Morgan Peter J. III sold SCHW
August 27, 2025 · Form 4 insider transaction
Morgan Peter J. III sold 50,016 shares of The Charles Schwab Corporation at $97.00 per share, a transaction worth $4.85M. The trade was recorded as open-market sale and disclosed on an SEC Form 4, filed 2 days after the transaction.
Direction
Disposed (sell-side)
Shares
50,016
Price
$97.00
Total value
$4.85M
InsiderMorgan Peter J. III
Role—
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateAugust 27, 2025
Filing dateAugust 29, 2025
Shares owned after0
OwnershipDirect
10b5-1 planNo
AmendedNo
Footnotes
This transaction was executed in multiple trades at prices ranging from $96.895 to $97.09. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.