$ Value
$411K
Shares
4,311
Price
$95
Filed
Mar 3
Insider
Name
Morgan Peter J. III
Title
General Counsel
CIK
0001792910
Roles
Transaction Details
Transaction Date
2026-03-01
Code
F
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
6,952
Footnotes
Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. | The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. | The option was granted under the company's 2022 Stock Incentive Plan and vests 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 |
|---|---|---|---|
| 2026-03-02 | SCHW | A | $0 |
| 2026-03-01 | SCHW | A | $0 |
| 2026-03-01 | SCHW | F | $411K |
| 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 |
Other Insiders at SCHW (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
|
Schwab Charles R.
Co-Chairman
|
— | $70.3M | 2026-03-02 |
| HERRINGER FRANK C | — | — | 2026-04-01 |
| DODDS CHRISTOPHER V | — | $1.2M | 2026-02-06 |
|
Bettinger Walter W
Co-Chairman
|
— | $33.8M | 2026-03-02 |
| Ellis Stephen A | — | $1.0M | 2026-04-01 |
|
Murtagh Nigel J
Chief Risk Officer
|
— | $4.8M | 2026-04-14 |
|
Craig Jonathan M.
MD, Head of Investor Services
|
— | $1.4M | 2026-03-03 |
|
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 | 2026-03-02 |
| Brown Marianne Catherine | — | — | 2026-04-01 |
|
Howard Dennis
MD, Chief Tech, OPS & Data Off
|
— | $3.6M | 2026-03-03 |
|
Wurster Richard A
President & CEO
|
— | — | 2026-03-02 |
| Schwab-Pomerantz Carolyn | — | $4.5M | 2026-01-22 |
|
Beatty Jonathan S
MD, Head of Advisor Services
|
— | $193K | 2026-03-02 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $3.7M | 2026-04-15 |
|
Verdeschi Michael D
CFO
|
— | — | 2026-03-02 |