Morgan W Davis
First SEC filing: Sept. 28, 2017 · Latest: Sept. 28, 2017
Insider at
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 |
|---|---|---|---|---|---|---|---|---|---|
| Dec. 28, 2022 | WTM | G | 200 | · | · | 6,709 Direct | -2.89% | Disposed | (price as of 2026-10-05) |
| Sept. 20, 2022 | WTM | S | 945 | $1400.00 | $1,323,000 | 6,909 Direct | -12.03% | Disposed | 44.2% (price as of 2026-10-05) |
| May 26, 2022 | WTM | A | 315 | · | · | 7,854 Direct | +4.18% | Acquired | (price as of 2026-10-05) |
| Dec. 8, 2021 | WTM | G | 150 | · | · | 7,539 Direct | -1.95% | Disposed | (price as of 2026-10-05) |
| May 27, 2021 | WTM | A | 315 | · | · | 1,030 Indirect | +44.06% | Acquired | (price as of 2026-10-05) |
| Feb. 9, 2021 | WTM | S | 1,163 | $1138.00 | $1,323,494 | 1,052 Indirect | -52.51% | Disposed | 77.5% (price as of 2026-10-05) |
| Feb. 9, 2021 | WTM | S | 337 | $1117.00 | $376,429 | 715 Indirect | -32.03% | Disposed | 80.8% (price as of 2026-10-05) |
| Dec. 9, 2020 | WTM | G | 100 | · | · | 1,900 Indirect | -5.00% | Disposed | (price as of 2026-10-05) |
| May 21, 2020 | WTM | A | 315 | · | · | 8,004 Direct | +4.10% | Acquired | (price as of 2026-10-05) |
| March 24, 2020 | WTM | P | 390 | $715.00 | $278,850 | 7,029 Direct | +5.87% | Acquired | 182.4% (price as of 2026-10-05) |
| March 24, 2020 | WTM | P | 610 | $782.60 | $477,386 | 7,639 Direct | +8.68% | Acquired | 158.0% (price as of 2026-10-05) |
| March 24, 2020 | WTM | P | 50 | $785.00 | $39,250 | 7,689 Direct | +0.65% | Acquired | 157.3% (price as of 2026-10-05) |
| Dec. 17, 2019 | WTM | G | 1,350 | · | · | 2,000 Indirect | -40.30% | Disposed | (price as of 2026-10-05) |
| May 23, 2019 | WTM | A | 350 | · | · | 3,350 Indirect | +11.67% | Acquired | (price as of 2026-10-05) |
| April 25, 2019 | WTM | S 10b5-1 | 554 | $928.40 | $514,334 | 3,000 Indirect | -15.59% | Disposed | 117.5% (price as of 2026-10-05) |
| April 23, 2019 | WTM | S 10b5-1 | 696 | $910.11 | $633,437 | 3,554 Indirect | -16.38% | Disposed | 121.9% (price as of 2026-10-05) |
| April 16, 2019 | WTM | S 10b5-1 | 354 | $912.90 | $323,167 | 4,250 Indirect | -7.69% | Disposed | 121.2% (price as of 2026-10-05) |
| April 12, 2019 | WTM | S 10b5-1 | 585 | $916.95 | $536,416 | 4,604 Indirect | -11.27% | Disposed | 120.2% (price as of 2026-10-05) |
| April 10, 2019 | WTM | S 10b5-1 | 412 | $914.99 | $376,976 | 5,189 Indirect | -7.36% | Disposed | 120.7% (price as of 2026-10-05) |
| April 4, 2019 | WTM | S 10b5-1 | 910 | $923.65 | $840,522 | 5,601 Indirect | -13.98% | Disposed | 118.6% (price as of 2026-10-05) |
| April 2, 2019 | WTM | S 10b5-1 | 362 | $925.00 | $334,850 | 6,511 Indirect | -5.27% | Disposed | 118.3% (price as of 2026-10-05) |
| April 1, 2019 | WTM | S 10b5-1 | 852 | $924.15 | $787,376 | 6,873 Indirect | -11.03% | Disposed | 118.5% (price as of 2026-10-05) |
| March 27, 2019 | WTM | S 10b5-1 | 601 | $922.66 | $554,519 | 7,725 Indirect | -7.22% | Disposed | 118.9% (price as of 2026-10-05) |
| March 22, 2019 | WTM | S 10b5-1 | 709 | $914.00 | $648,026 | 8,326 Indirect | -7.85% | Disposed | 120.9% (price as of 2026-10-05) |
| March 19, 2019 | WTM | S 10b5-1 | 954 | $925.21 | $882,650 | 9,035 Indirect | -9.55% | Disposed | 118.3% (price as of 2026-10-05) |
| March 13, 2019 | WTM | S 10b5-1 | 631 | $907.94 | $572,910 | 9,989 Indirect | -5.94% | Disposed | 122.4% (price as of 2026-10-05) |
| Nov. 29, 2018 | WTM | G | 330 | · | · | 17,259 Direct | -1.88% | Disposed | (price as of 2026-10-05) |
| May 24, 2018 | WTM | A | 350 | · | · | 17,589 Direct | +2.03% | Acquired | (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 100 | $888.30 | $88,830 | 18,239 Direct | -0.55% | Disposed | 127.3% (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 100 | $888.11 | $88,811 | 18,139 Direct | -0.55% | Disposed | 127.4% (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 100 | $888.22 | $88,822 | 18,039 Direct | -0.55% | Disposed | 127.4% (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 100 | $889.42 | $88,942 | 17,939 Direct | -0.55% | Disposed | 127.1% (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 100 | $889.20 | $88,920 | 17,839 Direct | -0.56% | Disposed | 127.1% (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 100 | $891.25 | $89,125 | 17,739 Direct | -0.56% | Disposed | 126.6% (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 200 | $891.26 | $178,252 | 17,539 Direct | -1.13% | Disposed | 126.6% (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 100 | $893.10 | $89,310 | 17,439 Direct | -0.57% | Disposed | 126.1% (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 95 | $893.18 | $84,852 | 17,344 Direct | -0.54% | Disposed | 126.1% (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 5 | $893.17 | $4,466 | 17,339 Direct | -0.03% | Disposed | 126.1% (price as of 2026-10-05) |
| May 15, 2018 | WTM | S | 100 | $892.06 | $89,206 | 17,239 Direct | -0.58% | Disposed | 126.4% (price as of 2026-10-05) |
| April 6, 2018 | WTM | G | 2,450 | · | · | 18,339 Direct | -11.79% | Disposed | (price as of 2026-10-05) |
| Dec. 27, 2017 | WTM | S | 350 | $846.21 | $296,174 | 20,790 Direct | -1.66% | Disposed | 138.6% (price as of 2026-10-05) |
| Dec. 4, 2017 | WTM | G | 500 | · | · | 21,140 Direct | -2.31% | Disposed | (price as of 2026-10-05) |
| Sept. 28, 2017 | 1369817 | D | 49,428 | $18.10 | $894,647 | 0 Direct | -100.00% | Disposed | |
| May 25, 2017 | WTM | A | 350 | · | · | 21,640 Direct | +1.64% | Acquired | (price as of 2026-10-05) |
| Dec. 6, 2016 | WTM | G | 350 | · | · | 21,290 Direct | -1.62% | Disposed | (price as of 2026-10-05) |
| May 25, 2016 | WTM | A | 300 | · | · | 21,640 Direct | +1.41% | Acquired | (price as of 2026-10-05) |
| Feb. 8, 2016 | 1369817 | P | 7,500 | $12.98 | $97,350 | 49,428 Direct | +17.89% | Acquired | |
| Dec. 4, 2015 | WTM | G | 655 | · | · | 21,340 Direct | -2.98% | Disposed | (price as of 2026-10-05) |
| Aug. 20, 2015 | WTM | S | 300 | $730.34 | $219,102 | 21,995 Direct | -1.35% | Disposed | 176.5% (price as of 2026-10-05) |
| July 31, 2015 | 1165880 | D | 12,000 | · | · | 0 Indirect | -100.00% | Disposed | |
| July 31, 2015 | 1165880 | D | 24,340 | · | · | 0 Direct | -100.00% | Disposed | |
| June 15, 2015 | 1165880 | M | 2,500 | $38.67 | $96,675 | 0 Direct | -100.00% | Disposed | |
| June 15, 2015 | 1165880 | M | 2,500 | $38.67 | $96,675 | 24,340 Direct | +11.45% | Acquired | |
| May 27, 2015 | WTM | A | 200 | · | · | 22,295 Direct | +0.91% | Acquired | (price as of 2026-10-05) |
| June 15, 2014 | 1165880 | A | 2,500 | $31.81 | $79,525 | 2,500 Direct | · | Acquired | |
| June 15, 2014 | 1165880 | M | 2,000 | $31.81 | $63,620 | 0 Direct | -100.00% | Disposed | |
| June 15, 2014 | 1165880 | M | 2,000 | $31.81 | $63,620 | 21,840 Direct | +10.08% | Acquired | |
| Dec. 10, 2013 | WTM | G | 145 | · | · | 21,945 Direct | -0.66% | Disposed | (price as of 2026-10-05) |
| Aug. 1, 2013 | 1369817 | P | 13,000 | $14.48 | $188,240 | 41,928 Direct | +44.94% | Acquired | |
| June 15, 2013 | 1165880 | A | 2,000 | $25.22 | $50,440 | 2,000 Direct | · | Acquired | |
| June 15, 2013 | 1165880 | M | 2,000 | $25.22 | $50,440 | 0 Direct | -100.00% | Disposed | |
| June 15, 2013 | 1165880 | M | 2,000 | $25.22 | $50,440 | 19,840 Direct | +11.21% | Acquired | |
| May 23, 2013 | WTM | A | 200 | · | · | 22,089 Direct | +0.91% | Acquired | (price as of 2026-10-05) |
| Dec. 20, 2012 | 1165880 | S | 10,500 | $22.85 | $239,925 | 9,840 Direct | -51.62% | Disposed | |
| Dec. 19, 2012 | WTM | S | 407 | $521.00 | $212,047 | 22,483 Direct | -1.78% | Disposed | 287.6% (price as of 2026-10-05) |
| Dec. 19, 2012 | WTM | S | 21 | $521.01 | $10,941 | 22,462 Direct | -0.09% | Disposed | 287.6% (price as of 2026-10-05) |
| Dec. 19, 2012 | WTM | S | 273 | $521.02 | $142,238 | 22,189 Direct | -1.22% | Disposed | 287.6% (price as of 2026-10-05) |
| Dec. 19, 2012 | WTM | S | 199 | $521.10 | $103,699 | 21,990 Direct | -0.90% | Disposed | 287.5% (price as of 2026-10-05) |
| Dec. 19, 2012 | WTM | S | 100 | $521.16 | $52,116 | 21,890 Direct | -0.45% | Disposed | 287.5% (price as of 2026-10-05) |
| Dec. 17, 2012 | WTM | S | 1,000 | $519.00 | $519,000 | 23,290 Direct | -4.12% | Disposed | 289.1% (price as of 2026-10-05) |
| Dec. 17, 2012 | WTM | G | 400 | · | · | 22,890 Direct | -1.72% | Disposed | (price as of 2026-10-05) |
| June 15, 2012 | 1165880 | M | 2,000 | $20.43 | $40,860 | 0 Direct | -100.00% | Disposed | |
| June 15, 2012 | 1165880 | A | 2,000 | · | · | 2,000 Direct | · | Acquired | |
| June 15, 2012 | 1165880 | M | 1,250 | $20.43 | $25,538 | 0 Direct | -100.00% | Disposed | |
| June 15, 2012 | 1165880 | M | 3,250 | $20.43 | $66,398 | 20,340 Direct | +19.02% | Acquired | |
| May 24, 2012 | WTM | A | 200 | · | · | 24,290 Direct | +0.83% | Acquired | (price as of 2026-10-05) |
| Feb. 14, 2012 | WTM | P | 800 | $463.00 | $370,400 | 21,890 Direct | +3.79% | Acquired | 336.2% (price as of 2026-10-05) |
| Feb. 14, 2012 | WTM | P | 100 | $464.00 | $46,400 | 21,990 Direct | +0.46% | Acquired | 335.2% (price as of 2026-10-05) |
| Feb. 14, 2012 | WTM | P | 1,500 | $464.05 | $696,075 | 23,490 Direct | +6.82% | Acquired | 335.2% (price as of 2026-10-05) |
| Feb. 14, 2012 | WTM | P | 99 | $464.25 | $45,961 | 23,589 Direct | +0.42% | Acquired | 335.0% (price as of 2026-10-05) |
| Feb. 14, 2012 | WTM | P | 501 | $465.00 | $232,965 | 24,090 Direct | +2.12% | Acquired | 334.3% (price as of 2026-10-05) |
| Dec. 19, 2011 | WTM | P | 300 | $426.07 | $127,821 | 16,390 Direct | +1.86% | Acquired | 374.0% (price as of 2026-10-05) |
| Dec. 19, 2011 | WTM | P | 7 | $426.23 | $2,984 | 16,397 Direct | +0.04% | Acquired | 373.8% (price as of 2026-10-05) |
| Dec. 19, 2011 | WTM | P | 500 | $426.93 | $213,465 | 16,897 Direct | +3.05% | Acquired | 373.0% (price as of 2026-10-05) |
| Dec. 19, 2011 | WTM | P | 110 | $427.06 | $46,977 | 17,007 Direct | +0.65% | Acquired | 372.9% (price as of 2026-10-05) |
| Dec. 19, 2011 | WTM | P | 57 | $427.81 | $24,385 | 17,064 Direct | +0.34% | Acquired | 372.0% (price as of 2026-10-05) |
| Dec. 19, 2011 | WTM | P | 1 | $428.03 | $428 | 17,065 Direct | +0.01% | Acquired | 371.8% (price as of 2026-10-05) |
| Dec. 19, 2011 | WTM | P | 36 | $428.90 | $15,440 | 17,101 Direct | +0.21% | Acquired | 370.8% (price as of 2026-10-05) |
| Dec. 19, 2011 | WTM | P | 200 | $429.71 | $85,942 | 17,301 Direct | +1.17% | Acquired | 370.0% (price as of 2026-10-05) |
| Dec. 19, 2011 | WTM | P | 3,789 | $430.00 | $1,629,270 | 21,090 Direct | +21.90% | Acquired | 369.6% (price as of 2026-10-05) |
| Dec. 14, 2011 | WTM | G | 400 | · | · | 16,090 Direct | -2.43% | Disposed | (price as of 2026-10-05) |
| Nov. 29, 2011 | WTM | S | 1,603 | $408.00 | $654,024 | 3,290 Indirect | -32.76% | Disposed | 395.0% (price as of 2026-10-05) |
| Nov. 29, 2011 | WTM | S | 400 | $409.03 | $163,612 | 2,890 Indirect | -12.16% | Disposed | 393.7% (price as of 2026-10-05) |
| Nov. 29, 2011 | WTM | S | 300 | $411.38 | $123,414 | 2,590 Indirect | -10.38% | Disposed | 390.9% (price as of 2026-10-05) |
| Nov. 29, 2011 | WTM | S | 22 | $411.50 | $9,053 | 2,568 Indirect | -0.85% | Disposed | 390.8% (price as of 2026-10-05) |
| Nov. 29, 2011 | WTM | S | 200 | $411.52 | $82,304 | 2,368 Indirect | -7.79% | Disposed | 390.7% (price as of 2026-10-05) |
| Nov. 29, 2011 | WTM | S | 16 | $411.53 | $6,584 | 2,352 Indirect | -0.68% | Disposed | 390.7% (price as of 2026-10-05) |
| Nov. 29, 2011 | WTM | S | 4 | $411.69 | $1,647 | 2,348 Indirect | -0.17% | Disposed | 390.5% (price as of 2026-10-05) |
| Nov. 29, 2011 | WTM | S | 317 | $412.00 | $130,604 | 2,031 Indirect | -13.50% | Disposed | 390.2% (price as of 2026-10-05) |
| Nov. 29, 2011 | WTM | S | 390 | $412.05 | $160,700 | 1,641 Indirect | -19.20% | Disposed | 390.1% (price as of 2026-10-05) |
Showing latest 100 of 171 transactions
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 |
|---|---|---|---|---|---|---|---|
| June 15, 2012 | 1165880 | Restricted Share Units | Common Shares | · | · | 2,000 | Disposed |
| June 15, 2011 | 1165880 | Restricted Share Units | Common Shares | · | · | 2,000 | Acquired |
| Jan. 9, 2009 | WTM | Phantom Shares (Deferred Compensation) | Common Shares | · | · | 4,619 | Disposed |
| Jan. 9, 2009 | 1369817 | Phantom Stock Units | Common Stock | · | Jan. 9, 2009 | 10,654 | Disposed |
| Jan. 2, 2009 | 1165880 | Director Share Units | Common Shares | · | · | 3,340 | Disposed |
| Jan. 2, 2009 | 1165880 | Director Share Units | Common Shares | · | · | 1,113 | Disposed |
| Dec. 31, 2008 | 1165880 | Director Share Units | Common Shares | · | · | 482 | Acquired |
| Sept. 30, 2008 | 1165880 | Director Share Units | Common Shares | · | · | 472 | Acquired |
| June 30, 2008 | 1165880 | Director Share Units | Common Shares | · | · | 511 | Acquired |
| June 25, 2008 | WTM | Phantom Shares (Deferred Compensation) | Common Shares | · | · | 17 | Acquired |
| May 29, 2008 | WTM | Phantom Shares (Deferred Compensation) | Common Shares | · | · | 100 | Acquired |
| May 29, 2008 | 1369817 | Phantom Stock Unit | Class A Common Shares | · | · | 10,219 | Acquired |
| March 31, 2008 | 1165880 | Director Share Units | Common Shares | · | · | 486 | Acquired |
| March 26, 2008 | WTM | Phantom Shares (Deferred Compensation) | Common Shares | · | · | 19 | Acquired |
| Dec. 31, 2007 | 1165880 | Director Share Units | Common Shares | · | · | 447 | Acquired |
| Dec. 27, 2007 | WTM | Phantom Shares (Deferred Compensation) | Common Shares | · | · | 18 | Acquired |
| Sept. 28, 2007 | 1165880 | Director Share Units | Common Shares | · | · | 433 | Acquired |
| Sept. 26, 2007 | WTM | Phantom Shares (Deferred Compensation) | Common Shares | · | · | 17 | Acquired |
| June 27, 2007 | WTM | Phantom Shares (Deferred Compensation) | Common Shares | · | · | 15 | Acquired |
| April 5, 2007 | WTM | Phantom Shares (Deferred Compensation) | Common Shares | · | · | 2,105 | Disposed |
| March 28, 2007 | WTM | Phantom Shares (Deferred Compensation) | Common Shares | · | · | 24 | Acquired |
| Dec. 27, 2006 | WTM | Phantom Shares (Deferred Compensation) | Common Shares | · | · | 21 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.