Wilson Grad Conn

CIK 1866859 · View on SEC EDGAR ↗

Insider

First SEC filing: June 22, 2021 · Latest: June 22, 2021

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 16 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

16 other filings hidden
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