| 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 |
|---|---|---|---|---|---|---|---|---|---|
Director | President & CEO
2 companies
Morgan M Schuessler is President & CEO at EVTC and has filed Form 4s across 2 companies. Morgan M Schuessler's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $14.3M at current prices.
Historically, Morgan M Schuessler's trades have earned a middling insider score of 59/100 across 13 rated trades. Over a 12-month horizon, 46.2% of those trades were profitable, with an average 12-month return of +1.7%.
The biggest single holding is EVTC (~$14.1M) as President & CEO. The EVTC filings lean toward selling, a net 1,146,133 shares.
Morgan M Schuessler has 36 Form 4 filings on record from April 2015 to April 2026, across 2 companies: Director at Deluxe (DLX), 2025–2026; President & CEO at Evertec (EVTC), 2015–2026.
The 69 reported transactions were 23 open-market sales, 22 stock awards, 19 tax withholdings and 2 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 11 sales worth about $34.6M.
The largest open-market sale was 159,514 shares of EVTC at an average $37.13 on March 8, 2024, about $5.9M. Twelve months later EVTC was down 1%.
None of the 4 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 6, 2025 | EVTC Evertec, Inc. | President & CEO | Sell | 80,000 | $37.45 | $2,996,376.00 | -22.1% | -3.7% | -23.8% | |
| Nov 13, 2024 | EVTC Evertec, Inc. | President & CEO | Sell | 16,325 | $35.52 | $579,839.51 | -5.7% | -5.2% | -16.1% | |
| Mar 8, 2024 | EVTC Evertec, Inc. | President & CEO | Sell | 159,514 | $37.13 | $5,922,797.05 | -35.6% | -11.5% | -1.0% | |
| May 1, 2023 | EVTC Evertec, Inc. | President & CEO | Sell | 33,117 | $34.59 | $1,145,542.35 | -21.1% | +14.0% | +8.8% | |
| Mar 10, 2023 | EVTC Evertec, Inc. | President & CEO | Sell | 40,201 | $35.47 | $1,426,090.94 | -20.4% | +7.5% | +10.8% | |
| Mar 10, 2022 | EVTC Evertec, Inc. | President & CEO | Sell | 150,000 | $37.89 | $5,683,320.82 | -58.7% | -0.8% | -10.6% | |
| Mar 11, 2021 | EVTC Evertec, Inc. | President & CEO | Sell | 161,101 | $36.59 | $5,895,430.13 | -49.4% | +14.6% | +2.2% | |
| Dec 22, 2020 | EVTC Evertec, Inc. | President & CEO | Sell | 72,784 | $39.74 | $2,892,436.16 | -35.6% | - | - | |
| Dec 21, 2020 | EVTC Evertec, Inc. | President & CEO | Sell | 75,000 | $40.66 | $3,049,500.00 | -26.8% | - | - | |
| Nov 22, 2019 | EVTC Evertec, Inc. | President & CEO | Sell | 28,948 | $31.28 | $905,493.44 | -8.6% | - | - |