Peter J. Morgan Iii is General Counsel of SCHWAB CHARLES CORP. Currently has a direct ownership of 0 shares of SCHW, which is worth approximately $0. The most recent transaction as insider was on Apr 16, 2024, when has been sold 24,520 shares (Common Stock) at a price of $72.23 per share, resulting in proceeds of $1,771,079. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 0
0% 3M change
0% 12M change
Total Value Held $0

Peter J. Morgan III Transaction History

Date Transaction Value Shares Traded Shares Held Form
Apr 16 2024
SELL
Open market or private sale
$1,771,079 $72.23 p/Share
24,520 Reduced 100.0%
0 Common Stock
Mar 01 2024
SELL
Payment of exercise price or tax liability
$1,308,353 $66.36 p/Share
19,716 Reduced 44.57%
24,520 Common Stock
Mar 01 2024
BUY
Grant, award, or other acquisition
-
44,236 Added 50.0%
44,236 Common Stock
Nov 30 2023
SELL
Open market or private sale
$434,876 $60.72 p/Share
7,162 Reduced 100.0%
0 Common Stock
Nov 01 2023
SELL
Payment of exercise price or tax liability
$44,891 $52.69 p/Share
852 Reduced 10.63%
7,162 Common Stock
Aug 29 2023
SELL
Open market or private sale
$476,880 $59.61 p/Share
8,000 Reduced 49.96%
8,014 Common Stock
Mar 02 2023
SELL
Payment of exercise price or tax liability
$775,304 $76.46 p/Share
10,140 Reduced 38.77%
16,014 Common Stock
Mar 02 2023
BUY
Grant, award, or other acquisition
-
24,351 Added 48.22%
26,154 Common Stock
Nov 08 2022
SELL
Open market or private sale
$117,098 $80.04 p/Share
1,463 Reduced 44.79%
1,803 Common Stock
Nov 01 2022
SELL
Payment of exercise price or tax liability
$105,288 $80.25 p/Share
1,312 Reduced 28.66%
3,266 Common Stock
Oct 31 2022
SELL
Open market or private sale
$585,979 $80.03 p/Share
7,322 Reduced 61.53%
4,578 Common Stock
Oct 31 2022
BUY
Exercise of conversion of derivative security
$307,377 $41.98 p/Share
7,322 Added 38.09%
11,900 Common Stock
Feb 08 2022
SELL
Open market or private sale
$421,299 $94.04 p/Share
4,480 Reduced 49.46%
4,578 Common Stock
Feb 08 2022
BUY
Exercise of conversion of derivative security
$203,034 $45.32 p/Share
4,480 Added 33.09%
9,058 Common Stock
Jan 31 2022
SELL
Open market or private sale
$195,106 $87.14 p/Share
2,239 Reduced 32.84%
4,578 Common Stock
Nov 01 2021
SELL
Payment of exercise price or tax liability
$126,501 $82.09 p/Share
1,541 Reduced 18.44%
6,817 Common Stock
Apr 29 2021
SELL
Open market or private sale
$518,693 $70.85 p/Share
7,321 Reduced 46.69%
8,358 Common Stock
Apr 29 2021
BUY
Exercise of conversion of derivative security
$307,336 $41.98 p/Share
7,321 Added 31.83%
15,679 Common Stock
Feb 24 2021
SELL
Open market or private sale
$936,775 $64.11 p/Share
14,612 Reduced 63.61%
8,358 Common Stock
Feb 24 2021
BUY
Exercise of conversion of derivative security
$595,585 $40.76 p/Share
14,612 Added 38.88%
22,970 Common Stock
Nov 06 2020
SELL
Open market or private sale
$145,699 $41.38 p/Share
3,521 Reduced 29.64%
8,358 Common Stock
Nov 02 2020
SELL
Payment of exercise price or tax liability
$70,082 $41.79 p/Share
1,677 Reduced 12.37%
11,879 Common Stock
Jan 31 2020
SELL
Open market or private sale
$771,789 $46.11 p/Share
16,738 Reduced 55.25%
13,556 Common Stock
Jan 31 2020
BUY
Exercise of conversion of derivative security
$510,342 $30.49 p/Share
16,738 Added 35.59%
30,294 Common Stock
Nov 29 2019
SELL
Open market or private sale
$31,013 $49.7 p/Share
624 Reduced 4.4%
13,556 Common Stock
PJM

Peter J. Morgan Iii

General Counsel
Westlake, TX

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