As of July 01, 2026, the three largest insider holders of WTM are Robert Lawrence Seelig (Evp General Counsel, 17.86K shares), George Manning Rountree (Chief Executive Officer, 13.81K shares), Reid Tarlton Campbell (President, 10.44K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Weston M Hicks | - | 2,746 | 0 | 22 May, 2025 |
| Robert Lawrence Seelig | Evp General Counsel | 17,857 | 0 | 20 Mar, 2026 |
| Mary C Choksi | - | 1,858 | 0 | 22 May, 2025 |
| Morgan W Davis | President, American Centennial | 6,709 | 0 | 29 Dec, 2022 |
| David Allen Tanner | - | 1,879 | 0 | 04 Mar, 2026 |
| Reid Tarlton Campbell | President | 10,440 | 0 | 22 Dec, 2025 |
| Peter M Carlson | - | 717 | 0 | 22 May, 2025 |
| George Manning Rountree | Chief Executive Officer | 13,809 | 0 | 22 Dec, 2025 |
| Suzanne F. Shank | - | 871 | 0 | 23 May, 2025 |
| Philip A Gelston | - | 1,568 | 0 | 16 Dec, 2025 |
| Margaret Dillon | - | 945 | 0 | 22 May, 2025 |
| Steven Yi | - | 525 | 0 | 23 May, 2025 |
| Michaela Hildreth | Md Chief Accounting Officer | 2,491 | 0 | 02 Jan, 2026 |
| Liam P Caffrey | Chief Executive Officer | 3,650 | 0 | 25 Feb, 2026 |
| Giles E Harrison | President | 2,675 | 0 | 25 Feb, 2026 |
| Michael A Papamichael | Chief Financial Officer | 1,200 | 0 | 25 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 19 Mar, 2026 | Robert Lawrence Seelig | Common Shares | D | 50 | $0.00 | 17,857 | D | G |
| 04 Mar, 2026 | David Allen Tanner | Common Shares | D | 225 | $0.00 | 1,879 | D | G |
| 25 Feb, 2026 | Robert Lawrence Seelig | Common Shares (restricted) | A | 775 | $0.00 | 2,500 | D | A |
| 25 Feb, 2026 | Liam P Caffrey | Common Shares (Restricted) | A | 1,500 | $0.00 | 3,650 | D | A |
| 25 Feb, 2026 | Michaela Hildreth | Common Shares (Restricted) | A | 600 | $0.00 | 1,825 | D | A |
| 25 Feb, 2026 | Giles E Harrison | Common Shares (restricted) | A | 775 | $0.00 | 2,675 | D | A |
| 25 Feb, 2026 | Michael A Papamichael | Common Shares (Restricted) | A | 500 | $0.00 | 1,200 | D | A |
| 01 Jan, 2026 | Robert Lawrence Seelig | Common Shares | D | 398 | $2,078.03 | 17,907 | D | F |
| 01 Jan, 2026 | Michaela Hildreth | Common Shares | D | 274 | $2,078.03 | 2,491 | D | F |
| 01 Jan, 2026 | Liam P Caffrey | Common Shares | D | 425 | $2,078.03 | 1,655 | D | F |
| 01 Jan, 2026 | Michael A Papamichael | Common Shares | D | 131 | $2,078.03 | 772 | D | F |
| 23 Dec, 2025 | Michaela Hildreth | Common Shares | D | 60 | $0.00 | 2,165 | D | G |
| 19 Dec, 2025 | Reid Tarlton Campbell | Common Shares | D | 5,000 | $2,050.00 | 10,440 | D | S |
| 19 Dec, 2025 | Reid Tarlton Campbell | Common Shares | D | 5,000 | $0.00 | 10,440 | D | S |
| 19 Dec, 2025 | George Manning Rountree | Common Shares | D | 5,000 | $2,050.00 | 13,809 | D | S |
| 16 Dec, 2025 | Philip A Gelston | Common Shares | D | 165 | $2,048.51 | 1,568 | D | S |
| 25 Nov, 2025 | Reid Tarlton Campbell | Common Shares | D | 50 | $0.00 | 15,440 | D | G |
| 10 Nov, 2025 | David Allen Tanner | Common Shares | D | 4 | $0.00 | 2,104 | D | G |
| 22 May, 2025 | Steven Yi | Common Shares | A | 150 | $0.00 | 525 | D | A |
| 22 May, 2025 | Steven Yi | Common Shares | A | 150 | $0.00 | 525 | D | A |