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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History For:
'MORGAN PETER J III'
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Insider Statistics
T N H M S
Insider Title
Company Name
Ticker
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
SIC Code
SIC Sector
SIC Industry
SIC Sub-Industry
Input Date
1
1y
13
46%
7%
1
GC
SCHWAB CHARLES CORP
SCHW
OS
$4,851,572
50,016
---
8/27/25
---
$97.00
---
All
D
---
6211
Finance, Insurance, And Real Estate
Security And Commodity Brokers, Dealers, Exchanges, And Services
Security Brokers, Dealers & Flotation Companies
8/29/25 - 6:18:53 pm
2
    
 
GC
SCHWAB CHARLES CORP
SCHW
OE
$3,167,011
50,016
---
8/27/25
$46.39
$64.10
50,016
New
D
---
6211
Finance, Insurance, And Real Estate
Security And Commodity Brokers, Dealers, Exchanges, And Services
Security Brokers, Dealers & Flotation Companies
8/29/25 - 6:18:53 pm
3
1y
13
46%
7%
1
GC
SCHWAB CHARLES CORP
SCHW
S
$889,295
10,176
---
5/22/25
---
$87.39
---
All
D
---
6211
Finance, Insurance, And Real Estate
Security And Commodity Brokers, Dealers, Exchanges, And Services
Security Brokers, Dealers & Flotation Companies
5/23/25 - 4:04:08 pm
4
    
 
GC
SCHWAB CHARLES CORP
SCHW
JS
$662,239
8,378
---
3/3/25
---
$79.05
10,176
-45.2
D
R
6211
Finance, Insurance, And Real Estate
Security And Commodity Brokers, Dealers, Exchanges, And Services
Security Brokers, Dealers & Flotation Companies
3/4/25 - 7:53:09 pm
5
    
 
GC
SCHWAB CHARLES CORP
SCHW
JB
---
18,554
---
3/1/25
---
---
18,554
New
D
R
6211
Finance, Insurance, And Real Estate
Security And Commodity Brokers, Dealers, Exchanges, And Services
Security Brokers, Dealers & Flotation Companies
3/4/25 - 7:53:09 pm
6
1y
13
46%
7%
1
GC
SCHWAB CHARLES CORP
SCHW
OS
$1,181,709
14,643
---
1/22/25
---
$80.70
---
All
D
---
6211
Finance, Insurance, And Real Estate
Security And Commodity Brokers, Dealers, Exchanges, And Services
Security Brokers, Dealers & Flotation Companies
1/24/25 - 6:20:25 pm
7
    
 
GC
SCHWAB CHARLES CORP
SCHW
OE
$614,713
14,643
---
1/22/25
---
$41.98
14,643
New
D
---
6211
Finance, Insurance, And Real Estate
Security And Commodity Brokers, Dealers, Exchanges, And Services
Security Brokers, Dealers & Flotation Companies
1/24/25 - 6:20:25 pm
8
1y
13
46%
7%
1
GC
SCHWAB CHARLES CORP
SCHW
S
$1,771,151
24,520
---
4/16/24
---
$72.23
---
All
D
---
6211
Finance, Insurance, And Real Estate
Security And Commodity Brokers, Dealers, Exchanges, And Services
Security Brokers, Dealers & Flotation Companies
4/18/24 - 9:08:17 pm
9
    
 
GC
SCHWAB CHARLES CORP
SCHW
JS
$1,308,279
19,716
---
3/1/24
---
$66.36
24,520
-44.6
D
R
3/5/24 - 6:40:59 pm
10
    
 
GC
SCHWAB CHARLES CORP
SCHW
JB
---
44,236
---
3/1/24
---
---
44,236
New
D
R
3/5/24 - 6:40:59 pm
11
1y
13
46%
7%
1
GC
SCHWAB CHARLES CORP
SCHW
S
$434,875
7,162
---
11/30/23
---
$60.72
---
All
D
---
6211
Finance, Insurance, And Real Estate
Security And Commodity Brokers, Dealers, Exchanges, And Services
Security Brokers, Dealers & Flotation Companies
12/4/23 - 8:16:40 pm
12
    
 
GC
SCHWAB CHARLES CORP
SCHW
JS
$44,892
852
---
11/1/23
---
$52.69
7,162
-10.6
D
R
6211
Finance, Insurance, And Real Estate
Security And Commodity Brokers, Dealers, Exchanges, And Services
Security Brokers, Dealers & Flotation Companies
11/3/23 - 4:40:54 pm
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