Peter J. Morgan III
CIK 1792910 · View on SEC EDGAR ↗
Insider
First SEC filing: Nov. 1, 2019 · Latest: Dec. 4, 2023
On this page
Insider at
Insider transactions
0 buys (P)
1 sells (S)
Net:
$-709,313
+ 33 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
33 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| July 23, 2026 | SCHW | S | 6,952 | $102.03 | $709,313 | 0 Direct | -100.00% | Disposed | 9.0% (price as of 2026-08-21) |
| Nov. 30, 2023 | SCHW | S | 7,162 | $60.72 | $434,877 | 0 Direct | -100.00% | Disposed | 83.1% (price as of 2026-08-21) |
| Aug. 29, 2023 | SCHW | S | 8,000 | $59.61 | $476,880 | 8,014 Direct | -49.96% | Disposed | 86.5% (price as of 2026-08-21) |
| Nov. 8, 2022 | SCHW | S | 1,463 | $80.04 | $117,099 | 1,803 Direct | -44.79% | Disposed | 38.9% (price as of 2026-08-21) |
| Oct. 31, 2022 | SCHW | S | 7,322 | $80.03 | $585,980 | 4,578 Direct | -61.53% | Disposed | 38.9% (price as of 2026-08-21) |
| Feb. 8, 2022 | SCHW | S | 4,480 | $94.04 | $421,299 | 4,578 Direct | -49.46% | Disposed | 18.2% (price as of 2026-08-21) |
| Jan. 31, 2022 | SCHW | S | 2,239 | $87.14 | $195,106 | 4,578 Direct | -32.84% | Disposed | 27.6% (price as of 2026-08-21) |
| Aug. 27, 2021 | SCHW | S | 1,043 | $75.58 | $78,830 | 0 Indirect | -100.00% | Disposed | 47.1% (price as of 2026-08-21) |
| April 29, 2021 | SCHW | S | 7,321 | $70.85 | $518,693 | 8,358 Direct | -46.69% | Disposed | 56.9% (price as of 2026-08-21) |
| Feb. 24, 2021 | SCHW | S | 14,612 | $64.11 | $936,775 | 8,358 Direct | -63.61% | Disposed | 73.4% (price as of 2026-08-21) |
| Nov. 6, 2020 | SCHW | S | 3,521 | $41.38 | $145,699 | 8,358 Direct | -29.64% | Disposed | 168.7% (price as of 2026-08-21) |
| Jan. 31, 2020 | SCHW | S | 3,429 | $46.11 | $158,111 | 26,865 Direct | -11.32% | Disposed | 141.2% (price as of 2026-08-21) |
| Jan. 31, 2020 | SCHW | S | 6,552 | $46.11 | $302,113 | 20,313 Direct | -24.39% | Disposed | 141.2% (price as of 2026-08-21) |
| Jan. 31, 2020 | SCHW | S | 6,757 | $46.11 | $311,565 | 13,556 Direct | -33.26% | Disposed | 141.2% (price as of 2026-08-21) |
| Nov. 29, 2019 | SCHW | S | 624 | $49.70 | $31,013 | 13,556 Direct | -4.40% | Disposed | 123.7% (price as of 2026-08-21) |
| Nov. 26, 2019 | SCHW | S | 2,500 | $49.02 | $122,550 | 14,180 Direct | -14.99% | Disposed | 126.8% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 1, 2023 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (26,448) | $77.41 | March 1, 2033 | 26,448 | Acquired |
| Oct. 31, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,322) | $41.98 | March 2, 2030 | 7,322 | Disposed |
| March 1, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (25,045) | $77.86 | March 1, 2032 | 25,045 | Acquired |
| Feb. 8, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,277) | $44.24 | Nov. 1, 2027 | 2,277 | Disposed |
| Feb. 8, 2022 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (2,203) | $46.39 | Nov. 1, 2028 | 2,203 | Disposed |
| April 29, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (7,321) | $41.98 | March 2, 2030 | 7,321 | Disposed |
| March 1, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (47,813) | $64.10 | March 1, 2031 | 47,813 | Acquired |
| Feb. 24, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,379) | $31.65 | Nov. 1, 2026 | 3,379 | Disposed |
| Feb. 24, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (6,828) | $44.24 | Nov. 1, 2027 | 6,828 | Disposed |
| Feb. 24, 2021 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (4,405) | $46.39 | Nov. 1, 2028 | 4,405 | Disposed |
| March 2, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (29,286) | $41.98 | March 2, 2030 | 29,286 | Acquired |
| Jan. 31, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (6,757) | $31.65 | Nov. 1, 2026 | 6,757 | Disposed |
| Jan. 31, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (6,552) | $31.37 | Nov. 2, 2025 | 6,552 | Disposed |
| Jan. 31, 2020 | SCHW | Nonqualified Stock Option (right to buy) | Common Stock (3,429) | $28.44 | Nov. 3, 2024 | 3,429 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 8 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Nov. 1, 2019 | SCHW | Common Stock | 11,122 | Direct |
| Nov. 1, 2019 | SCHW | Common Stock | 139 | Indirect |
| Nov. 1, 2019 | SCHW | Common Stock | 1,015 | Indirect |
| Nov. 1, 2019 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (3,429) | 3,429 | Direct |
| Nov. 1, 2019 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (6,552) | 6,552 | Direct |
| Nov. 1, 2019 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (10,136) | 10,136 | Direct |
| Nov. 1, 2019 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (9,105) | 9,105 | Direct |
| Nov. 1, 2019 | SCHW | Nonqualified Stock Option (right to buy)→ Common Stock (8,811) | 8,811 | Direct |