Peter J. III Morgan
CIK 1792910 · General Counsel · last filed 2026-07-27
"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.
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Disclosed Exposure
$75.5K
Companies
1
Total Filings
41
Lifetime Open-Market Net
-$15.03M
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 |
|---|---|---|---|---|---|---|---|
| SCHW | General Counsel | 697 | $108.28 | $75.5K | -$15.03M | 33 | 2026-07-27 |
Recent Filings · Page 3 of 5
41 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-03-06 | SCHW | Mixed | +14,211 | -$775.3K | EDGAR |
| 2023-03-03 | SCHW | Grant (A) | — | $0 | EDGAR |
| 2022-11-09 | SCHW | Sell (S) | −1,463 | -$117.1K | EDGAR |
| 2022-11-03 | SCHW | Tax (F) | −1,312 | -$105.3K | EDGAR |
| 2022-11-02 | SCHW | Mixed | — | -$278.6K | EDGAR |
| 2022-03-03 | SCHW | Grant (A) | — | $0 | EDGAR |
| 2022-02-08 | SCHW | Mixed | — | -$218.4K | EDGAR |
| 2022-02-01 | SCHW | Sell (S) | −2,239 | -$195.1K | EDGAR |
| 2021-11-03 | SCHW | Tax (F) | −1,541 | -$126.5K | EDGAR |
| 2021-08-30 | SCHW | Sell (S) | −1,042 | -$78.8K | EDGAR |
Form 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.
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.
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.