Wilson Grad Conn
CIK 1866859 · View on SEC EDGAR ↗
First SEC filing: June 22, 2021 · Latest: June 22, 2021
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Insider at
Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Dec. 15, 2021 | CXM | S 10b5-1 | 10,000 | $15.00 | $150,000 | 16,582 Direct | -37.62% | Disposed | -51.9% (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 |
|---|---|---|---|---|---|---|---|
| Dec. 15, 2021 | CXM | Class B Common Stock | Class A Common Stock (10,000) | — | — | 10,000 | Disposed |
| Dec. 15, 2021 | CXM | Class B Common Stock | Class A Common Stock (10,000) | — | — | 10,000 | Acquired |
| Dec. 15, 2021 | CXM | Employee Stock Option (right to buy) | Class B Common Stock (10,000) | $3.99 | May 9, 2028 | 10,000 | Disposed |
| Sept. 24, 2021 | CXM | Class B Common Stock | Class A Common Stock (16,582) | — | — | 16,582 | Disposed |
| June 25, 2021 | CXM | Class B Common Stock | Class A Common Stock (16,582) | — | — | 16,582 | Acquired |
| June 25, 2021 | CXM | Employee Stock Option (right to buy) | Common Stock [F1] (208,333) | $3.99 | May 9, 2028 | 208,333 | Disposed |
| June 25, 2021 | CXM | Employee Stock Option (right to buy) | Class B Common Stock (208,333) | $3.99 | May 9, 2028 | 208,333 | Acquired |
| June 25, 2021 | CXM | Employee Stock Option (right to buy) | Common Stock [F1] (85,938) | $4.25 | May 18, 2029 | 85,938 | Disposed |
| June 25, 2021 | CXM | Employee Stock Option (right to buy) | Class B Common Stock (85,938) | $4.25 | May 18, 2029 | 85,938 | Acquired |
| June 25, 2021 | CXM | Employee Stock Option (right to buy) | Common Stock [F1] (275,000) | $4.93 | March 11, 2030 | 275,000 | Disposed |
| June 25, 2021 | CXM | Employee Stock Option (right to buy) | Class B Common Stock (275,000) | $4.93 | March 11, 2030 | 275,000 | Acquired |
| June 25, 2021 | CXM | Employee Stock Option (right to buy) | Common Stock [F1] (150,000) | $10.96 | April 5, 2031 | 150,000 | Disposed |
| June 25, 2021 | CXM | Employee Stock Option (right to buy) | Class B Common Stock (150,000) | $10.96 | April 5, 2031 | 150,000 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 5 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| June 22, 2021 | CXM | Common Stock | 16,582 | Direct |
| June 22, 2021 | CXM | Employee Stock Option (right to buy)→ Common Stock | — | Direct |
| June 22, 2021 | CXM | Employee Stock Option (right to buy)→ Common Stock | — | Direct |
| June 22, 2021 | CXM | Employee Stock Option (right to buy)→ Common Stock | — | Direct |
| June 22, 2021 | CXM | Employee Stock Option (right to buy)→ Common Stock | — | Direct |