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WTM

WHITE MOUNTAINS INSURANCE GROUP LTD

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3904
SEC CIK
0000776867
Parsed reports
273

Last 12 months

Inside the activity.

0 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202504
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 13, 2017 Filed Jan 14, 2017 00:40 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 3,000 $742.00 $2,226,000.00
Disclosure

SEC source: 0001668244-17-000008 · edgar.xml · nonDerivative · entry 5

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,356

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 13, 2017 Filed Jan 20, 2017 00:33 UTC
PALMER JESS BRIANChief Accounting Officer
GiftCommon Shares 118 $0.00 $0.00
Disclosure

SEC source: 0001668244-17-000009 · edgar.xml · nonDerivative · entry 2

PALMER JESS BRIAN · CIK 0001181387 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,272

F1 · balance_after: Bona fide gift.

Read SEC document
January 13, 2017 Filed Jan 20, 2017 00:33 UTC
PALMER JESS BRIANChief Accounting Officer
GiftCommon Shares 41 $0.00 $0.00
Disclosure

SEC source: 0001668244-17-000009 · edgar.xml · nonDerivative · entry 1

PALMER JESS BRIAN · CIK 0001181387 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,390

F1 · balance_after: Bona fide gift.

Read SEC document
January 12, 2017 Filed Jan 14, 2017 00:40 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 3,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-17-000008 · edgar.xml · derivative · entry 12

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,000

Underlying: Common Shares · 3,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
January 12, 2017 Filed Jan 14, 2017 00:40 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 2,639 $843.23 $2,225,283.97
Disclosure

SEC source: 0001668244-17-000008 · edgar.xml · nonDerivative · entry 4

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,356

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 12, 2017 Filed Jan 14, 2017 00:40 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 3,000 $742.00 $2,226,000.00
Disclosure

SEC source: 0001668244-17-000008 · edgar.xml · nonDerivative · entry 3

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,995

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 11, 2017 Filed Jan 14, 2017 00:40 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 3,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-17-000008 · edgar.xml · derivative · entry 11

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,000

Underlying: Common Shares · 3,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
January 11, 2017 Filed Jan 14, 2017 00:40 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 2,651 $839.51 $2,225,541.01
Disclosure

SEC source: 0001668244-17-000008 · edgar.xml · nonDerivative · entry 2

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,995

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 11, 2017 Filed Jan 14, 2017 00:40 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 3,000 $742.00 $2,226,000.00
Disclosure

SEC source: 0001668244-17-000008 · edgar.xml · nonDerivative · entry 1

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,646

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 10, 2017 Filed Jan 11, 2017 00:38 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 3,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-17-000007 · edgar.xml · derivative · entry 13

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,000

Underlying: Common Shares · 3,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
January 10, 2017 Filed Jan 11, 2017 00:38 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 2,643 $842.10 $2,225,670.30
Disclosure

SEC source: 0001668244-17-000007 · edgar.xml · nonDerivative · entry 6

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,646

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 10, 2017 Filed Jan 11, 2017 00:38 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 3,000 $742.00 $2,226,000.00
Disclosure

SEC source: 0001668244-17-000007 · edgar.xml · nonDerivative · entry 5

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,289

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 09, 2017 Filed Jan 11, 2017 00:38 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 3,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-17-000007 · edgar.xml · derivative · entry 12

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Shares · 3,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
January 09, 2017 Filed Jan 11, 2017 00:38 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 2,631 $845.81 $2,225,326.11
Disclosure

SEC source: 0001668244-17-000007 · edgar.xml · nonDerivative · entry 4

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,289

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 09, 2017 Filed Jan 11, 2017 00:38 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 3,000 $742.00 $2,226,000.00
Disclosure

SEC source: 0001668244-17-000007 · edgar.xml · nonDerivative · entry 3

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,920

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 06, 2017 Filed Jan 11, 2017 00:38 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 3,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-17-000007 · edgar.xml · derivative · entry 11

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,000

Underlying: Common Shares · 3,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
January 06, 2017 Filed Jan 11, 2017 00:38 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 2,610 $852.66 $2,225,442.60
Disclosure

SEC source: 0001668244-17-000007 · edgar.xml · nonDerivative · entry 2

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,920

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 06, 2017 Filed Jan 11, 2017 00:38 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 3,000 $742.00 $2,226,000.00
Disclosure

SEC source: 0001668244-17-000007 · edgar.xml · nonDerivative · entry 1

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,530

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 05, 2017 Filed Jan 6, 2017 01:13 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 3,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-17-000006 · edgar.xml · derivative · entry 13

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,000

Underlying: Common Shares · 3,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
January 05, 2017 Filed Jan 6, 2017 01:13 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 2,625 $847.82 $2,225,527.50
Disclosure

SEC source: 0001668244-17-000006 · edgar.xml · nonDerivative · entry 6

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,030

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 05, 2017 Filed Jan 6, 2017 01:13 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 3,000 $742.00 $2,226,000.00
Disclosure

SEC source: 0001668244-17-000006 · edgar.xml · nonDerivative · entry 5

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,655

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 04, 2017 Filed Jan 6, 2017 01:13 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 3,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-17-000006 · edgar.xml · derivative · entry 12

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,000

Underlying: Common Shares · 3,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
January 04, 2017 Filed Jan 6, 2017 01:13 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 2,607 $853.58 $2,225,283.06
Disclosure

SEC source: 0001668244-17-000006 · edgar.xml · nonDerivative · entry 4

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,655

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 04, 2017 Filed Jan 6, 2017 01:13 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 3,000 $742.00 $2,226,000.00
Disclosure

SEC source: 0001668244-17-000006 · edgar.xml · nonDerivative · entry 3

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,262

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 03, 2017 Filed Jan 6, 2017 01:13 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 3,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-17-000006 · edgar.xml · derivative · entry 11

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,000

Underlying: Common Shares · 3,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
January 03, 2017 Filed Jan 6, 2017 01:13 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 2,620 $849.60 $2,225,952.00
Disclosure

SEC source: 0001668244-17-000006 · edgar.xml · nonDerivative · entry 2

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,262

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 03, 2017 Filed Jan 6, 2017 01:13 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 3,000 $742.00 $2,226,000.00
Disclosure

SEC source: 0001668244-17-000006 · edgar.xml · nonDerivative · entry 1

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,882

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
January 01, 2017 Filed Jan 4, 2017 21:08 UTC
PALMER JESS BRIANChief Accounting Officer
Tax withholdingCommon Shares 219 $836.05 $183,094.95
Disclosure

SEC source: 0001668244-17-000005 · edgar.xml · nonDerivative · entry 2

PALMER JESS BRIAN · CIK 0001181387 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,431

F1 · balance_after: On January 1, 2017, 650 restricted WTM Common Shares became unrestricted. 219 of the Common Shares were withheld by the Company to satisfy the Reporting Person's tax obligations.

Read SEC document
January 01, 2017 Filed Jan 4, 2017 21:07 UTC
Linker DavidChief Investment Officer
Tax withholdingCommon Shares 360 $836.05 $300,978.00
Disclosure

SEC source: 0001668244-17-000004 · edgar.xml · nonDerivative · entry 1

Linker David · CIK 0001668114 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,428

F1 · balance_after: On January 1, 2017, 1,025 restricted WTM Common Shares became unrestricted. 360 of the Common Shares were withheld by the Company to satisfy the Reporting Person's tax obligations.

Read SEC document
January 01, 2017 Filed Jan 4, 2017 21:06 UTC
SEELIG ROBERT LAWRENCEManaging Dir & General Counsel
Tax withholdingCommon Shares 899 $836.05 $751,608.95
Disclosure

SEC source: 0001668244-17-000003 · edgar.xml · nonDerivative · entry 1

SEELIG ROBERT LAWRENCE · CIK 0001188198 · Managing Dir & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,986

F1 · balance_after: On January 1, 2017, 2,125 restricted WTM Common Shares became unrestricted. 899 of the Common Shares were withheld by the Company to satisfy the Reporting Person's tax obligations.

Read SEC document
January 01, 2017 Filed Jan 4, 2017 21:05 UTC
CAMPBELL REID TARLTONManaging Director
Tax withholdingCommon Shares 1,100 $836.05 $919,655.00
Disclosure

SEC source: 0001668244-17-000002 · edgar.xml · nonDerivative · entry 1

CAMPBELL REID TARLTON · CIK 0001378156 · Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,225

F1 · balance_after: On January 1, 2017, 2,250 restricted WTM Common Shares became unrestricted. 1,100 of the Common Shares were withheld by the Company to satisfy the Reporting Person's tax obligations.

Read SEC document
January 01, 2017 Filed Jan 4, 2017 21:04 UTC
Rountree George ManningManaging Director
Tax withholdingCommon Shares 950 $836.05 $794,247.50
Disclosure

SEC source: 0001668244-17-000001 · edgar.xml · nonDerivative · entry 1

Rountree George Manning · CIK 0001457475 · Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,847

F1 · balance_after: On January 1, 2017, 2,250 restricted WTM Common Shares became unrestricted. 950 of the Common Shares were withheld by the Company to satisfy the Reporting Person's tax obligations.

Read SEC document
December 29, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 1,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · derivative · entry 16

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,000

Underlying: Common Shares · 1,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
December 29, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
GiftCommon Shares 500 $0.00 $0.00
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · nonDerivative · entry 9

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,882

F2 · kind: Gift to charitable foundation.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 29, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 886 $837.10 $741,670.60
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · nonDerivative · entry 8

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,382

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 29, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 1,000 $742.00 $742,000.00
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · nonDerivative · entry 7

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,268

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 28, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 1,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · derivative · entry 15

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,000

Underlying: Common Shares · 1,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
December 28, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
GiftCommon Shares 1,000 $0.00 $0.00
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · nonDerivative · entry 6

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,268

F2 · kind: Gift to charitable foundation.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 28, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 879 $843.31 $741,269.49
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · nonDerivative · entry 5

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,268

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 28, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 1,000 $742.00 $742,000.00
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · nonDerivative · entry 4

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,147

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 27, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 1,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · derivative · entry 14

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,000

Underlying: Common Shares · 1,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
December 27, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
GiftCommon Shares 1,000 $0.00 $0.00
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · nonDerivative · entry 3

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,147

F2 · kind: Gift to charitable foundation.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 27, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 882 $841.00 $741,762.00
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · nonDerivative · entry 2

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,147

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 27, 2016 Filed Dec 30, 2016 01:14 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 1,000 $742.00 $742,000.00
Disclosure

SEC source: 0001668244-16-000031 · edgar.xml · nonDerivative · entry 1

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,029

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 23, 2016 Filed Dec 24, 2016 01:59 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 2,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-16-000030 · edgar.xml · derivative · entry 16

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,000

Underlying: Common Shares · 2,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
December 23, 2016 Filed Dec 24, 2016 01:59 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
GiftCommon Shares 1,000 $0.00 $0.00
Disclosure

SEC source: 0001668244-16-000030 · edgar.xml · nonDerivative · entry 9

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,029

F2 · kind: Gift to charitable foundation.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 23, 2016 Filed Dec 24, 2016 01:59 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Tax withholdingCommon Shares 1,735 $854.95 $1,483,338.25
Disclosure

SEC source: 0001668244-16-000030 · edgar.xml · nonDerivative · entry 8

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,029

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 23, 2016 Filed Dec 24, 2016 01:59 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Shares 2,000 $742.00 $1,484,000.00
Disclosure

SEC source: 0001668244-16-000030 · edgar.xml · nonDerivative · entry 7

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,764

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document
December 22, 2016 Filed Dec 24, 2016 01:59 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
Exercise / conversionCommon Share Options (right to buy) · Derivative 1,000 $0.00 Strike: $742.00 $0.00
Disclosure

SEC source: 0001668244-16-000030 · edgar.xml · derivative · entry 15

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,000

Underlying: Common Shares · 1,000 shares

Expires 2017-01-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the options are fully vested and exercisable.

Read SEC document
December 22, 2016 Filed Dec 24, 2016 01:59 UTC
BARRETTE RAYMOND JOSEPH RENEDirector · Chief Executive Officer · Chairman of the Board
GiftCommon Shares 500 $0.00 $0.00
Disclosure

SEC source: 0001668244-16-000030 · edgar.xml · nonDerivative · entry 6

BARRETTE RAYMOND JOSEPH RENE · CIK 0001181360 · Director · Chief Executive Officer · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,764

F2 · kind: Gift to charitable foundation.

F1 · balance_after: Includes shares held in accounts jointly owned by the Reporting Person and his spouse.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.