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Peter J. Morgan, III net worth and biography

Peter Morgan, III Biography and Net Worth

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 $592,498.62 as of August 27th, 2021. Mr. Morgan, III owns 8,358 shares of Charles Schwab stock worth more than $592,499 as of September 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 [email protected] Learn More on Peter J. Morgan, III's contact information.

Has Peter J. Morgan, III been buying or selling shares of Charles Schwab?

Peter J. Morgan, III has not been actively trading shares of Charles Schwab during the past quarter. Most recently, Peter J. Morgan III sold 4,480 shares of the business's stock in a transaction on Tuesday, February 8th. The shares were sold at an average price of $94.04, for a transaction totalling $421,299.20. Learn More on Peter J. Morgan, III's trading history.

Who are Charles Schwab's active insiders?

Charles Schwab's insider roster includes Walter Bettinger (CEO), Marie Chandoha (CEO), Bernard Clark (EVP), Jonathan Craig (EVP), Peter Crawford (CFO), Joan Dea (Director), Christopher Dodds (Director), Mark Goldfarb (Director), William Haraf (Director), Terri Kallsen (EVP), Joseph Martinetto (COO), Stephen McLin (Director), Peter Morgan, III (EVP), Nigel Murtagh (EVP), Charles Ruffel (Director), Charles Schwab (Chairman), Paula Sneed (Director), Roger Walther (Director), 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 3 times. They purchased a total of 104,169 shares worth more than $7,081,708.31. In the last twelve months, insiders at the financial services provider sold shares 45 times. They sold a total of 2,213,563 shares worth more than $180,867,549.32. The most recent insider tranaction occured on August, 12th when insider Jonathan M Craig sold 8,032 shares worth more than $602,400.00. Insiders at Charles Schwab own 7.5 % of the company. Learn More about insider trades at Charles Schwab.

Information on this page was last updated on 8/12/2022.

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

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/8/2022Sell4,480$94.04$421,299.20View SEC Filing Icon  
1/31/2022Sell2,239$87.14$195,106.46View SEC Filing Icon  
8/27/2021Sell1,043$75.58$78,829.948,358View SEC Filing Icon  
4/29/2021Sell7,321$70.85$518,692.8515,679View SEC Filing Icon  
2/24/2021Sell14,612$64.11$936,775.3215,186View SEC Filing Icon  
11/6/2020Sell3,521$41.38$145,698.988,358View SEC Filing Icon  
1/31/2020Sell16,738$46.11$771,789.1820,313View SEC Filing Icon  
11/29/2019Sell624$49.70$31,012.8013,556View SEC Filing Icon  
11/26/2019Sell2,500$49.02$122,550.0014,180View SEC Filing Icon  
See Full Table

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

This chart shows Peter J Morgan III's buying and selling at Charles Schwab by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Charles Schwab Company Overview

Charles Schwab logo
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
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Today's Range

Now: $70.89
Low: $69.81
High: $71.33

50 Day Range

MA: $70.49
Low: $61.17
High: $77.18

2 Week Range

Now: $70.89
Low: $59.35
High: $96.24


7,988,600 shs

Average Volume

8,203,142 shs

Market Capitalization

$128.86 billion

P/E Ratio


Dividend Yield



How to profit from the coming boom in gold
Gold passed $2,000/oz. earlier this year, and is set for a new bull run. Now a renowned precious metals firm is sharing the No. 1 way to play it for less than $10.
MORE here…