Robert R Lusardi
CIK 1182790 · View on SEC EDGAR ↗
First SEC filing: Feb. 14, 2005 · Latest: Feb. 14, 2005
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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
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 25, 2009 | WTM | A | 3 | $181.66 | $545 | 507 Direct | +0.60% | Acquired | 1065.7% (price as of 2026-08-21) |
| June 25, 2008 | WTM | A | 2 | $440.00 | $880 | 504 Direct | +0.40% | Acquired | 381.3% (price as of 2026-08-21) |
| March 26, 2008 | WTM | A | 2 | $475.02 | $950 | 502 Direct | +0.40% | Acquired | 345.8% (price as of 2026-08-21) |
| Feb. 27, 2008 | WTM | A | 500 | — | — | 500 Direct | — | Acquired | (price as of 2026-08-21) |
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 |
|---|---|---|---|---|---|---|---|
| March 25, 2009 | WTM | Phantom Shares | Common Shares (3) | — | — | 3 | Acquired |
| June 25, 2008 | WTM | Phantom Shares | Common Shares (2) | — | — | 2 | Acquired |
| March 26, 2008 | WTM | Phantom Shares | Common Shares (2) | — | — | 2 | Acquired |
| Feb. 27, 2008 | WTM | Phantom Shares | Common Shares (500) | — | — | 500 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Feb. 14, 2005 | WTM | Common Shares | 0 | Direct |