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sellNotable cluster of 5

Peter J. Morgan III sold $4.9M of SCHW

General Counsel at SCHWAB CHARLES CORP. 50,016 shares at an average of $97.00, traded Aug 27, 2025, filed Aug 29, 2025.

Warning score
60
Value
$4.9M
50,016 shares
Holdings after
0
-100% from before
From 52-week low
+59%
low $60.19, close $95.65
From 52-week high
-2%
high $97.44, as of Aug 27, 2025

Score components

  • Role
    Officer
    +15
  • Trade size
    $4.9M at market
    +25
  • Share of holdings sold
    Sold 100% of holdings
    +20
  • Cluster
    5 insiders selling within 14 days
    +15
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

SCHWOct 9, 2026 · close 96.70
Since filing Aug 29, 2025: +2.2%SPY +22.3% · excess -20.2%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001792910-25-000010, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 27, 2025MOption exercise
Common Stock
+2,203$46.39$102k2,203Aug 29, 2025
Aug 27, 2025MOption exercise
Common Stock
+47,813$64.10$3.1M50,016Aug 29, 2025
Aug 27, 2025SOpen-market sale
Common Stock
-50,016$97.00$4.9M0Aug 29, 2025
Aug 27, 2025MOption exercise
Nonqualified Stock Option (right to buy)derivative
-2,203$0.00$00Aug 29, 2025
Aug 27, 2025MOption exercise
Nonqualified Stock Option (right to buy)derivative
-47,813$0.00$00Aug 29, 2025

Related signals

Other insiders at SCHWAB CHARLES CORP and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
8Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$489k
5,000 shares
-46%
5Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$346k
3,177 shares
-36%
55Moderate
SCHWsell 410b5-1
SCHWAB CHARLES CORP
Jonathan M. Craig
MD, Head of Investor Services
$1.4M
14,481 shares
-100%
44Moderate
SCHWsell 410b5-1
SCHWAB CHARLES CORP
Dennis Howard
MD, Chief Tech, OPS & Data Off
$956k
10,108 shares
-49%
42Moderate
SCHWsell 4
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$193k
2,030 shares
-9%
60Notable
SCHWsell 4
SCHWAB CHARLES CORP
Stephen A Ellis
director
$1.0M
10,725 shares
-11%
40Moderate
SCHWsell 410b5-1
SCHWAB CHARLES CORP
Dennis Howard
MD, Chief Tech, OPS & Data Off
$2.7M
27,903 shares
-73%
43Moderate
SCHWsell 2
SCHWAB CHARLES CORP
Walter W Bettinger
Co-Chairman
$7.0M
67,514 shares
-11%
33Weak
SCHWsell 2
SCHWAB CHARLES CORP
Christopher Dodds V
director
$1.2M
11,825 shares
-3%
55Moderate
SCHWsell 3
SCHWAB CHARLES CORP
Walter W Bettinger
Co-Chairman
$27M
257,410 shares
-37%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Peter J. Morgan III sold $4.9M of SCHW | InsiderTell