SEC CIK 1792910
Morgan Peter J. III
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| SCHWview stock → | 0 | 2026-07-23 |
Position History — SCHW
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — SCHW
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-07-23 | Open-market sale | 6,952 | $102.03 | 0 |
| 2026-03-02 | Grant / award (derivative) | 21,057 | $0.00 | 21,057 |
| 2026-03-01 | Tax withholding | 4,311 | $95.31 | 6,952 |
| 2026-03-01 | Grant / award | 11,263 | $0.00 | 11,263 |
| 2026-02-02 | Option exercise (derivative) | 7,595 | $0.00 | 22,788 |
| 2026-02-02 | Open-market sale | 7,595 | $104.38 | 0 |
| 2026-02-02 | Option exercise | 7,595 | $66.47 | 7,595 |
| 2025-08-27 | Option exercise (derivative) | 2,203 | $0.00 | 0 |
| 2025-08-27 | Option exercise | 2,203 | $46.39 | 2,203 |
| 2025-08-27 | Open-market sale | 50,016 | $97.00 | 0 |
| 2025-08-27 | Option exercise | 47,813 | $64.10 | 50,016 |
| 2025-05-22 | Open-market sale | 10,176 | $87.39 | 0 |
| 2025-03-03 | Grant / award (derivative) | 27,360 | $0.00 | 27,360 |
| 2025-03-03 | Tax withholding | 8,378 | $79.05 | 10,176 |
| 2025-03-01 | Grant / award | 18,554 | $0.00 | 18,554 |
| 2025-01-22 | Option exercise (derivative) | 14,643 | $0.00 | 0 |
| 2025-01-22 | Option exercise | 14,643 | $41.98 | 14,643 |
| 2025-01-22 | Open-market sale | 14,643 | $80.70 | 0 |
| 2024-04-16 | Open-market sale | 24,520 | $72.23 | 0 |
| 2024-03-01 | Grant / award (derivative) | 30,383 | $0.00 | 30,383 |
| 2024-03-01 | Grant / award | 44,236 | $0.00 | 44,236 |
| 2024-03-01 | Tax withholding | 19,716 | $66.36 | 24,520 |
| 2023-11-30 | Open-market sale | 7,162 | $60.72 | 0 |
| 2023-11-01 | Tax withholding | 852 | $52.69 | 7,162 |
| 2023-08-29 | Open-market sale | 8,000 | $59.61 | 8,014 |
| 2023-03-02 | Tax withholding | 10,140 | $76.46 | 16,014 |
| 2023-03-02 | Grant / award | 24,351 | $0.00 | 26,154 |
| 2023-03-01 | Grant / award (derivative) | 26,448 | $0.00 | 26,448 |
| 2022-11-08 | Open-market sale | 1,463 | $80.04 | 1,803 |
| 2022-11-01 | Tax withholding | 1,312 | $80.26 | 3,266 |
| 2022-10-31 | Option exercise (derivative) | 7,322 | $0.00 | 14,643 |
| 2022-10-31 | Open-market sale | 7,322 | $80.03 | 4,578 |
| 2022-10-31 | Option exercise | 7,322 | $41.98 | 11,900 |
| 2022-03-01 | Grant / award (derivative) | 25,045 | $0.00 | 25,045 |
| 2022-02-08 | Option exercise (derivative) | 2,277 | $0.00 | 0 |
| 2022-02-08 | Option exercise (derivative) | 2,203 | $0.00 | 2,203 |
| 2022-02-08 | Option exercise | 2,277 | $44.24 | 6,855 |
| 2022-02-08 | Open-market sale | 4,480 | $94.04 | 4,578 |
| 2022-02-08 | Option exercise | 2,203 | $46.39 | 9,058 |
| 2022-01-31 | Open-market sale | 2,239 | $87.14 | 4,578 |
| 2021-11-01 | Tax withholding | 1,541 | $82.10 | 6,817 |
| 2021-08-27 | Open-market sale | 1,042.83 | $75.58 | 0 |
| 2021-04-29 | Option exercise (derivative) | 7,321 | $0.00 | 21,965 |
| 2021-04-29 | Option exercise | 7,321 | $41.98 | 15,679 |
| 2021-04-29 | Open-market sale | 7,321 | $70.85 | 8,358 |
| 2021-03-01 | Grant / award (derivative) | 47,813 | $0.00 | 47,813 |
| 2021-02-24 | Option exercise (derivative) | 4,405 | $0.00 | 4,406 |
| 2021-02-24 | Option exercise (derivative) | 3,379 | $0.00 | 0 |
| 2021-02-24 | Option exercise (derivative) | 6,828 | $0.00 | 2,277 |
| 2021-02-24 | Open-market sale | 14,612 | $64.11 | 8,358 |
| 2021-02-24 | Option exercise | 6,828 | $44.24 | 15,186 |
| 2021-02-24 | Option exercise | 4,405 | $46.39 | 19,591 |
| 2021-02-24 | Option exercise | 3,379 | $31.65 | 22,970 |
| 2020-11-06 | Open-market sale | 3,521 | $41.38 | 8,358 |
| 2020-11-02 | Tax withholding | 1,677 | $41.79 | 11,879 |
| 2020-03-02 | Grant / award (derivative) | 29,286 | $0.00 | 29,286 |
| 2020-01-31 | Option exercise (derivative) | 6,757 | $0.00 | 3,379 |
| 2020-01-31 | Option exercise (derivative) | 3,429 | $0.00 | 0 |
| 2020-01-31 | Option exercise | 3,429 | $28.44 | 30,294 |
| 2020-01-31 | Open-market sale | 6,552 | $46.11 | 20,313 |
| 2020-01-31 | Open-market sale | 3,429 | $46.11 | 26,865 |
| 2020-01-31 | Open-market sale | 6,757 | $46.11 | 13,556 |
| 2020-01-31 | Option exercise | 6,552 | $31.37 | 26,865 |
| 2020-01-31 | Option exercise | 6,757 | $31.65 | 20,313 |
| 2019-11-29 | Open-market sale | 624 | $49.70 | 13,556 |
| 2019-11-26 | Open-market sale | 2,500 | $49.02 | 14,180 |
| 2019-11-04 | Tax withholding | 478 | $42.71 | 16,680 |
| 2019-11-01 | Grant / award | 7,211 | $0.00 | 18,333 |
| 2019-11-01 | Tax withholding | 1,175 | $41.61 | 17,158 |
| 2019-10-23 | — | — | — | 1,015 |
| 2019-10-23 | — | — | — | 11,122 |
| 2019-10-23 | — | — | — | 139 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.