$ Value
$3.1M
Shares
47,813
Price
$64
Filed
Aug 29
Insider
Name
Morgan Peter J. III
Title
General Counsel
CIK
0001792910
Roles
Transaction Details
Transaction Date
2025-08-27
Code
M
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
50,016
Footnotes
This transaction was executed in multiple trades at prices ranging from $96.895 to $97.09. 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 August 28, 2025. | The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.
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 |
| Schwab-Pomerantz Carolyn | — | $4.5M | 2026-01-22 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $1.6M | 2026-04-15 |