Insider trading

Period: 120 months Stock: WHG + Add filter Clear all
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When

Period

How far back the list reaches. Filings arrive days after the trade, so the newest rows always lag a little.

138 decisions over 120 months
Who

Role

The position the person holds at the company, read from the title on the filing. A chief executive who is also a director counts as the chief executive.

138 decisions over 120 months
The trade

Type of trade

Purchases, sales, or cluster buys: companies where 3 or more insiders bought within 30 days. The number beside each is what that choice would give.

138 decisions over 120 months
The trade

Minimum amount

Hides rows under this value. The amount is the shares traded times the price on the filing.

138 decisions over 120 months
The trade

Plan

  • Discretionary: they chose to sell that week.
  • Scheduled: a 10b5-1 plan fixed the sale months in advance, so the timing says nothing about what they knew.
  • Not stated: filed before the SEC added the box in April 2023, which is most of the older half of this database.
138 decisions over 120 months
The trade

Share of their own holding

How much of what they already held the trade moved. Selling a tenth of a stake is not the same act as selling all of it.

At least
138 decisions over 120 months
Ownership

What the chief executive holds

The value of the chief executive’s stock measured against base salary. The salary comes from the company’s own proxy. Companies with no figure are in neither direction.

138 decisions over 120 months
Stock
Insider
Type ?
Why it stands out
15 Apr 2026
BYRNE SUSAN M Director Emerita
Sold at will
$24.68K 1,500 at 16.45
0.5%
Not planned
14 Apr 2026
BYRNE SUSAN M Director Emerita
Sold at will
$4.96K 301 at 16.48
0.1%
Not planned
13 Apr 2026
BYRNE SUSAN M Director Emerita
Sold at will
$26.11K 1,600 at 16.32
0.5%
Not planned
10 Apr 2026
BYRNE SUSAN M Director Emerita
Sold at will
$14.49K 900 at 16.11
0.3%
Not planned
9 Apr 2026
BYRNE SUSAN M Director Emerita
Sold at will
$6.54K 401 at 16.31
0.1%
Not planned
8 Apr 2026
BYRNE SUSAN M Director Emerita
Sold at will
$11.58K 704 at 16.46
0.2%
Not planned
7 Apr 2026
BYRNE SUSAN M Director Emerita
Sold on a plan
$6.45K 400 at 16.13
0.2%
Planned (10b5-1)
6 Apr 2026
BYRNE SUSAN M Director Emerita
Sold at will
$11.42K 700 at 16.31
0.2%
Not planned
2 Apr 2026
BYRNE SUSAN M Director Emerita
Sold at will
$9.73K 600 at 16.21
0.2%
Not planned
1 Apr 2026
BYRNE SUSAN M Director Emerita
Sold at will
$25.15K 1,494 at 16.83
0.5%
Not planned
23 Feb 2026
Sold at will
$307.26K 18,943 at 16.22
3.4%
Not planned
23 Feb 2026
Helfert Adrian CIO, Multi-Asset Inv.
Sold at will
$174.72K 10,772 at 16.22
6.2%
Not planned
23 Feb 2026
Gomez Fabian President
Sold at will
$100.94K 6,223 at 16.22
4.8%
Not planned
23 Feb 2026
Lockridge Matthew Head, U.S. Value Inv.
Sold at will
$87.25K 5,379 at 16.22
6.5%
Not planned
23 Feb 2026
Forbes Murray III Chief Financial Officer
Sold at will
$46.37K 2,859 at 16.22
4.2%
Not planned
23 Feb 2026
Linton David O Head of Distribution
Sold at will
$43.05K 2,654 at 16.22
8.3%
Not planned
10 Dec 2025
Sold at will
$138.04K 8,341 at 16.55
1.7%
Not planned
9 Dec 2025
Sold at will
$28.94K 1,764 at 16.41
0.4%
Not planned
8 Dec 2025
Sold at will
$26.35K 1,602 at 16.45
0.3%
Not planned
5 Dec 2025
Sold at will
$22.21K 1,351 at 16.44
0.3%
Not planned
28 Nov 2025
Sold at will
$1.68K 99 at 17.00
0.0%
Not planned
26 Nov 2025
Sold at will
$680.00 40 at 17.00
0.0%
Not planned
10 Nov 2025
Sold at will
$6.29K 370 at 17.00
0.1%
Not planned
29 Aug 2025
Sold at will
$121.50K 6,750 at 18.00
1.3%
Not planned
5 Jun 2025
Gomez Fabian President
Sold at will
$108.50K 7,000 at 15.50
6.8%
Not planned
6 Mar 2024
Lockridge Matthew Head, U.S. Value Inv.
Sold at will
$168.09K 14,000 at 12.01
19.9%
Not planned
11 Sep 2023
Montgomery John Porter Chief Operating Officer
Sold at will 2×
$8.18K 827 at 9.90
1.1%
Not planned
6 Sep 2023
Montgomery John Porter Chief Operating Officer
Sold at will 2×
$8.32K 840 at 9.90
1.1%
Not planned
9 Aug 2023
Bennett Leah President-Westwood Wealth Mgmt
Sold at will
$9.33K 850 at 10.97
2.2%
Not planned
14 Mar 2023
Bennett Leah President-Westwood Wealth Mgmt
Sold, plan not stated
$25.81K 2,000 at 12.90
4.9%
7 Mar 2023
Lockridge Matthew Head, U.S. Value Inv.
Sold, plan not stated
$20.13K 1,500 at 13.42
1.9%
6 Mar 2023
Lockridge Matthew Head, U.S. Value Inv.
Sold, plan not stated
$41.72K 3,000 at 13.91
3.6%
22 Feb 2023
Lockridge Matthew Head, U.S. Value Inv.
Sold, plan not stated
$78.54K 6,713 at 11.70
11.3%
28 Nov 2022
Bennett Leah President-Westwood Wealth Mgmt
Sold, plan not stated
$2.54K 240 at 10.60
0.9%
9 Jun 2022
JCP Investment Management, LLC See Footnote 1 · indirect
Sold, plan not stated 3×
$376.64K 24,000 at 15.69
58.8%
Sold half or more
1 Jun 2022
Bennett Leah President-Westwood Wealth Mgmt
Sold, plan not stated
$44.85K 3,000 at 14.95
9.9%
30 Nov 2021
FRANK RICHARD M Director
Bought
$9.62K 578 at 16.65
1.0%
29 Nov 2021
FRANK RICHARD M Director
Bought
$6.76K 406 at 16.65
0.7%
22 Nov 2021
CASEY BRIAN O President & CEO
Bought
$50.25K 3,000 at 16.75
0.8%
Largest buy in 3 yrs
3 Nov 2021
FRANK RICHARD M Director
Bought
$88.75K 5,000 at 17.75
10.3%
Largest buy in 3 yrs
2 Nov 2021
CASEY BRIAN O President & CEO
Bought
$9.00K 522 at 17.25
0.1%
1 Nov 2021
Bought
$174.89K 10,000 at 17.49
14.8%
First buy on file
1 Nov 2021
CASEY BRIAN O President & CEO
Bought
$43.13K 2,500 at 17.25
0.7%
First buy on file
25 Jun 2021
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$19.10K 885 at 21.59
2.9%
5 May 2021
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$13.66K 700 at 19.52
2.3%
4 May 2021
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$15.60K 800 at 19.50
2.5%
29 Apr 2021
JCP Investment Management, LLC 10% owner · indirect
Bought
$223.66K 12,500 at 17.89
3.0%
First buy on file
29 Apr 2021
JCP Investment Management, LLC 10% owner · indirect
Bought
$214.62K 11,995 at 17.89
3.0%
First buy on file
29 Apr 2021
JCP Investment Management, LLC 10% owner · indirect
Bought
$9.04K 505 at 17.89
3.0%
First buy on file
9 Apr 2021
Gomez Fabian Chief Operating Officer
Sold, plan not stated
$31.45K 1,817 at 17.31
5.4%
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