| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Vice Pres.-general Counsel
1 company
Patricia M Whaley last filed a Form 4 in December 2021, as Vice Pres.-general Counsel at ZWS. Patricia M Whaley's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Patricia M Whaley's trades have earned a below-average insider score of 39/100 across 4 rated trades. Over a 12-month horizon, 25.0% of those trades were profitable, with an average 12-month return of -2.1%.
At the last filing, the largest reported position was 153,042 shares of ZWS. The ZWS filings lean toward selling, a net 233,348 shares.
Patricia M Whaley has 28 Form 4 filings on record from May 2016 to December 2021, all as Vice Pres.-general Counsel at Zurn Elkay Water Solutions (ZWS), 2016–2021.
The 49 reported transactions were 15 open-market sales, 13 option exercises, 9 stock awards and 6 tax withholdings, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 14 sales worth about $8.6M.
The largest open-market sale was 35,725 shares of ZWS at an average $49.96 on May 25, 2021, about $1.8M. Twelve months later ZWS was up 14%.
Shares as reported in the last Form 4 for each company; the most recent is from December 2021. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 29, 2021 | ZWS Zurn Elkay Water Solutions Corp | Vice Pres.-general Counsel | Sell | 41,347 | $36.04 | $1,490,054.92 | -20.9% | -18.6% | -36.5% | |
| May 25, 2021 | ZWS Zurn Elkay Water Solutions Corp | Vice Pres.-general Counsel | Sell | 6,675 | $50.00 | $333,761.35 | -6.3% | +21.7% | +14.2% | |
| May 25, 2021 | ZWS Zurn Elkay Water Solutions Corp | Vice Pres.-general Counsel | Sale+OE | 35,725 | $49.96 | $1,784,733.24 | -28.1% | +21.7% | +14.2% | |
| May 13, 2021 | ZWS Zurn Elkay Water Solutions Corp | Vice Pres.-general Counsel | Sell | 682 | $50.14 | $34,195.48 | -0.9% | +19.7% | +17.8% | |
| Nov 9, 2020 | ZWS Zurn Elkay Water Solutions Corp | Vice Pres.-general Counsel | Sale+OE | 21,511 | $37.30 | $802,297.92 | -21.8% | - | - | |
| Nov 3, 2020 | ZWS Zurn Elkay Water Solutions Corp | Vice Pres.-general Counsel | Sale+OE | 33,849 | $34.30 | $1,161,101.94 | -30.5% | - | - | |
| Jun 8, 2020 | ZWS Zurn Elkay Water Solutions Corp | Vice Pres.-general Counsel | Sale+OE | 4,373 | $32.50 | $142,122.50 | -5.4% | - | - | |
| Feb 21, 2020 | ZWS Zurn Elkay Water Solutions Corp | Vice Pres.-general Counsel | Sale+OE | 2,661 | $35.30 | $93,933.30 | -4.1% | - | - | |
| Feb 5, 2020 | ZWS Zurn Elkay Water Solutions Corp | Vice Pres.-general Counsel | Sale+OE | 25,000 | $34.00 | $850,000.00 | -28.8% | - | - | |
| Dec 12, 2019 | ZWS Zurn Elkay Water Solutions Corp | Vice Pres.-general Counsel | Sale+OE | 10,000 | $32.55 | $325,500.00 | -13.9% | - | - |