Peter J. Morgan Iii Schwab Charles Corp (SCHW) insider trading activity

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

100.0% 3M change

100.0% 12M change

Total Value Held $0

Peter J. Morgan III Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
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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