▼ SELL
$ Value
$889K
Shares
10,176
Price
$87
Filed
May 23
Insider
Name
Morgan Peter J. III
Title
General Counsel
CIK
0001792910
Roles
Officer
Transaction Details
Transaction Date
2025-05-22
Code
S
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
—
Footnotes
This transaction was executed in multiple trades at prices ranging from $87.24 to $87.57. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. | This information is based on a plan statement as of May 1, 2025. | This information is based on a plan statement as of May 15, 2025.
Filing Info
Morgan Peter J. III's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2025-08-27 | SCHW | M | $102K |
| 2025-08-27 | SCHW | M | $3.1M |
| 2025-08-27 | SCHW | ▼ | $4.9M |
| 2025-08-27 | SCHW | M | $0 |
| 2025-08-27 | SCHW | M | $0 |
| 2025-05-22 | SCHW | ▼ | $889K |
Other Insiders at SCHW (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| HERRINGER FRANK C | — | — | 2026-04-01 |
| Ellis Stephen A | — | — | 2026-04-01 |
|
Murtagh Nigel J
Chief Risk Officer
|
— | $4.1M | 2026-04-14 |
|
Craig Jonathan M.
MD, Head of Retail Investing
|
— | $2.2M | 2026-04-14 |
| Ruffel Charles A. | — | — | 2026-04-01 |
| Brown Marianne Catherine | — | — | 2026-04-01 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $1.6M | 2026-04-15 |