Steven Rubin
CIK 1735814 · View on SEC EDGAR ↗
Insider
First SEC filing: Jan. 11, 2024 · Latest: Jan. 11, 2024
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 13 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 |
|---|---|---|---|---|---|---|---|---|---|
| June 6, 2022 | WSO | A | 5,000 | $260.28 | $1,301,400 | 5,000 Direct | — | Acquired | 20.6% (price as of 2026-08-20) |
| Nov. 5, 2021 | WSO | M | 1,333 | $160.69 | $214,200 | 1,000 Direct | -57.14% | Disposed | 95.4% (price as of 2026-08-20) |
| Nov. 5, 2021 | WSO | F | 725 | $295.22 | $214,034 | 608 Direct | -54.39% | Disposed | 6.3% (price as of 2026-08-20) |
| Nov. 5, 2021 | WSO | M | 1,333 | $160.69 | $214,200 | 0 Direct | — | Acquired | 95.4% (price as of 2026-08-20) |
| July 28, 2020 | WSO | M | 4,667 | $160.69 | $749,940 | 2,333 Direct | -66.67% | Disposed | 95.4% (price as of 2026-08-20) |
| July 28, 2020 | WSO | M | 4,000 | $185.12 | $740,480 | 0 Direct | -100.00% | Disposed | 69.6% (price as of 2026-08-20) |
| July 28, 2020 | WSO | F | 3,312 | $226.41 | $749,870 | 1,355 Direct | -70.97% | Disposed | 38.7% (price as of 2026-08-20) |
| July 28, 2020 | WSO | M | 4,667 | $160.69 | $749,940 | 0 Direct | — | Acquired | 95.4% (price as of 2026-08-20) |
| July 28, 2020 | WSO | F | 3,270 | $226.41 | $740,361 | 730 Direct | -81.75% | Disposed | 38.7% (price as of 2026-08-20) |
| July 28, 2020 | WSO | M | 4,000 | $185.12 | $740,480 | 0 Direct | — | Acquired | 69.6% (price as of 2026-08-20) |
| June 1, 2020 | WSO | A | 3,500 | $175.07 | $612,745 | 3,500 Direct | — | Acquired | 79.3% (price as of 2026-08-20) |
| June 3, 2019 | WSO | A | 7,000 | $160.69 | $1,124,830 | 7,000 Direct | — | Acquired | 95.4% (price as of 2026-08-20) |
| June 4, 2018 | WSO | A | 4,000 | $185.12 | $740,480 | 4,000 Direct | — | Acquired | 69.6% (price as of 2026-08-20) |
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 6, 2022 | WSO | Stock Option (right to buy) | Common Stock (5,000) | $260.28 | June 6, 2027 | 5,000 | Acquired |
| Nov. 5, 2021 | WSO | Stock Option (right to buy) | Common Stock (1,333) | $160.69 | June 3, 2024 | 1,333 | Disposed |
| July 28, 2020 | WSO | Stock Option (right to buy) | Common Stock (4,667) | $160.69 | June 3, 2024 | 4,667 | Disposed |
| July 28, 2020 | WSO | Stock Option (right to buy) | Common Stock (4,000) | $185.12 | June 4, 2023 | 4,000 | Disposed |
| June 1, 2020 | WSO | Stock Option (right to buy) | Common Stock (3,500) | $175.07 | June 1, 2025 | 3,500 | Acquired |
| June 3, 2019 | WSO | Stock Option (right to buy) | Common Stock (7,000) | $160.69 | June 3, 2024 | 7,000 | Acquired |
| June 4, 2018 | WSO | Stock Option (right to buy) | Common Stock (4,000) | $185.12 | June 4, 2023 | 4,000 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).