PI
Insider
Peter J. Morgan III
General CounselPeter 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.
Add to watchlistReturn, ttmiAverage return per filing, trailing twelve months
–
no purchases on file
Delay-adjustediThe same average, entered at disclosure dates
–
returns measure stock purchases only
Filings, ttm
2
0 buys · 2 sells
Median delay
–
execution → disclosure
Volume, ttmiDollar value disclosed in the trailing twelve months
$1.5M
shares × price, as filed
Last traded
Jul 23
Filed Jul 27
Median ADV $1.1B across their filed names
Open performance→Volume by month
Buys $0
Sells $8.4M
Shares × price, as filed · by filing month · past 24 months
Sectors filed on
Financial Services
2 filings
Sector per market data · by filing · past 12 months
Most traded names
SCHWRecent filings
SCHWSALE
The Charles Schwab Corporation
View filing →
$709K6,952 sh × $102.03
Exec Jul 23
Filed Jul 27 · 6:05 PM ET SCHWSALE The Charles Schwab Corporation View filing → $793K
7,595 sh × $104.38
Exec Feb 2
Filed Feb 3 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation View filing → $4.9M
50,016 sh × $97.00
Exec Aug 27 2025
Filed Aug 29 2025 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation View filing → $889K
10,176 sh × $87.39
Exec May 22 2025
Filed May 23 2025 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation View filing → $1.2M
14,643 sh × $80.70
Exec Jan 22 2025
Filed Jan 24 2025 · 5:30 PM ET