| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
General Counsel | MD, General Counsel | MD, EVP, And General Counsel +1 more
1 company
Morgan Peter J. III is a General Counsel at SCHW. Recent filings cover 0 purchases and 21 sales.
Our model assigns Morgan Peter J. III a middling insider score of 60/100, based on 13 past trades. Over a 12-month horizon, 50.0% of those trades were profitable, with an average 12-month return of -0.5%.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 23, 2026 | SCHW The Charles Schwab Corporation | General Counsel | Sell | 6,952 | $102.03 | $709,341.06 | -100% | - | - | |
| Feb 2, 2026 | SCHW Schwab Charles Corp | General Counsel | Sale+OE | 7,595 | $104.38 | $792,796.48 | -100% | - | - | |
| Aug 27, 2025 | SCHW Schwab Charles Corp | General Counsel | Sale+OE | 50,016 | $97.00 | $4,851,572.01 | -100% | -6.3% | - | |
| May 22, 2025 | SCHW Schwab Charles Corp | General Counsel | Sell | 10,176 | $87.39 | $889,294.89 | -100% | +9.4% | +3.3% | |
| Jan 22, 2025 | SCHW Schwab Charles Corp | General Counsel | Sale+OE | 14,643 | $80.70 | $1,181,709.14 | -100% | -5.0% | +29.1% | |
| Apr 16, 2024 | SCHW Schwab Charles Corp | General Counsel | Sell | 24,520 | $72.23 | $1,771,150.71 | -100% | +2.7% | +3.6% | |
| Nov 30, 2023 | SCHW Schwab Charles Corp | General Counsel | Sell | 7,162 | $60.72 | $434,875.21 | -100% | +7.1% | +35.0% | |
| Aug 29, 2023 | SCHW Schwab Charles Corp | MD, General Counsel | Sell | 8,000 | $59.61 | $476,872.00 | -50.0% | -5.8% | +7.6% | |
| Nov 8, 2022 | SCHW Schwab Charles Corp | MD, EVP, And General Counsel | Sell | 1,463 | $80.04 | $117,103.93 | -44.8% | +0.6% | -30.9% | |
| Oct 31, 2022 | SCHW Schwab Charles Corp | MD, EVP, And General Counsel | Sale+OE | 7,322 | $80.03 | $585,967.94 | -61.5% | -5.0% | -34.5% |