As of March 23, 2026, the three largest insider holders of WMS are Partners Holdings Llc Berkshire (TenPercentOwner, 6.43Mn shares), Roy E. Jr. Moore (Executive Vice President, 133.97K shares), Robert M Klein (Evp, Sales, 102.07K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Partners Holdings Llc Berkshire | 62,107 | 6,367,265 | 16 Dec, 2021 | |
| Roy E. Jr. Moore | Executive Vice President | 133,967 | 0 | 23 May, 2023 |
| D. Scott Barbour | See Remarks | 0 | 109,955 | 17 Mar, 2026 |
| Robert M Klein | Evp, Sales | 102,070 | 0 | 29 May, 2024 |
| Scott A Cottrill | Evp, Cfo And Secretary | 99,153 | 0 | 23 May, 2025 |
| Ross M Jones | 70,749 | 0 | 24 Jul, 2023 | |
| Kevin C Talley | Evp And Cao | 56,939 | 0 | 23 May, 2025 |
| Robert M Eversole | 0 | 49,076 | 05 Dec, 2025 | |
| Ronald R Vitarelli | Evp | 41,594 | 0 | 25 May, 2021 |
| D. Scott Barbour | See Remarks | 41,067 | 0 | 26 Nov, 2025 |
| C Robert Kidder | 34,680 | 0 | 26 Jul, 2021 | |
| Carl A Jr Nelson | 30,531 | 0 | 24 Jul, 2023 | |
| Tanya D Fratto | 29,442 | 0 | 21 Jul, 2025 | |
| De La Mesa Manuel J Perez | 23,288 | 0 | 21 Jul, 2025 | |
| Brian W. King | Executive Vice President | 16,692 | 0 | 23 May, 2025 |
| Alexander R Fischer | 16,454 | 0 | 21 Jul, 2025 | |
| Anil Seetharam | 14,458 | 0 | 21 Jul, 2025 | |
| Thomas J. Sr. Waun | Evp, International | 13,470 | 0 | 01 Dec, 2025 |
| Michael B. Coleman | 11,477 | 0 | 04 Dec, 2025 | |
| Craig J. Taylor | Executive Vice President | 9,743 | 0 | 27 May, 2025 |
| Mark Haney | 8,196 | 0 | 21 Jul, 2025 | |
| Kelly S. Gast | 7,871 | 0 | 21 Jul, 2025 | |
| Anesa Chaibi | 7,588 | 0 | 21 Jul, 2025 | |
| Michael G. Huebert | Executive Vice President | 7,225 | 0 | 03 Jun, 2024 |
| Darin S. Harvey | Evp, Supply Chain Logistics | 2,890 | 0 | 11 Jun, 2025 |
| Tim A Makowski | See Remarks | 2,467 | 0 | 13 Nov, 2025 |
| Robert M Eversole | 2,386 | 0 | 12 Nov, 2025 | |
| Luther C Iv Kissam | 1,972 | 0 | 21 Jul, 2025 | |
| Bret Martz | See Remarks | 1,951 | 0 | 19 Mar, 2026 |
| Thomas J. Sr. Waun | Evp, International | 0 | 797 | 13 Nov, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 17 Mar, 2026 | Bret Martz | Common Stock | D | 107 | $139.85 | 1,951 | D | J |
| 13 Mar, 2026 | D. Scott Barbour | Common Stock | D | 7,150 | $0.00 | 53,141 | I | G |
| 13 Mar, 2026 | D. Scott Barbour | Common Stock | A | 7,150 | $0.00 | 109,955 | I | G |
| 04 Mar, 2026 | D. Scott Barbour | Common Stock | D | 511 | $0.00 | 0 | I | G |
| 04 Mar, 2026 | D. Scott Barbour | Common Stock | A | 511 | $0.00 | 511 | I | G |
| 03 Dec, 2025 | Robert M Eversole | Common Stock | D | 10,569 | $152.82 | 50,076 | I | S |
| 05 Dec, 2025 | Robert M Eversole | Common Stock | D | 1,000 | $0.00 | 49,076 | I | G |
| 02 Dec, 2025 | Michael B. Coleman | Common Stock | D | 102 | $0.00 | 11,579 | D | G |
| 02 Dec, 2025 | Michael B. Coleman | Common Stock | D | 34 | $0.00 | 11,545 | D | G |
| 02 Dec, 2025 | Michael B. Coleman | Common Stock | D | 68 | $0.00 | 11,477 | D | G |
| 26 Nov, 2025 | Thomas J. Sr. Waun | Common Stock | D | 1,500 | $155.00 | 13,470 | D | S |
| 25 Nov, 2025 | D. Scott Barbour | Common Stock | D | 1,800 | $0.00 | 41,067 | D | G |
| 25 Nov, 2025 | D. Scott Barbour | Common Stock | D | 14,500 | $0.00 | 11,867 | I | G |
| 25 Nov, 2025 | D. Scott Barbour | Common Stock | A | 14,500 | $0.00 | 83,991 | I | G |
| 25 Nov, 2025 | D. Scott Barbour | Common Stock | D | 46,500 | $0.00 | 37,491 | I | G |
| 25 Nov, 2025 | D. Scott Barbour | Common Stock | A | 46,500 | $0.00 | 46,500 | I | G |
| 12 Nov, 2025 | D. Scott Barbour | Common Stock | A | 80,030 | $25.75 | 122,897 | D | M |
| 11 Nov, 2025 | Thomas J. Sr. Waun | Common Stock | D | 1,272 | $148.30 | 797 | I | S |
| 12 Nov, 2025 | Tim A Makowski | Common Stock | D | 4,800 | $149.21 | 2,568 | D | S |
| 12 Nov, 2025 | Thomas J. Sr. Waun | Common Stock | D | 1,000 | $150.00 | 14,970 | D | S |