Morgan Peter J. III

CIK 00017929101 companyWESTLAKE, TX

SEC Profile

Transactions

Companies

Filings

CIK

0001792910

Recent Transactions

50 trades

Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2025-08-27−2,203→ 0 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-08-27$46.39/sh+2,203→ 2,203 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2025-08-27−47,813→ 0 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-08-27$64.10/sh+47,813→ 50,016 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-08-27$97.00/sh−50,016→ 0 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-05-22$87.39/sh−10,176→ 0 total
Tax Payment
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-03-03$79.05/sh−8,378→ 10,176 total
Award
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2025-03-03+27,360→ 27,360 total
Award
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-03-01+18,554→ 18,554 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2025-01-22−14,643→ 0 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-01-22$80.70/sh−14,643→ 0 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2025-01-22$41.98/sh+14,643→ 14,643 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-04-16$72.23/sh−24,520→ 0 total
Award
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-03-01+44,236→ 44,236 total
Tax Payment
SCHWAB CHARLES CORP$SCHW
Common Stock
2024-03-01$66.36/sh−19,716→ 24,520 total
Award
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2024-03-01+30,383→ 30,383 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2023-11-30$60.72/sh−7,162→ 0 total
Tax Payment
SCHWAB CHARLES CORP$SCHW
Common Stock
2023-11-01$52.69/sh−852→ 7,162 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2023-08-29$59.61/sh−8,000→ 8,014 total
Award
SCHWAB CHARLES CORP$SCHW
Common Stock
2023-03-02+24,351→ 26,154 total
Tax Payment
SCHWAB CHARLES CORP$SCHW
Common Stock
2023-03-02$76.46/sh−10,140→ 16,014 total
Award
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2023-03-01+26,448→ 26,448 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2022-11-08$80.04/sh−1,463→ 1,803 total
Tax Payment
SCHWAB CHARLES CORP$SCHW
Common Stock
2022-11-01$80.25/sh−1,312→ 3,266 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2022-10-31$80.03/sh−7,322→ 4,578 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2022-10-31−7,322→ 14,643 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2022-10-31$41.98/sh+7,322→ 11,900 total
Award
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2022-03-01+25,045→ 25,045 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2022-02-08$94.04/sh−4,480→ 4,578 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2022-02-08$44.24/sh+2,277→ 6,855 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2022-02-08−2,277→ 0 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2022-02-08$46.39/sh+2,203→ 9,058 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2022-02-08−2,203→ 2,203 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2022-01-31$87.14/sh−2,239→ 4,578 total
Tax Payment
SCHWAB CHARLES CORP$SCHW
Common Stock
2021-11-01$82.09/sh−1,541→ 6,817 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2021-08-27$75.58/sh−1,042.827→ 0 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2021-04-29−7,321→ 21,965 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2021-04-29$70.85/sh−7,321→ 8,358 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2021-04-29$41.98/sh+7,321→ 15,679 total
Award
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2021-03-01+47,813→ 47,813 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2021-02-24$44.24/sh+6,828→ 15,186 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2021-02-24$46.39/sh+4,405→ 19,591 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2021-02-24$64.11/sh−14,612→ 8,358 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Common Stock
2021-02-24$31.65/sh+3,379→ 22,970 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2021-02-24−4,405→ 4,406 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2021-02-24−3,379→ 0 total
Exercise/Conversion
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2021-02-24−6,828→ 2,277 total
Sale
SCHWAB CHARLES CORP$SCHW
Common Stock
2020-11-06$41.38/sh−3,521→ 8,358 total
Tax Payment
SCHWAB CHARLES CORP$SCHW
Common Stock
2020-11-02$41.79/sh−1,677→ 11,879 total
Award
SCHWAB CHARLES CORP$SCHW
Nonqualified Stock Option (right to buy)
2020-03-02+29,286→ 29,286 total

Companies

SCHWAB CHARLES CORP
General Counsel
$SCHW

Recent Filings

Address

3000 SCHWAB WAY

WESTLAKE, TX, 76262

View on SEC.gov