Morgan Peter J. III sold SCHW
March 1, 2024 · Form 4 insider transaction
Morgan Peter J. III sold 19,716 shares of The Charles Schwab Corporation at $66.36 per share, a transaction worth $1.31M. The trade was recorded as shares withheld for taxes and disclosed on an SEC Form 4, filed 4 days after the transaction.
Direction
Disposed (sell-side)
Shares
19,716
Price
$66.36
Total value
$1.31M
InsiderMorgan Peter J. III
Role—
SecurityCommon Stock
Transaction codeF: Shares withheld for taxes
Transaction dateMarch 1, 2024
Filing dateMarch 5, 2024
Shares owned after24,520
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.