Morgan Peter J. III
SEC insider (Form 3/4/5 filer). CIK 0001792910. General Counsel at SCHWAB CHARLES CORP (SCHW). 15 reported Form 4/5 transactions since Sep 2024; latest on Jul 23, 2026. Located in WESTLAKE, TX.
Companies Morgan Peter J. III has filed insider reports for
- SCHWAB CHARLES CORP (SCHW): Officer, General Counsel
Morgan Peter J. III
CIK: 0001792910
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
SCHWAB CHARLES CORP
Discretionary Trading P&L
Holdings
Transaction History (15 total)
- Jul 23, 2026SCHW
SCHWAB CHARLES CORP
SaleDirect7K shares at avg. $102.03$709K - Mar 2, 2026SCHW
SCHWAB CHARLES CORP
AwardDirectNonqualified Stock Option (right to buy)
21.1K shares- - Mar 1, 2026SCHW
SCHWAB CHARLES CORP
AwardDirect11.3K shares- - Mar 1, 2026SCHW
SCHWAB CHARLES CORP
Tax PaymentDirect4.3K shares at avg. $95.31$411K - Feb 2, 2026SCHW
SCHWAB CHARLES CORP
SaleDirect7.6K shares at avg. $104.38$793K - Feb 2, 2026SCHW
SCHWAB CHARLES CORP
ExerciseDirect7.6K shares at avg. $66.47$505K - Aug 27, 2025SCHW
SCHWAB CHARLES CORP
ExerciseDirect47.8K shares at avg. $64.10$3.1M - Aug 27, 2025SCHW
SCHWAB CHARLES CORP
ExerciseDirect2.2K shares at avg. $46.39$102K - Aug 27, 2025SCHW
SCHWAB CHARLES CORP
SaleDirect50K shares at avg. $97.00$4.9M - May 22, 2025SCHW
SCHWAB CHARLES CORP
SaleDirect10.2K shares at avg. $87.39$889K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jul 23, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 6,952 | $102.03 | $709,341 | Direct |
| Mar 2, 2026 | SCHW SCHWAB CHARLES CORP | Award Nonqualified Stock Option (right to buy) | 21,057 | - | - | Direct |
| Mar 1, 2026 | SCHW SCHWAB CHARLES CORP | Award | 11,263 | - | $0 | Direct |
| Mar 1, 2026 | SCHW SCHWAB CHARLES CORP | Tax Payment | 4,311 | $95.31 | $410,860 | Direct |
| Feb 2, 2026 | SCHW SCHWAB CHARLES CORP | Sale | 7,595 | $104.38 | $792,796 | Direct |
| Feb 2, 2026 | SCHW SCHWAB CHARLES CORP | Exercise | 7,595 | $66.47 | $504,840 | Direct |
| Aug 27, 2025 | SCHW SCHWAB CHARLES CORP | Exercise | 47,813 | $64.10 | $3,064,813 | Direct |
| Aug 27, 2025 | SCHW SCHWAB CHARLES CORP | Exercise | 2,203 | $46.39 | $102,197 | Direct |
| Aug 27, 2025 | SCHW SCHWAB CHARLES CORP | Sale | 50,016 | $97.00 | $4,851,572 | Direct |
| May 22, 2025 | SCHW SCHWAB CHARLES CORP | Sale | 10,176 | $87.39 | $889,295 | Direct |
1-10 of 15 transactions