Morgan Peter J. III
SEC CIK 1792910 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| SCHW | Charles Schwab Corporation | GC, MD | 0 | — | $12.51M | 29 | 2021-08-27 | 2026-07-23 |
Most active insiders at SCHW, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Schwab Charles R. | Co-COB, Dir | — | $185.84M |
| 2 | Bettinger Walter W | Co-COB, Dir | — | $91.84M |
| 3 | Schwab-Pomerantz Carolyn | Dir | — | $15.45M |
| 4 | Craig Jonathan M. | MD, Head of Retail Investing | — | $13.85M |
| 5 | Murtagh Nigel J | CRO | — | $11.53M |
| 6 | Howard Dennis | MD, Chief Tech, OPS, Data Off | — | $6.79M |
| 7 | Woolway Paul V | MD, Chief Banking Off | — | $3.96M |
| 8 | Wurster Richard A | Pres, CEO, Dir | $1.85M | — |
| 9 | Beatty Jonathan S | MD, Head of Advisor Services | — | $1.83M |
| 10 | Morgan Peter J. III | GC | — | $1.50M |
Transactions 29
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-27 18:05 | 2026-07-23 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | S - Sale | $102.03 | -6,952 | 0 | -100% | -$709.3K | |
| D | 2026-03-03 | 2026-03-01 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | A - Grant | $0.00 | +11.3K | 11.3K | New | $0 |
| D | 2026-03-03 | 2026-03-01 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | F - Tax | $95.31 | -4,311 | 6,952 | -38% | -$410.9K |
| D | 2026-02-03 | 2026-02-02 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | M - OptEx | $66.47 | +7,595 | 7,595 | New | +$504.8K |
| D | 2026-02-03 | 2026-02-02 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | S - Sale+OE | $104.38 | -7,595 | 0 | -100% | -$792.8K |
| DM | 2025-08-29 | 2025-08-27 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | M - OptEx | $63.32 | +50.0K | 2,203 | New | +$3.17M |
| D | 2025-08-29 | 2025-08-27 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | S - Sale+OE | $97.00 | -50.0K | 0 | -100% | -$4.85M |
| 2025-05-23 | 2025-05-22 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | S - Sale | $87.39 | -10.2K | 0 | -100% | -$889.3K | |
| D | 2025-03-04 | 2025-03-03 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | F - Tax | $79.05 | -8,378 | 10.2K | -45% | -$662.3K |
| D | 2025-03-04 | 2025-03-01 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | A - Grant | $0.00 | +18.6K | 18.6K | New | $0 |
| D | 2025-01-24 | 2025-01-22 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | S - Sale+OE | $80.70 | -14.6K | 0 | -100% | -$1.18M |
| D | 2025-01-24 | 2025-01-22 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | M - OptEx | $41.98 | +14.6K | 14.6K | New | +$614.7K |
| 2024-04-18 | 2024-04-16 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | S - Sale | $72.23 | -24.5K | 0 | -100% | -$1.77M | |
| D | 2024-03-05 | 2024-03-01 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | F - Tax | $66.36 | -19.7K | 24.5K | -45% | -$1.31M |
| D | 2024-03-05 | 2024-03-01 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | A - Grant | $0.00 | +44.2K | 44.2K | New | $0 |
| 2023-12-04 | 2023-11-30 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | S - Sale | $60.72 | -7,162 | 0 | -100% | -$434.9K | |
| 2023-11-03 | 2023-11-01 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC | F - Tax | $52.69 | -852 | 7,162 | -11% | -$44.9K | |
| 2023-08-30 | 2023-08-29 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC, MD | S - Sale | $59.61 | -8,000 | 8,014 | -50% | -$476.9K | |
| 2023-03-06 | 2023-03-02 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC, MD | A - Grant | $0.00 | +24.4K | 26.2K | +1,351% | $0 | |
| 2023-03-06 | 2023-03-02 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | GC, MD | F - Tax | $76.46 | -10.1K | 16.0K | -39% | -$775.3K | |
| 2022-11-09 | 2022-11-08 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | EVP, GC, MD | S - Sale | $80.04 | -1,463 | 1,803 | -45% | -$117.1K | |
| 2022-11-03 | 2022-11-01 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | EVP, GC, MD | F - Tax | $80.26 | -1,312 | 3,266 | -29% | -$105.3K | |
| D | 2022-11-02 | 2022-10-31 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | EVP, GC, MD | M - OptEx | $41.98 | +7,322 | 11.9K | +160% | +$307.4K |
| D | 2022-11-02 | 2022-10-31 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | EVP, GC, MD | S - Sale+OE | $80.03 | -7,322 | 4,578 | -62% | -$586.0K |
| DM | 2022-02-08 | 2022-02-08 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | EVP, GC, MD | M - OptEx | $45.30 | +4,480 | 6,855 | +189% | +$202.9K |
| D | 2022-02-08 | 2022-02-08 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | EVP, GC, MD | S - Sale+OE | $94.04 | -4,480 | 4,578 | -49% | -$421.3K |
| 2022-02-01 | 2022-01-31 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | EVP, GC, MD | S - Sale | $87.14 | -2,239 | 4,578 | -33% | -$195.1K | |
| 2021-11-03 | 2021-11-01 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | EVP, GC | F - Tax | $82.10 | -1,541 | 6,817 | -18% | -$126.5K | |
| I | 2021-08-30 | 2021-08-27 | SCHW | Charles Schwab Corporation | Morgan Peter J. III | EVP, GC | S - Sale | $75.58 | -1,043 | 0 | -100% | -$78.8K |
Purchase Sale Sale after option exercise All abbreviations