Last updated: 18 April 2024 at 9:09pm EST

Peter Morgan Net Worth




The estimated Net Worth of Peter J. Iii Morgan is at least $3.88 Million dollars as of 29 August 2023. Mr. Morgan owns over 8,000 units of Charles Schwab stock worth over $508,168 and over the last 5 years he sold SCHW stock worth over $3,373,120. In addition, he makes $0 as Executive Vice President, General Counsel, and Corporate Secretary at Charles Schwab.

Mr. Morgan SCHW stock SEC Form 4 insiders trading

Peter has made over 14 trades of the Charles Schwab stock since 2019, according to the Form 4 filled with the SEC. Most recently he sold 24,520 units of SCHW stock worth $1,771,080 on 16 April 2024.

The largest trade he's ever made was selling 24,520 units of Charles Schwab stock on 16 April 2024 worth over $1,771,080. On average, Peter trades about 3,906 units every 62 days since 2019. As of 29 August 2023 he still owns at least 8,014 units of Charles Schwab stock.

You can see the complete history of Mr. Morgan stock trades at the bottom of the page.





Peter Morgan biography

Peter J. Morgan III serves as Executive Vice President, General Counsel, Corporate Secretary of the Company. He served as Acting Head of Legal Services for CSC from April 2019 to October 2019. Mr. Morgan served as Senior Vice President and Deputy General Counsel of CS&Co from 2009. He was appointed Executive Vice President and General Counsel of CSB in December 2019, served as Senior Vice President and General Counsel of CSB in 2015, and served as General Counsel of CSB from 2009. Mr. Morgan joined Schwab in 1999.



How old is Peter Morgan?

Peter Morgan is 55, he's been the Executive Vice President, General Counsel, and Corporate Secretary of Charles Schwab since 2019. There are 22 older and 6 younger executives at Charles Schwab. The oldest executive at Charles Schwab Corp. is Roger Walther, 84, who is the Independent Director.

What's Peter Morgan's mailing address?

Peter's mailing address filed with the SEC is Schwab Way, Westlake, Denton County, Texas, 76262, United States.

Insiders trading at Charles Schwab

Over the last 21 years, insiders at Charles Schwab have traded over $2,794,361,829 worth of Charles Schwab stock and bought 622,547 units worth $29,281,798 . The most active insiders traders include Charles R. Schwab, Walter W Bettinger, and Joseph R Martinetto. On average, Charles Schwab executives and independent directors trade stock every 7 days with the average trade being worth of $7,559,043. The most recent stock trade was executed by Carolyn Schwab Pomerantz on 15 August 2024, trading 21,320 units of SCHW stock currently worth $1,389,211.



What does Charles Schwab do?

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. 



What does Charles Schwab's logo look like?

Charles Schwab Corp. logo

Complete history of Mr. Morgan stock trades at Charles Schwab

Date
#
Company
Insider
Trans.
Transaction
Shares Price per share Total value Shares after Source
16 Apr 2024 Peter J. Iii Morgan
General Counsel
Sale 24,520 $72.23 $1,771,080
16 Apr 2024
0
30 Nov 2023 Peter J. Iii Morgan
General Counsel
Sale 7,162 $60.72 $434,877
30 Nov 2023
0
29 Aug 2023 Peter J. Iii Morgan
General Counsel
Sale 8,000 $59.61 $476,880
29 Aug 2023
8,014
8 Nov 2022 Peter J. Iii Morgan
General Counsel
Sale 1,463 $80.04 $117,099
8 Nov 2022
1,803
31 Oct 2022 Peter J. Iii Morgan
General Counsel
Option 7,322 $41.98 $307,378
31 Oct 2022
11,900
8 Feb 2022 Peter J. Iii Morgan
General Counsel
Option 4,480 $45.30 $202,944
8 Feb 2022
9,058
31 Jan 2022 Peter J. Iii Morgan
General Counsel
Sale 2,239 $87.14 $195,106
31 Jan 2022
4,578
27 Aug 2021 Peter J. Iii Morgan
General Counsel
Sale 1,042 $75.64 $78,817
27 Aug 2021
0
29 Apr 2021 Peter J. Iii Morgan
General Counsel
Option 7,321 $41.98 $307,336
29 Apr 2021
15,679
24 Feb 2021 Peter J. Iii Morgan
General Counsel
Option 14,612 $41.98 $613,412
24 Feb 2021
22,970
6 Nov 2020 Peter J. Iii Morgan
General Counsel
Sale 3,521 $41.38 $145,699
6 Nov 2020
8,358
31 Jan 2020 Peter J. Iii Morgan
General Counsel
Option 16,738 $30.88 $516,869
31 Jan 2020
30,294
29 Nov 2019 Peter J. Iii Morgan
General Counsel
Sale 624 $49.70 $31,013
29 Nov 2019
13,556
26 Nov 2019 Peter J. Iii Morgan
General Counsel
Sale 2,500 $49.02 $122,550
26 Nov 2019
14,180


Charles Schwab executives and stock owners

Charles Schwab executives and other stock owners filed with the SEC include: