Insider filing · SCHW
Peter J. Morgan III
General Counsel
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The Charles Schwab Corporation
SCHW · Financial Services · 152 filings in 24 months
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Peter J. Morgan III sold $4.9M of The Charles Schwab (SCHW)
Executed Aug 27 2025, disclosed Aug 29 2025, 2 days later.
Value, as filed
$4.9M
50,016 sh × $97.00
Executed
Aug 27 2025
the trade date, as filed
Disclosed
Aug 29 2025
2 days after the trade
Return, 21 sessionsiFrom the disclosed entry session; derived
–
purchases only
Returns are measured on stock purchases only.
The filer
PIPeter J. Morgan III (General Counsel) filed 2 Form 4 reports in the trailing twelve months (0 purchases, 2 sales), most often in The Charles Schwab Corporation (SCHW). The largest single filing was $793K of SCHW (7,595 sh × $104.38, as filed), executed Feb 2.
The name
SCHWFinancial Services · The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth managem…
More Financial Services filings→ Insider filings, newest first→ View the original filing at www.sec.gov→Other filings by Peter J. Morgan III in SCHW
SCHWSALE
The Charles Schwab Corporation
$709K6,952 sh × $102.03
Exec Jul 23
Filed Jul 27 · 6:05 PM ET SCHWSALE The Charles Schwab Corporation $793K
7,595 sh × $104.38
Exec Feb 2
Filed Feb 3 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation $889K
10,176 sh × $87.39
Exec May 22 2025
Filed May 23 2025 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation $1.2M
14,643 sh × $80.70
Exec Jan 22 2025
Filed Jan 24 2025 · 5:30 PM ET