Beatty Jonathan S
CIK 0002028977
MD, Head of Advisor Services
Filings
15
Latest Mar 4, 2026
Issuers covered
1
Showing
15 of 15
Page 1
Track record
12 of 12 open-market trades scored (100% price coverage). Returns are signed: a +10% move on a sale shows as -10% (insider was wrong).
| Horizon | Trades | Win rate | Avg | Median | Best | Worst |
|---|---|---|---|---|---|---|
| 30 days | 12 | 67% | +2.4% | +1.3% | +18.8% | -5.9% |
| 90 days | 12 | 58% | +1.8% | +3.7% | +12.3% | -14.6% |
| 180 days | 9 | 44% | -1.9% | -3.9% | +10.1% | -11.2% |
| 365 days | 6 | 17% | -12.9% | -14.3% | +0.6% | -23.5% |
Issuers
Companies where Beatty Jonathan S has filed
| Ticker | Issuer | Filings | Last filed |
|---|---|---|---|
| SCHW | Schwab Charles Corp | 15 | Mar 4, 2026 |
All filings
15 Form 4 / 4-A filings, newest first
| Filed | Top transaction | Shares | Price | Value | ||
|---|---|---|---|---|---|---|