| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WMS | Common Stock | Award | $0 | +35.9K | +157.62% | $0.00 | 58.7K | May 15, 2024 | Direct | F1 |
| transaction | WMS | Common Stock | Tax liability | -$2.68M | -15.2K | -25.94% | $176.18 | 43.5K | May 15, 2024 | Direct | F2 |
| transaction | WMS | Common Stock | Tax liability | -$37.7K | -214 | -0.49% | $176.18 | 43.3K | May 15, 2024 | Direct | F2 |
| holding | WMS | Common Stock | 46.3K | May 15, 2024 | Reporting Person's Revocable Trust | F3 | |||||
| holding | WMS | Common Stock | 97.8K | May 15, 2024 | Reporting Person's Irrevocable Trust | F4 | |||||
| holding | WMS | Common Stock | 9.7K | May 15, 2024 | Spouse's Revocable Trust | F5 | |||||
| holding | WMS | Common Stock | 65.8K | May 15, 2024 | Spouse's Irrevocable Trust | F6 | |||||
| holding | WMS | Common Stock | 49.3K | May 15, 2024 | Reporting Person's GRAT | F7 | |||||
| holding | WMS | Common Stock | 16.9K | May 15, 2024 | By KSOP | F8 |
| Id | Content |
|---|---|
| F1 | Reflects grant of performance-based units, originally granted pursuant to the Issuer's 2017 Omnibus Incentive Plan, earned after the Issuer determined that certain performance goals for the performance period ended March 31, 2024 had been met. Total includes dividend equivalents in the amount of 471 shares, which dividend equivalents are settled in common stock. |
| F2 | Represents shares withheld to satisfy Reporting Person's tax obligations in connection with the vesting of shares of restricted common stock of the Issuer. |
| F3 | Shares held in revocable trust for the benefit of the reporting person. |
| F4 | Shares held in irrevocable spousal access trust established by the reporting person, of which the reporting person's spouse is a co-trustee. The beneficiaries of the irrevocable trust are the reporting person and his children. |
| F5 | Shares held in revocable trust for the benefit of the reporting person's spouse. |
| F6 | Shares held in irrevocable spousal access trust established by the reporting person's spouse, of which the reporting person is a co-trustee. The beneficiaries of the irerrevocable trust include the reporting person's spouse and his children. |
| F7 | Shares held in a GRAT of which the reporting person is trustee. |
| F8 | Represents current allocation under KSOP. |
President & Chief Executive Officer