Jeffrey Sugerman
CIK 1645898 · View on SEC EDGAR ↗
First SEC filing: Oct. 16, 2015 · Latest: Oct. 16, 2015
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| July 5, 2017 | WLYB | S | 2,200 | $52.51 | $115,522 | 3,630 Direct | -37.74% | Disposed | 1.3% (price as of 2026-08-19) |
| July 5, 2017 | WLYB | S | 3,630 | $52.45 | $190,394 | 0 Direct | -100.00% | Disposed | 1.4% (price as of 2026-08-19) |
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 |
|---|---|---|---|---|---|---|---|
| July 5, 2017 | WLYB | Non-Qualified Stock Options | Class A Common (2,200) | — | June 24, 2023 | 2,200 | Disposed |
| June 30, 2017 | WLYB | Restricted Performance Units | Class A Common (3,770) | $0.00 | — | 3,770 | Disposed |
| April 30, 2017 | WLYB | Restricted Performance Units | Class A Common (1,015) | — | — | 1,015 | Disposed |
| April 30, 2017 | WLYB | Restricted Stock Units | Class A Common (520) | — | — | 520 | Disposed |
| April 30, 2017 | WLYB | Restricted Stock Units | Class A Common (230) | — | June 24, 2025 | 230 | Disposed |
| April 30, 2017 | WLYB | Restricted Stock Units | Class A Common (400) | — | June 25, 2023 | 400 | Disposed |
| June 22, 2016 | WLYB | Restricted Performance Units | Class A Common (2,031) | — | — | 2,031 | Acquired |
| June 22, 2016 | WLYB | Restricted Stock Units | Class A Common (2,085) | — | — | 2,085 | Acquired |
| May 2, 2016 | WLYB | Restricted Stock Units | Class A Common (230) | $0.00 | June 24, 2025 | 230 | 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. 16, 2015 | WLYB | Class A Common | 100 | Indirect |
| Oct. 16, 2015 | WLYB | Non-Qualified Stock Options→ Class A Common (4,400) | 4,400 | Direct |
| Oct. 16, 2015 | WLYB | Non-Qualified Stock Options→ Class A Common (2,700) | 2,700 | Direct |
| Oct. 16, 2015 | WLYB | Non-Qualified Stock Options→ Class A Common (5,220) | 5,220 | Direct |
| Oct. 16, 2015 | WLYB | Restricted Stock Units→ Class A Common (5,800) | 5,800 | Direct |
| Oct. 16, 2015 | WLYB | Restricted Stock Units→ Class A Common (920) | 920 | Direct |
| Oct. 16, 2015 | WLYB | Restricted Stock Units→ Class A Common (2,700) | 2,700 | Direct |