Robert R Lusardi

CIK 1182790 · View on SEC EDGAR ↗

Insider

First SEC filing: Feb. 14, 2005 · Latest: Feb. 14, 2005

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 4 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

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