Morgan Peter J. III
General Counsel | MD, General Counsel | MD, EVP, And General Counsel +1 more
2 companies
Insider Signal Score
61
GoodTrades Analyzed
13
12M Win Rate
54.5%
Avg 3M Return
+3.6%
Avg 12M Return
-0.3%
Morgan Peter J. III is a General Counsel at SCHWAB CHARLES CORP with holdings across 2 companies. Recent SEC Form 4 filings include 0 buys and 10 sells.
Estimated insider holdings value: $334K based on current market prices.
Holdings by Company
Transaction History
Showing 10 filings
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 2, 2026 | SCHW-PJ 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% | - | |
| 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% | |
| Feb 8, 2022 | SCHW Schwab Charles Corp | MD, EVP, And General Counsel | Sale+OE | 4,480 | $94.04 | $421,318.91 | -49.5% | -32.3% | -14.2% |
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