Peter J. III Morgan

CIK 1792910 · General Counsel · last filed 2026-03-03

Peter J. III Morgan is a General Counsel who has filed 32 SEC Form 4 insider transactions across 2 companies since 2019. The most recent filing, for SCHWpJ, was dated Mar 3, 2026. Across all open-market trades the lifetime net is −$14.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $760.7K 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.

Loading insider history…
Disclosed Exposure

$760.7K

Companies

2

Total Filings

32

Lifetime Open-Market Net

-$14.32M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
SCHWpJ General Counsel 11,414 $17.43 $198.9K -$12.32M 22 2026-03-03
SCHWpD EVP and General Counsel 23,112 $24.31 $561.8K -$2.01M 10 2021-03-03

Recent Filings

32 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2026-03-03 SCHWpJ Mixed +6,952 -$410.9K EDGAR
2026-02-03 SCHWpJ Mixed -$288.0K EDGAR
2025-08-29 SCHWpJ Mixed -$1.68M EDGAR
2025-05-23 SCHWpJ Sell (S) −10,176 -$889.3K EDGAR
2025-03-04 SCHWpJ Mixed +10,176 -$662.2K EDGAR
2025-01-24 SCHWpJ Mixed -$567.0K EDGAR
2024-04-18 SCHWpJ Sell (S) −24,520 -$1.77M EDGAR
2024-03-05 SCHWpJ Mixed +24,520 -$1.31M EDGAR
2023-12-04 SCHWpJ Sell (S) −7,162 -$434.9K EDGAR
2023-11-03 SCHWpJ Tax (F) −852 -$44.9K EDGAR
Showing 110 of 32
Page 1 of 4
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.