Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | WM | Common Stock | Options Exercise | $526K | +5.32K | +17.92% | $98.90 | 35K | Jul 18, 2024 | Direct | |
transaction | WM | Common Stock | Tax liability | -$789K | -3.51K | -10.04% | $224.50 | 31.5K | Jul 18, 2024 | Direct |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | WM | Stock Option (Right to Buy) | Options Exercise | -$526K | -5.32K | -25% | $98.90 | 16K | Jul 18, 2024 | Common Stock | 5.32K | $98.90 | Direct |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).