As of June 09, 2026, the three largest insider holders of WSO are Bob L Moss (Director, 36.50K shares), Denise Dickins (Director, 21.64K shares), John Michael Custer (Director, 3.55K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Cesar L Alvarez | - | 400 | 0 | 07 Mar, 2025 |
| Albert H Nahmad | Chairman And Ceo | 0 | 92 | 13 Mar, 2026 |
| Ana M Menendez | Cfo / Treasurer | 0 | 1,573 | 13 Mar, 2026 |
| Barry S Logan | Executive Vice President | 0 | 1,802 | 13 Mar, 2026 |
| Bob L Moss | - | 0 | 36,500 | 03 Jun, 2022 |
| Denise Dickins | - | 21,638 | 0 | 09 Dec, 2025 |
| Aaron J Nahmad | President | 0 | 526 | 13 Mar, 2026 |
| Steven Rubin | - | 608 | 0 | 09 Nov, 2021 |
| John Michael Custer | - | 3,552 | 0 | 12 Jun, 2025 |
| Ana Lopez-Blazquez | - | 293 | 0 | 16 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 11 Mar, 2026 | Barry S Logan | Common stock | A | 19 | $336.95 | 1,802 | I | J |
| 11 Mar, 2026 | Ana M Menendez | Common stock | A | 25 | $336.95 | 1,573 | I | J |
| 11 Mar, 2026 | Albert H Nahmad | Common stock | A | 25 | $336.95 | 92 | I | J |
| 11 Mar, 2026 | Aaron J Nahmad | Common stock | A | 25 | $336.95 | 526 | I | J |
| 07 Jan, 2026 | Aaron J Nahmad | Class B Common stock | A | 13,955 | $338.85 | 305,993 | D | A |
| 12 Dec, 2025 | Ana Lopez-Blazquez | Common stock | A | 1,000 | $250.84 | 0 | D | M |
| 12 Dec, 2025 | Ana Lopez-Blazquez | Common stock | D | 707 | $354.61 | 293 | D | F |
| 12 Dec, 2025 | Ana Lopez-Blazquez | Stock Option (right to buy) | D | 1,000 | $250.84 | 0 | D | M |
| 05 Dec, 2025 | Denise Dickins | Common stock | D | 269 | $0.00 | 21,638 | D | G |
| 24 Jul, 2025 | Gary L Tapella | Stock Option (right to buy) | A | 1,000 | $484.69 | 1,000 | D | A |
| 10 Jun, 2025 | John Michael Custer | Common stock | D | 2,200 | $448.27 | 3,552 | D | S |
| 15 May, 2025 | Denise Dickins | Common stock | D | 191 | $0.00 | 21,907 | D | G |
| 12 May, 2025 | Denise Dickins | Common stock | A | 4,500 | $175.07 | 0 | D | M |
| 12 May, 2025 | Denise Dickins | Common stock | D | 1,624 | $484.84 | 2,876 | D | F |
| 12 May, 2025 | Denise Dickins | Stock Option (right to buy) | D | 4,500 | $175.07 | 0 | D | M |
| 13 Mar, 2025 | Ana M Menendez | Common stock | A | 18 | $473.89 | 1,548 | I | J |
| 13 Mar, 2025 | Albert H Nahmad | Common stock | A | 18 | $473.89 | 67 | I | J |
| 13 Mar, 2025 | Aaron J Nahmad | Common stock | A | 18 | $473.89 | 501 | I | J |
| 13 Mar, 2025 | Barry S Logan | Common stock | A | 13 | $473.89 | 1,783 | I | J |
| 05 Mar, 2025 | Cesar L Alvarez | Common stock | A | 679 | $175.07 | 0 | D | M |