Valerie Schimel

CIK 1932567 · View on SEC EDGAR ↗

Insider

First SEC filing: June 8, 2022 · Latest: Jan. 16, 2026

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 1 non-open-market transaction 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 4,000 $260.28 $1,041,120 4,000 Direct Acquired 21.7% (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
June 6, 2022 WSO Stock Option (right to buy) Common Stock (4,000) $260.28 June 6, 2027 4,000 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
June 8, 2022 WSO Class B Common stock→ Class B Common stock (67,088) 67,088 Direct