Morgan W Davis

Insider

First SEC filing: Sept. 28, 2017 · Latest: Sept. 28, 2017

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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

WTM selling Sept. 20, 2022

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 53 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

53 other filings hidden

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 2026-08-20)
Sept. 20, 2022	WTM	S	945	$1400.00	$1,323,000	6,909 Direct	-12.03%	Disposed	50.4% (price as of 2026-08-20)
May 26, 2022	WTM	A	315	—	—	7,854 Direct	+4.18%	Acquired	(price as of 2026-08-20)
Dec. 8, 2021	WTM	G	150	—	—	7,539 Direct	-1.95%	Disposed	(price as of 2026-08-20)
Sept. 28, 2017	1369817	D	49,428	$18.10	$894,647	0 Direct	-100.00%	Disposed
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 2026-08-20)
Aug. 20, 2015	WTM	S	300	$730.34	$219,102	21,995 Direct	-1.35%	Disposed	188.2% (price as of 2026-08-20)
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 2026-08-20)
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 2026-08-20)
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 2026-08-20)
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	304.1% (price as of 2026-08-20)
Dec. 19, 2012	WTM	S	21	$521.01	$10,941	22,462 Direct	-0.09%	Disposed	304.0% (price as of 2026-08-20)
Dec. 19, 2012	WTM	S	273	$521.02	$142,238	22,189 Direct	-1.22%	Disposed	304.0% (price as of 2026-08-20)
Dec. 19, 2012	WTM	S	199	$521.10	$103,699	21,990 Direct	-0.90%	Disposed	304.0% (price as of 2026-08-20)
Dec. 19, 2012	WTM	S	100	$521.16	$52,116	21,890 Direct	-0.45%	Disposed	303.9% (price as of 2026-08-20)
Dec. 17, 2012	WTM	S	1,000	$519.00	$519,000	23,290 Direct	-4.12%	Disposed	305.6% (price as of 2026-08-20)
Dec. 17, 2012	WTM	G	400	—	—	22,890 Direct	-1.72%	Disposed	(price as of 2026-08-20)
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 2026-08-20)
Feb. 14, 2012	WTM	P	800	$463.00	$370,400	21,890 Direct	+3.79%	Acquired	354.7% (price as of 2026-08-20)
Feb. 14, 2012	WTM	P	100	$464.00	$46,400	21,990 Direct	+0.46%	Acquired	353.7% (price as of 2026-08-20)
Feb. 14, 2012	WTM	P	1,500	$464.05	$696,075	23,490 Direct	+6.82%	Acquired	353.6% (price as of 2026-08-20)
Feb. 14, 2012	WTM	P	99	$464.25	$45,961	23,589 Direct	+0.42%	Acquired	353.4% (price as of 2026-08-20)
Feb. 14, 2012	WTM	P	501	$465.00	$232,965	24,090 Direct	+2.12%	Acquired	352.7% (price as of 2026-08-20)
Dec. 19, 2011	WTM	P	300	$426.07	$127,821	16,390 Direct	+1.86%	Acquired	394.1% (price as of 2026-08-20)
Dec. 19, 2011	WTM	P	7	$426.23	$2,984	16,397 Direct	+0.04%	Acquired	393.9% (price as of 2026-08-20)
Dec. 19, 2011	WTM	P	500	$426.93	$213,465	16,897 Direct	+3.05%	Acquired	393.1% (price as of 2026-08-20)
Dec. 19, 2011	WTM	P	110	$427.06	$46,977	17,007 Direct	+0.65%	Acquired	392.9% (price as of 2026-08-20)
Dec. 19, 2011	WTM	P	57	$427.81	$24,385	17,064 Direct	+0.34%	Acquired	392.1% (price as of 2026-08-20)
Dec. 19, 2011	WTM	P	1	$428.03	$428	17,065 Direct	+0.01%	Acquired	391.8% (price as of 2026-08-20)
Dec. 19, 2011	WTM	P	36	$428.90	$15,440	17,101 Direct	+0.21%	Acquired	390.8% (price as of 2026-08-20)
Dec. 19, 2011	WTM	P	200	$429.71	$85,942	17,301 Direct	+1.17%	Acquired	389.9% (price as of 2026-08-20)
Dec. 19, 2011	WTM	P	3,789	$430.00	$1,629,270	21,090 Direct	+21.90%	Acquired	389.6% (price as of 2026-08-20)
Dec. 14, 2011	WTM	G	400	—	—	16,090 Direct	-2.43%	Disposed	(price as of 2026-08-20)
Nov. 29, 2011	WTM	S	1,603	$408.00	$654,024	3,290 Indirect	-32.76%	Disposed	416.0% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	400	$409.03	$163,612	2,890 Indirect	-12.16%	Disposed	414.7% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	300	$411.38	$123,414	2,590 Indirect	-10.38%	Disposed	411.7% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	22	$411.50	$9,053	2,568 Indirect	-0.85%	Disposed	411.6% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	200	$411.52	$82,304	2,368 Indirect	-7.79%	Disposed	411.5% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	16	$411.53	$6,584	2,352 Indirect	-0.68%	Disposed	411.5% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	4	$411.69	$1,647	2,348 Indirect	-0.17%	Disposed	411.3% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	317	$412.00	$130,604	2,031 Indirect	-13.50%	Disposed	410.9% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	390	$412.05	$160,700	1,641 Indirect	-19.20%	Disposed	410.9% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	10	$412.08	$4,121	1,631 Indirect	-0.61%	Disposed	410.8% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	100	$412.28	$41,228	1,531 Indirect	-6.13%	Disposed	410.6% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	1,331	$412.34	$548,825	200 Indirect	-86.94%	Disposed	410.5% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	97	$412.60	$40,022	103 Indirect	-48.50%	Disposed	410.2% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	100	$412.72	$41,272	3 Indirect	-97.09%	Disposed	410.1% (price as of 2026-08-20)
Nov. 29, 2011	WTM	S	3	$412.89	$1,239	0 Indirect	-100.00%	Disposed	409.8% (price as of 2026-08-20)
June 15, 2011	1165880	A	2,000	—	—	2,000 Direct	—	Acquired
June 15, 2011	1165880	A	2,000	$18.11	$36,220	3,250 Direct	+160.00%	Acquired
June 15, 2011	1165880	M	1,250	$18.11	$22,638	1,250 Direct	-50.00%	Disposed
June 15, 2011	1165880	M	1,250	$18.11	$22,638	17,090 Direct	+7.89%	Acquired
May 26, 2011	WTM	A	200	—	—	16,490 Direct	+1.23%	Acquired	(price as of 2026-08-20)
Dec. 20, 2010	WTM	G	350	—	—	16,289 Direct	-2.10%	Disposed	(price as of 2026-08-20)
June 15, 2010	1165880	M	1,250	$15.05	$18,812	2,500 Direct	-33.33%	Disposed
June 15, 2010	1165880	M	1,250	$15.05	$18,812	15,840 Direct	+8.57%	Acquired
May 26, 2010	WTM	A	100	—	—	16,639 Direct	+0.60%	Acquired	(price as of 2026-08-20)
Dec. 11, 2009	WTM	G	400	—	—	16,539 Direct	-2.36%	Disposed	(price as of 2026-08-20)
Dec. 9, 2009	WTM	S	500	$315.80	$157,900	18,939 Direct	-2.57%	Disposed	566.6% (price as of 2026-08-20)
Dec. 9, 2009	WTM	S	500	$315.95	$157,975	18,439 Direct	-2.64%	Disposed	566.3% (price as of 2026-08-20)
Dec. 9, 2009	WTM	S	500	$316.00	$158,000	17,939 Direct	-2.71%	Disposed	566.2% (price as of 2026-08-20)
Dec. 9, 2009	WTM	S	500	$316.03	$158,015	17,439 Direct	-2.79%	Disposed	566.1% (price as of 2026-08-20)
Dec. 9, 2009	WTM	S	500	$316.97	$158,485	16,939 Direct	-2.87%	Disposed	564.1% (price as of 2026-08-20)
June 15, 2009	1165880	M	1,250	$14.28	$17,850	3,750 Direct	-25.00%	Disposed
June 15, 2009	1165880	M	1,250	$14.28	$17,850	14,590 Direct	+9.37%	Acquired
June 8, 2009	WTM	A	100	—	—	19,319 Direct	+0.52%	Acquired	(price as of 2026-08-20)
June 3, 2009	1369817	A	5,967	—	—	28,928 Direct	+25.99%	Acquired
March 9, 2009	WTM	P	950	$151.20	$143,640	19,169 Direct	+5.21%	Acquired	1292.3% (price as of 2026-08-20)
March 9, 2009	WTM	P	50	$151.35	$7,568	19,219 Direct	+0.26%	Acquired	1290.9% (price as of 2026-08-20)
Jan. 9, 2009	WTM	M	4,619	—	—	19,319 Direct	+31.42%	Acquired	(price as of 2026-08-20)
Jan. 9, 2009	WTM	D	1,619	$275.00	$445,225	18,219 Direct	-8.16%	Disposed	665.5% (price as of 2026-08-20)
Jan. 9, 2009	WTM	M	4,619	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Jan. 9, 2009	1369817	M	10,654	$4.03	$42,936	0 Direct	-100.00%	Disposed
Jan. 9, 2009	1369817	D	4,255	$10.09	$42,933	0 Direct	-100.00%	Disposed
Jan. 9, 2009	1369817	M	4,255	—	—	4,255 Direct	—	Acquired
Jan. 2, 2009	1165880	C	3,340	$16.23	$54,208	0 Direct	-100.00%	Disposed
Jan. 2, 2009	1165880	M	1,113	$16.23	$18,064	3,340 Direct	-24.99%	Disposed
Jan. 2, 2009	1165880	C	3,340	$16.23	$54,208	13,340 Direct	+33.40%	Acquired
Dec. 31, 2008	1165880	A	482	$16.23	$7,823	4,453 Direct	+12.14%	Acquired
Sept. 30, 2008	1165880	A	472	$16.51	$7,793	3,971 Direct	+13.49%	Acquired
June 30, 2008	1165880	A	511	$15.18	$7,757	3,499 Direct	+17.10%	Acquired
June 25, 2008	WTM	A	17	$440.00	$7,480	4,619 Direct	+0.37%	Acquired	378.4% (price as of 2026-08-20)
May 29, 2008	WTM	A	100	—	—	4,602 Direct	+2.22%	Acquired	(price as of 2026-08-20)

Showing latest 100 of 130 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)	—	—	2,000	Disposed
June 15, 2011	1165880	Restricted Share Units	Common Shares (2,000)	—	—	2,000	Acquired
Jan. 9, 2009	WTM	Phantom Shares (Deferred Compensation)	Common Shares (4,619)	—	—	4,619	Disposed
Jan. 9, 2009	1369817	Phantom Stock Units	Common Stock (4,255)	—	Jan. 9, 2009	10,654	Disposed
Jan. 2, 2009	1165880	Director Share Units	Common Shares (3,340)	—	—	3,340	Disposed
Jan. 2, 2009	1165880	Director Share Units	Common Shares (1,113)	—	—	1,113	Disposed
Dec. 31, 2008	1165880	Director Share Units	Common Shares (482)	—	—	482	Acquired
Sept. 30, 2008	1165880	Director Share Units	Common Shares (472)	—	—	472	Acquired
June 30, 2008	1165880	Director Share Units	Common Shares (511)	—	—	511	Acquired
June 25, 2008	WTM	Phantom Shares (Deferred Compensation)	Common Shares (17)	—	—	17	Acquired
May 29, 2008	WTM	Phantom Shares (Deferred Compensation)	Common Shares (100)	—	—	100	Acquired
May 29, 2008	1369817	Phantom Stock Unit	Class A Common Shares (4,078)	—	—	10,219	Acquired
March 31, 2008	1165880	Director Share Units	Common Shares (486)	—	—	486	Acquired
March 26, 2008	WTM	Phantom Shares (Deferred Compensation)	Common Shares (19)	—	—	19	Acquired
Dec. 31, 2007	1165880	Director Share Units	Common Shares (447)	—	—	447	Acquired
Dec. 27, 2007	WTM	Phantom Shares (Deferred Compensation)	Common Shares (18)	—	—	18	Acquired
Sept. 28, 2007	1165880	Director Share Units	Common Shares (433)	—	—	433	Acquired
Sept. 26, 2007	WTM	Phantom Shares (Deferred Compensation)	Common Shares (17)	—	—	17	Acquired
June 27, 2007	WTM	Phantom Shares (Deferred Compensation)	Common Shares (15)	—	—	15	Acquired
April 5, 2007	WTM	Phantom Shares (Deferred Compensation)	Common Shares (2,105)	—	—	2,105	Disposed
March 28, 2007	WTM	Phantom Shares (Deferred Compensation)	Common Shares (24)	—	—	24	Acquired
Dec. 27, 2006	WTM	Phantom Shares (Deferred Compensation)	Common Shares (21)	—	—	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.

Date	Ticker	Security	Shares	Ownership
Dec. 11, 2006	WTM	Common Shares	15,099	Direct
Dec. 11, 2006	WTM	Common Shares	5,688	Indirect
Dec. 11, 2006	WTM	Phantom Shares (Deferred Compensation)→ Common Shares (6,239)	6,239	Direct