As of April 22, 2026, the three largest insider holders of WMS are Partners Holdings Llc Berkshire (TenPercentOwner, 6.43Mn shares), D. Scott Barbour (President And Chief Executive, 163.10K shares), Roy E. Jr. Moore (Executive Vice President, 133.97K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Partners Holdings Llc Berkshire | - | 62,107 | 6,367,265 | 16 Dec, 2021 |
| D. Scott Barbour | President And Chief Executive | 0 | 163,096 | 17 Mar, 2026 |
| Roy E. Jr. Moore | Executive Vice President | 133,967 | 0 | 23 May, 2023 |
| Robert M Klein | Evp, Sales | 102,070 | 0 | 29 May, 2024 |
| Scott A Cottrill | Evp, Cfo And Secretary | 99,153 | 0 | 23 May, 2025 |
| D. Scott Barbour | President And Chief Executive | 0 | 75,500 | 12 Mar, 2025 |
| Ross M Jones | - | 70,749 | 0 | 24 Jul, 2023 |
| D. Scott Barbour | - | 0 | 58,367 | 26 Nov, 2025 |
| Kevin C Talley | Evp And Cao | 56,939 | 0 | 23 May, 2025 |
| Robert M Eversole | - | 0 | 49,076 | 05 Dec, 2025 |
| D. Scott Barbour | President Ceo | 41,067 | 0 | 26 Nov, 2025 |
| Tanya D Fratto | - | 29,442 | 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 |
| 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 | - | 2,467 | 0 | 13 Nov, 2025 |
| Robert M Eversole | - | 2,386 | 0 | 12 Nov, 2025 |
| Bret Martz | - | 1,951 | 0 | 19 Mar, 2026 |
| Anil Seetharam | - | 0 | 1,940 | 18 Aug, 2022 |
| Anil Seetharam | - | 0 | 1,196 | 09 Mar, 2023 |
| Thomas J. Sr. Waun | Evp, International | 0 | 797 | 13 Nov, 2025 |
| D. Scott Barbour | - | 0 | 511 | 06 Mar, 2026 |
* 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 |
| 11 Nov, 2025 | Thomas J. Sr. Waun | Common Stock | D | 1,272 | $148.30 | 797 | I | S |
| 12 Nov, 2025 | D. Scott Barbour | Common Stock | A | 80,030 | $25.75 | 122,897 | D | M |
| 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 |