Insider trade

Charles Schwab Corporation (SCHW)General Counsel sold ~$889K

Peter J. Iii Morgan, General Counsel at Charles Schwab Corporation, sold ~$889K of Charles Schwab Corporation shares.

~$889K
Approx. value · 10K sh @ $87.39
Traded
May 22, 2025
Filed
May 23, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Mar 24, 2025InsiderOfficer sold ~$689K of SCHW shares in the open market
  2. Apr 1, 2025Insider · 1 personInsiders: 2 sales (~$262K)
  3. Apr 3, 2025Insider · 1 personInsiders: 4 sales (~$1.8M)
  4. Apr 7, 2025CongressDisclosed purchase of SCHW — reported range $1,001 - $15,000
  5. Apr 21, 2025InsiderDirector sold ~$267K of SCHW shares in the open market
  6. Apr 21, 2025CongressDisclosed sale of SCHW — reported range $1,001 - $15,000
  7. Apr 22, 2025InsiderDirector sold ~$529K of SCHW shares in the open market
  8. Apr 28, 2025InsiderChair sold ~$2.99M of SCHW shares in the open market
  9. May 1, 2025Insider · 3 peopleInsiders: 5 sales (~$3.7M)
  10. May 5, 2025CongressDisclosed purchase of SCHW — reported range $1,001 - $15,000
  11. May 8, 2025Insider · 3 peopleInsiders: 3 sales (~$3.2M)
  12. May 9, 2025InsiderCEO sold ~$1.29M of SCHW shares in the open market
  13. May 12, 2025InsiderChair sold ~$10.2M of SCHW shares in the open market
  14. May 12, 2025CongressDisclosed sale of SCHW — reported range $15,001 - $50,000
  15. May 16, 2025Insider · 1 personInsiders: 2 sales (~$1.6M)
  16. May 19, 2025InsiderChair sold ~$17M of SCHW shares in the open market
  17. May 21, 2025Insider · 2 peopleInsiders: 2 sales (~$4.7M)
  18. May 22, 2025 · this disclosureInsiderOfficer sold ~$889K of SCHW shares in the open market

What came next

  1. May 22, 2025InsiderChair sold ~$3.03M of SCHW shares in the open market
  2. May 27, 2025InsiderDirector sold ~$761K of SCHW shares in the open market
  3. May 28, 2025InsiderOfficer sold ~$2.21M of SCHW shares in the open market
  4. May 30, 2025InsiderOfficer sold ~$250K of SCHW shares in the open market
  5. Jun 2, 2025InsiderOfficer sold ~$288K of SCHW shares in the open market
  6. Jun 5, 2025Insider · 1 personInsiders: 2 sales (~$2.1M)
  7. Jun 18, 2025Insider · 2 peopleInsiders: 2 sales (~$2.8M)
  8. Jul 1, 2025InsiderOfficer sold ~$299K of SCHW shares in the open market
  9. Jul 3, 2025Insider · 1 personInsiders: 2 sales (~$2.2M)
  10. Jul 10, 2025Congress · 2 peopleMembers of Congress: 2 purchases
  11. Jul 16, 2025CongressDisclosed sale of SCHW — reported range $1,001 - $15,000
  12. Jul 29, 2025Insider · 3 peopleInsiders: 3 sales (~$21.6M)
  13. Aug 1, 2025InsiderOfficer sold ~$316K of SCHW shares in the open market
  14. Aug 7, 2025Insider · 2 peopleInsiders: 5 sales (~$4.5M)
  15. Aug 8, 2025Insider · 1 personInsiders: 2 sales (~$12.9M)
  16. Aug 14, 2025CongressDisclosed partial sale of SCHW — reported range $1,001 - $15,000
  17. Aug 25, 2025InsiderDirector sold ~$1.3M of SCHW shares in the open market
  18. Aug 26, 2025InsiderChair sold ~$13.2M of SCHW shares in the open market
  19. Aug 27, 2025Insider · 3 peopleInsiders: 3 sales (~$18.4M)
  20. Aug 28, 2025InsiderOfficer sold ~$595K of SCHW shares in the open market
View the official recordSEC Form 4

How to read SEC Form 4

Form 4 is the filing that officers, directors and owners of more than 10% of a US-listed company must send to the SEC within two business days after they buy, sell or otherwise change their holding of the company's stock.

Full guide: What is an SEC Form 4?

What else is on file for Charles Schwab Corporation

For Charles Schwab Corporation, OQRO holds 34 insider filings (SEC Form 4 or Form 144), 2 Congress trade reports and 71 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SCHW page.

Other recent filings by Peter J. Iii Morgan, General Counsel

The full history of Peter J. Iii Morgan, General Counsel is on the profile page.

How this filing works

Other disclosures at Charles Schwab Corporation

Everything OQRO holds on this company is on its SCHW page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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