MORGAN PETER J. III

PrivateCIK: 1792910
Location

WESTLAKE, TX

MORGAN PETER J. III (EVP and General Counsel) received a stock award from SCHWAB CHARLES CORP

Compensation award — not an open‑market transaction. Less informative as a directional signal.

A · 1 award
InsiderMORGAN PETER J. IIICIK 1792910
IssuerSCHWAB CHARLES CORPCIK 316709
Officer· EVP and General Counsel
Since Oct 2019
+28.01K
Net shares
Net buyer
$410.9K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
32.32K acquired · 4.31K disposed
Non-Derivative Transactions2

Common Stock

Direct
A · Award

Shares

+11.26K

Price / share

Trade value

% of position

New position
3/1/2026
0.0011.26K

Common Stock

Direct
F · Tax Withholding

Shares

4.31K

Price / share

$95.31

Trade value

$410.86K

% of position

38.3%
3/1/2026
11.26K6.95K
Total

Net shares

+6.95K

Net value

-$410.86K

Derivative Transactions1

Nonqualified Stock Option (right to buy)

Direct
A · Award
Converts to

Common Stock

21.06K shares

Shares

+21.06K

Strike price

95.49

Held after

21.06K

Exercisable

3/2/2026
Non-Derivative Holdings (Post-Transaction)2

Common Stock

Indirect
Shares owned549.00

Common Stock

Indirect
Shares owned151.33
Total
700.33 indirect700.33
Derivative Holdings (Post-Transaction)0
No derivative holdings reported
MORGAN PETER J. III — Insider Transaction (Form 4) Filed Mar 3, 2026 | Finecho