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Robert Wahlman Insider Profile

4 Followers
Robert Wahlman, EVP & CFO at FinWise, holds 80.28K shares in FinWise (Ticker: FINW), holds 40.69K shares in Customers Bancorp (Ticker: CUBI), holds 1.09M shares in Doral Financial Corp (Ticker: DRLCQ).
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Robert Wahlman

Robert Wahlman
FinWise (FINW)
EVP & CFO

Ranked #43,417 out of 109,030 Corporate Insiders

Profitable Transactions

100%
2 out of 2 Profitable Transactions

Average Return

+20.10%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$4M
75.72%
24.28%
A breakdown of Robert Wahlman's holdings

Insider Roles

Customers Bancorp
(CUBI)
CFO&EVP
FinWise
(FINW)
EVP & CFO
Roles that Robert Wahlman holds in companies

Most Profitable Insider Trade

Stock:
Customers Bancorp
(CUBI)
Rating:Informative Sell
Date:Nov 29, 2017 - Nov 29, 2018
Return:+32.00%
The most profitable trade made by Robert Wahlman

Robert Wahlman's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
FinWise
Jul 29, 2026
EVP & CFO
Uninformative Buy
365.64K
$1.03M
Customers Bancorp
Jul 03, 2018
CFO&EVP
Uninformative Buy
$3.21M
DRLCQ
Doral Financial Corp
Apr 30, 2012
Uninformative Buy
$80.60K
List of latest transactions for each holding click on a transaction to see Robert Wahlman's performance on stock

Robert Wahlman insider profile FAQ

What is the percentage of profitable transactions made by Robert Wahlman?
The percentage of profitable transactions made by Robert Wahlman is 100%.
    What is the average return per transaction made by Robert Wahlman?
    The average return per transaction made by Robert Wahlman is 20.10%.
      What stocks does Robert Wahlman hold?
      Robert Wahlman holds: FINW, CUBI, DRLCQ stocks.
        What was Robert Wahlman’s latest transaction?
        Robert Wahlman latest transaction was an Uninformative Buy of $365.64K.
          What was Robert Wahlman's most profitable transaction?
          Robert Wahlman’s most profitable transaction was an Informative Sell of CUBI stock on November 29, 2017. The return on the trade was 32.00%.
            What is Robert Wahlman's role in FinWise?
            Robert Wahlman's role in FinWise is EVP & CFO.
              How can I follow the stock ratings of top corporate insiders?
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