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Beatty Jonathan S

In the past year, 8 open-market sale filings worth $1.83M and no purchases.

Current role at each company

Open-market trades in the past year

Open-market purchases (P) and sales (S) filed in the last 365 days, not counting derivative securities or duplicate filings. Values leave out price outliers.

Bought
–
0 filings
Sold
$1.83M
8 filings
Net
−$1.83M
Bought minus sold
Companies
1
With open-market trades

Trades

Every Form 4 that lists Beatty Jonathan S as a reporting owner, including filings made jointly with others, grouped by company. Each row adds up one type of transaction in one filing. Only open-market purchases (P) and sales (S) are shown by default.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Jul 15, 2024 (view filing)Jul 114 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−780$75.00−$58.5K−4.1%18.1K after10b5-1
Nov 12, 2024 (view filing)Nov 111 dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.50K$77.02−$192.6K−12.2%18.1K after10b5-1
Nov 18, 2024 (view filing)Nov 144 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.70K$81.68−$220.5K−13.0%18.1K after10b5-1
Nov 27, 2024 (view filing)Nov 252 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.30K$82.01−$188.6K−11.3%18.1K after10b5-1
May 9, 2025 (view filing)May 81 dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−3.66K$85.00−$310.9K−16.8%18.1K after10b5-1
Jun 2, 2025 (view filing)May 303 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.85K$87.57−$249.6K−15.8%15.2K after
Aug 29, 2025 (view filing)Aug 27-282 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−9.44K$96.94−$915.1K−44.2%11.9K after2 lots10b5-1
Nov 14, 2025 (view filing)Nov 122 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−3.07K$98.00−$301.1K−20.5%11.9K after10b5-1
Dec 29, 2025 (view filing)Dec 236 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.00K$102.01−$204.0K−14.4%11.9K after10b5-1
Jan 23, 2026 (view filing)Jan 221 dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.00K$105.00−$210.0K−8.4%21.8K after10b5-1
Mar 3, 2026 (view filing)Feb 274 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.03K$95.30−$193.5K−9.3%19.7K after
Jul 6, 2026 (view filing)6:33 PM ETJul 2-64 daysBeatty Jonathan SMD, Head of Advisor ServicesSSale−4.00K$98.52−$394.1K−20.3%15.7K after2 lots10b5-1
Jul 8, 2026 (view filing)5:06 PM ETJul 71 dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.00K$102.01−$204.0K−12.7%13.7K after10b5-1
Jul 21, 2026 (view filing)6:54 PM ETJul 21Same dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−2.00K$104.21−$208.4K−14.6%11.7K after10b5-1
Aug 18, 2026 (view filing)5:55 PM ETAug 171 dayBeatty Jonathan SMD, Head of Advisor ServicesSSale−1.00K$111.33−$111.3K−8.5%10.7K after