Transactions
7
Insider / SCHWAB CHARLES CORP
Morgan Peter J. III
General Counsel at SCHWAB CHARLES CORP
- Company
- SCHWAB CHARLES CORP
- Ticker
- SCHW
- First filing on record
- February 3, 2026
- Latest trade on record
- July 23, 2026
- SEC filings
- EDGAR ↗
Morgan Peter J. III, General Counsel at SCHWAB CHARLES CORP, has disclosed 7 transactions in SCHW since February 3, 2026: 0 purchases (0 open-market buys) and 3 sales, worth about $2.4M at the reported prices. The latest was filed July 27, 2026, 4 days after the trade.
Open-market buys
0
Sales
3
Avg. disclosure lag
1.7d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Morgan Peter J. III made no purchases and 3 sales worth $1.9M, plus 4 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Morgan Peter J. III has traded 1 stock on record; the largest by dollars is SCHW.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
0 of 3 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| A | Grant or award | 2 | 32,320 | — |
| M | Option exercise or conversion | 2 | 15,190 | $505K |
| S | Open-market sale | 2 | 14,547 | $1.5M |
| F | Shares withheld for tax | 1 | 4,311 | $411K |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 7 | 0 | 3 · $1.9M |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHW | Sell S | July 23, 2026 | July 27, 2026 | 4d | 6,952 | $102 | $709K | Form 4 ↗ | ||
| SCHW | Other A | March 2, 2026 | March 3, 2026 | 1d | 21,057 | — | — | derivative | Form 4 ↗ | |
| SCHW | Sell F | March 1, 2026 | March 3, 2026 | 2d | 4,311 | $95 | $411K | Form 4 ↗ | ||
| SCHW | Other A | March 1, 2026 | March 3, 2026 | 2d | 11,263 | — | — | Form 4 ↗ | ||
| SCHW | Option / conversion M | February 2, 2026 | February 3, 2026 | 1d | 7,595 | — | — | derivative | Form 4 ↗ | |
| SCHW | Sell S | February 2, 2026 | February 3, 2026 | 1d | 7,595 | $104 | $793K | Form 4 ↗ | ||
| SCHW | Option / conversion M | February 2, 2026 | February 3, 2026 | 1d | 7,595 | $66 | $505K | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| July 27, 2026 | Form 4 | 0001792910-26-000006 | 1 | published | EDGAR ↗ |
| March 3, 2026 | Form 4 | 0001792910-26-000004 | 3 | published | EDGAR ↗ |
| February 3, 2026 | Form 4 | 0001792910-26-000002 | 3 | published | EDGAR ↗ |
Other insiders at SCHWAB CHARLES CORP
- Schwab Charles R. Co-Chairman 45 rows
- Bettinger Walter W Co-Chairman 28 rows
- Murtagh Nigel J Chief Risk Officer 22 rows
- Woolway Paul V MD, Chief Banking Officer 21 rows
- Craig Jonathan M. MD, Head of Investor Services 20 rows
- Brown Marianne Catherine Director 19 rows
- Ellis Stephen A Director 18 rows
- Beatty Jonathan S MD, Head of Advisor Services 17 rows
- Schwab-Pomerantz Carolyn Director 17 rows
- Howard Dennis MD, Chief Tech, OPS & Data Off 13 rows
Everyone on file, with contracts and lobbying under the company's name: SCHWAB CHARLES CORP.
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 3 | 7 | February 3, 2026 | July 27, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.