X |
Filing Date |
Trade Date |
Ticker |
Insider Name | Title |
Trade Type |
Price |
Qty |
Owned |
ΔOwn |
Value |
1d |
1w |
1m |
6m |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024-03-06 | WHG | Lockridge Matthew | Head, U.S. Value Inv. | S - Sale | $12.01 | -14,000 | 56,283 | -20% | -$168,087 | ||||||
| M | 2023-09-11 | WHG | Montgomery John Porter | COO | S - Sale | $9.90 | -1,667 | 75,816 | -2% | -$16,501 | |||||
2023-08-09 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $10.97 | -850 | 37,962 | -2% | -$9,327 |
| A | Amended filing |
| D | Derivative transaction in filing (usually option exercise) |
| E | Error detected in filing |
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price |
| S - Sale | Sale of securities on an exchange or to another person |
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) |
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company |
| P - Purchase | Purchase of securities on an exchange or from another person |