| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
President &CEO | President
1 company
Wurster Richard A serves as a President &CEO at SCHW. Across recent SEC filings that breaks down to 3 buys and 3 sells. Those positions are worth an estimated $16.9M at current prices.
Historically, Wurster Richard A's trades have earned a middling insider score of 58/100 across 6 rated trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of +14.4%.
The biggest single holding is SCHW (~$16.9M) as President &CEO. The recent filings there lean toward selling, a net 80,268 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 29, 2025 | SCHW Schwab Charles Corp | President &CEO | Sell | 20,500 | $99.16 | $2,032,851.75 | -11.5% | -3.1% | +6.7% | |
| May 9, 2025 | SCHW Schwab Charles Corp | President &CEO | Sell | 15,345 | $84.08 | $1,290,187.65 | -7.9% | +13.6% | +4.9% | |
| Jul 17, 2024 | SCHW Schwab Charles Corp | President | Buy | 10,000 | $62.05 | $620,454.00 | +7.5% | +12.8% | +45.9% | |
| Mar 17, 2023 | SCHW Schwab Charles Corp | President | Buy | 2,000 | $54.39 | $108,772.60 | +2.0% | -1.6% | +18.8% | |
| Mar 14, 2023 | SCHW Schwab Charles Corp | President | Buy | 5,000 | $57.28 | $286,396.50 | +5.3% | -4.8% | +18.4% | |
| Feb 9, 2022 | SCHW Schwab Charles Corp | President | Sale+OE | 61,423 | $94.62 | $5,811,715.27 | -41.4% | -31.5% | -14.9% |