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Peter J. III Morgan Insider Profile

4 Followers
Peter J. III Morgan, GC at Charles Schwab, holds 7.65K shares in Charles Schwab (Ticker: SCHW).
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Peter J. III Morgan

Peter J. III Morgan
Charles Schwab (SCHW)
GC

Ranked #77,782 out of 106,487 Corporate Insiders

Profitable Transactions

44%
8 out of 18 Profitable Transactions

Average Return

-7.00%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$712K
100.00%
A breakdown of Peter J. III Morgan's holdings

Insider Roles

Charles Schwab
(SCHW)
GC
Roles that Peter J. III Morgan holds in companies

Most Profitable Insider Trade

Stock:
Charles Schwab
(SCHW)
Rating:Informative Sell
Date:Nov 09, 2022 - Nov 09, 2023
Return:+29.60%
The most profitable trade made by Peter J. III Morgan

Peter J. III Morgan's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Charles Schwab
Mar 03, 2026
GC
Uninformative Buy
$712.10K
Success Rate for
SCHW
8 out of 18 profitable transactions on
SCHW
44%
Average Return for
SCHW
Average return per transaction on
SCHW
-7.09%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Nov 05, 2019
Uninformative Buy
$0.00
7,211
$0.00
Mar 06, 2023
Uninformative Buy
$0.00
24,351
$0.00
Mar 05, 2024
Uninformative Buy
$0.00
44,236
$0.00
Jan 31, 2020
Uninformative Buy
$516.92K
16,738
$30.88
Feb 24, 2021
Uninformative Buy
$613.36K
14,612
$41.97
List of latest transactions for each holding click on a transaction to see Peter J. III Morgan's performance on stock

Peter J. III Morgan insider profile FAQ

What is the percentage of profitable transactions made by Peter J. III Morgan?
The percentage of profitable transactions made by Peter J. III Morgan is 44%.
    What is the average return per transaction made by Peter J. III Morgan?
    The average return per transaction made by Peter J. III Morgan is -7.00%.
      What stocks does Peter J. III Morgan hold?
      Peter J. III Morgan holds: SCHW stocks.
        What was Peter J. III Morgan’s latest transaction?
        Peter J. III Morgan latest transaction was an Uninformative Buy of ―.
          What was Peter J. III Morgan's most profitable transaction?
          Peter J. III Morgan’s most profitable transaction was an Informative Sell of SCHW stock on November 9, 2022. The return on the trade was 29.60%.
            What is Peter J. III Morgan's role in Charles Schwab?
            Peter J. III Morgan's role in Charles Schwab is GC.
              How can I follow the stock ratings of top corporate insiders?
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