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W BLAIR WALTRIP

CIK 1078418 · last filed 2024-12-16

W BLAIR WALTRIP is a corporate insider who has filed 50 SEC Form 4 insider transactions across 2 companies since 2007. The most recent filing shows the insider sold $287.4K of SCI on Dec 16, 2024. Across all open-market trades the lifetime net is −$10.6M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $58.5M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$58.54M

Companies

2

Total Filings

50

Lifetime Open-Market Net

-$10.63M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
SCI Director 718,944 $81.43 $58.54M -$10.65M 42 2024-12-16
EDELMAN FINANCIAL GROUP INC. (SMHG) Delisted Director 31,680 — — $25.6K 6 2010-06-02

Recent Filings

50 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2024-12-16 SCI Sell (S) −3,334 -$287.4K EDGAR
2024-12-11 SCI Notice (144) −3,334 -$285.9K EDGAR
2024-05-09 SCI Grant (A) +2,642 $0 EDGAR
2024-03-07 SCI Sell (S) −42,000 -$3.15M EDGAR
2024-03-05 SCI Notice (144) −42,000 -$3.07M EDGAR
2023-05-04 SCI Grant (A) +2,684 $0 EDGAR
2022-05-06 SCI Grant (A) +2,613 $0 EDGAR
2021-05-13 SCI Grant (A) +3,320 $0 EDGAR
2020-05-15 SCI Mixed +6,937 $69.3K EDGAR
2019-06-06 SCI Sell (S) −31,750 -$1.41M EDGAR
Showing 1–10 of 50
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.