Richard A Wurster

Insider

First SEC filing: Oct. 27, 2021 · Latest: Oct. 27, 2021

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider at

SCHW buying March 17, 2023

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 17 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

17 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
June 5, 2023	SCHW	F	1,177	$54.02	$63,582	100,214 Direct	-1.16%	Disposed	105.6% (price as of 2026-08-20)
March 17, 2023	SCHW	P	2,000	$54.39	$108,780	101,391 Direct	+2.01%	Acquired	104.2% (price as of 2026-08-20)
March 14, 2023	SCHW	P	5,000	$57.28	$286,400	99,391 Direct	+5.30%	Acquired	93.9% (price as of 2026-08-20)
March 14, 2023	SCHW	P	5,000	$57.28	$286,400	99,391 Direct	-4.79%	Disposed	93.9% (price as of 2026-08-20)
March 2, 2023	SCHW	F	13,481	$76.46	$1,030,757	94,391 Direct	-12.50%	Disposed	45.3% (price as of 2026-08-20)
March 2, 2023	SCHW	A	31,514	—	—	107,872 Direct	+41.27%	Acquired	(price as of 2026-08-20)
March 1, 2023	SCHW	A	145,919	—	—	145,919 Direct	—	Acquired	(price as of 2026-08-20)
Nov. 1, 2022	SCHW	F	1,084	$80.26	$87,002	76,358 Direct	-1.40%	Disposed	38.4% (price as of 2026-08-20)
Oct. 25, 2022	SCHW	F	7,429	$71.66	$532,362	77,442 Direct	-8.75%	Disposed	55.0% (price as of 2026-08-20)
June 3, 2022	SCHW	F	1,483	$70.63	$104,744	84,871 Direct	-1.72%	Disposed	57.3% (price as of 2026-08-20)
March 1, 2022	SCHW	A	125,224	—	—	125,224 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 9, 2022	SCHW	G	600	—	—	86,354 Direct	-0.69%	Disposed	(price as of 2026-08-20)
Feb. 9, 2022	SCHW	M	26,069	$41.63	$1,085,252	113,023 Direct	+29.98%	Acquired	166.8% (price as of 2026-08-20)
Feb. 9, 2022	SCHW	M	20,486	$44.24	$906,301	133,509 Direct	+18.13%	Acquired	151.1% (price as of 2026-08-20)
Feb. 9, 2022	SCHW	M	14,868	$46.39	$689,727	148,377 Direct	+11.14%	Acquired	139.4% (price as of 2026-08-20)
Feb. 9, 2022	SCHW	S	61,423	$94.62	$5,811,844	86,954 Direct	-41.40%	Disposed	17.4% (price as of 2026-08-20)
Feb. 9, 2022	SCHW	M	26,069	—	—	26,069 Direct	-50.00%	Disposed	(price as of 2026-08-20)
Feb. 9, 2022	SCHW	M	20,486	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Feb. 9, 2022	SCHW	M	14,868	—	—	4,956 Direct	-75.00%	Disposed	(price as of 2026-08-20)
Nov. 1, 2021	SCHW	F	2,206	$82.10	$181,113	86,954 Direct	-2.47%	Disposed	35.3% (price as of 2026-08-20)
Oct. 25, 2021	SCHW	A	59,931	—	—	89,160 Direct	+205.04%	Acquired	(price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
March 1, 2023	SCHW	Nonqualified Stock Option (right to buy)	Common Stock (145,919)	$77.41	March 1, 2033	145,919	Acquired
March 1, 2022	SCHW	Nonqualified Stock Option (right to buy)	Common Stock (125,224)	$77.86	March 1, 2032	125,224	Acquired
Feb. 9, 2022	SCHW	Nonqualified Stock Option (right to buy)	Common Stock (26,069)	$41.63	June 3, 2029	26,069	Disposed
Feb. 9, 2022	SCHW	Nonqualified Stock Option (right to buy)	Common Stock (20,486)	$44.24	Nov. 1, 2027	20,486	Disposed
Feb. 9, 2022	SCHW	Nonqualified Stock Option (right to buy)	Common Stock (14,868)	$46.39	Nov. 1, 2028	14,868	Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 7 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
Oct. 27, 2021	SCHW	Common Stock	29,229	Direct
Oct. 27, 2021	SCHW	Common Stock	2,868	Indirect
Oct. 27, 2021	SCHW	Nonqualified Stock Option (right to buy)→ Common Stock (52,138)	52,138	Direct
Oct. 27, 2021	SCHW	Nonqualified Stock Option (right to buy)→ Common Stock (37,899)	37,899	Direct
Oct. 27, 2021	SCHW	Nonqualified Stock Option (right to buy)→ Common Stock (20,486)	20,486	Direct
Oct. 27, 2021	SCHW	Nonqualified Stock Option (right to buy)→ Common Stock (19,824)	19,824	Direct
Oct. 27, 2021	SCHW	Nonqualified Stock Option (right to buy)→ Common Stock (63,073)	63,073	Direct