Morgan Peter J. Iii - Net Worth and Insider Trading

Morgan Peter J. Iii Net Worth

The estimated net worth of Morgan Peter J. Iii is at least $10,829 dollars as of 2024-11-08. Morgan Peter J. Iii is the General Counsel of Charles Schwab Corp and owns about 148 shares of Charles Schwab Corp (SCHW) stock worth over $10,829. Details can be seen in Morgan Peter J. Iii's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Morgan Peter J. Iii has not made any transactions after 2024-04-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Morgan Peter J. Iii

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Morgan Peter J. Iii Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Morgan Peter J. Iii owns 1 companies in total, including Charles Schwab Corp (SCHW) .

Click here to see the complete history of Morgan Peter J. Iii’s form 4 insider trades.

Insider Ownership Summary of Morgan Peter J. Iii

Ticker Comapny Transaction Date Type of Owner
SCHW Charles Schwab Corp 2024-04-16 General Counsel

Morgan Peter J. Iii Latest Holdings Summary

Morgan Peter J. Iii currently owns a total of 1 stock. Morgan Peter J. Iii owns 148 shares of Charles Schwab Corp (SCHW) as of April 16, 2024, with a value of $10,829.

Latest Holdings of Morgan Peter J. Iii

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SCHW Charles Schwab Corp 2024-04-16 148 73.17 10,829

Holding Weightings of Morgan Peter J. Iii


Morgan Peter J. Iii Form 4 Trading Tracker

According to the SEC Form 4 filings, Morgan Peter J. Iii has made a total of 14 transactions in Charles Schwab Corp (SCHW) over the past 5 years, including 0 buys and 14 sells. The most-recent trade in Charles Schwab Corp is the sale of 24,520 shares on April 16, 2024, which brought Morgan Peter J. Iii around $2 Million.

Insider Trading History of Morgan Peter J. Iii

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Morgan Peter J. Iii Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Morgan Peter J. Iii Ownership Network

Ownership Network List of Morgan Peter J. Iii

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Ownership Network Relation of Morgan Peter J. Iii

Insider Network Chart

Morgan Peter J. Iii Owned Company Details

What does Charles Schwab Corp do?

Who are the key executives at Charles Schwab Corp?

Morgan Peter J. Iii is the General Counsel of Charles Schwab Corp. Other key executives at Charles Schwab Corp include director & Co-Chairman Charles R. Schwab , President Richard A Wurster , and EVP/COO - Individual Investor Walter W Bettinger .

Charles Schwab Corp (SCHW) Insider Trades Summary

Over the past 18 months, Morgan Peter J. Iii made 3 insider transaction in Charles Schwab Corp (SCHW) with a net sale of 39,682. Other recent insider transactions involving Charles Schwab Corp (SCHW) include a net sale of 186,351 shares made by Carolyn Schwab-pomerantz , a net sale of 1,041,545 shares made by Charles R. Schwab , and a net sale of 45,483 shares made by Peter B. Crawford .

In summary, during the past 3 months, insiders sold 139,690 shares of Charles Schwab Corp (SCHW) in total and bought 0 shares, with a net sale of 139,690 shares. During the past 18 months, 1,623,021 shares of Charles Schwab Corp (SCHW) were sold and 35,833 shares were bought by its insiders, resulting in a net sale of 1,587,188 shares.

Charles Schwab Corp (SCHW)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Charles Schwab Corp Insider Transactions

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Morgan Peter J. Iii Mailing Address

Above is the net worth, insider trading, and ownership report for Morgan Peter J. Iii. You might contact Morgan Peter J. Iii via mailing address: 211 Main Street, San Francisco Ca 94105.