Peter J. III Morgan
CIK 1792910 · General Counsel · last filed 2026-07-27
Peter J. III Morgan is a General Counsel who has filed 41 SEC Form 4 insider transactions across 1 company since 2019. The most recent filing shows the insider sold $709.3K of SCHW on Jul 27, 2026. Across all open-market trades the lifetime net is −$15.0M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $75.5K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$75.5K
1
41
-$15.03M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SCHW | General Counsel | 697 | $108.28 | $75.5K | -$15.03M | 33 | 2026-07-27 |
Recent Filings
41 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-07-27 | SCHW | Sell (S) | −6,952 | -$709.3K | EDGAR |
| 2026-07-23 | SCHW | Notice (144) | −6,952 | -$708.4K | EDGAR |
| 2026-03-03 | SCHW | Mixed | +6,952 | -$410.9K | EDGAR |
| 2026-02-03 | SCHW | Mixed | — | -$288.0K | EDGAR |
| 2026-02-02 | SCHW | Notice (144) | −7,595 | -$792.8K | EDGAR |
| 2025-08-29 | SCHW | Mixed | — | -$1.68M | EDGAR |
| 2025-08-27 | SCHW | Notice (144) | −50,016 | -$4.85M | EDGAR |
| 2025-05-23 | SCHW | Sell (S) | −10,176 | -$889.3K | EDGAR |
| 2025-05-22 | SCHW | Notice (144) | −10,176 | -$889.3K | EDGAR |
| 2025-03-04 | SCHW | Mixed | +10,176 | -$662.2K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.