Robert M Klein
Insider
First SEC filing: July 24, 2014 · Latest: July 24, 2014
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
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 |
|---|---|---|---|---|---|---|---|---|---|
| May 24, 2024 | WMS | M | 1,169 | · | · | 2,337 Direct | -33.34% | Disposed | (price as of 2026-10-02) |
| May 24, 2024 | WMS | M | 1,031 | · | · | 1,031 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| May 24, 2024 | WMS | M | 859 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 24, 2024 | WMS | S | 3,059 | $175.95 | $538,231 | 102,070 Direct | -2.91% | Disposed | -27.7% (price as of 2026-10-02) |
| May 24, 2024 | WMS | M | 1,169 | $96.51 | $112,820 | 105,129 Direct | +1.12% | Acquired | 31.9% (price as of 2026-10-02) |
| May 24, 2024 | WMS | M | 1,031 | $99.29 | $102,368 | 103,960 Direct | +1.00% | Acquired | 28.2% (price as of 2026-10-02) |
| May 24, 2024 | WMS | M | 859 | $105.82 | $90,899 | 102,929 Direct | +0.84% | Acquired | 20.3% (price as of 2026-10-02) |
| May 22, 2024 | WMS | F | 130 | $177.06 | $23,018 | 102,070 Direct | -0.13% | Disposed | -28.1% (price as of 2026-10-02) |
| May 19, 2024 | WMS | F | 82 | $174.13 | $14,279 | 102,200 Direct | -0.08% | Disposed | -26.9% (price as of 2026-10-02) |
| May 18, 2024 | WMS | F | 105 | $174.13 | $18,284 | 102,282 Direct | -0.10% | Disposed | -26.9% (price as of 2026-10-02) |
| May 15, 2024 | WMS | F | 21 | $176.18 | $3,700 | 102,387 Direct | -0.02% | Disposed | -27.8% (price as of 2026-10-02) |
| May 15, 2024 | WMS | F | 971 | $176.18 | $171,071 | 102,408 Direct | -0.94% | Disposed | -27.8% (price as of 2026-10-02) |
| May 15, 2024 | WMS | A | 4,042 | · | · | 103,379 Direct | +4.07% | Acquired | (price as of 2026-10-02) |
| Feb. 12, 2024 | WMS | S | 9,163 | $163.39 | $1,497,143 | 99,337 Direct | -8.45% | Disposed | -22.1% (price as of 2026-10-02) |
| Nov. 7, 2023 | WMS | S | 6,353 | $111.85 | $710,583 | 108,500 Direct | -5.53% | Disposed | 13.8% (price as of 2026-10-02) |
| Aug. 9, 2023 | WMS | M | 1,031 | · | · | 2,062 Direct | -33.33% | Disposed | (price as of 2026-10-02) |
| Aug. 9, 2023 | WMS | M | 1,718 | · | · | 859 Direct | -66.67% | Disposed | (price as of 2026-10-02) |
| Aug. 9, 2023 | WMS | M | 5,508 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 9, 2023 | WMS | M | 4,297 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 9, 2023 | WMS | M | 2,881 | $15.74 | $45,347 | 114,853 Direct | +2.57% | Acquired | 708.6% (price as of 2026-10-02) |
| Aug. 9, 2023 | WMS | S | 8,275 | $130.09 | $1,076,495 | 111,972 Direct | -6.88% | Disposed | -2.2% (price as of 2026-10-02) |
| Aug. 9, 2023 | WMS | M | 1,031 | $99.29 | $102,368 | 120,247 Direct | +0.86% | Acquired | 28.2% (price as of 2026-10-02) |
| Aug. 9, 2023 | WMS | M | 1,718 | $105.82 | $181,799 | 119,216 Direct | +1.46% | Acquired | 20.3% (price as of 2026-10-02) |
| Aug. 9, 2023 | WMS | M | 5,508 | $41.97 | $231,171 | 117,498 Direct | +4.92% | Acquired | 203.2% (price as of 2026-10-02) |
| Aug. 9, 2023 | WMS | M | 4,297 | $27.44 | $117,910 | 111,990 Direct | +3.99% | Acquired | 363.8% (price as of 2026-10-02) |
| May 22, 2023 | WMS | A | 3,506 | · | · | 3,506 Direct | · | Acquired | (price as of 2026-10-02) |
| May 22, 2023 | WMS | A | 1,596 | · | · | 107,693 Direct | +1.50% | Acquired | (price as of 2026-10-02) |
| May 19, 2023 | WMS | F | 82 | $96.55 | $7,917 | 106,097 Direct | -0.08% | Disposed | 31.8% (price as of 2026-10-02) |
| May 19, 2023 | WMS | F | 259 | $96.55 | $25,006 | 106,179 Direct | -0.24% | Disposed | 31.8% (price as of 2026-10-02) |
| May 18, 2023 | WMS | F | 105 | $98.40 | $10,332 | 106,438 Direct | -0.10% | Disposed | 29.3% (price as of 2026-10-02) |
| May 17, 2023 | WMS | F | 31 | $88.67 | $2,749 | 106,543 Direct | -0.03% | Disposed | 43.5% (price as of 2026-10-02) |
| May 17, 2023 | WMS | F | 2,466 | $88.67 | $218,660 | 106,574 Direct | -2.26% | Disposed | 43.5% (price as of 2026-10-02) |
| May 17, 2023 | WMS | A | 10,265 | · | · | 109,040 Direct | +10.39% | Acquired | (price as of 2026-10-02) |
| Nov. 9, 2022 | WMS | S | 21,252 | $82.36 | $1,750,315 | 98,775 Direct | -17.71% | Disposed | 54.5% (price as of 2026-10-02) |
| Nov. 9, 2022 | WMS | S | 12,588 | $83.03 | $1,045,182 | 120,027 Direct | -9.49% | Disposed | 53.3% (price as of 2026-10-02) |
| Aug. 17, 2022 | WMS | S | 32 | $144.22 | $4,615 | 111,363 Direct | -0.03% | Disposed | -11.8% (price as of 2026-10-02) |
| Aug. 17, 2022 | WMS | S | 182 | $143.65 | $26,144 | 111,395 Direct | -0.16% | Disposed | -11.4% (price as of 2026-10-02) |
| Aug. 16, 2022 | WMS | S | 20,553 | $150.88 | $3,101,037 | 111,577 Direct | -15.56% | Disposed | -15.6% (price as of 2026-10-02) |
| May 22, 2022 | WMS | F | 494 | $104.91 | $51,826 | 132,130 Direct | -0.37% | Disposed | 21.3% (price as of 2026-10-02) |
| May 19, 2022 | WMS | F | 133 | $103.88 | $13,816 | 132,624 Direct | -0.10% | Disposed | 22.5% (price as of 2026-10-02) |
| May 19, 2022 | WMS | F | 333 | $103.88 | $34,592 | 132,757 Direct | -0.25% | Disposed | 22.5% (price as of 2026-10-02) |
| May 18, 2022 | WMS | A | 3,093 | · | · | 3,093 Direct | · | Acquired | (price as of 2026-10-02) |
| May 18, 2022 | WMS | F | 314 | $99.29 | $31,177 | 133,090 Direct | -0.24% | Disposed | 28.2% (price as of 2026-10-02) |
| May 18, 2022 | WMS | F | 4,402 | $99.29 | $437,075 | 133,404 Direct | -3.19% | Disposed | 28.2% (price as of 2026-10-02) |
| May 18, 2022 | WMS | A | 1,290 | · | · | 137,806 Direct | +0.94% | Acquired | (price as of 2026-10-02) |
| May 18, 2022 | WMS | A | 3,020 | · | · | 3,020 Direct | · | Acquired | (price as of 2026-10-02) |
| May 18, 2022 | WMS | F | 314 | $99.29 | $31,177 | 133,059 Direct | -0.24% | Disposed | 28.2% (price as of 2026-10-02) |
| May 18, 2022 | WMS | F | 4,402 | $99.29 | $437,075 | 133,373 Direct | -3.20% | Disposed | 28.2% (price as of 2026-10-02) |
| May 18, 2022 | WMS | A | 1,259 | · | · | 137,775 Direct | +0.92% | Acquired | (price as of 2026-10-02) |
| May 18, 2022 | WMS | A | 15,830 | · | · | 136,516 Direct | +13.12% | Acquired | (price as of 2026-10-02) |
| Dec. 20, 2021 | WMS | M | 6,353 | $15.74 | $99,996 | 120,686 Direct | +5.56% | Acquired | 708.6% (price as of 2026-10-02) |
| Dec. 20, 2021 | WMS | M | 6,353 | · | · | 2,881 Direct | -68.80% | Disposed | (price as of 2026-10-02) |
| June 11, 2021 | WMS | M | 4,268 | $25.75 | $109,901 | 120,757 Direct | +3.66% | Acquired | 394.3% (price as of 2026-10-02) |
| June 11, 2021 | WMS | M | 4,297 | $27.44 | $117,910 | 125,054 Direct | +3.56% | Acquired | 363.8% (price as of 2026-10-02) |
| June 11, 2021 | WMS | M | 2,754 | $41.97 | $115,585 | 127,808 Direct | +2.20% | Acquired | 203.2% (price as of 2026-10-02) |
| June 11, 2021 | WMS | S | 12,775 | $103.56 | $1,322,979 | 115,033 Direct | -10.00% | Disposed | 22.9% (price as of 2026-10-02) |
| June 11, 2021 | WMS | S | 700 | $104.14 | $72,898 | 114,333 Direct | -0.61% | Disposed | 22.2% (price as of 2026-10-02) |
| June 11, 2021 | WMS | M | 4,268 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| June 11, 2021 | WMS | M | 4,297 | · | · | 4,297 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| June 11, 2021 | WMS | M | 2,754 | · | · | 5,508 Direct | -33.33% | Disposed | (price as of 2026-10-02) |
| June 10, 2021 | WMS | M | 9,234 | $15.74 | $145,343 | 116,489 Direct | +8.61% | Acquired | 708.6% (price as of 2026-10-02) |
| June 10, 2021 | WMS | M | 9,234 | · | · | 9,234 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| May 23, 2021 | WMS | F | 510 | $112.09 | $57,166 | 107,255 Direct | -0.47% | Disposed | 13.5% (price as of 2026-10-02) |
| May 22, 2021 | WMS | F | 494 | $112.09 | $55,372 | 107,765 Direct | -0.46% | Disposed | 13.5% (price as of 2026-10-02) |
| May 19, 2021 | WMS | A | 2,577 | · | · | 2,577 Direct | · | Acquired | (price as of 2026-10-02) |
| May 19, 2021 | WMS | F | 333 | $105.82 | $35,238 | 108,259 Direct | -0.31% | Disposed | 20.3% (price as of 2026-10-02) |
| May 19, 2021 | WMS | F | 375 | $105.82 | $39,682 | 108,592 Direct | -0.34% | Disposed | 20.3% (price as of 2026-10-02) |
| May 19, 2021 | WMS | F | 4,692 | $105.82 | $496,507 | 108,967 Direct | -4.13% | Disposed | 20.3% (price as of 2026-10-02) |
| May 19, 2021 | WMS | A | 1,008 | · | · | 113,659 Direct | +0.89% | Acquired | (price as of 2026-10-02) |
| May 19, 2021 | WMS | A | 16,486 | · | · | 112,651 Direct | +17.14% | Acquired | (price as of 2026-10-02) |
| Feb. 8, 2021 | WMS | S | 801 | $101.86 | $81,590 | 96,165 Direct | -0.83% | Disposed | 24.9% (price as of 2026-10-02) |
| Feb. 8, 2021 | WMS | S | 6,784 | $101.05 | $685,523 | 96,966 Direct | -6.54% | Disposed | 25.9% (price as of 2026-10-02) |
| Feb. 8, 2021 | WMS | S | 17,011 | $100.13 | $1,703,311 | 103,750 Direct | -14.09% | Disposed | 27.1% (price as of 2026-10-02) |
| Feb. 8, 2021 | WMS | S | 22,404 | $99.43 | $2,227,630 | 120,761 Direct | -15.65% | Disposed | 28.0% (price as of 2026-10-02) |
| Aug. 11, 2020 | WMS | S | 75,000 | $55.23 | $4,142,250 | 143,165 Direct | -34.38% | Disposed | 130.4% (price as of 2026-10-02) |
| June 11, 2020 | WMS | M | 4,297 | · | · | 8,594 Direct | -33.33% | Disposed | (price as of 2026-10-02) |
| June 11, 2020 | WMS | M | 8,537 | · | · | 4,268 Direct | -66.67% | Disposed | (price as of 2026-10-02) |
| June 11, 2020 | WMS | M | 23,469 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| June 11, 2020 | WMS | M | 9,235 | · | · | 18,468 Direct | -33.34% | Disposed | (price as of 2026-10-02) |
| June 11, 2020 | WMS | M | 4,297 | $27.44 | $117,910 | 218,165 Direct | +2.01% | Acquired | 363.8% (price as of 2026-10-02) |
| June 11, 2020 | WMS | M | 8,537 | $25.75 | $219,828 | 213,868 Direct | +4.16% | Acquired | 394.3% (price as of 2026-10-02) |
| June 11, 2020 | WMS | M | 23,469 | $24.20 | $567,950 | 205,331 Direct | +12.90% | Acquired | 425.9% (price as of 2026-10-02) |
| June 11, 2020 | WMS | M | 9,235 | $15.74 | $145,359 | 181,862 Direct | +5.35% | Acquired | 708.6% (price as of 2026-10-02) |
| May 27, 2020 | WMS | S | 95,406 | $44.76 | $4,270,373 | 172,627 Direct | -35.59% | Disposed | 184.3% (price as of 2026-10-02) |
| May 27, 2020 | WMS | S | 29,594 | $43.90 | $1,299,177 | 268,033 Direct | -9.94% | Disposed | 189.9% (price as of 2026-10-02) |
| May 26, 2020 | WMS | S | 400 | $46.74 | $18,696 | 297,627 Direct | -0.13% | Disposed | 172.3% (price as of 2026-10-02) |
| May 26, 2020 | WMS | S | 3,602 | $45.94 | $165,476 | 298,027 Direct | -1.19% | Disposed | 177.0% (price as of 2026-10-02) |
| May 26, 2020 | WMS | S | 120,998 | $44.99 | $5,443,700 | 301,629 Direct | -28.63% | Disposed | 182.9% (price as of 2026-10-02) |
| May 20, 2020 | WMS | A | 8,262 | · | · | 8,262 Direct | · | Acquired | (price as of 2026-10-02) |
| May 20, 2020 | WMS | A | 2,535 | · | · | 422,627 Direct | +0.60% | Acquired | (price as of 2026-10-02) |
| Feb. 21, 2020 | WMS | S | 1,310 | $50.00 | $65,500 | 420,092 Direct | -0.31% | Disposed | 154.5% (price as of 2026-10-02) |
| May 22, 2019 | WMS | A | 12,891 | · | · | 12,891 Direct | · | Acquired | (price as of 2026-10-02) |
| May 22, 2019 | WMS | A | 3,759 | · | · | 421,402 Direct | +0.90% | Acquired | (price as of 2026-10-02) |
| March 11, 2019 | WMS | M | 141,210 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 11, 2019 | WMS | F | 23,082 | $25.11 | $579,589 | 417,643 Direct | -5.24% | Disposed | 406.8% (price as of 2026-10-02) |
| March 11, 2019 | WMS | M | 141,210 | $13.64 | $1,926,104 | 440,725 Direct | +47.15% | Acquired | 833.1% (price as of 2026-10-02) |
| June 21, 2018 | WMS | M | 32,242 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| June 21, 2018 | WMS | F | 1,394 | $28.30 | $39,450 | 299,515 Direct | -0.46% | Disposed | 349.7% (price as of 2026-10-02) |
| June 21, 2018 | WMS | M | 32,242 | $12.59 | $405,927 | 300,909 Direct | +12.00% | Acquired | 910.9% (price as of 2026-10-02) |
| May 24, 2018 | WMS | A | 12,805 | · | · | 12,805 Direct | · | Acquired | (price as of 2026-10-02) |
Showing latest 100 of 118 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 |
|---|---|---|---|---|---|---|---|
| May 24, 2024 | WMS | Option to Purchase Common Stock | Common Stock | $96.51 | May 21, 2033 | 1,169 | Disposed |
| May 24, 2024 | WMS | Option to Purchase Common Stock | Common Stock | $99.29 | May 17, 2032 | 1,031 | Disposed |
| May 24, 2024 | WMS | Option to Purchase Common Stock | Common Stock | $105.82 | May 18, 2031 | 859 | Disposed |
| Aug. 9, 2023 | WMS | Option to Purchase Common Stock | Common Stock | $99.29 | May 17, 2032 | 1,031 | Disposed |
| Aug. 9, 2023 | WMS | Option to Purchase Common Stock | Common Stock | $105.82 | May 18, 2031 | 1,718 | Disposed |
| Aug. 9, 2023 | WMS | Option to Purchase Common Stock | Common Stock | $41.97 | May 19, 2030 | 5,508 | Disposed |
| Aug. 9, 2023 | WMS | Option to Purchase Common Stock | Common Stock | $27.44 | May 21, 2029 | 4,297 | Disposed |
| May 22, 2023 | WMS | Option to Purchase Common Stock | Common Stock | $96.51 | May 21, 2033 | 3,506 | Acquired |
| May 18, 2022 | WMS | Option to Purchase Common Stock | Common Stock | $99.29 | May 17, 2032 | 3,093 | Acquired |
| May 18, 2022 | WMS | Option to Purchase Common Stock | Common Stock | $99.29 | May 17, 2032 | 3,020 | Acquired |
| Dec. 20, 2021 | WMS | Option to Purchase Common Stock | Common Stock | $15.74 | March 31, 2024 | 6,353 | Disposed |
| June 11, 2021 | WMS | Option to Purchase Common Stock | Common Stock | $25.75 | May 23, 2028 | 4,268 | Disposed |
| June 11, 2021 | WMS | Option to Purchase Common Stock | Common Stock | $27.44 | May 21, 2029 | 4,297 | Disposed |
| June 11, 2021 | WMS | Option to Purchase Common Stock | Common Stock | $41.97 | May 19, 2030 | 2,754 | Disposed |
| June 10, 2021 | WMS | Option to Purchase Common Stock | Common Stock | $15.74 | March 31, 2024 | 9,234 | Disposed |
| May 19, 2021 | WMS | Option to Purchase Common Stock | Common Stock | $105.82 | May 18, 2031 | 2,577 | Acquired |
| June 11, 2020 | WMS | Option to Purchase Common Stock | Common Stock | $27.44 | May 21, 2029 | 4,297 | Disposed |
| June 11, 2020 | WMS | Option to Purchase Common Stock | Common Stock | $25.75 | May 23, 2028 | 8,537 | Disposed |
| June 11, 2020 | WMS | Option to Purchase Common Stock | Common Stock | $24.20 | March 31, 2026 | 23,469 | Disposed |
| June 11, 2020 | WMS | Option to Purchase Common Stock | Common Stock | $15.74 | March 31, 2024 | 9,235 | Disposed |
| May 20, 2020 | WMS | Option to Purchase Common Stock | Common Stock | $41.97 | May 19, 2030 | 8,262 | Acquired |
| May 22, 2019 | WMS | Option to Purchase Common Stock | Common Stock | $27.44 | May 21, 2029 | 12,891 | Acquired |
| March 11, 2019 | WMS | Option to Purchase Common Stock | Common Stock | $13.64 | March 31, 2023 | 141,210 | Disposed |
| June 21, 2018 | WMS | Option to Purchase Common Stock | Common Stock | $12.59 | March 31, 2022 | 32,242 | Disposed |
| May 24, 2018 | WMS | Option to Purchase Common Stock | Common Stock | $25.75 | May 23, 2028 | 12,805 | Acquired |
| March 2, 2017 | WMS | Option to Purchase Common Stock | Common Stock | $10.77 | March 31, 2017 | 42,363 | Disposed |
| Feb. 8, 2017 | WMS | Option to Purchase Common Stock | Common Stock | $24.20 | March 31, 2026 | 23,469 | Acquired |
| March 11, 2016 | WMS | Option to Purchase Common Stock | Common Stock | $7.68 | March 31, 2016 | 56,484 | Disposed |
| March 2, 2015 | WMS | Option to Purchase Common Stock | Common Stock | $4.54 | March 31, 2015 | 33,607 | Disposed |
| Aug. 12, 2014 | WMS | Option to Purchase Common Stock | Common Stock | $15.74 | March 31, 2024 | 27,703 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 6 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 24, 2014 | WMS | Common Stock | 306,538 | Direct |
| July 24, 2014 | WMS | Option to Purchase Common Stock | 33,607 | Direct |
| July 24, 2014 | WMS | Option to Purchase Common Stock | 56,484 | Direct |
| July 24, 2014 | WMS | Option to Purchase Common Stock | 42,362 | Direct |
| July 24, 2014 | WMS | Option to Purchase Common Stock | 32,242 | Direct |
| July 24, 2014 | WMS | Option to Purchase Common Stock | 141,210 | Direct |