Robert M Klein

CIK 1614367 · View on SEC EDGAR ↗

Insider

First SEC filing: July 24, 2014 · Latest: July 24, 2014

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 78 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

78 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
May 24, 2024 WMS S 3,059 $175.95 $538,231 102,070 Direct -2.91% Disposed -16.0% (price as of 2026-08-19)
Feb. 12, 2024 WMS S 9,163 $163.39 $1,497,143 99,337 Direct -8.45% Disposed -9.5% (price as of 2026-08-19)
Nov. 7, 2023 WMS S 6,353 $111.85 $710,583 108,500 Direct -5.53% Disposed 32.2% (price as of 2026-08-19)
Aug. 9, 2023 WMS S 8,275 $130.09 $1,076,495 111,972 Direct -6.88% Disposed 13.6% (price as of 2026-08-19)
Nov. 9, 2022 WMS S 21,252 $82.36 $1,750,315 98,775 Direct -17.71% Disposed 79.5% (price as of 2026-08-19)
Nov. 9, 2022 WMS S 12,588 $83.03 $1,045,182 120,027 Direct -9.49% Disposed 78.1% (price as of 2026-08-19)
Aug. 17, 2022 WMS S 32 $144.22 $4,615 111,363 Direct -0.03% Disposed 2.5% (price as of 2026-08-19)
Aug. 17, 2022 WMS S 182 $143.65 $26,144 111,395 Direct -0.16% Disposed 2.9% (price as of 2026-08-19)
Aug. 16, 2022 WMS S 20,553 $150.88 $3,101,037 111,577 Direct -15.56% Disposed -2.0% (price as of 2026-08-19)
June 11, 2021 WMS S 12,775 $103.56 $1,322,979 115,033 Direct -10.00% Disposed 42.8% (price as of 2026-08-19)
June 11, 2021 WMS S 700 $104.14 $72,898 114,333 Direct -0.61% Disposed 42.0% (price as of 2026-08-19)
Feb. 8, 2021 WMS S 801 $101.86 $81,590 96,165 Direct -0.83% Disposed 45.1% (price as of 2026-08-19)
Feb. 8, 2021 WMS S 6,784 $101.05 $685,523 96,966 Direct -6.54% Disposed 46.3% (price as of 2026-08-19)
Feb. 8, 2021 WMS S 17,011 $100.13 $1,703,311 103,750 Direct -14.09% Disposed 47.6% (price as of 2026-08-19)
Feb. 8, 2021 WMS S 22,404 $99.43 $2,227,630 120,761 Direct -15.65% Disposed 48.7% (price as of 2026-08-19)
Aug. 11, 2020 WMS S 75,000 $55.23 $4,142,250 143,165 Direct -34.38% Disposed 167.7% (price as of 2026-08-19)
May 27, 2020 WMS S 95,406 $44.76 $4,270,373 172,627 Direct -35.59% Disposed 230.3% (price as of 2026-08-19)
May 27, 2020 WMS S 29,594 $43.90 $1,299,177 268,033 Direct -9.94% Disposed 236.8% (price as of 2026-08-19)
May 26, 2020 WMS S 400 $46.74 $18,696 297,627 Direct -0.13% Disposed 216.3% (price as of 2026-08-19)
May 26, 2020 WMS S 3,602 $45.94 $165,476 298,027 Direct -1.19% Disposed 221.8% (price as of 2026-08-19)
May 26, 2020 WMS S 120,998 $44.99 $5,443,700 301,629 Direct -28.63% Disposed 228.6% (price as of 2026-08-19)
Feb. 21, 2020 WMS S 1,310 $50.00 $65,500 420,092 Direct -0.31% Disposed 195.7% (price as of 2026-08-19)

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 (1,169) $96.51 May 21, 2033 1,169 Disposed
May 24, 2024 WMS Option to Purchase Common Stock Common Stock (1,031) $99.29 May 17, 2032 1,031 Disposed
May 24, 2024 WMS Option to Purchase Common Stock Common Stock (859) $105.82 May 18, 2031 859 Disposed
Aug. 9, 2023 WMS Option to Purchase Common Stock Common Stock (1,031) $99.29 May 17, 2032 1,031 Disposed
Aug. 9, 2023 WMS Option to Purchase Common Stock Common Stock (1,718) $105.82 May 18, 2031 1,718 Disposed
Aug. 9, 2023 WMS Option to Purchase Common Stock Common Stock (5,508) $41.97 May 19, 2030 5,508 Disposed
Aug. 9, 2023 WMS Option to Purchase Common Stock Common Stock (4,297) $27.44 May 21, 2029 4,297 Disposed
May 22, 2023 WMS Option to Purchase Common Stock Common Stock (3,506) $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 (3,020) $99.29 May 17, 2032 3,020 Acquired
Dec. 20, 2021 WMS Option to Purchase Common Stock Common Stock (6,353) $15.74 March 31, 2024 6,353 Disposed
June 11, 2021 WMS Option to Purchase Common Stock Common Stock (4,268) $25.75 May 23, 2028 4,268 Disposed
June 11, 2021 WMS Option to Purchase Common Stock Common Stock (4,297) $27.44 May 21, 2029 4,297 Disposed
June 11, 2021 WMS Option to Purchase Common Stock Common Stock (2,754) $41.97 May 19, 2030 2,754 Disposed
June 10, 2021 WMS Option to Purchase Common Stock Common Stock (9,234) $15.74 March 31, 2024 9,234 Disposed
May 19, 2021 WMS Option to Purchase Common Stock Common Stock (2,577) $105.82 May 18, 2031 2,577 Acquired
June 11, 2020 WMS Option to Purchase Common Stock Common Stock (4,297) $27.44 May 21, 2029 4,297 Disposed
June 11, 2020 WMS Option to Purchase Common Stock Common Stock (8,537) $25.75 May 23, 2028 8,537 Disposed
June 11, 2020 WMS Option to Purchase Common Stock Common Stock (23,469) $24.20 March 31, 2026 23,469 Disposed
June 11, 2020 WMS Option to Purchase Common Stock Common Stock (9,235) $15.74 March 31, 2024 9,235 Disposed
May 20, 2020 WMS Option to Purchase Common Stock Common Stock (8,262) $41.97 May 19, 2030 8,262 Acquired
May 22, 2019 WMS Option to Purchase Common Stock Common Stock (12,891) $27.44 May 21, 2029 12,891 Acquired
March 11, 2019 WMS Option to Purchase Common Stock Common Stock (141,210) $13.64 March 31, 2023 141,210 Disposed
June 21, 2018 WMS Option to Purchase Common Stock Common Stock (32,242) $12.59 March 31, 2022 32,242 Disposed
May 24, 2018 WMS Option to Purchase Common Stock Common Stock (12,805) $25.75 May 23, 2028 12,805 Acquired
March 2, 2017 WMS Option to Purchase Common Stock Common Stock (42,363) $10.77 March 31, 2017 42,363 Disposed
Feb. 8, 2017 WMS Option to Purchase Common Stock Common Stock (23,469) $24.20 March 31, 2026 23,469 Acquired
March 11, 2016 WMS Option to Purchase Common Stock Common Stock (56,484) $7.68 March 31, 2016 56,484 Disposed
March 2, 2015 WMS Option to Purchase Common Stock Common Stock (33,607) $4.54 March 31, 2015 33,607 Disposed
Aug. 12, 2014 WMS Option to Purchase Common Stock Common Stock (27,703) $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→ Common Stock (33,607) 33,607 Direct
July 24, 2014 WMS Option to Purchase Common Stock→ Common Stock (56,484) 56,484 Direct
July 24, 2014 WMS Option to Purchase Common Stock→ Common Stock (42,362) 42,362 Direct
July 24, 2014 WMS Option to Purchase Common Stock→ Common Stock (32,242) 32,242 Direct
July 24, 2014 WMS Option to Purchase Common Stock→ Common Stock (141,210) 141,210 Direct