Morgan Peter J. III sold SCHW
March 3, 2025 · Form 4 insider transaction
Morgan Peter J. III sold 8,378 shares of The Charles Schwab Corporation at $79.05 per share, a transaction worth $662.2K. The trade was recorded as shares withheld for taxes and disclosed on an SEC Form 4, filed 1 day after the transaction.
Direction
Disposed (sell-side)
Shares
8,378
Price
$79.05
Total value
$662.2K
InsiderMorgan Peter J. III
Role—
SecurityCommon Stock
Transaction codeF: Shares withheld for taxes
Transaction dateMarch 3, 2025
Filing dateMarch 4, 2025
Shares owned after10,176
OwnershipDirect
10b5-1 planNo
AmendedNo
Footnotes
The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs.