Morgan Peter J. III — SEC Form 4 filings
SEC reporting owner CIK 1792910. 9 Form 4 filings on record with FilingPulse; latest filed 2026-07-27.
Transaction summary — filings shown
Covers all 9 filings on record, filed 2024-03-05 to 2026-07-27. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 6 legs across 6 filings — 113,902 shares, $10,195,864 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 17.
- Largest priced transaction: sale of 50,016 shares @ $97.00 ($4,851,572) in SCHWAB CHARLES CORP, filed 2025-08-29.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| SCHWAB CHARLES CORP (SCHW) | General Counsel | 9 | — | 6 legs · 113,902 sh · $10,195,864 | 17 |
Form 4 filings — Morgan Peter J. III
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-07-27 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 6,952 @ $102.03 | EDGAR |
| 2026-03-03 | 4 | SCHWAB CHARLES CORP (SCHW) | Grant/award (A): 11,263 @ $0 · Tax withholding (F): 4,311 @ $95.31 · Grant/award (A): 21,057 (derivative) @ $0 | EDGAR |
| 2026-02-03 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 7,595 @ $66.47 · Sale (S): 7,595 @ $104.38 · Option exercise (M): 7,595 (derivative) @ $0 | EDGAR |
| 2025-08-29 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 2,203 @ $46.39 · Option exercise (M): 47,813 @ $64.10 · Sale (S): 50,016 @ $97.00 · Option exercise (M): 2,203 (derivative) @ $0 · Option exercise (M): 47,813 (derivative) @ $0 | EDGAR |
| 2025-05-23 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 10,176 @ $87.39 | EDGAR |
| 2025-03-04 | 4 | SCHWAB CHARLES CORP (SCHW) | Grant/award (A): 18,554 @ $0 · Tax withholding (F): 8,378 @ $79.05 · Grant/award (A): 27,360 (derivative) @ $0 | EDGAR |
| 2025-01-24 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 14,643 @ $41.98 · Sale (S): 14,643 @ $80.70 · Option exercise (M): 14,643 (derivative) @ $0 | EDGAR |
| 2024-04-18 | 4 | SCHWAB CHARLES CORP (SCHW) | Sale (S): 24,520 @ $72.23 | EDGAR |
| 2024-03-05 | 4 | SCHWAB CHARLES CORP (SCHW) | Grant/award (A): 44,236 @ $0 · Tax withholding (F): 19,716 @ $66.36 · Grant/award (A): 30,383 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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