$ Value
$505K
Shares
7,595
Price
$66
Filed
Feb 3
Insider
Name
Morgan Peter J. III
Title
General Counsel
CIK
0001792910
Roles
Transaction Details
Transaction Date
2026-02-02
Code
M
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
7,595
Footnotes
This transaction was executed in multiple trades at prices ranging from $104.32 to $104.44. 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 January 30, 2026. | This information is based on a plan statement as of February 1, 2026. | The option was granted under the company's 2022 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 |
|---|---|---|---|
| 2026-02-02 | SCHW | M | $505K |
| 2026-02-02 | SCHW | ▼ | $793K |
| 2026-02-02 | SCHW | M | $0 |
| 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 |
|---|---|---|---|
|
Schwab Charles R.
Co-Chairman
|
— | $70.3M | 2026-02-10 |
| HERRINGER FRANK C | — | — | 2026-04-01 |
| DODDS CHRISTOPHER V | — | $1.2M | 2026-02-06 |
|
Bettinger Walter W
Co-Chairman
|
— | $33.8M | 2026-02-06 |
| 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 |
|
Morgan Peter J. III
General Counsel
|
— | $793K | 2026-02-02 |
| Brown Marianne Catherine | — | — | 2026-04-01 |
|
Howard Dennis
MD, Chief Tech, OPS & Data Off
|
— | $2.7M | 2026-02-25 |
| Schwab-Pomerantz Carolyn | — | $4.5M | 2026-01-22 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $1.6M | 2026-04-15 |