | 806,059 | Jul 02 10:50 AM | |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Feb 27 '26 | Sale | 95.30 | 2,030 | 193,454 | 19,738 | Mar 03 06:09 PM |
| SSCHW | Beatty Jonathan S | Officer | Feb 27 '26 | Proposed Sale | 95.30 | 2,030 | 193,454 | Feb 27 10:45 AM | |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Jan 22 '26 | Option Exercise | 46.39 | 2,000 | 92,780 | 33,495 | Jan 23 08:53 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Jan 22 '26 | Sale | 105.00 | 2,000 | 210,003 | 21,768 | Jan 23 08:53 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Dec 23 '25 | Option Exercise | 46.39 | 2,000 | 92,780 | 43,340 | Dec 29 06:01 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Dec 23 '25 | Sale | 102.01 | 2,000 | 204,022 | 11,923 | Dec 29 06:01 PM |
| SSCHW | Beatty Jonathan S | Officer | Dec 23 '25 | Proposed Sale | 103.50 | 4,000 | 414,020 | Dec 23 10:20 AM | |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Nov 12 '25 | Option Exercise | 46.39 | 3,072 | 142,510 | 43,340 | Nov 14 07:05 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Nov 12 '25 | Sale | 98.00 | 3,072 | 301,056 | 11,923 | Nov 14 07:05 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Aug 28 '25 | Option Exercise | 46.39 | 6,144 | 285,020 | 43,340 | Aug 29 06:24 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Aug 28 '25 | Sale | 96.81 | 6,144 | 594,809 | 11,923 | Aug 29 06:24 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Aug 27 '25 | Sale | 97.18 | 3,296 | 320,305 | 11,923 | Aug 29 06:24 PM |
| SSCHW | Beatty Jonathan S | Officer | Aug 28 '25 | Proposed Sale | 99.11 | 13,216 | 1,309,865 | Aug 28 10:41 AM | |
| SSCHW | Beatty Jonathan S | Officer | Aug 27 '25 | Proposed Sale | 97.18 | 3,296 | 320,305 | Aug 27 02:40 PM | |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | May 30 '25 | Sale | 87.57 | 2,850 | 249,572 | 15,219 | Jun 02 04:48 PM |
| SSCHW | Beatty Jonathan S | Officer | May 30 '25 | Proposed Sale | 87.57 | 2,850 | 249,572 | May 30 01:18 PM | |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | May 08 '25 | Option Exercise | 44.24 | 3,658 | 161,830 | 44,375 | May 09 04:02 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | May 08 '25 | Sale | 85.00 | 3,658 | 310,930 | 18,069 | May 09 04:02 PM |
| SSCHW | Beatty Jonathan S | Officer | May 08 '25 | Proposed Sale | 85.00 | 3,658 | 310,930 | May 08 12:17 PM | |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Mar 01 '25 | Option Exercise | 0.00 | 9,482 | 0 | 46,463 | Mar 04 09:14 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Nov 25 '24 | Option Exercise | 44.24 | 2,300 | 101,752 | 36,981 | Nov 27 06:22 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Nov 25 '24 | Sale | 82.01 | 2,300 | 188,623 | 18,069 | Nov 27 06:22 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Nov 14 '24 | Option Exercise | 44.24 | 2,700 | 119,448 | 36,981 | Nov 18 04:15 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Nov 14 '24 | Sale | 81.68 | 2,700 | 220,546 | 18,069 | Nov 18 04:15 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Nov 11 '24 | Option Exercise | 44.24 | 2,500 | 110,600 | 36,981 | Nov 12 06:46 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Nov 11 '24 | Sale | 77.02 | 2,500 | 192,540 | 18,069 | Nov 12 06:46 PM |
| SSCHW | Beatty Jonathan S | Officer | Nov 11 '24 | Proposed Sale | 81.42 | 11,158 | 908,469 | Nov 12 09:41 AM | |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Jul 11 '24 | Option Exercise | 44.24 | 780 | 34,507 | 36,981 | Jul 15 04:48 PM |
| SSCHW | Beatty Jonathan S | MD, Head of Advisor Services | Jul 11 '24 | Sale | 75.00 | 780 | 58,502 | 18,069 | Jul 15 04:48 PM |
