Peter J. Iii Morgan

General Counsel Peter J. Iii Morgan sold 7.0K SCHW shares at $102.03, liquidating entire position for $709.3K

Peter J. Iii Morgan liquidated his complete SCHW holdings of 6,952 shares on 2026-07-23 at $102.03, reducing his position by -100.0%. His cross-ticker track record shows 5 prior sells with an average 90-day return of -2.1% and a 90-day well-timed rate of 60.00%, while at SCHW specifically, 3 of 5 prior sells were well-timed at the 90-day mark. Current price stands at $104.18, -3.1% from the 52-week high of $107.50, within the 52-week range of $83.96–$107.50. The stock has posted a 30-day change of +14.9% and 90-day change of +14.7%, while the company reports annual revenue growth of +22.0%, a P/E of 19.22, and latest quarterly revenue of $6.5B with net income of $2.5B.

Morgan Peter J. III sold entire 7,595-share SCHW position at $104.38; post-transaction holdings zero.

Morgan Peter J. III, General Counsel, liquidated his complete SCHW holding of 7,595 shares for $792,796.48 on 2026-02-02 at $104.38, resulting in zero post-transaction holdings (−100.0% change). At the time of sale, the stock was trading −1.4% from its 52-week high of $105.17, near multi-month peaks. His prior trades at SCHW show mixed timing outcomes: 2 of his 4 prior sales at this ticker resulted in negative 90-day returns (2025-08-27: −6.4%, 2025-01-22: −5.1%), while 2 showed positive returns, suggesting neither strong nor poor predictive value. The complete elimination of his position warrants investor attention, as departures from incrementalism (partial reductions) can signal shifts in conviction, though the proximity to 52-week highs and recent company performance (+4.1% annual revenue growth, net income $2.4B, P/E 22.40) provide context for timing.

General Counsel Morgan Peter J. III sold 50,016 shares of SCHW at $97.00 for $4,851,572.01, exiting full position

Morgan Peter J. III, as General Counsel, executed a complete exit of his SCHW holdings, selling 50,016 shares for $4,851,572.01 at $97.00 on 2025-08-27. This represents a 100.0% reduction in his position to zero shares. While his cross-ticker track record shows a 90-day well-timed sell rate of 33.33%, his history at SCHW specifically shows mixed outcomes: only 1 of 3 prior sells proved well-timed at the 90-day mark, with his most recent SCHW sale (2025-05-22) delivering +2.1% in 30 days but his January 2025 sale resulting in -0.3% 30-day return. The current stock price of $95.84 is -2.9% from the 52-week high and down 2.8% over 30 days, placing the transaction near recent strength. A complete executive position exit warrants monitoring for any related business developments or strategic shifts.

General Counsel Morgan Peter J. III sells full remaining stake: 10,176 shares of SCHW at $87.39 for $889,294.89.

Morgan Peter J. III, General Counsel of Charles Schwab, liquidated his entire remaining position of 10,176 shares on 2025-05-22 at $87.39, realizing $889,294.89 in proceeds and reducing his holdings to zero. This complete exit occurred while the stock trades near its 52-week high of $89.23 (currently -2.0% below peak) and amid recent strength (+12.3% over 30 days, +8.6% over 90 days). Among his prior SCHW transactions, his timing has been mixed: his January 2025 sale proved poorly-timed (stock rose 0.3% in the subsequent 30 days despite an eventual -5.1% decline at 90 days), while his April 2024 sale was well-timed (stock fell afterward). His cross-ticker track record shows 2 prior sales with a 50% well-timed rate at the 90-day mark, suggesting inconsistent predictive value. The fundamentals remain solid with $5.6B in quarterly revenue, $1.9B in net income, and 4.1% annual revenue growth, though the stock's elevated P/E of 24.48 reflects current market optimism.

General Counsel Morgan Peter J. III sold 14.6K SCHW shares at $80.70, exiting entire position ($1.2M).

Morgan Peter J. III, General Counsel of Charles Schwab, liquidated his entire holding of 14,643 shares (14.6K shares) on 2025-01-22 at $80.70 per share for total proceeds of $1,181,709.14 ($1.2M). The sale occurs with the stock near its 52-week highs (-1.2% from $82.85), but the broader context shows the timing signal is mixed: his one prior SCHW-specific sell (2024-04-16) delivered a 90-day return of +3.9%, indicating the stock rose after that sale—a poorly-timed exit in retrospect. His cross-ticker track record shows 0 out of 1 prior sells classified as well-timed (higher is better), suggesting a pattern of selling ahead of continued gains rather than declines. A complete exit by the general counsel warrants investor attention given the concentration signal, though the trading history does not support conviction-driven selling discipline.