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 | ||||||
2023-03-14 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $12.90 | -2,000 | 38,812 | -5% | -$25,807 | ||||||
2023-03-07 | WHG | Lockridge Matthew | Head, U.S. Value Inv. | S - Sale | $13.42 | -1,500 | 77,110 | -2% | -$20,129 | ||||||
2023-03-06 | WHG | Lockridge Matthew | Head, U.S. Value Inv. | S - Sale | $13.91 | -3,000 | 79,404 | -4% | -$41,719 | ||||||
2022-11-28 | WHG | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $10.60 | -240 | 40,812 | -1% | -$2,544 | ||||||
2023-02-22 | WHG | Lockridge Matthew | Head, U.S. Value Inv. | S - Sale | $11.70 | -6,713 | 82,404 | -8% | -$78,542 |
| 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 |