Peter J. Morgan, III net worth and biography

Peter Morgan, III Biography and Net Worth

EVP of Charles Schwab

Peter Morgan is Managing Director, General Counsel for The Charles Schwab Corporation, responsible for the Company’s legal department and its corporate governance and government affairs functions.

Morgan began his career at Schwab in 1999, most recently serving as the head of the bank regulatory legal group where he served as general counsel to the Company’s subsidiary banks and trust companies. Morgan also led the regulatory liaison office which facilitates the interactions between the Company and its prudential supervisors. Morgan had previously served as legal counsel to the Company’s brokerage operations, electronic brokerage and wireless business units.

Before joining Schwab, Morgan served as counsel with Paul, Hastings, Janofsky & Walker, LLP, and Keesal, Young & Logan in San Francisco. He began his legal career by serving as an Assistant District Attorney in the County of Santa Cruz, CA.

Morgan received a J.D. degree from the University of Connecticut School of Law and a Bachelor of Arts from Hamilton College. He is admitted to practice law in California, Nevada, New York and Connecticut.

What is Peter J. Morgan, III's net worth?: The estimated net worth of Peter J. Morgan, III is at least $639,316.85 as of August 29th, 2023. Mr. Morgan, III owns 8,014 shares of Charles Schwab stock worth more than $639,317 as of March 26th. This net worth evaluation does not reflect any other assets that Mr. Morgan, III may own. Learn More about Peter J. Morgan, III's net worth.
How do I contact Peter J. Morgan, III?: The corporate mailing address for Mr. Morgan, III and other Charles Schwab executives is 211 MAIN STREET, SAN FRANCISCO CA, 94105. Charles Schwab can also be reached via phone at (817) 859-5000 and via email at investor.relations@schwab.com. Learn More on Peter J. Morgan, III's contact information.
Has Peter J. Morgan, III been buying or selling shares of Charles Schwab?: During the last ninety days, Peter J. Morgan, III has sold $1,181,690.10 in Charles Schwab stock. Most recently, Peter J. Morgan III sold 14,643 shares of the business's stock in a transaction on Wednesday, January 22nd. The shares were sold at an average price of $80.70, for a transaction totalling $1,181,690.10. Learn More on Peter J. Morgan, III's trading history.
Who are Charles Schwab's active insiders?: Charles Schwab's insider roster includes Jonathan Beatty (Managing Director, Head of Advisor Services), Walter Bettinger (CEO), Marianne Brown (Director), Marie Chandoha (CEO), Bernard Clark (EVP), Jonathan Craig (EVP), Peter Crawford (CFO), Joan Dea (Director), Christopher Dodds (Director), Mark Goldfarb (Director), William Haraf (Director), Frank Herringer (Director), Terri Kallsen (EVP), Joseph Martinetto (COO), Stephen McLin (Director), Peter Morgan, III (EVP), Nigel Murtagh (EVP), Todd Ricketts (Director), Charles Ruffel (Director), Charles Schwab (Founder & Co-Chairman), Carolyn Schwab-Pomerantz (Director), Paula Sneed (Director), Roger Walther (Director), Paul Woolway (Managing Director, Chief Banking Officer), and Richard Wurster (President). Learn More on Charles Schwab's active insiders.
Are insiders buying or selling shares of Charles Schwab?: In the last twelve months, Charles Schwab insiders bought shares 2 times. They purchased a total of 35,000 shares worth more than $2,277,000.00. In the last twelve months, insiders at the financial services provider sold shares 37 times. They sold a total of 1,378,354 shares worth more than $105,249,303.73. The most recent insider tranaction occured on March, 5th when insider Paul V Woolway sold 9,887 shares worth more than $745,282.06. Insiders at Charles Schwab own 6.6% of the company. Learn More about insider trades at Charles Schwab.
Information on this page was last updated on 3/5/2025.

Peter J. Morgan, III Insider Trading History at Charles Schwab

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
1/22/2025	Sell	14,643	$80.70	$1,181,690.10
4/16/2024	Sell	24,520	$72.23	$1,771,079.60
11/30/2023	Sell	7,162	$60.72	$434,876.64
8/29/2023	Sell	8,000	$59.61	$476,880.00	8,014
11/8/2022	Sell	1,463	$80.04	$117,098.52	1,803
10/31/2022	Sell	7,322	$80.03	$585,979.66	4,578
2/8/2022	Sell	4,480	$94.04	$421,299.20
1/31/2022	Sell	2,239	$87.14	$195,106.46
8/27/2021	Sell	1,043	$75.58	$78,829.94	8,358
4/29/2021	Sell	7,321	$70.85	$518,692.85	15,679
2/24/2021	Sell	14,612	$64.11	$936,775.32	15,186
11/6/2020	Sell	3,521	$41.38	$145,698.98	8,358
1/31/2020	Sell	16,738	$46.11	$771,789.18	20,313
11/29/2019	Sell	624	$49.70	$31,012.80	13,556
11/26/2019	Sell	2,500	$49.02	$122,550.00	14,180

Peter J. Morgan, III Buying and Selling Activity at Charles Schwab

Charles Schwab Company Overview

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Today's Range

Now: $79.78

$79.95

$81.24

50 Day Range

MA: $79.31

$71.40

$83.62

2 Week Range

Now: $79.78

$61.01

$84.50

Volume

4,959,884 shs

Average Volume

8,431,772 shs

Market Capitalization

$144.68 billion

P/E Ratio

26.66

Dividend Yield

1.37%

Beta

0.98