Peter J. III Morgan
CIK 1792910 · General Counsel · last filed 2026-03-03
"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
$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.
Recent Filings · Page 3 of 4
32 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2021-08-30 | SCHWpJ | Sell (S) | −1,042 | -$78.8K | EDGAR |
| 2021-04-29 | SCHWpJ | Mixed | — | -$211.4K | EDGAR |
| 2021-03-03 | SCHWpD | Grant (A) | — | $0 | EDGAR |
| 2021-02-24 | SCHWpD | Mixed | — | -$323.4K | EDGAR |
| 2020-11-06 | SCHWpD | Sell (S) | −3,521 | -$145.7K | EDGAR |
| 2020-11-04 | SCHWpD | Tax (F) | −1,677 | -$70.1K | EDGAR |
| 2020-03-04 | SCHWpD | Grant (A) | — | $0 | EDGAR |
| 2020-01-31 | SCHWpD | Mixed | — | -$254.9K | EDGAR |
| 2019-12-02 | SCHWpD | Sell (S) | −624 | -$31.0K | EDGAR |
| 2019-11-27 | SCHWpD | Sell (S) | −2,500 | -$122.5K | EDGAR |
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.