Morgan Peter J. III

Track

Insider profile

Performance

Overall performance
3.3
Performance over holding periods
3.3
30 days 90 days 120 days
Average return -0% 8.2% 15.1%
Success rate 54% 68% 82%
Transactions
20 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Morgan Peter J. III's trades of Charles Schwab Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
484.68
Quantity 81,536 +15.7%
Value US$3,689,526
Transaction date
Proposed sale
Price
361.49
Quantity 57,968
Value US$591,980
Transaction date
Sale
Price
129.70
Quantity 96,389 -29.7%
Value US$4,953,796
Transaction date
Sale
Price
104.38
Quantity 7,595 -100.0%
Value US$792,796
Transaction date
Proposed sale
Price
104.38
Quantity 7,595
Value US$792,796
Transaction date
Sale
Price
97.00
Quantity 50,016 -100.0%
Value US$4,851,572
Transaction date
Proposed sale
Price
97.02
Quantity 50,016
Value US$4,852,552
Transaction date
Sale
Price
87.39
Quantity 10,176 -100.0%
Value US$889,295
Transaction date
Proposed sale
Price
87.39
Quantity 10,176
Value US$889,295
Transaction date
Sale
Price
80.70
Quantity 14,643 -100.0%
Value US$1,181,709
Transaction date
Proposed sale
Price
12.56
Quantity 14,463
Value US$181,690
Transaction date
Sale
Price
72.23
Quantity 24,520 -100.0%
Value US$1,771,151
Transaction date
Proposed sale
Price
72.23
Quantity 24,520
Value US$1,771,151
Transaction date
Sale
Price
60.72
Quantity 7,162 -100.0%
Value US$434,875
Transaction date
Proposed sale
Price
60.72
Quantity 7,162
Value US$434,875
Transaction date
Sale
Price
59.61
Quantity 8,000 -50.0%
Value US$476,872
Transaction date
Proposed sale
Price
59.61
Quantity 8,000
Value US$476,871
Transaction date
Sale
Price
80.03
Quantity 7,322 -61.5%
Value US$585,968
Transaction date
Sale
Price
87.14
Quantity 2,239 -32.8%
Value US$195,104
Transaction date
Sale
Price
70.85
Quantity 7,321 -46.7%
Value US$518,703
Transaction date
Sale
Price
64.11
Quantity 14,612 -63.6%
Value US$936,736
Transaction date
Sale
Price
41.38
Quantity 3,521 -29.6%
Value US$145,714
Transaction date
Sale
Price
46.11
Quantity 6,757 -33.3%
Value US$311,559
Transaction date
Sale
Price
46.11
Quantity 6,552 -24.4%
Value US$302,107
Transaction date
Sale
Price
46.11
Quantity 3,429 -11.3%
Value US$158,108
Transaction date
Sale
Price
49.02
Quantity 2,500 -15.0%
Value US$122,547
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-07-27 2026-07-23
S Sale
81,536 +15.7%
484.68
US$3,689,526 		81,536 +15.7% 484.68 US$3,689,526
2026-07-23 2026-07-23
PrS Proposed sale
57,968
361.49
US$591,980 		57,968 361.49 US$591,980
2026-02-03 2026-02-02
S Sale
96,389 -29.7%
129.70
US$4,953,796 		96,389 -29.7% 129.70 US$4,953,796
2026-02-03 2026-02-02
S Sale
7,595 -100.0%
104.38
US$792,796 		7,595 -100.0% 104.38 US$792,796
2026-02-02 2026-02-02
PrS Proposed sale
7,595
104.38
US$792,796 		7,595 104.38 US$792,796
2025-08-29 2025-08-27
S Sale
50,016 -100.0%
97.00
US$4,851,572 		50,016 -100.0% 97.00 US$4,851,572
2025-08-27 2025-08-27
PrS Proposed sale
50,016
97.02
US$4,852,552 		50,016 97.02 US$4,852,552
2025-05-23 2025-05-22
S Sale
10,176 -100.0%
87.39
US$889,295 		10,176 -100.0% 87.39 US$889,295
2025-05-22 2025-05-22
PrS Proposed sale
10,176
87.39
US$889,295 		10,176 87.39 US$889,295
2025-01-24 2025-01-22
S Sale
14,643 -100.0%
80.70
US$1,181,709 		14,643 -100.0% 80.70 US$1,181,709
2025-01-22 2025-01-22
PrS Proposed sale
14,463
12.56
US$181,690 		14,463 12.56 US$181,690
2024-04-18 2024-04-16
S Sale
24,520 -100.0%
72.23
US$1,771,151 		24,520 -100.0% 72.23 US$1,771,151
2024-04-16 2024-04-16
PrS Proposed sale
24,520
72.23
US$1,771,151 		24,520 72.23 US$1,771,151
2023-12-04 2023-11-30
S Sale
7,162 -100.0%
60.72
US$434,875 		7,162 -100.0% 60.72 US$434,875
2023-11-30 2023-11-30
PrS Proposed sale
7,162
60.72
US$434,875 		7,162 60.72 US$434,875
2023-08-30 2023-08-29
S Sale
8,000 -50.0%
59.61
US$476,872 		8,000 -50.0% 59.61 US$476,872
2023-08-29 2023-08-29
PrS Proposed sale
8,000
59.61
US$476,871 		8,000 59.61 US$476,871
2022-11-09 2022-11-08
S Sale
1,463 -44.8%
80.04
US$117,104 		1,463 -44.8% 80.04 US$117,104
2022-11-02 2022-10-31
S Sale
7,322 -61.5%
80.03
US$585,968 		7,322 -61.5% 80.03 US$585,968
2022-02-08 2022-02-08
S Sale
4,480 -49.5%
94.04
US$421,319 		4,480 -49.5% 94.04 US$421,319
2022-02-01 2022-01-31
S Sale
2,239 -32.8%
87.14
US$195,104 		2,239 -32.8% 87.14 US$195,104
2021-04-29 2021-04-29
S Sale
7,321 -46.7%
70.85
US$518,703 		7,321 -46.7% 70.85 US$518,703
2021-02-24 2021-02-24
S Sale
14,612 -63.6%
64.11
US$936,736 		14,612 -63.6% 64.11 US$936,736
2020-11-06 2020-11-06
S Sale
3,521 -29.6%
41.38
US$145,714 		3,521 -29.6% 41.38 US$145,714
2020-01-31 2020-01-31
S Sale
6,757 -33.3%
46.11
US$311,559 		6,757 -33.3% 46.11 US$311,559
2020-01-31 2020-01-31
S Sale
6,552 -24.4%
46.11
US$302,107 		6,552 -24.4% 46.11 US$302,107
2020-01-31 2020-01-31
S Sale
3,429 -11.3%
46.11
US$158,108 		3,429 -11.3% 46.11 US$158,108
2019-11-27 2019-11-26
S Sale
2,500 -15.0%
49.02
US$122,547 		2,500 -15.0% 49.02 US$122,547