Morgan Peter J. III

Officer · SCHW

As of 2026-09-16, Morgan Peter J. III has 19 Form 4 transactions on record across 1 company — 7 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Trades by company

SCHW · 19 trades
2026-07-23: Sale, 6,952 sh ($709K)2026-03-02: Award / grant, 21,057 sh ($0)2026-03-01: Withheld for tax, 4,311 sh ($411K)2026-03-01: Award / grant, 11,263 sh ($0)2026-02-02: Sale, 7,595 sh ($793K)2026-02-02: Option exercise, 7,595 sh ($505K)2026-02-02: Option exercise, 7,595 sh ($0)2025-08-27: Sale, 50,016 sh ($4.9M)2025-08-27: Option exercise, 47,813 sh ($3.1M)2025-08-27: Option exercise, 2,203 sh ($102K)2025-08-27: Option exercise, 2,203 sh ($0)2025-08-27: Option exercise, 47,813 sh ($0)2025-05-22: Sale, 10,176 sh ($889K)2025-03-03: Withheld for tax, 8,378 sh ($662K)2025-03-03: Award / grant, 27,360 sh ($0)2025-03-01: Award / grant, 18,554 sh ($0)2025-01-22: Sale, 14,643 sh ($1.2M)2025-01-22: Option exercise, 14,643 sh ($615K)2025-01-22: Option exercise, 14,643 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-07-23SCHWSale6,952 @ $102.03$709K−100.0% of holding0Form 4
2026-02-02SCHWSale7,595 @ $104.38$793K−100.0% of holding0Form 4
2025-08-27SCHWSale50,016 @ $97.00$4.9M−100.0% of holding0Form 4
2025-05-22SCHWSale10,176 @ $87.39$889K−100.0% of holding0Form 4
2025-01-22SCHWSale14,643 @ $80.70$1.2M−100.0% of holding0Form 4
14 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-03-02SCHWAward / grant21,05721,057Form 4
2026-03-01SCHWWithheld for tax4,3116,952Form 4
2026-03-01SCHWAward / grant11,26311,263Form 4
2026-02-02SCHWOption exercise7,5957,595Form 4
2026-02-02SCHWOption exercise7,59522,788Form 4
2025-08-27SCHWOption exercise47,81350,016Form 4
2025-08-27SCHWOption exercise2,2032,203Form 4
2025-08-27SCHWOption exercise2,2030Form 4
2025-08-27SCHWOption exercise47,8130Form 4
2025-03-03SCHWWithheld for tax8,37810,176Form 4
2025-03-03SCHWAward / grant27,36027,360Form 4
2025-03-01SCHWAward / grant18,55418,554Form 4
2025-01-22SCHWOption exercise14,64314,643Form 4
2025-01-22SCHWOption exercise14,6430Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.