William L Perotti

Insider

First SEC filing: Feb. 12, 2007 · Latest: Feb. 12, 2007

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.
Compensation Executive pay disclosed in company proxy statements.

Insider at

CFR selling Sept. 6, 2022

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 83 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

83 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Oct. 25, 2022	CFR	A	1,450	—	—	1,450 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 23, 2022	CFR	M	1,846	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Oct. 23, 2022	CFR	F	726	$142.08	$103,150	99,049 Direct	-0.73%	Disposed	16.2% (price as of 2026-08-20)
Oct. 23, 2022	CFR	M	1,846	—	—	99,775 Direct	+1.89%	Acquired	(price as of 2026-08-20)
Sept. 6, 2022	CFR	M	10,490	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Sept. 6, 2022	CFR	S	10,490	$132.68	$1,391,813	97,929 Direct	-9.68%	Disposed	24.4% (price as of 2026-08-20)
Sept. 6, 2022	CFR	M	10,490	$54.56	$572,334	108,419 Direct	+10.71%	Acquired	202.5% (price as of 2026-08-20)
March 8, 2022	CFR	F	442	$133.54	$59,025	97,929 Direct	-0.45%	Disposed	23.6% (price as of 2026-08-20)
March 8, 2022	CFR	A	1,817	—	—	98,371 Direct	+1.88%	Acquired	(price as of 2026-08-20)
Oct. 26, 2021	CFR	A	1,592	—	—	1,592 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 24, 2021	CFR	M	1,643	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Oct. 24, 2021	CFR	F	646	$131.31	$84,826	96,340 Direct	-0.67%	Disposed	25.7% (price as of 2026-08-20)
Oct. 24, 2021	CFR	M	1,643	—	—	96,986 Direct	+1.72%	Acquired	(price as of 2026-08-20)
March 5, 2021	CFR	F	732	$110.76	$81,076	95,343 Direct	-0.76%	Disposed	49.0% (price as of 2026-08-20)
March 5, 2021	CFR	A	2,560	—	—	96,075 Direct	+2.74%	Acquired	(price as of 2026-08-20)
Feb. 23, 2021	CFR	M	12,250	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Feb. 23, 2021	CFR	S	12,250	$106.09	$1,299,602	93,515 Direct	-11.58%	Disposed	55.6% (price as of 2026-08-20)
Feb. 23, 2021	CFR	M	12,250	$48.00	$588,000	105,765 Direct	+13.10%	Acquired	243.9% (price as of 2026-08-20)
Oct. 27, 2020	CFR	A	2,707	—	—	2,707 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 25, 2020	CFR	M	1,970	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Oct. 25, 2020	CFR	F	541	$72.14	$39,028	93,063 Direct	-0.58%	Disposed	128.8% (price as of 2026-08-20)
Oct. 25, 2020	CFR	M	1,970	—	—	93,604 Direct	+2.15%	Acquired	(price as of 2026-08-20)
June 4, 2020	CFR	M	9,360	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
June 4, 2020	CFR	S	760	$79.48	$60,405	91,634 Direct	-0.82%	Disposed	107.7% (price as of 2026-08-20)
June 4, 2020	CFR	S	8,600	$78.75	$677,250	92,394 Direct	-8.52%	Disposed	109.6% (price as of 2026-08-20)
June 4, 2020	CFR	M	9,360	$50.64	$473,990	100,994 Direct	+10.21%	Acquired	225.9% (price as of 2026-08-20)
March 4, 2020	CFR	A	2,813	—	—	91,634 Direct	+3.17%	Acquired	(price as of 2026-08-20)
March 4, 2020	CFR	A	2,813	—	—	91,634 Direct	+3.17%	Acquired	(price as of 2026-08-20)
Oct. 29, 2019	CFR	A	1,914	—	—	1,914 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 27, 2019	CFR	F	595	$92.84	$55,240	88,463 Direct	-0.67%	Disposed	77.8% (price as of 2026-08-20)
Aug. 20, 2019	CFR	M	9,360	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Aug. 20, 2019	CFR	M	9,360	$50.64	$473,990	89,058 Direct	+11.74%	Acquired	225.9% (price as of 2026-08-20)
Oct. 28, 2018	CFR	F	779	$93.17	$72,579	78,603 Direct	-0.98%	Disposed	77.1% (price as of 2026-08-20)
Oct. 23, 2018	CFR	A	1,846	—	—	1,846 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 2, 2018	CFR	M	13,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Feb. 2, 2018	CFR	S	2,589	$106.09	$274,667	79,382 Direct	-3.16%	Disposed	55.6% (price as of 2026-08-20)
Feb. 2, 2018	CFR	S	10,411	$105.44	$1,097,736	81,971 Direct	-11.27%	Disposed	56.5% (price as of 2026-08-20)
Feb. 2, 2018	CFR	M	13,000	$52.44	$681,720	92,382 Direct	+16.38%	Acquired	214.7% (price as of 2026-08-20)
Oct. 29, 2017	CFR	F	664	$101.40	$67,330	79,044 Direct	-0.83%	Disposed	62.8% (price as of 2026-08-20)
Oct. 24, 2017	CFR	A	1,643	—	—	1,643 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 14, 2016	CFR	S	13,000	$85.79	$1,115,270	79,300 Direct	-14.08%	Disposed	92.4% (price as of 2026-08-20)
Dec. 14, 2016	CFR	M	13,000	$48.85	$635,050	92,300 Direct	+16.39%	Acquired	237.9% (price as of 2026-08-20)
Dec. 14, 2016	CFR	M	13,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Oct. 25, 2016	CFR	A	1,970	—	—	1,970 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 23, 2016	CFR	F	858	$74.88	$64,247	79,300 Direct	-1.07%	Disposed	120.4% (price as of 2026-08-20)
Oct. 27, 2015	CFR	A	11,500	—	—	11,500 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 27, 2015	CFR	A	2,310	—	—	79,744 Direct	+2.98%	Acquired	(price as of 2026-08-20)
Oct. 25, 2015	CFR	F	984	$66.22	$65,160	77,434 Direct	-1.25%	Disposed	149.2% (price as of 2026-08-20)
Oct. 28, 2014	CFR	A	9,820	—	—	9,820 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 28, 2014	CFR	A	1,980	—	—	78,097 Direct	+2.60%	Acquired	(price as of 2026-08-20)
Oct. 26, 2014	CFR	F	984	$77.19	$75,955	76,117 Direct	-1.28%	Disposed	113.8% (price as of 2026-08-20)
March 4, 2014	CFR	M	8,200	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
March 4, 2014	CFR	M	8,200	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
March 4, 2014	CFR	S	16,400	$74.71	$1,225,244	77,101 Direct	-17.54%	Disposed	120.9% (price as of 2026-08-20)
March 4, 2014	CFR	M	8,200	$57.88	$474,616	85,301 Direct	+10.64%	Acquired	185.2% (price as of 2026-08-20)
March 4, 2014	CFR	M	8,200	$50.01	$410,082	93,501 Direct	+9.61%	Acquired	230.0% (price as of 2026-08-20)
Oct. 29, 2013	CFR	A	8,080	—	—	8,080 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 29, 2013	CFR	A	2,430	—	—	76,771 Direct	+3.27%	Acquired	(price as of 2026-08-20)
Oct. 21, 2013	CFR	F	984	$71.47	$70,326	74,341 Direct	-1.31%	Disposed	130.9% (price as of 2026-08-20)
Oct. 23, 2012	CFR	A	10,490	—	—	10,490 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 23, 2012	CFR	A	3,140	—	—	75,003 Direct	+4.37%	Acquired	(price as of 2026-08-20)
Oct. 22, 2012	CFR	F	1,058	$54.80	$57,978	71,863 Direct	-1.45%	Disposed	201.2% (price as of 2026-08-20)
Oct. 25, 2011	CFR	A	12,250	—	—	12,250 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 25, 2011	CFR	A	3,600	—	—	72,581 Direct	+5.22%	Acquired	(price as of 2026-08-20)
Oct. 22, 2011	CFR	F	925	$48.65	$45,001	68,981 Direct	-1.32%	Disposed	239.3% (price as of 2026-08-20)
Nov. 23, 2010	CFR	S	2,000	$54.49	$108,980	69,620 Direct	-2.79%	Disposed	202.9% (price as of 2026-08-20)
Oct. 26, 2010	CFR	A	9,360	—	—	9,360 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 26, 2010	CFR	A	3,600	—	—	71,620 Direct	+5.29%	Acquired	(price as of 2026-08-20)
Oct. 22, 2010	CFR	F	794	$52.82	$41,939	68,020 Direct	-1.15%	Disposed	212.5% (price as of 2026-08-20)
Aug. 18, 2010	CFR	M	5,500	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Aug. 18, 2010	CFR	S	5,500	$53.68	$295,240	68,814 Direct	-7.40%	Disposed	207.5% (price as of 2026-08-20)
Aug. 18, 2010	CFR	M	5,500	$47.40	$260,700	74,314 Direct	+7.99%	Acquired	248.2% (price as of 2026-08-20)
Feb. 24, 2010	CFR	S	4,000	$54.32	$217,280	68,814 Direct	-5.49%	Disposed	203.8% (price as of 2026-08-20)
Oct. 20, 2009	CFR	A	9,360	—	—	9,360 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 20, 2009	CFR	A	3,600	—	—	72,496 Direct	+5.23%	Acquired	(price as of 2026-08-20)
Oct. 19, 2009	CFR	F	793	$50.70	$40,205	68,896 Direct	-1.14%	Disposed	225.5% (price as of 2026-08-20)
May 29, 2009	CFR	M	5,500	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
May 29, 2009	CFR	M	5,500	$38.12	$209,660	69,689 Direct	+8.57%	Acquired	333.0% (price as of 2026-08-20)
Oct. 21, 2008	CFR	A	13,000	—	—	13,000 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 21, 2008	CFR	A	4,000	—	—	63,895 Direct	+6.68%	Acquired	(price as of 2026-08-20)
Oct. 16, 2008	CFR	F	1,058	—	—	59,895 Direct	-1.74%	Disposed	(price as of 2026-08-20)
Aug. 6, 2008	CFR	S	20,000	$56.16	$1,123,200	60,953 Direct	-24.71%	Disposed	193.9% (price as of 2026-08-20)
May 1, 2008	CFR	M	3,700	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
May 1, 2008	CFR	M	13,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
May 1, 2008	CFR	S	16,700	$57.45	$959,415	80,953 Direct	-17.10%	Disposed	187.3% (price as of 2026-08-20)
May 1, 2008	CFR	M	3,700	$33.30	$123,210	97,653 Direct	+3.94%	Acquired	395.6% (price as of 2026-08-20)
May 1, 2008	CFR	M	13,000	$24.16	$314,080	93,953 Direct	+16.06%	Acquired	583.2% (price as of 2026-08-20)
Feb. 12, 2008	CFR	S	2,415	$53.88	$130,120	80,953 Direct	-2.90%	Disposed	206.3% (price as of 2026-08-20)
Oct. 22, 2007	CFR	A	13,000	—	—	13,000 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 22, 2007	CFR	A	3,500	—	—	84,465 Direct	+4.32%	Acquired	(price as of 2026-08-20)
Oct. 1, 2007	CFR	F	1,385	$50.73	$70,261	83,080 Direct	-1.64%	Disposed	225.3% (price as of 2026-08-20)
May 7, 2007	CFR	M	20,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
May 7, 2007	CFR	S	7,550	$51.42	$388,221	80,965 Direct	-8.53%	Disposed	221.0% (price as of 2026-08-20)
May 7, 2007	CFR	M	20,000	$24.12	$482,400	88,515 Direct	+29.19%	Acquired	584.3% (price as of 2026-08-20)
May 4, 2007	CFR	M	10,000	—	—	20,000 Direct	-33.33%	Disposed	(price as of 2026-08-20)
May 4, 2007	CFR	M	7,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
May 4, 2007	CFR	S	17,000	$51.41	$873,970	68,515 Direct	-19.88%	Disposed	221.0% (price as of 2026-08-20)
May 4, 2007	CFR	M	10,000	$24.12	$241,200	85,515 Direct	+13.24%	Acquired	584.3% (price as of 2026-08-20)
May 4, 2007	CFR	M	7,000	$24.09	$168,630	75,515 Direct	+10.22%	Acquired	585.1% (price as of 2026-08-20)
March 23, 2007	CFR	S	1,100	$53.70	$59,070	0 Indirect	-100.00%	Disposed	207.4% (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
Oct. 25, 2022	CFR	Restricted Stock Units	Common Stock (1,450)	—	—	1,450	Acquired
Oct. 23, 2022	CFR	Restricted Stock Units	Common Stock (1,846)	—	—	1,846	Disposed
Sept. 6, 2022	CFR	Employee Stock Option (right to buy)	Common Stock (10,490)	$54.56	Oct. 23, 2022	10,490	Disposed
Oct. 26, 2021	CFR	Restricted Stock Units	Common Stock (1,592)	—	—	1,592	Acquired
Oct. 24, 2021	CFR	Restricted Stock Units	Common Stock (1,643)	—	—	1,643	Disposed
Feb. 23, 2021	CFR	Employee Stock Option (right to buy)	Common Stock (12,250)	$48.00	Oct. 25, 2021	12,250	Disposed
Oct. 27, 2020	CFR	Restricted Stock Units	Common Stock (2,707)	—	—	2,707	Acquired
Oct. 25, 2020	CFR	Restricted Stock Units	Common Stock (1,970)	—	—	1,970	Disposed
June 4, 2020	CFR	Employee Stock Option (right to buy)	Common Stock (9,360)	$50.64	Oct. 26, 2020	9,360	Disposed
Oct. 29, 2019	CFR	Restricted Stock Units	Common Stock (1,914)	—	—	1,914	Acquired
Aug. 20, 2019	CFR	Employee Stock Option (right to buy)	Common Stock (9,360)	$50.64	Oct. 20, 2019	9,360	Disposed
Oct. 23, 2018	CFR	Restricted Stock Units	Common Stock (1,846)	—	—	1,846	Acquired
Feb. 2, 2018	CFR	Employee Stock Option (right to buy)	Common Stock (13,000)	$52.44	Oct. 21, 2018	13,000	Disposed
Oct. 24, 2017	CFR	Restricted Stock Units	Common Stock (1,643)	—	—	1,643	Acquired
Dec. 14, 2016	CFR	Employee Stock Option (right to buy)	Common Stock (13,000)	$48.85	Oct. 22, 2017	13,000	Disposed
Oct. 25, 2016	CFR	Restricted Stock Units	Common Stock (1,970)	—	—	1,970	Acquired
Oct. 27, 2015	CFR	Employee Stock Option	Common Stock (11,500)	$65.11	Oct. 27, 2025	11,500	Acquired
Oct. 28, 2014	CFR	Employee Stock Option	Common Stock (9,820)	$78.92	Oct. 28, 2024	9,820	Acquired
March 4, 2014	CFR	Employee Stock Option	Common Stock (8,200)	$57.88	Oct. 24, 2016	8,200	Disposed
March 4, 2014	CFR	Employee Stock Option	Common Stock (8,200)	$50.01	Oct. 19, 2015	8,200	Disposed
Oct. 29, 2013	CFR	Employee Stock Option	Common Stock (8,080)	$71.39	Oct. 29, 2023	8,080	Acquired
Oct. 23, 2012	CFR	Employee Stock Option	Common Stock (10,490)	$54.56	Oct. 23, 2022	10,490	Acquired
Oct. 25, 2011	CFR	Employee Stock Option	Common Stock (12,250)	$48.00	Oct. 25, 2021	12,250	Acquired
Oct. 26, 2010	CFR	Employee Stock Option	Common Stock (9,360)	$52.46	Oct. 26, 2020	9,360	Acquired
Aug. 18, 2010	CFR	Employee Stock Option	Common Stock (5,500)	$47.40	Oct. 12, 2010	5,500	Disposed
Oct. 20, 2009	CFR	Employee Stock Option	Common Stock (9,360)	$50.64	Oct. 20, 2019	9,360	Acquired
May 29, 2009	CFR	Employee Stock Option	Common Stock (5,500)	$38.12	Oct. 1, 2009	5,500	Disposed
Oct. 21, 2008	CFR	Employee Stock Option (right to buy)	Common Stock (13,000)	$52.44	Oct. 21, 2018	13,000	Acquired
May 1, 2008	CFR	Employee Stock Option (right to buy)	Common Stock (3,700)	$33.30	Nov. 5, 2008	3,700	Disposed
May 1, 2008	CFR	Employee Stock Option (right to buy)	Common Stock (13,000)	$24.16	Sept. 22, 2008	13,000	Disposed
Oct. 22, 2007	CFR	Employee Stock Option (right to buy)	Common Stock (13,000)	$48.85	Oct. 22, 2017	13,000	Acquired
May 7, 2007	CFR	Employee Stock Option (right to buy)	Common Stock (20,000)	$24.12	Oct. 22, 2007	20,000	Disposed
May 4, 2007	CFR	Employee Stock Option (right to buy)	Common Stock (10,000)	$24.12	Oct. 22, 2007	10,000	Disposed
May 4, 2007	CFR	Employee Stock Option (right to buy)	Common Stock (7,000)	$24.09	Oct. 3, 2007	7,000	Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 11 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
Feb. 12, 2007	CFR	Common Stock, $0.01 par value	68,515	Direct
Feb. 12, 2007	CFR	Common Stock, $0.01 par value	1,100	Indirect
Feb. 12, 2007	CFR	Common Stock, $0.01 par value	22,540	Indirect
Feb. 12, 2007	CFR	Employee Stock Option (right to buy)→ Common Stock (7,000)	7,000	Direct
Feb. 12, 2007	CFR	Employee Stock Option (right to buy)→ Common Stock (13,000)	13,000	Direct
Feb. 12, 2007	CFR	Employee Stock Option (right to buy)→ Common Stock (30,000)	30,000	Direct
Feb. 12, 2007	CFR	Employee Stock Option (right to buy)→ Common Stock (3,700)	3,700	Direct
Feb. 12, 2007	CFR	Employee Stock Option (right to buy)→ Common Stock (5,500)	5,500	Direct
Feb. 12, 2007	CFR	Employee Stock Option (right to buy)→ Common Stock (5,500)	5,500	Direct
Feb. 12, 2007	CFR	Employee Stock Option (right to buy)→ Common Stock (8,200)	8,200	Direct
Feb. 12, 2007	CFR	Employee Stock Option (right to buy)→ Common Stock (8,200)	8,200	Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

CFR

Fiscal year	Salary	Bonus	Stock awards	Option awards	Non-equity incentive	Pension change	Other	Total
2019	$555,000	—	—	—	$374,625	$185,941	$92,139	$1,567,628
2018	$545,000	—	—	—	$470,063	—	$86,981	$1,450,028
2017	$535,000	—	—	—	$461,438	$106,585	$75,202	$1,503,205

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.